Private Advisor Group is redefining what it means to be independent. We empower financial advisors with the freedom to build their business, their way—backed by a powerful platform, support, and a community that puts people first. Whether you're looking to grow, scale, or transition your practice, our flexible affiliation options, leading technology, and advisor-first mindset are designed to meet you where you are—and take you where you want to go. Join a firm that supports your independence, amplifies your impact, and helps you thrive in every stage of your journey. Securities offered through LPL Financial. Member FINRA/SIPC www.FINRA.org/www.SIPC.org. Investment advice …

113 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

The World's First AI Financial Advisor Pefin is the world's first AI financial advisor. We make it easier than ever to secure a happy financial future. Our platform uses proprietary artificial intelligence technology to help you make the most important financial decisions effortlessly and confidently. We provide personalized, actionable planning and investment strategies that automatically adapt and grow with you as your life and the world around you changes. Pefin was founded in 2011 and is headquartered in New York. For more information, please visit http://www.pefin.com. Follow us on Facebook, Twitter and Instagram too. Banking/Financial Services, Consumer Finance, and Startup

525 similar entities Type: Startup Activities: fintech Technologies: A.I.

Your heritage is the fruit of your work. We grow it with high standards. In France, taking care of your assets, investments or taxes can seem complex: lack of time, knowledge or trusted contacts. This is where Climb comes in: making your assets grow. Simply. We combine the expertise of our advisors and technology to provide the best possible user experience. We support our clients on: - Investments: invest intelligently, monitor your investments and your assets. - Taxes: optimize your declaration and reduce your taxes thanks to our experts and our online tools. With Climb, you benefit from: - Unique …

253 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Welcome to the official Verso Wealth Management LinkedIn page. Welcome to the official Verso Wealth Management LinkedIn page. We are an integrated wealth management group, with a range of clients using our different financial advice offerings, depending on their level of wealth and goals. We can accommodate individuals, families, entrepreneurs, and corporate businesses, providing specialist advisory services. Join the thousands of clients we are helping to build, manage and grow intergenerational wealth for the present and future generations. On this platform you’ll come across some of the inspiring people we work with and projects we support in the UK and …

189 similar entities Type: SMB Activities: fintech Technologies: SaaS

Improve every financial decision you make. Omney was created to give you awareness and autonomy in management of your investments. We help people make informed financial decisions, with concrete tools, structured training and the support of an active community. Not generic content on finance: a complete path for build the skills and tools to manage your assets autonomously. We operate in three dimensions. 1. Training. A structured path to become an informed investor. From theory to practice: objectives, tools, strategy with the direct support of experts. 2. Technology. Asset trackers, simulators and operational tools to have a clear vision of …

449 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

With expertise and pleasure in the profession Do you want insight into your finances? Would you like an adequate and understandable answer to your question quickly? Are tax matters arranged responsibly? Please contact us! A good overview of your finances gives you peace of mind in your actions, gives you space in your head and energy for entrepreneurship. That is what Ocean Finance offers companies (self-employed and small SMEs) and foundations. With expertise and pleasure in the profession, Ocean Finance provides services for entrepreneurs and directors. advice, online accounting, independent professionals, foundations, subsidies, administration, private individuals, finance, Freelancer, sole proprietorship, …

63 similar entities Type: SMB Activities: fintech

The Balance makes personal finance easy to understand. It is home to experts who provide clear, practical advice on managing your money. Every day, we publish news, how-to guides, and product reviews to help you make sense of every aspect of your financial life. Whether you’re looking to invest, buy a home, save for retirement, or achieve another financial goal, The Balance’s 20-year-strong library of more than 10,000 pieces of content will answer your questions with straightforward personal financial advice. Our more than 50 expert writers have extensive qualifications and expertise in their topics, including MBAs, PhDs, CFPs, other advanced …

67 similar entities Type: Startup Activities: fintech

Independent financial advice, tailored to you. Lubbock Fine Wealth Management (LFWM) is the wealth management and financial planning arm of Lubbock Fine. Established in 2006 and based in the heart of the City of London, we help private clients and businesses to preserve and grow their wealth. We offer unbiased, independent financial advice, based on our detailed assessment of your needs, concerns and objectives. As your advisers, we'll consider every aspect of your circumstances to gain a full picture of your financial position. Our advice will always include a fair and comprehensive analysis of the whole market. We also work …

61 similar entities Type: SMB Activities: fintech

The no BS approach to your managing your money effectively. We bring much needed ACTIONABLE advice to a generation that hates being lectured about personal finance from the out-of-touch one percent. We’re relatable, funny and brash. Our down-to-earth discussions about money are entertaining whether you’re a financial whiz or just starting out. With over 250 hours of podcast episodes and 450 articles, we teach you how to control your spending, afford what you need and comfortably invest the rest.

56 similar entities Type: Startup Activities: fintech

Nous vous accompagnons dans votre réussite professionnelle dans la finance-banque-assurance Qui sommes-nous ? En quelques mots, Fin*Idea est une entreprise qui a pour mission de vous aider à atteindre vos objectifs de carrière en vous offrant des conseils adaptés à votre situation. Par conséquent, nous sommes là pour vous accompagner dans votre parcours professionnel vers le secteur de la Banque-Finance. Quelles sont nos activités ? D’une part, Fin*Idea est une entreprise qui a pour ambition de démocratiser les choix de formations ou métiers du secteur de la Finance. Fin*Idea proposera très prochainement de simplifier les recherches des formations/parcours professionnels en …

67 similar entities Type: Startup Activities: fintech edtech Technologies: SaaS

Le 1er coach du bonheur financier Founded by a duo of passionate engineers, Mr. Zoukh Mahdi and Mr. Assab Abderrahim, Eliz emerged as a fintech game-changer. Their shared enthusiasm for personal finance laid the cornerstone for Eliz's unique approach. At Eliz, we blend behavioral finance, positive psychology, and cutting-edge technology to pave the way for "Financial Happiness." Our mission is to empower users to save and spend more mindfully and knowledgeably. We've developed an innovative mobile app that acts as your personal financial wellness coach. But that's not all – Eliz also pioneers in providing Save Now, Buy Later (SNBL) …

55 similar entities Type: Startup Activities: fintech

We are a team of expert research analysts, striving to help you find the best financial products Under AMTD Group and AMTD Digital, AMTD PolicyPal Group is a leading Singapore-based Fintech and InsurTech company. AMTD PolicyPal Group consists of: PolicyPal Pte. Ltd., Baoxianbaobao Pte. Ltd., PolicyPal Tech Pte. Ltd., and ValueChampion. Fintech and Insurtech is about leveraging technology, data, partnerships and lifestyle to empower users in their financial health. Here, we aim to change the mindset about finance. We make finance fun and convenient for everyone by: building a user friendly platform. This platform allows management of your financial portfolio, …

185 similar entities Type: Startup Activities: insurtech fintech Technologies: SaaS

High-end wealth management firm · Human expertise & advanced digital solutions · Versailles Grisbee Gestion Privée is a digital wealth management firm that offers you a 360° experience: a dedicated advisor, high-end investments and services as well as a unique tool. **** Grisbee Gestion Privée supports individuals and business leaders in managing their assets and finances. Grisbee relies on a unique online asset management tool in France which allows you to: - consolidate and track all of your assets in one place. Say goodbye to the Excel file for tracking your finances! - discover a complete diagnosis of your financial …

68 similar entities Type: Startup Activities: fintech proptech

Expert financial advisory in M&A, Fundraising & Outsourced CFO services Impulse Corporate Finance is an investment bank specializing in financial advisory. Since 2016, we have been supporting high-growth companies – industrial groups, startups, family businesses, and investment funds – in their strategic operations. Our team, composed of experienced professionals and senior advisors from top-tier financial institutions, provides tailored support built on trust and proximity. Looking for financial advice? Let’s talk! Mergers & Acquisitions, Fundraising, Strategic & Financial Advisory, High tech, Real Estate, Media, TMT, Corporate Finance, Energy, Internet, Venture Capital, Fusions, Cessions, and Acquisitions

258 similar entities Type: Incubators & VCs Startup Activities: fintech proptech

💡Tailored investment, aligned with your projects 📚 Financial education at the heart of our content Nalo, plans for your money. We are an online platform that offers a new way to invest. At Nalo, it seems crazy to us that traditional financial services are so standard, so expensive and so opaque. For us, an investment must align with individual projects. Everyone has different aspirations for their money: a personal project, preparing for retirement, buying a house, or all of these at the same time. We offer objective-based investments, driven by cutting-edge technology to reduce costs. But also 100% human personalized …

260 similar entities Type: Startup Activities: fintech Technologies: IoT

Helping you make better financial decisions since 2003 Rankia.com, based in Valencia, is the main independent Spanish financial community with more than 500,000 registered users. You can follow your investment portfolio on the web, participate in forums, get your mortgage, evaluate products and financial entities, compare savings options, publish your own blog or compete in the Stock Market game. What can you find in Rankia? - Opinions and content on the stock market, banking, savings, taxes, funds, insurance, mortgages and all topics related to your personal finances. - Get your mortgage with advice experts who will accompany you throughout the …

152 similar entities Type: SMB Activities: fintech Technologies: NFC

Here at Trevor Downing we want to help you achieve your unique financial goals and help you plan for your future. GUIDING YOU WITH EXPERT FINANCIAL ADVICE Through the provision of highly specialised financial guidance, we will help you make money, save money and plan for your future and the future of your family.Our aim is to work with yout o first fully understand your present financial position before putting forward our proposals to help you achieve your unique financial goals. Financial Guidance, Pensions, Protection, Investment Solutions, Estate Planning, Independant Financial Advice, Mortgages, Private Medical Insurance, Investment Solutions, Financial Planning, …

87 similar entities Type: SMB Activities: fintech

Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family office services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a …

167 similar entities Type: SMB Activities: fintech

Well viewed mortgages We believe that everyone deserves the best mortgage! After all, it's about a lot of money and your home. Our mortgage advisors do not use difficult words or complicated terms. In your dashboard you see everything they see: every bank, every interest rate and all conditions. This means you are in control and you understand our mortgage advice so well that you can tell the tale. Our advice is the combination of man and machine, computing power and empathy. Whether you are looking for more space in square meters or in your monthly costs. A carefree feeling …

97 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Financial Planning and Wealth Management, A Sanctuary from the Noise (R) At Moisand Fitzgerald Tamayo, LLC , we are more than just financial advisors—we are your dedicated partners in achieving financial security and long-term success. Our firm is built on six key differentiators that set us apart from other advisors: 1. Fiduciary Duty We are fiduciaries, which means we are legally obligated to act in your best interest in every aspect of our relationship. Unlike other firms that may "switch hats" to sell products under a lower standard, we are committed to eliminating conflicts of interest, ensuring that our loyalty …

265 similar entities Type: SMB Activities: fintech silvertech Technologies: Cybersecurity

Germany's largest financial community 🚀 We help people take their finances into their own hands. In 2015, we made it our mission to encourage people to take their finances into their own hands. Starting as a YouTube channel with explanatory videos, within just a few years we have developed into the largest community for financial decision-makers in the German-speaking region. With our videos, guides, comparisons, calculators and exchange platforms, we want to enable you to take responsibility and make your own, well-founded financial decisions. Finanzfluss is a brand of Finflow GmbH.

74 similar entities Type: Startup Activities: fintech Technologies: SaaS

Improve your financial habits Fabit is an app for optimizing financial habits. It is aimed at people who want to manage their finances better in order to be able to lead a financially healthy and relaxed life in the long term. “Fabit” is derived from the English “Financial Habit” - financial habit.

56 similar entities Type: Startup Activities: fintech

The CFO is the trusted source of expert content for a diverse and influential community of finance leaders. The CFO is the trusted source of expert content for a diverse and influential community of finance leaders, providing clarity and insight on the forces shaping the profession and its future. Our in-house editorial team provides daily news updates and incisive news analysis, together with viewpoints from industry experts, exploring the critical issues for finance leaders today.

58 similar entities Type: Media SMB Activities: fintech

Our world revolves around you Our strength is the style we have been cultivating for centuries: private, discreet and very personal. With the claim to trusting cooperation and individual advice. Proximity to our customers remains the most important thing for us, even in the digital world. Every customer has a permanent advisor – often across generations. This also surprises with solutions that go far beyond normal banking. We offer an extensive network for real estate customers and institutional investors, for capital markets customers, entrepreneurs and private customers. Get to know us! We look forward to seeing you. PS: Would you …

539 similar entities Type: SMB Activities: fintech Technologies: Data Analytics

Smart Money People is the UK’s most comprehensive financial services review website 💬 Smart Money People is the UK’s most comprehensive financial services review site 💬 Consumers come to share feedback about the financial world and financial firms come to understand the voice of the customer. Launched in October 2014, Smart Money People has come a long way. In fact, we’ve grown to become the UK’s largest financial review website. Sometimes called the ‘TripAdvisor’ for finance, we’ve featured widely across the media including BBC News, The Sunday Express, The Daily Mail, The Daily Mirror, The Scotsman, The Economist’s Intelligence Unit, …

115 similar entities Type: Startup Activities: fintech uxtech Technologies: IoT

Ideas Happen Here. As an enabler of ideas, we help our clients realise their goals. RBC BlueBay Asset Management represents RBC Global Asset Management outside of North America. We're an active asset manager across equities, fixed income and alternatives – in a world where markets are more complex and fast-changing than ever. Your outcomes depend on partners who continuously learn what works and have the conviction to pursue it. As such, our purpose is to make a positive difference for our clients, optimising their outcomes through long-term active investment. We test, learn, and adapt our approach – whether through disciplined …

396 similar entities Type: SMB Activities: fintech Technologies: SaaS

Make the most of it 💰 Money is committed to helping readers take charge of their finances and their futures. We provide advice about all aspects of people’s financial lives: jobs, savings, investments, spending, real estate and retirement. finance, personal finance, financial services, savings, investment, mortgage, insurance, retirement, real estate, credit cards, shopping, and wealth

195 similar entities Type: SMB Activities: fintech Technologies: NFC

We help you save and invest without having to move money from your bank, we only charge if we make you earn money. We offer financial advice through a website/app. Our algorithm allows us to select the best investment products tailored to each client. We think everyone should have a financial advisor to advise them on their savings and investments. From our website/app we are able to make savings and investment plans tailored to each client, regardless of the bank in which each client has their money. We offer these services in most Spanish commercial banks, so you don't have …

114 similar entities Type: Startup Activities: fintech entrepreneurship

Germany's AI-first financial app We are building Germany's AI-First financial app: the easiest way to save time and money. Known from “The Lions’ Den”, today with over 3 million users and brand ambassador Toni Kroos. Finanzguru helps you to really understand your finances, save and plan smarter. As an AI-First Company, we combine modern AI technology with real financial expertise, making personal advice scalable. Our focus for 2027: the state-sponsored retirement savings account. We will provide you with the easiest way to prepare for old age. Easy digital access directly in the Finanzguru app, personal advice and AI-supported support as …

149 similar entities Type: Startup Activities: fintech Technologies: A.I.

We are the first digital financial advisor where you get money back for your insurance. feelix GmbH stands for a new feeling in the area of ​​financial services – financial world 3.0. – What is Finance 3.0? The future of finance is online, transparent and tailored to you through... simple and understandable to use transparent comparison options for all financial products Financial products without expensive acquisition fees TÜV-certified service – from organizing your documents to completing contract changes continuous knowledge development the opportunity to give yourself the best possible advice Information about your financial products available online (laptop or smartphone). …

82 similar entities Type: Startup Activities: fintech

We shape the investments of tomorrow 🐥 Would you like to fulfill your wishes? A dream vacation, a house, a new car? Or simply saving for retirement? But you don't know how? Are you tired of low interest rates and incomprehensible financial products? Us too! Everyone at VisualVest has the same goal: to make investing as understandable, as cheap, as profitable and at the same time as safe as possible. And we want a flexible investment that we can manage comfortably from home. That's why we developed VisualVest - for you, but also for us. Our team is diverse: financial …

191 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Your guide to everything personal finance. At The Finance Twins, we're helping everyday people take control of their finances by providing them with the best information available in an easy to understand format! Take a look through our free resources if you’re sick of living paycheck to paycheck and have dreams of financial freedom. Our guides will help our readers learn the basics to personal finance! The Finance Twins - Your Guides to Personal Finance! personal finance

57 similar entities Type: Startup Activities: fintech

News, educazione finanziaria e idee d'investimento gratuite. Il tutto parlando la lingua del web. AdviseOnly helps you to manage your savings with simplicity, autonomy and transparency. From financial education to the control platform for your portfolios, we provide all the necessary instruments for your investments. An informed saver is a better saver! What can you do with AdviseOnly? • Choose an investment idea of our financial strategies team: pick up a goal, customize your portfolio to match your needs and start saving on your own • Check your investments, it’s simple and immediate: get the max of our free financial …

98 similar entities Type: Startup Activities: fintech Technologies: SaaS

We are a marketplace where users can compare personalized, prequalified rates and quotes from multiple lenders and carriers, for student loans, mortgages, personal loans and insurance. We combine the intelligence, expertise, and confidence of a financial advisor with the approachability and honesty of a friend. In other words, we’re the friend you always wish you had in finance. We are optimistic, challengers, trustworthy, clever, and smart. We are open and transparent. We strive to act as advisors by being friendly, objective, and open in our communication. We use language that is intelligent yet approachable. When appropriate, we’ll drop in a …

164 similar entities Type: SMB Activities: fintech Technologies: SaaS

Making quality financial advice free, easy & accessible. Your financial advisor in your pocket. Rethink Money changes financial services by empowering you the consumer. A digital tool to research your needs, view your financial plan, then action any shortfalls by applying for the right policies at the most cost-effective price in the market. Our mission is simple; to make quality financial advice available to everyone, everywhere for free. Personal financial management, Financial software, Financial consultancy, Life insurance, Mortgage, Pension, Income protection, Investment, Mortgage protection, and Specified illness cover

125 similar entities Type: Startup Activities: fintech it services Technologies: SaaS

On a mission to make finance accessible for all We make financial education simple, personalized, and accessible to everyone. Through daily lessons and tailored learning paths, we help transform complex concepts into concrete decisions, from saving to investing. Finanz enables anyone to gain the knowledge needed to manage money with confidence and build a more secure future. Because finance should not be a privilege, but a right for all. Edutech and Fintech

64 similar entities Type: Startup Activities: fintech

Free analysis of financial products A wealth management advisor, Cleery is also the first online personal finance information site. Access clear and transparent information and contact our experts to obtain personalized support. Wealth management advice, Wealth management, Personal finance, Business manager, Corporate treasury, Structured products, and SCPI

64 similar entities Type: Startup Activities: fintech

Revolutionizes access to independent financial advice. For decades, access to private financial advice has been reserved for a restricted financial elite. High costs and opaque structures have kept the majority of people on the sidelines, depriving them of opportunities for growth and financial security. Faced with this inequality, we decided to act. At SCROOGE FINANCE, we firmly believe that everyone should have the opportunity to benefit from quality advice to manage their finances and wealth. Our mission is to break down traditional barriers and make this advice accessible to everyone. But our goal goes beyond numbers. By providing opportunities for …

93 similar entities Type: Startup Activities: fintech Technologies: SaaS

Wealth management firm that helps individuals and business achieve their financial goals. We deliver highly personal financial planning and investment management services to help you achieve your goals and to make your life simpler. Our advice is independent. We focus on our clients objectives while driving principles of advice that are objective. Asset Allocation, Financial Planning, Investment Management, Retirement Planning, and Risk Management

204 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Work with the facts. Work with MoneyView. MoneyView collects and analyzes information from and about the financial services market. MoneyView wants to support organizations in operating more successfully in financial services. MoneyView provides information, helps you use this information effectively and therefore make the right decision at the right time. Information only becomes valuable if it is applicable in daily practice. That is why MoneyView develops and maintains various applications for the various sections of the business column. MoneyView serves banks and insurers as well as financial advisors with information applications that are tailored to the specific requirements associated with …

54 similar entities Type: SMB Activities: fintech

Much more than just Chartered Accountants and Business Advisors At Dains (formerly Condies) we behave differently to a traditional accountancy firm. We acknowledge the most rewarding business relationships are partnerships. So we get to know the people behind every client... only then can we help you achieve your ambitions, both business and personal. Our in-house experts are friendly and understandable – we won’t overcomplicate your finances or try to impress you with technical talk. Whether you're starting off, established or looking for an exit we have all the services you could ever need. We offer all the conventional compliance you’d …

730 similar entities Type: SMB Activities: fintech legaltech Technologies: SaaS

Money matters, but life matters more. Our vision for Paradigm Norton is based on the fact that ‘we can’t take our money with us’ - that if we look exclusively at money, we only focus on a small part of the picture and hardly scratch the surface of what life is all about. Financial planning is about your life and not just your money. Financial planning isn’t a one-off activity. It’s a journey and it spans a lifetime. At the heart of what we do is to cause you to reflect and consider what you really want out of life, …

62 similar entities Type: SMB Activities: fintech Technologies: Decarbonization

Smarter, Personalised Wealth Planning for Individuals, Advisors and Institutions PaceUP Invest is an intelligent behavioural wealth OS platform helping advisors and institutions deliver personalised financial guidance at scale. We help financial advisors, institutions, and individuals make smarter financial decisions through intelligent, data-driven wealth planning. Our platform combines advanced analytics, AI-powered insights, Behavioural science and holistic financial modelling to deliver personalised financial guidance at scale. Advisors can better understand client goals, model financial futures, and provide more meaningful, proactive advice. At PaceUP Invest, we believe the future of wealth management is more intelligent, more inclusive, and more accessible. Our mission is …

83 similar entities Type: Startup Activities: fintech Technologies: SaaS

Simply build performant investment plans with ETFs. For private investors, company directors and employees. Easyvest is a fast-growing online financial advisor that helps all investors grow their hard-earned money in a smart, simple, personalized, low-cost, and educative way, in prevision of their pension or during their pension. Easyvest combines the power of technology with the conviviality of a certified financial advisor. Our intuitive platform allows you to digitally open an account within 15 mins and manage your online account wherever you are. Our human financial advisors assist you at any time. We offer our solutions at the lowest price with …

249 similar entities Type: Startup Activities: fintech insurtech Technologies: Robotics

🔵 Here you will find all the economic news and how it directly affects your personal finances. At HelpMyCash we have an obsession (a good one): that everyone understands their money without getting bogged down with technicalities. Our number one objective is financial education, explaining in normal words things that sound as complicated as mortgages, cards, loans, investment or the real estate market... and bringing them down to something very simple: how it affects you and your pocket. We started in 2010 comparing mortgages and today we are one of the main comparators of financial products in Spain. Every day …

157 similar entities Type: Startup Activities: fintech Technologies: NFC

Your online bank to invest well with low costs. We help you achieve your financial freedom. MyInvestor is a Spanish neobank expert in investments with a mission: to help its clients manage their money and guide them on their path to financial freedom. In this way, it contributes to creating a more prosperous society. It offers the full range of banking services: paid account, cards, automated management portfolios (roboadvisor), funds, shares, ETFs, plans, real estate crowdfunding, crowdfactoring, venture capital, and financing for mortgages, consumer and investments, and insurance. It is supervised by the Bank of Spain and the National Securities …

203 similar entities Type: Startup Activities: fintech Technologies: NFC

Powdr combines smart software and expert support to help growing businesses model, forecast and plan their finances. Powdr builds and maintains financial models for businesses that are serious about growth. We exist because strategic finance is performed badly too often. Businesses are making big decisions on spreadsheets that break, forecasts that do not reflect reality, and models that fall apart when it matters most in a funding conversation, a board meeting, or a cashflow crisis. We built our own technology so financial modelling moves fast and adapts as things change. Working as an extension of your team, we bring the …

109 similar entities Type: Startup Activities: fintech Technologies: SaaS

Fundment is the modern investment platform that turns advice into action with speed, clarity and precision. We've built Fundment to propel financial advice businesses through technology. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level. We are the high-tech bridge between an adviser's expertise and their clients' financial goals, turning advice into action quickly, accurately and securely. Today, we support tens of thousands of advised investors, thousands of advisers, and hundreds of advisory businesses across the UK. Financial Technology, Investing, Pensions, Discretionary Fund …

352 similar entities Type: Startup Activities: fintech Technologies: SaaS

Building the Fintech Metaverse Lifetise helps you plan how to afford your life goals: like buying a home, or having kids. We make it really easy to work out how much you should be spending and how much you'll need to save. Plus we guide you step-by-step through the whole process. It's all about taking away the uncertainty you might feel about the future. And giving you the tools and information to help you feel confident about making financial decisions.

59 similar entities Type: Incubators & VCs Startup Activities: fintech Technologies: VR

The financial management of a large company, now for your SME Most SMEs do not have a business problem. You have a financial management problem. They sell, grow and work well... but they make financial decisions with fragmented information, reacting late and negotiating with the bank from a disadvantage. In an environment where decisions are no longer personal, but algorithmic, this puts its viability at risk. RasmIA was born to change this. RasmIA is an Intelligent Financial Agent that acts as a Digital CFO for the SME. Interprets financial information, anticipates scenarios and guides decisions on debt, treasury and relationships …

165 similar entities Type: Startup Activities: fintech Technologies: SaaS

Spreading financial awareness and promoting sound financial decisions in the UAE Bayzat is an awareness platform specialized in personal financial management, aiming to help individuals, families, and various entities understand money and make sound financial decisions. We provide content and awareness programs on topics such as budgeting, saving, debt management, insurance, investing, financial planning, and consumer protection from ill-informed financial decisions. Through Consultant Salah Al-Halyan's long experience in financial planning, insurance and financial consulting, we seek to simplify financial concepts and link them to the daily lives of people in the UAE. On this page, we publish articles, recommendations, and …

67 similar entities Type: Startup Activities: fintech Technologies: SaaS

The smarter, simpler way to budget and take control of your money The smarter, simpler way to budget and take control of your money. Budge Money is the all-in-one personal finance app that finally puts your spending and savings into context. We are on a mission to improve personal finance with tools that encourage beneficial money decisions and provide guidance to improve financial wellness. No matter your income, carefully budgeting, saving, and planning for the future is hard. Budge makes your dollars and cents easier to understand with a comprehensive set of money management tools: we'll get rid of the …

60 similar entities Type: SMB Activities: fintech

vaamo is the new way of investing your money: easy, clever, and safe. We ensure that private individuals achieve their personal financial goals. Moreover, we spare our customers effort and time and enable them to invest their money in an optimized securities portfolio based on strict scientific criteria. For more Information, please visit http://www.vaamo.de Professionelles Vermögensmanagement für Privatanleger, Intuitives Userinterface zur persönlichen Finanzplanung, and Revolutionäre Anlage-Flat-Rate ohne Transaktionskosten

423 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity

Everything depends on nuances, the smallest detail. For Strategy's Finance, a wealth management firm: Everything counts Our wealth management firm aims to guarantee our clients high-end and simple financial solutions, with total independence from financial institutions. We wish to bring our experience of financial markets, our know-how, our availability and our attentiveness to our clients to support them in the construction, development and transmission of their assets. We offer you a tailor-made approach and a wealth strategy that is specific to you. Here is a catalog of solutions (non-exhaustive): Savings at guaranteed rates, real estate investments, retirement, tax exemption, Stock …

172 similar entities Type: SMB Activities: fintech

Platform voor financieel inzicht We provide financial advice services at-scale. Our mission? Make high-quality financial advice more accessible for everyone, through modern technology and scalable distribution. Our branded, co-branded and white-label financial advice solutions are distributed via employers, insurance brokers and pension funds to individuals. We help individuals make confident financial decisions around pension and life events.

79 similar entities Type: Startup Activities: fintech Technologies: SaaS

Understand where you stand. Ready to make baffling jargon and unclear advice a thing of the past? Welcome to Ascot Lloyd. We’re a financial advice firm based in the UK who provide a range of financial services, including investment, retirement planning, tax efficiency strategies and estate planning. Whether you’re an individual, family or a business, we offer personalised advice that will help you achieve your goals while navigating complex financial landscapes. To do that, we pride ourselves on providing clear, down to earth and transparent financial advice that gives you confidence in your financial plan. So, whether you’re ready to …

118 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Making financial wellbeing accessible for everyone by combining AI-powered tools with expert human insight. Aventur is a financial wellbeing platform that combines AI-powered tools with human insight to make financial guidance accessible to everyone. We help you understand where you stand, make confident decisions, and build lasting financial confidence. Certified B Corp. investments, financial planning, financial advice, retirement planning, investing advice, mortgages, pensions, and fintech

120 similar entities Type: Startup Activities: fintech Technologies: SaaS

Financial planning that integrates protection, growth, and purpose — because your wealth deserves all dimensions. At Brayshaw Financial Group LLC, we believe wealth management should be as multidimensional as life itself. For over 20 years, our team has helped individuals, families, and business owners navigate complex financial decisions with clarity, confidence, and purpose. For full disclosure please visit https://www.brayshawfinancial.com/ We specialize in what we call 3-Dimensional Investing—a complete approach that integrates: Insurance strategies to protect what matters most Brokerage and investments to grow and preserve wealth Fee-based financial planning to align your wealth with your life goals Our clients include …

85 similar entities Type: SMB Activities: fintech

Fee-only Fiduciaries. Independent. Transparent. Investment Managers, Financial Planners, and Retirement Plan Management. We are a fee-only financial planning firm committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with high quality information, services and advice to help you reach your goals. Financial Planning and Retirement Planning

63 similar entities Type: SMB Activities: fintech silvertech

We Help Consulting Firm CEOs Say Yes To Profits Say Yes To Profits® is a Virtual CFO and Tax Advisory firm that helps consulting firm CEOs gain financial clarity, improve cash flow visibility, increase profitability, and grow their firms with confidence. We partner with established consulting firms that have outgrown basic bookkeeping and need strategic financial guidance to make smarter business decisions. Through Virtual CFO services, tax planning, financial forecasting, cash flow management, profitability analysis, and executive financial advisory, we help CEOs transform their finances into a competitive advantage. Our proven Financial Operating SystemTM focuses on five key areas: • …

67 similar entities Type: SMB Activities: fintech

We help successful savers approach and navigate retirement with confidence through the Retirement Gameplan experience. Financial Coach helps successful savers approach and navigate retirement with confidence through our Retirement Gameplan® experience. FC Advisory LLC is a registered investment adviser doing business as “Financial Coach” and “New Wealth Project”. Views expressed are not intended as recommendation or offer of any specific advice or services, and opinions are subject to change. Consult the appropriate investment, legal, or tax professional before considering any options presented or inferred. Third party posts found on this page do not reflect the views of FC Advisory LLC …

64 similar entities Type: SMB Activities: fintech

We are Innochamp Advisors, your perfect companion in financial planning. We excel in advising you on how to save, invest, and grow your money. If you too seek help and guidance in tackling a specific financial goal, you can count on us. We assist, advice and guide you in buying property, invest in various financial instruments, or provide you a macro view of your financial position and liquidity. We educate you on your money and the interplay of your other various assets. We specialize in retirement or estate planning as well and also provide consultancy on a range of financial …

77 similar entities Type: Startup Activities: fintech

Making Life Better A wealth advisory firm serving individuals, families and corporations. Our vision is to be the best wealth management company in the minds of our clients and centers of influence. Our mission is to help our clients identify true wealth in their lives, be the catalyst to plug all of the holes in their wealth planning, and provide a level of service that exceeds expectations. Serving as your Personal CFO, we help you set and implement clear goals aligned with your needs, values and objectives. Securities offered through LPL Financial, Member SiPC, www.sipc.org. Investment advice offered through WCG …

182 similar entities Type: SMB Activities: fintech silvertech Technologies: Cybersecurity

Forecastr is an out-of-the-box finance function for your business. Make better decisions and succeed in fundraising. Forecastr is an out-of-the-box finance function for your business. We provide the tools and support you need to create an investor-grade financial model. Our expert analysts work with you every step of the way to build a model that's customized to fit your business, keep it up to date, and generate insightful reports to share with your investors and other stakeholders. Make better decisions, hit your growth targets, and raise capital when you need it. Key features: - Dedicated analyst assigned to your account …

111 similar entities Type: Startup Activities: fintech Technologies: SaaS Data Analytics

Independent Financial Advisers, IFA offering Financial Advice in Eastbourne. Qualified Financial Advisors in all aspects of Financial Advice. Investments, Pensions, Mortgages, Personal Protection. Complete Financial Planning was established to provide a level of service no longer offered by conventional banks and Financial advisors. Being fully independent ensures the clients needs are at the heart of the process and there are no external influences on the advice offered. Financial Advice

60 similar entities Type: SMB Activities: fintech

Our mission is to provide you with the tools and resources to help you become an effective “CEO of your money”TM. At Marcum Wealth, our mission is to provide you with the tools, resources, and technology to help you become an effective “CEO of your money”TM. As your team of advisors for your financial answers, we can provide the multidisciplined resources, the customized roadmap and the time-tested financial planning and investment management processes to assist you in reaching your life-long and legacy goals. Legal Notice: www.marcumwealth.com/legal Family Wealth Management, Wealth Management, Plan Sponsor, Retirement Planning, Retirement Plan Services, 401(k), Financial …

62 similar entities Type: SMB Activities: fintech insurtech

Your investment platform as a service with Unifimoney's embedded digital wealth management solution. Offer a safe and easy way to invest—right from your trusted ecosystem. Bank customers and Credit Union members looking to do more with their savings can grow their financial footprint—without leaving the institution they know and trust. Integrated with Alkami, Jack Henry Banno, and Q2. Disclosure: This material is for informational purposes only and does not constitute investment advice or a recommendation of any investment strategy. This material is not to be substituted for personalized investment advice. It is solely your responsibility to conduct independent due diligence …

375 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency

Todd Sensing founded FamilyVest as a fee-only fiduciary firm so families can feel confident that their best interests always come first. We don’t accept commissions, which means you can rest assured that our recommendations are made to help you and only you. When you work with us, we start by helping you define and set your goals. We then draw on decades of experience in financial planning and investment management to help put your entire family on the road to success. Family Financial Planning, Special Needs Financial Planning, and Investment Management

90 similar entities Type: Startup Activities: fintech

Find and Fund Your Higher Ed Scholarships360 is a platform connecting students to scholarships, financial aid resources, and education pathways. Scholarships360 provides students, parents, and educators with personalized, unbiased advice so they can make smart financial moves when it comes time to pay for college. From finding scholarships to selecting college and negotiating financial aid, Scholarships360 is there to help with free access to expert advice on all aspects of education. For more information, visit Scholarships360.org, or follow us on Twitter @scholarships360! Financial aid, Scholarships, Higher education, and Personal finance

55 similar entities Type: SMB Activities: fintech Technologies: SaaS

Finda, Korea’s leading loan comparison platform Finda is looking for a colleague who tenaciously solves difficult financial problems. Finda is a data-based platform that provides personal financial services such as loan comparison, my data-based asset management, and loan calculator. By standardizing complex and massive financial information, we help anyone make reasonable personal finance choices with standards and figures that anyone can understand. Our goal is to reduce information asymmetry caused by difficult loan and interest rate information and make everyday financial decisions wiser. Since launching its loan comparison service in 2019, Finda has expanded its service area as a MyData …

103 similar entities Type: Startup Activities: fintech Technologies: SaaS

FutureAdvisor is an award-winning digital wealth management firm serving client households nationwide from our offices in San Francisco. We use software to power a wealth management experience accessible to everyone, at less than half the price charged by traditional firms. Our clients are the mass-affluent investors underserved by traditional financial advisory and wealth management firms. FutureAdvisor is leading a shift in financial services towards transparency, convenience and inclusion. FutureAdvisor is looking for engineers to help build better portfolio management tools for everyone. Our unbiased financial advice is giving middle- and working-class families powerful tools they never had access to before, …

59 similar entities Type: Startup Activities: fintech Technologies: SaaS

Empowering people to make wise decisions. Decision Fish creates social impact by helping people make better decisions through our financial wellness programs, consulting and coaching services. Decision Fish's online financial wellness program coaches people through their financial decision-making. With this web-application, users plan for the future, create a budget that is designed to make them happier and much more. What’s unique about us? Our carefully structured decision process, advanced financial-economics algorithms, just-in-time financial literacy and a business model that earns users'​ trust. Our in-person workshop includes hands-on activities (play money!), mindfulness exercises and our proprietary Happy Budget® to kick-start people's …

65 similar entities Type: Startup Activities: fintech Technologies: Data Analytics

Connecting investors with the best opportunities. We transform the way you invest. 🚀 At Tasatop we connect investors with profitable opportunities, through our platform, in alliance with financial and private entities. From investment funds to investments in business loans. We make investing simpler, more accessible and more efficient. We have already promoted more than 230 million soles in financing for companies. Ready to grow your money? 💡 Fintech, finance, investments, investment platform, financial services, crowdlending, investment, investment, factoring, and alternative financing for companies

350 similar entities Type: Startup Activities: fintech Technologies: SaaS

We Work with You to Build and Protect Your Wealth We Work With You to Build and Protect Your Wealth Clifton Wealth Partnership are a financial advice firm, offering clear, personal advice since 1986. We support individuals, families and business owners throughout the UK. Our team help you make confident decisions about pensions, investments, retirement planning, inheritance and tax efficiency. Whether you are just starting out or planning your legacy, we are here to support every stage of your journey. We believe the best financial advice is built on long term relationships. You will always have access to a trusted …

108 similar entities Type: SMB Activities: fintech Technologies: SaaS

Independent financial advice in Guildford & the South East. Financial planning to help you succeed, whoever you are. Chapters Financial is an independent financial adviser (IFA) / planner, with over 18 years of experience in the sector. Our team is on hand to support you in making the right financial decisions to align with your goals for your future and into your retirement. Financial planning is about why you are motivated to create your life story and what you want to achieve on the way in each chapter. Established in 2004, we are Chartered Financial Planners and Independent Financial Advisers …

108 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity

Whether you are an investor, saver or spender of money, DailyFinance offers the latest financial news and advice from leading business and finance experts. stock quotes. We give you the news, advice and tools to shape your personal finance future, for everything that life brings you. When it comes to managing your money, DailyFinance provides the freshest point of view by offering practical and unique personal finance advice and essential tools that help simply your life. Preparing for life’s biggest financial moments can sometimes be intimidating, but at DailyFinance.com, you can find and explore answers to your questions – and …

58 similar entities Type: Startup Activities: fintech

lovemoney.com is a personal finance site that provides expert help, intelligent discussion areas and market leading comparison tools. Part of the Love Incorporated Group, lovemoney.com was established in 2009 by the personal finance team at the award-winning website, Fool.co.uk. More than 800,000 people visit lovemoney.com every month to get tailored advice on how to build a better relationship with their money. We want people to nurture their money so that they can achieve their key financial goals. At lovemoney.com visitors can: Use social applications to profile themselves and interact with each other to become part of a community which helps …

57 similar entities Type: Startup Activities: fintech

Moneywise magazine and Moneywise.co.uk represent the leading resource in the UK for people looking to take control of their financial position. We produce highly targeted editorial commentary that offers direction on how to deal with each and every mainstream financial issue the British public face, providing information about the options and courses of action available to them that will allow issues to be resolved in a practical way. The website delivers a range of tools and calculators that allow financial products to be compared in a transparent way, so people can get access to the best financial deals in the …

60 similar entities Type: SMB Activities: fintech

Independent Financial Advisers At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free to create financial plans that are totally unconstrained by any obligation – other than to our clients • From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market • We give each solution careful …

60 similar entities Type: SMB Activities: fintech

Personal finance for entrepreneurs. Like a boutique family services firm, but without the $50M net worth qualifier. We help entrepreneurs and business owners keep more of their money and increase monthly cash flow without having to work harder, take on more risk, or hire a single new employee. Built by entrepreneurs, for entrepreneurs, we understand the specific needs of self-employed entrepreneurs, small business owners, sole proprietors, professional service providers and freelancers. Unlike traditional financial plans that focus exclusively on retirement planning, we teach you money-management techniques that require no painful budgeting, yet frees up your monthly cash flow immediately. These …

140 similar entities Type: Startup Activities: fintech Technologies: Decarbonization

Unleash your financial potential Underate is a fintech leveraging generative AI to craft a robo-advisor for personalized asset management. We tailor investment strategies to individual preferences while simultaneously providing education and empowering users towards financial autonomy. Our goal is to transform financial management and outlooks for everyone, believing in financial autonomy as a fundamental right. We provide tailored solutions through our AI-driven robo-advisor, aiming to unleash the potential of each user's savings intelligently. We particularly focus on activating dormant savings, investing them strategically for higher returns. Our mission is to inspire, educate, and empower people to take control of their …

131 similar entities Type: Startup Activities: fintech Technologies: A.I.

Responsible investment for a sustainable future 🌍 Welcome to Birdee, where the fusion of simplicity and accountability meets the realm of investment! 👋 Whether you are an individual or a financial institution, our digital investment platform ensures accessibility, starting from 50 euros. Enter a domain free from complex financial terms and embark on a journey of informed investing with Birdee. Our core mission is to democratize investing, making it accessible to all. Envision a landscape where every financial entity offers a transparent and ethical investment avenue. 🌍 How could this reshape user experience and cultivate lasting customer loyalty? Through "Birdee …

Type: Startup Activities: fintech Technologies: Decarbonization

Fisdom is a one-stop destination for all your financial needs. Stock Investing | Mutual Funds | Insurance | Tax Filing Fisdom is an extremely simple app to make smart investments. We at Fisdom have one goal in mind: Make your money work for you. That’s why we’re blending cutting edge technology with personalized financial advice. We believe technology can change the investment advisory industry by making it more accessible, understandable and quick. And we believe our proposition can change the nature of investment advice, making it completely transparent, objective, secure and personal. We want to make your money work for …

138 similar entities Type: Startup Activities: fintech silvertech Technologies: IoT

We help FS firms deliver consumer-led and human-assisted financial guidance and advice to more clients, more profitably. At Wealth Wizards, we believe everyone should have access to high-quality financial advice. Since 2009, we've combined deep industry expertise with innovative technology to make guidance and advice more affordable, more scalable and more impactful. Our SaaS platform automates financial advice for some of the UK’s most forward-thinking organisations, while our digital advice solution, MyEva, supports employees across FMCG, luxury retail and central government. As Chartered Financial Planners, we uphold the highest standards of professionalism, ethics and technical excellence—giving our clients and partners …

120 similar entities Type: Startup Activities: fintech Technologies: SaaS

Providing the world's most actionable financial planning experience to everyone, for free. Almost everyone will experience a lifestyle decline in the future because good financial planning has always been reserved for the wealthiest of the wealthy. We've created hundreds of thousands of free financial plans for consumers so they can know exactly what to do, each month, to maintain their lifestyle in retirement. Personal Financial Planning, Technology, Investment Advising, Online Wealth Management, Insurance Planning, and Mortgage Financing

75 similar entities Type: Startup Activities: fintech

Bespoke IFA partner MWA is bespoke acquirer of IFA practices in the UK. We establish, develop and succession financial advice businesses. Depending upon where you are in your journey, we have a solution. Cashflow support, succession planning and access to M&A opportunities.

63 similar entities Type: Startup Activities: fintech

One of the UK's leading national financial planning and wealth management groups with 60+ offices and 800+ staff. Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking …

59 similar entities Type: SMB Activities: fintech

Helping to build wealth for generations At Rydge, we believe in simplifying the complicated by focusing on your unique 'Y' – the driving force behind your financial aspirations. If we don’t save you time, mental energy, and stress, we aren’t doing our job. We created Rydge Wealth Management out of our passion for helping others achieve their lifelong goals by taking on the responsibility of being your family’s trusted advisor. Whether you're in the Bay Area, California, or anywhere across the United States, we're here to support you. At the core of our business is a firm belief that providing …

353 similar entities Type: SMB Activities: fintech Technologies: Cybersecurity