Sweden's new savings platform We at Levler want even more Swedes to get involved in their savings. How to do it? It should be cheap and easy. It should be as easy to save in mutual funds and buy shares as it is to shop for other services and products online. We took that idea and created Levler. Levler is suitable for you who want to put your own personal touch on your savings but may not know where to start. Maybe you have a savings account at a major bank that has been ticking away without you doing much …

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

Experts in Education and Financial Health 💼Who are we? At Bárymont Group, we are leaders in financial health. We help people, families, entrepreneurs and organizations achieve their best state of financial well-being, with a single purpose: so that you don't worry about your finances and focus on what really matters. 🎯 Our services 1. Financial planning and education: Support and advice that includes personalized strategies to save, invest and protect personal finances. More information at https://www.barymont.com/educacion-financiera 2. Management support for SMEs: Resource optimization, asset protection and business sustainability. More information at https://www.barymont.com/apoyo-gerencial 3. Financial education workshops: Dynamic activities to teach …

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

What is my actual DSO, who pays me at 30 days, who pays me at 60? If such a customer does not recommend, what impact on my turnover and my cash flow? Why is my churn increasing while my customers are satisfied, and what does that change? Which expense has the best ROI, and which item should I cut if revenues drop? Who should pay me, when and what should come in this month? These questions (and many others) are asked by every leader. Often alone. Timone gives managers the financial visibility their investors expect. You owe your team a …

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

Invest today for tomorrow’s key moments Future Account is a new way to prepare for the great moments of life, through investment. A structured investment account, designed to be used in real life wealth, and not as a generic savings product. 🎯 The principle is simple: An account. Several objectives. A clear trajectory over time. 👉 Each account can be structured around concrete life moments: studies, first housing, professional launch, retirement. 👉 Each objective has its own investment envelope, with a consistent allocation over time. 👉 Contributions can come from several people (parents, relatives), with a clear logic for the …

55 similar entities Type: Startup Activities: fintech

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 as well as AI-supported …

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

The specialist in supplementary retirement for self-employed people and entrepreneurs Médicis, the mutual retirement fund for the self-employed and entrepreneurs. Since 1978, we have been supporting self-employed workers in building their future, by offering them tailor-made retirement savings solutions adapted to their needs. A PER (Retirement Savings Plan) specialist, Médicis provides its members with clear expertise, personalized advice, and real local proximity through a network of committed partners. Our mission: to enable each self-employed person, trader, craftsman or business leader to prepare for retirement with complete confidence, with human support and a long-term vision. A committed player, Médicis defends the …

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

Our only business, retirement expertise, with the aim of providing you with lasting advice. QualiRetraite is an independent company, created in 2010, which carries out retirement audits with very high added value for business leaders, liberal professions, craftsmen, collaborating spouses, senior executives, etc. Our teams of experts carry out investigative work with the various pension funds to reconstruct, correct, calculate and optimize your retirement rights and assert them when the time comes. This comprehensive expertise allows us to establish much more than a retirement assessment, a QualiRetraite®. Once the study has been established, our retirement advisors support you throughout your …

54 similar entities Type: SMB Activities: fintech

Private Wealth, Unlocked. Private Wealth, Unlocked. We're on a mission to unlock the financial advantages of the ultra wealthy. 1) Expertly managed portfolios managed by our in-house asset management team. 2) High Yield Savings: Market leading rates to make the most of your cash 3) Liquidity: Stay long term invested. We offer a line of credit if needed, subject to assessment, to help cover any costs without selling your portfolio (can't be used for investing) 4) Across wider assets - We aim to offer diversified, risk-managed portfolios of public equities, alternative and private market investments, to help diversify and enhance …

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

The best expertise for your retirement! Retraitexpertise – Expert firm in retirement assessment, retirement audit and pension optimization for executives, managers and liberal professions. 8 out of 10 retirement files contain errors: missing quarters, incorrectly reported periods, poor coordination between schemes. These mistakes cost hundreds of euros in pensions every month, for life. We detect and correct them. 🎯 Our clients: senior executives, CEOs, HR managers, CFOs, liberal professions, independents, expatriates, private sector employees – anyone 5-15 years from retirement. ✅ Our services: • Complete retirement audit and career review • Correction of missing quarters and repurchase of quarters • …

48 similar entities Type: Startup Activities: fintech silvertech

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 …

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

Buy, sell, & exchange crypto with 11 fiats (EUR & CHF). +50 exchanges connected. Posts not directed towards UK. Democratising Wealth Management for Everyone Taking control of your financial future can feel daunting. Traditional wealth management is gated for the elite, and crypto volatility can be exhausting. At SwissBorg, our conviction is simple: financial freedom should be easy, and available to everyone. Headquartered in Switzerland, we are Europe's leading community-centric crypto wealth app. Over 900,000 users trust us to buy, sell, earn, and spend across 400+ tokens and 11 fiat currencies. We are your trusted guide, providing the tools to …

288 similar entities Type: Startup Activities: fintech Technologies: Blockchain/Cryptocurrency A.I. A.I. - Machine Learning

Mejora tu rentabilidad con carteras de Fondos Indexados, ETF, Pensiones, Bonos, Ahorro y Objetivo adaptadas a ti siempre InbestMe is a highly personalized and independent automated portfolio manager also known as robo advisor. Our mission is to help people invest better by applying cutting edge technology to the investment process. You can register in few minutes through our website. During the process we will recommend the best plan for you. You can customize your account and choose between different portfolio plans, risk profiles and multiple financial objectives. We have designed highly diversified ETF portfolios, to maximize your real profitability, the …

99 similar entities Type: Startup Activities: fintech

heritage marketplace 📱✨ the reflex application to get started in investing Life insurance | Stock market | PER | Tax exemption | Asset assessment | PEA | Retirement | Transmission Don't know where to start? ➡️ match with the world of finance in the application Yomoni | Ramify | Goodvest | Green-Got | My Little Investment | Baltis | The First Brick | Prosper Conseil | Optivest | Hectarea | Gedeon | France Valley | Altaprofits | Temys | Vatel Direct | Nyko | Novalia Heritage | DNA Family Office | Bolero Music | Thank you Prosper | And many …

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

✨ The best retirement experience for everyone: companies, employees and self-employed workers. Gedeon's mission? 🦸🏻 Breathe new life into the French retreat. Created by Julien Jacquemin, Gedeon allows you to prepare for retirement with peace of mind thanks to a 100% digital platform and (really) simplified management. From €120, you can open a PER aligned with your convictions, and in 20 minutes tops. PER, Retirement, Fintech, and Savings

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

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 …

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

Trusted financial planning firm providing tailored advice | 96% of our clients would recommend us 🤝 Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support. Preserving wealth since 1984 We have an outstanding reputation for providing quality advice to everyone who walks through our doors. Working to help people from a variety of backgrounds with: ➡️ Inheritance tax planning ➡️ Retirement planning ➡️ Lifestyle financial planning ➡️ Investing and building wealth The importance of a plan We create a tailored strategy to see you through every stage of life. …

165 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 …

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

Vantik today, independent tomorrow. Retirement planning without stress. Vantik has ceased operations. Thank you for your trust. Get cashback for your pension with the Vantikcard. With us, your retirement planning is as easy as paying. We are a start-up from the heart of Berlin, right near the Hackesche Höfe. Our goal is to radically simplify retirement planning. Nowadays, no one needs long contract terms for complicated retirement products that aren't worth it in the end anyway. With the Vantikcard we enable you to start your retirement planning. So that you can easily save a small amount for your pension while …

52 similar entities Type: Startup Activities: silvertech fintech

Continuous development, that is our commitment. From generation to generation and always in the right proportions. Evolf asset advice is an independent investment firm that was founded in September 2014. We are an investment firm that guides wealthy and enterprising families. To protect assets, maintain an overview, ensure manageability and continuity and also to share networks and contacts. As your personal advisor, we guide you with our integrated approach to wealth planning, management and advice in the optimal organization of the entire family wealth. We are the family's personal advisors and know what you want to do with your possessions …

103 similar entities Type: Startup Activities: fintech

A Better Tomorrow Established in 2016, People’s Pension Trust Ghana Limited; a subsidiary of People’s Pension Holding based in the Netherlands, is a company licensed to provide trustee services for the Ghanaian workforce. We maintain a specific focus on the informal sector which employs over 80% of the labor force who until the 2008 pension reform had no access to retirement services. We offer a flexible personal pension product that leverages technology and allows for daily, weekly, monthly or seasonal contributions. We also offer Occupational (Tier 2) and Group Personal Pension Schemes as well as Retirement Advisory Services. Focused on …

53 similar entities Type: Startup Activities: fintech silvertech Technologies: Cybersecurity

Hedgeable is your personal investing sensei. We invest you like a billionaire with as little as $1 in 1 minute. You can easily open a new account or transfer an existing account. We accept retirement accounts, taxable accounts, business accounts, and many more. Some of our unique product features include: downside protection, account aggregation, SRI investing, access to alternative investments like bitcoin and venture capital, client rewards, and much more. Once you become a Hedgeable member, you gain access to our revolutionary platform where you can view live account analytics, modify your allocation, add/withdraw funds and contact our fanatical support. …

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

Retirement expertise and optimization advice in retirement law since 1986: Retirement balance sheet and Retirement liquidation. Assistance Retraite is a company specializing in the production of retirement assessments, advice on retirement rights and the procedures for obtaining retirement. The added value of the Assistance Retraite company lies in its ability to provide tailor-made services, in its experience and its competence to reconstitute acquired pension rights and make the rectifications and modifications which prove necessary, in its perfect knowledge of the pension rights of all schemes, and in its independence in relation to any financial organization. Its 25 years of experience …

47 similar entities Type: SMB Activities: silvertech fintech

A coach for your heritage! Wealth Management Consulting Firm founded in 2019 by Eugène Constant. With 27 years of experience in banking and management companies, we serve a varied clientele of individuals, liberal professions, business leaders, associations and companies. Our name and our visual identity draw their source from the symbolism of amber, a gem with numerous virtues and often very useful in asset management: * Protection against bad influences * Fight against depression and anxiety * Bring joy of life and happiness * Balance and success The firm's logo represents a stylization of a precious stone combining blue, a …

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

Act today to make up for your loss of income in retirement! Our objective is to inform the French about the drop in their retirement income but also to find solutions allowing them to maintain their standard of living in retirement. On MaRetraite.fr you can: 1.Discover your retirement income. 2.After analyzing your current situation, we tell you all the financial, tax and asset optimizations to increase your future income. This is the Retirement Heritage recommendation offer. -Our expert system verifies that your career and your rights have been correctly recorded by the pension funds and tells you how to correct …

58 similar entities Type: Startup Activities: fintech it services silvertech

One account to send, save and spend in 200+ countries. Blipply is a Swedish fintech building the financial platform for the next generation of money. Founded in 2023 and headquartered in Stockholm, we are part of the 20NINE Group. Billions of people earn, save and transact every day. Yet for too many, the tools available are slow, expensive and built for someone else. We are changing that. Our platform is a complete digital dollar ecosystem for people and businesses across 80+ countries. A non-custodial wallet you fully own. A Visa card accepted in 200+ countries. Zero-fee global transfers. Savings and …

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

Receeve has been acquired by InDebted. Please visit our website to learn more. receeve is the all-in-one collections & recovery platform empowering finance, agents, and customers across all stages of debt. Some of the financial institutions and organisations that trust us include ABN Amro, Solaris, Collector Bank, Grover, Billie, Ferratum, ID Finance, Banxware, ksp Rechtsanwälte, and Fly Now Pay Later. From pre-delinquency to portfolio assignment or sale, get full control across every stage of the credit management value chain: * Build debt collection strategies tailored for credit segments and channels * Test continually to optimise outcomes and increase recovery rates …

852 similar entities Type: Startup Activities: fintech Technologies: A.I. SaaS

Your future secured We provide a specialist service focused on the needs of people rapidly approaching the transition to retirement and those who are already retired. We are one of a handful of companies to have attained Accredited Financial Planning FirmTM status, the gold standard in financial planning. Let us take care of every aspect of your finances, freeing up your time so you can relax and realise the possibilities that excite you most at this time in life. We know that trust is earned and we’ll work with you to build a long term relationship that’s based on clear, …

77 similar entities Type: Startup Activities: fintech

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 …

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

The independent retirement savings expert. 🥇 My PENSION is the trusted expert who complements your mandatory retirement to allow you to improve your future standard of living while saving money. ✅ Our mission: We help you create the retirement you deserve! Savings, Financial Investment Advice, Broker, and Retirement Savings

56 similar entities Type: Startup Activities: fintech

Take power over your assets LaFinBox is the free and secure app to manage your money in all of your financial establishments. · Access all your accounts and insurance through a single application. · In one click, get a clear answer to all your questions: How much credit remains to be repaid? How is your life insurance contract evolving?... MANAGE YOUR MONEY MORE SIMPLY · LaFinBox centralizes all of your financial support and investments: current accounts, bank cards, credits, savings accounts, employee savings, life insurance, PEA, real estate loan, etc. · A valuable simplification, for a real saving of time …

67 similar entities Type: Startup Activities: fintech insurtech Technologies: Cybersecurity

You've got talent AXA Bank is now Crelan. On 10 June 2024, Crelan and AXA Bank merged under the name Crelan. Crelan is a Belgian bank for everyone who lives, works and lives here. For young teachers who invest part of their salary to buy their first property soon. For enterprising producers of artisan crisps looking for a loan. For financing energy-efficient homes and other future plans. And also, of course, for day-to-day banking operations. The merger of Crelan and AXA Bank makes us a big bank with an even wider offer. For everyone. Whether you are an accountant, teacher, …

208 similar entities Type: SMB Activities: fintech insurtech Technologies: IoT

Strowz is an all-in-one financial lifestyle App to help you save, invest and grow your money to live your dreams. We use advanced technology to actively manage investment portfolios so you get the best returns for your money. Start investing from £10. We’re regulated by the FCA and the PRA, in the UK, and the SEC in the US. Your deposits are protected up to £85,000 by the Financial Services Compensation Scheme. Show more Show less Portfolio Investing and Management, Portfolio Optimisation, Portfolio Optimization, Portfolio performance, Portfolio control, Financial goals, Asset Management, Investment Management, AI Investment Platform, Dreams savings, Social …

289 similar entities Type: Startup Activities: fintech Technologies: SaaS A.I.

We’re the digital wealth manager that gives you the power to put your money where your mind is and invest your way. We specialise in general investment accounts, stocks and shares ISAs, Junior ISAs, Lifetime ISAs and pensions. There’s a reason 200,000 clients trust us to manage over £4.5bn of assets*, making us the UKs largest digital wealth manager. Whatever your life goals, we’re here for your investment journey. Our wealth services team can offer comprehensive personalised planning advice with a qualified financial adviser as well as general support and guidance. Nutmeg is a J.P.Morgan company offering investments and digital …

58 similar entities Type: Startup Activities: fintech

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 an online asset management tool unique 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 …

60 similar entities Type: Startup Activities: fintech proptech

We want to make it possible for all employed people to make provisions for their old age. FINABRO is about digital occupational pension provision and we are one of the leading companies in Germany in this area. We believe that everyone should feel financially secure as they age. A good retirement depends on this. Company pension schemes are one of the best ways to do this, thanks to employer subsidies and tax advantages. At FINABRO, we are committed to making retirement planning more accessible for everyone. Our motto is: “Company pension provision that inspires – simple, efficient and personal”. FINABRO's …

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

Retirement.... On Your Terms Know exactly how much money you will have going into your bank account each month. No tricks, no gimmicks. Simple retirement for the modern day human. Online Invoicing, Tracking Time, Paying Bills, and Bill Pay

95 similar entities Type: Startup Activities: fintech

Save, Invest and Grow your money with ease. Earn up to 20% p.a on savings and up to 35% p.a on investments 🚀 Piggyvest is the largest online savings & investment platform operating in Nigeria for over 9 years, with over 5.7 million registered users. Piggyvest gives you access to simple ways to save, invest, and manage your money. How does it work? Strict & Flexible Savings Whether you want to be disciplined or flexible with your savings, Piggyvest provides you with the best options. You can choose to automate your savings daily, weekly, or monthly using Autosave, save towards …

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

With 1.3 million participants, Pensioenfonds Detailhandel is one of the larger pension funds. Approximately 367,000 employees in non-food retail (and trade) are building up their pension with Pensioenfonds Detailhandel. They do this through more than 33,000 affiliated employers. In addition, more than 169,000 retired colleagues receive a pension from our pension fund. The pensions of more than 752,000 people who have now started working outside retail are also managed. About 1.3 million people in total.

42 similar entities Type: SMB Activities: fintech

Investing and saving made easy. Betterment is an investing and savings app that serves one purpose—to help you grow your money, so that you can live better. Sign up effortlessly to get goal-setting and planning tools at no extra cost. For one low, transparent fee, you can invest your money with automatic deposit and trading features that put your money to work. Earn with interest and investment growth—plus maximize your savings with rewards on your everyday spending. Learn more at Betterment.com. Investing involves risk and performance not guaranteed. https://www.betterment.com/social-disclosures/ Investing, Online brokerage, Investment advice, Savings, Financial advice, Retirement advice, Automated …

58 similar entities Type: Startup Activities: fintech

Pay less. Grow more. Clearly better. Transparent, Low Cost UK Pensions. Pension Advice Perfected. We all want a brighter future, especially when we stop working. We believe we can grow your wealth so you can have a retirement to look forward to. Our aim is to help people living around the world reconnect with and maximise their UK pensions. We do this by cutting out the middlemen and fat commissions and try to explain things in straight forward language. ​ We are UK pension specialists offering international SIPPs and QROPS (or ROPS) with offices in Hong Kong, Australia, London, Dubai …

Type: Startup Activities: fintech

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

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

An award-winning pension provider, looking after the pension savings of millions of members across diverse industries. now:pensions is an award-winning UK workplace pension provider. Tens of thousands of workplaces, from lots of different industries, trust us with their workplace pensions. We look after the pension savings of millions of people like you. Our mission is to help everyone save for a more financially-secure future. We’re dedicated to helping our members achieve a retirement they can enjoy. And, by highlighting pension inequalities and campaigning for change, we’re fighting for a fairer pension system that benefits everyone. We are the UK's third …

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

We help make complex retirement plans simple. We wanted to share a quick update: This company page will no longer be actively monitored, but rest assured, our mission and work continue with the same energy and purpose. For future updates, news, and insights, please follow or connect with our team members directly: • Alex Assaley • Jim Keenehan Thank you for staying connected and being part of our community. Who We Are The expert advocates for mid- and large-sized organizations looking for a better way to manage the complex challenges posed by their employer-sponsored retirement plans. We can help make …

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

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 …

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

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 …

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

An independent service in collaboration between the state and the pension companies. Min Pension i Sverige AB owns the pension portal Minpension.se, which is run through a collaboration between the state and the private pension companies. Minpension.se is a free service that gives you simple, clear and aggregated information about your pension. The cooperation between the state and the pension companies makes the information reliable and independent. Minpension.se is easy to use and easily accessible. Today, you will find the service in the following three channels: - the website Minpension.se - distributed web from the Swedish Pensions Agency, some banks …

43 similar entities Type: SMB Activities: fintech

Plan your future Today! Consolidated Wealth, is a privately owned wealth management company. For more information, please visit our website. Watch our video on the Two Pot Retirement System: https://bit.ly/47cjmt7 Wealth Management, Financial planning, Investments , Life assurance, Disability insurance , Retirement planning, Savings, and Wills

99 similar entities Type: SMB Activities: fintech silvertech

Pensions Without The Guesswork Jarvis is your new retirement tool packed with the latest technology in a user-friendly mobile application. With Jarvis, you can design your pension plan, and work out how much you need to save each month based on the retirement you want to have. So you can be confident about your financial future — in complete control of your finances, and your future. Pension, Fintech, Business, Finance, Financial Planning, and Contractors

64 similar entities Type: Startup Activities: fintech

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 …

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

The pension solution for today's employers. B Corp certified. The convenience of a modern pension Choosing a pension and pension provider is difficult enough. Fortunately, processes don't have to be that way. That is why at BeFrank we make practical matters as simple as possible. BeFrank is a modern online pension provider that exists alongside insurers and pension funds. We work with a compact, young team. The aim is to actively involve our customers in their pensions: both employers and their employees. We do everything we can to make pensions as simple and clear as possible. In this way we …

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

Simple investing for everyone. The Peaks app is the easiest way to set money aside and start investing. Peaks was created in 2017 with the goal of making it possible for anybody to invest and attain financial freedom. Not just those who follow the stock market and read The Financial Times. We believe that everyone with a bank account, a spare amount of money and a little bit of patience can start investing. Investing can be complicated, but not at Peaks. We take achieving a sustainable future seriously, so at Peaks you can only invest in sustainable ETFs. You only …

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

The award-winning investment platform that helps you take control of your financial future. interactive investor (ii) has been helping people keep the money they make for over 30 years. For a low, flat monthly fee, you get a secure home for your Stocks & Shares ISA, Personal Pension, and Trading Account, along with one of the widest ranges of investments on the market and a wealth of expert insight. That’s why more than half a million investors trust ii with £80 billion, making us the UK’s second-largest investment platform. With offices in Manchester, Leeds, and London, we employ more than …

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

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 …

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

Download Emma to start budgeting, saving and investing today! If you invest, your capital is at risk. 👇 Take control of your money. Download Emma to start budgeting, saving, and investing today! If you invest, your capital is at risk. 👇

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

We're on a mission to become the default place to invest. When you invest, your capital is at risk. Freetrade is on a mission to become the default place to invest. We started with a simple belief: investing should be accessible to everyone. In 2018, we launched one of the UK’s first commission-free investment platforms, helping to reshape the industry. Today, Freetrade is an award-winning investment platform, trusted by over 1.6 million users. We’ve consistently been recognised for the value we deliver, winning multiple awards in 2026 alongside a Which? Great Value award. Customers can choose from over 7,000 investments, …

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

Peer-to-Business lending platform | Creating sustainable links between businesses and their communities. rebuildingsociety.com is a peer-to-business lending platform connecting lenders and borrowers. We are also approved ISA Managers and provide an Innovative Finance ISA allowing business owners to lend to their business utilising their ISA allowance. Our FCA-authorised platform is a great way to invest directly in small businesses. We're focused on building a society that inspires and encourages businesses to grow. Lenders: Earn interest by investing in successful businesses that need capital. Access potential investment opportunities offering higher rates of return than can be found in traditional banking products. …

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

We help pension providers attract more assets per policyholder by giving their customers a hassle-free pension consolidation service. Using a proprietary pension admin & communication platform, we locate the information and with just a few clicks the policyholder can combine their plans into one. Throughout the process we keep the policyholder updated, review the pension to make sure it’s suitable for transfer and help manage the transfer through to completion. Our ultimate mission is to empower customers to make better decisions so they can retire happier. Pension planning, Investment planning, Retirement, Financial advice, Financial education, Wealth management, Pension consolidation, and …

73 similar entities Type: Startup Activities: silvertech fintech Technologies: SaaS

Smart Pension is one of the UK’s largest and fastest-growing pension providers. Offering a workplace pension as a defined contribution master trust for employers of all sizes. We are excited to announce that we now manage over £10 billion of UK pension savings on behalf of around 2 million savers and 100,000 employers. We're proud to be the highest-rated pension provider on Trustpilot, reflecting the trust our members place in us every day. This is a significant milestone to reach in just over a decade. By combining pensions expertise with digital innovation, we've built a pension experience designed to help …

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

We easily explain the difficult and boring things about pensions, severance pay and supplementary healthcare. Elsa è la tua guida al mondo della previdenza. • We help people plan their retirement, financial and insurance future. • We were born with the mission of making pension management accessible to all • The vision that motivates us is to prepare people to manage the big challenges and phases of life • We organize free online chats to analyze your situation and guide you towards the solutions best suited to your projects • We have created the first pension fund comparator in Italy …

Type: Startup Activities: insurtech fintech