Personal Finance

Explore 1,969 companies in Personal Finance

Selph Financial Group (SFG) empowers individuals and business owners to build wealth and secure their financial futures. Our experienced advisors provide personalized financial planning, including retirement, investment management, tax strategies, estate planning, and risk management. We focus on cr


iheartloan

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At the heart of our mission lies an unwavering dedication to making a meaningful difference in people's lives. We are driven by a profound passion for transforming the journey of home ownership into a seamless and rewarding experience. Through our commitment to providing patient, expert mortgage g


eIRA Solutions

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Since 2016, the eIRA team has been dedicated to the provision of automatic rollover IRA services to retirement plan TPAs, advisors, and their employer clients. eIRA was established by a group of retirement plan third-party administrators who possess a comprehensive understanding of the challenges a


VestGen’s goal is simple: To provide industry-leading wealth management and business succession services with unparalleled client focus. Tune in for some important announcements in the coming weeks! VestGen Advisors is an SEC registered investment advisor. Please see our website for additional info


Southern Bancorp Community Partners (SBCP) is a certified nonprofit Community Development Financial Institution that provides lending, financial development services, and public policy advocacy in economically distressed communities.


Caplign Wealth

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Our goal is to redefine investing and provide simple, efficient and personalised wealth management. Thereby, we stay away from market noise and complex products. Our approach to investing is goal-based and focusses on the core and proven principles of long-term wealth creation. We combine technology


OlerOladele.com

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Our services: Financial literacy programs: -Personal Finance training/workshop facilitation -Bespoke personal finance online course -One -on -one personal finance planning session -Financial wellness program -Financial markets trainings Investment Community - The Money Wit Club - The Money Wit Ne


Viola Private Wealth marks a new chapter in wealth management for high-net-worth individuals and families. With decades of experience and a client-first ethos, we specialise in simplifying complex financial matters and actively managing your wealth. We maintain a high standard of systems and infra


At Sovereign Entrepreneur, we are dedicated to helping entrepreneurs build untouchable wealth without sacrificing their focus on business growth. Founded by Brad Gibb, a former Goldman Sachs analyst turned successful entrepreneur, our team understands the unique challenges business owners face in ma


Savvy Peacocks

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At Savvy Peacocks we support families to break down the taboo subject of money within the home through a collaborative learning approach for both parents and children. We have an honest, upfront and jargon free approach. We want money to be fun and to move away from the boring, corporate cloak it of


Award winning financial planning and wealth management. We offer independent wealth management and financial planning advice, to families, entrepreneurs and retirees wanting a more cautious approach to money management, than that normally offered by the mainstream. Specializing in a more cautious


Orion Wealth Advisors provides independent, fee-only financial planning and investment advisory services to individuals and families. Our goal is to help you live a life that is truly meaningful to you: Successfully pursuing your dreams, comfortably grounded in financial security. We take a diff


Rizz Lending

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A premier luxury car financing company where passion for excellence and a commitment to unparalleled exclusivity define our approach. Specializing in bespoke financial solutions, we meticulously select clients who appreciate the highest standards of sophistication and quality. Our team, driven by


Tanglewood Total Wealth Management is an award-winning wealth management firm that has been serving the quietly wealthy since 1979.


Wealth Potion

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Wealth Potion is a free newsletter and YouTube channel that provides education on the topic of personal finance, macroeconomics and financial markets for busy professionals.


Socha Capital

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Welcome to Socha Capital, a premier consultancy specializing in wealth strategies. Our firm is committed to serving high-net-worth individuals who earn an annual income exceeding $1,000,000. We possess extensive expertise in comprehensive financial planning and wealth management, enabling us to empo


Gifting Sense

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Gifting Sense helps children prepare for all the personal finance decisions that lie in their future - by teaching them how to think before they buy. We do this in free, hands-on, interactive, in-classroom workshops, at schools and community centres, in person or online. What happens in a workshop?


Prospect Park provides family offices with bespoke advisory, capital formation, and special situations solutions. Our experienced professionals deliver tailored solutions that help you navigate complex financial landscapes and seize unique opportunities, ensuring your legacy thrives across generatio


Arcault

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We are on a mission to provide the knowledge and tools needed for everyone to live their best lives, build lasting legacies, and inspire future generations.


Lendo Norge

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Vi ble etablert i Stockholm i 2007 og er i dag markedsleder i Sverige. I 2012 ble Lendo AS startet i Norge og er i dag allerede en av landets ledende låneformidlere. Lendo er en markedsplass som lar deg sammenligne lån fra flere ulike banker, så du kan sikre deg lavest mulig rente. Vi gir deg overs


Locally owned bank with big bank capabilities. We can get decisions made quickly for a customer's benefit. We live by our motto - we are with you all the way!


We'll be there when you need us. Our services include, but are not limited to: Companionship: Transportation, Planning Outings, Mobility Assistance, Crafts, Pets, Gardening, Shopping, Assistance with meals Home Services: Light Housekeeping, Laundry, Pet Care


CluneTech

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CluneTech's technology streamlines business processes such as digital sales, global payroll, tax compliance, global VAT & cross-border payments, making business better for our customers worldwide.CluneTech's mission is to be the trusted technology partner of choice for our customers worldwide, with


Instant Finance is a New Zealand finance company providing personal loans to the public since 1971. Its national network of 26 retail finance branches keeps us strongly connected to the communities we serve while our online capability reaches those who prefer the technological approach, particularly


Itemize Corp.

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Purchase Document Data Extraction Solution


The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals. Since 1983, NAPFA's ranks have enjoyed steady growth, operating under a strict code of ethics and our widely recognized definition of Fee-Only c


MKX Global

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Empower Everyone Towards Wealth with simple, practical strategies to make, keep & multiply money.


Quaestor, onafhankelijk vermogensbeheer In juli 2000 brachten 5 ervaren vermogensbeheerders hun expertise samen. Met de oprichting van Quaestor knoopten ze aan met de eervolle traditie van het rentmeesterschap. Quaestor Vermogensbeheer NV is een vergunde beheervennootschap van alternatieve instell


We believe that all financial advisors may have been created equal, but they’re not all the same when it comes to how they’ve equipped themselves and how they guide clients toward their goals. Naturally, any two advisors may look the same from a distance, but it’s their philosophy toward clients th


Hurst Point Group is a UK-based wealth management group, backed by Carlyle with current Assets under Advice or Management (AuA/M) of approximately £5.5 billion. The Group was created in late 2019 in connection with the proposed acquisition of Harwood Wealth Management plc that completed in March 202


Belay Advisory

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The path ahead is not made of straight lines. Our advice acknowledges that life can take twists and turns as does business. We see no line in the sand between work and personal, as this distinction has blurred so must the approach to wealth and business advisory. We chase ‘why’, make plans for the


Space

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Financial services. It's a complicated business, unnecessarily complicated. It’s this complexity that is the biggest barrier to the industry creating trust. At Space we work with financial brands to simplify the world of money, making it easier for our clients to build more valuable relationships w


Reach Markets

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At Reach Markets, our vision is to empower investors with the best tools, access to experts and opportunities whilst cutting out unnecessary costs. Over the run of our business, we have built up a dedicated 56,000 engaged subscriber base and provided Australian investors exposure to numbered opportu


Heero

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Heero finance les projets de rénovation énergétique des propriétaires, pour des travaux l'esprit plus léger. La mission de heero est de rendre la rénovation énergétique accessible à tous en offrant une expérience digitale simplifiée du financement des travaux, et en raisonnant reste-à-charge. Le to


The Texas Conference for Women provides connection, motivation, networking, inspiration and skill building for thousands of Texas women each year. With sessions ranging from personal finance to health and wellness to career advancement, this unique event offers something for everyone. Secure your t


Leading provider of simple, fair and transparent financial products and services, offering small loans to consumers together with home collection service. Member of International Personal Finance Group (http://www.ipfin.co.uk), active in 7 countries, quoted on London Stock Exchange.


Lifetime

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Lifetime. It’s a little word with a pretty big meaning. And because you only get the one, it’s good to know that there’s now a single place for financial advice covering all the ‘must haves’, the ‘would likes’ and the ’what if’s’. We get that money means different things to different people. But we


ffreedom app

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ffreedom app is India’s No.1 livelihood platform offering courses in farming, business and personal finance.


Wealthstack

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Welcome to Wealthstack - where finance wellness meets simplicity. You can consolidate your benefits, insurance, and investments on an easy-to-use dashboard. Wealthstack is more than just a platform; it’s your partner for financial wellness. Your financial story is unique, and our dedicated Wealthst


Potje

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Potje the app helps friends, families, and colleagues to easily and safely pool money together for any purpose. From an unforgettable holiday, a beautiful fundraising initiative, a sporty team outing, or a beautiful gift.


Graypoint LLC

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Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment m


We love numbers! We are your financial and accounting services provider that utilizes modern agile organizational methods and AI tools to deliver simple and user-friendly solutions. At our all-in-one financial service provider, we are passionate about empowering businesses with knowledge and purp


BitApp is a digital tool for managing money and investments, giving time-crunched professionals more control over their financial lives. Our automated solutions and user-friendly mobile software simplify the process of managing finances, increasing returns on investments while decreasing overhead co


GFG Solutions

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We are a boutique financial planning firm specializing in working with business owners and other niche clientele on their journey to gain financial certainty. We focus on 4 key areas: risk management, tax planning, key objective planning, and legacy/exit planning. Our mission is to reimagine the fin


Layton Mortgage

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Welcome to Layton Mortgage, where your financial dreams and career aspirations come to life. We're not just another mortgage company; we're a community of professionals committed to making a meaningful impact on your life journey. Whether you're looking to secure your dream home or advance your care


Tamuz Group - Financial Family Trust is an objective, conflict-free, independent company - which acts only in the best interest of its clients and provides smart creative solutions for its clients various needs. Tamuz Group's vast knowledge and experience advanced computerized monitoring, simulation


The Investment Counsel Company of Nevada (ICC) serves as Investor Advocate for its clients. Because we are independent, we sit on the same side of the table as our clients and we recommend investment solutions based on their unique needs and circumstances, without conflicts of interest. Since 1987


BlueVault

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Rent a Vault or Safe Deposit Box in a Swiss-style Vault. Buy & Sell Gold & Silver Coins & Bars over-the-counter at the best local prices. Protect your valuables in an ultra-secure, customer-friendly, A+ rated vault storage facility. We welcome first-time gold & silver buyers. Posted prices. No min o


IBI Investment House is the 4th largest institution in Israel which manages financial assets, such as hedge funds, private investments, pension plans etc. One of IBI's renowned services, operated by their subsidiary company Four Seasons Financial Planning, focuses on financial planning for large cor


Lumiant

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Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the ho