Security Financial Management Inc
Security Financial Management, Inc. is a financial services company located in Central Florida, with offices in Orange and Brevard counties. Founded over thirty years ago by childhood friends Dave Allen and Frank Lovaglio, the company focuses on building strong partnerships with clients. They manage over half a billion dollars in...
SaveAwayA with INSPIRAVE
SaveAway® with INSPIRAVE is a financial services company that focuses on goal-based savings and retail e-commerce solutions. Its patented platform empowers users to make aspirational purchases sustainably, minimizing reliance on credit or debt. The company promotes social collaboration, allowing users to involve friends and family in their savings plans and...
Rocket Money
Rocket Money, formerly known as Truebill, is a personal finance app that helps individuals manage their financial lives. Founded in 2015 and based in Silver Spring, Maryland, the company became part of Rocket Companies in December 2021.
The app offers a range of financial management tools, including subscription management to...
Robin Taub Financial Consulting
Robin Taub is a keynote speaker, the award-winning, bestselling author of The Wisest Investment, and mom of two (mostly) money-smart kids.
Ready Set Life
Ready Set Life is a financial coaching business that helps it's clients take control of their money! It's like having a personal trainer for your finances: an expert who can give you the tools and techniques required to create a kick-a$$ masterplan to reaching money goals.
Queens Bridge Financial Strategy
You work hard to provide for your family, but sometimes you feel it isn't enough. To plan for the future, you need to know all of your options. You need to learn how to build your wealth and not use debt to afford the things you deserve in life.
Our...
qiip
qiip is a financial services company based in Mexico City, founded in 2017. It focuses on improving financial wellness by offering a variety of services aimed at enhancing financial literacy and management for individuals.
The company provides financial coaching to help users understand their financial situations, credit consulting to navigate...
Qapita
Qapita is a fintech company based in Singapore, founded in 2019 by Ravi Ravulaparthi, Lakshman Gupta Kanamarlapudi, and Vamsee Mohan Kamabathula. The founders bring over two decades of experience in banking, investing, and technology, focusing on equity management solutions for private markets. Qapita aims to simplify ownership management for private...
Qapital
Qapital is a global, remote-first company founded in 2013, with roots in Stockholm, Sweden, and New York, NY. It focuses on personal finance, using behavioral psychology and technology to help users save and invest more effectively. The company's mission is to assist individuals and couples in achieving their financial goals...
Prosperrio
Prosperr.io is a fintech startup located in Bengaluru, Karnataka, India, founded in 2022 by Dev Kumar and Manas Gond. The company has quickly grown to a team of 102 employees, focusing on innovative solutions for income tax planning and management.
The flagship offering from Prosperr.io is the Super Saver Plan,...
Kedia Capital Services Private Limited
Kedia Capital Services Private Limited is a prominent financial services firm based in India, established in 2004 by Vijay Kedia. The company operates as a licensed stock broker under SEBI regulations and has grown into a self-funded, debt-free organization with an annual turnover exceeding ₹90,000 crore. With its headquarters in...
Kapwise
Kapwise.com is a financial planning tool for global Indians. Kapwise makes it easy to plan for your finances, set goals, and make progress towards your financial future. It is aimed to simplify the financial planning process for customers.
Maybe you don't like planning for your finances and want a quick...
Kalkine Media Australia
Kalkine Media Australia is part of the Kalkine Group, focusing on digitally powered architecture and data science-led research. The company specializes in independent equity research and media services, providing insights and recommendations on stocks across various sectors.
Kalkine Media offers detailed equity research, trending news articles, and market commentaries. It...
Jones Advisory Group LLC
Our unique approach to planning provides our clients with income and tax savings solutions for retirement. Outliving your money is a real concern that must be addressed. As life expectancy continues to increase, income, tax and risk management become central to a properly structured financial plan.We provide a customized strategy...
InvestYadnyain
InvestYadnya.in is a financial advisory and planning platform based in India. The company is dedicated to enhancing financial literacy and societal upliftment through knowledge-sharing. It offers automated, algorithm-driven financial planning services that simplify personal finance concepts for users.
The platform provides a range of services, including automated financial planning, mutual...
InvestX Capital
InvestX Capital Ltd. is a North American fund manager and fintech company based in Vancouver, Canada, with a presence in New York. Founded in 2014, the company specializes in private market investments, focusing on late-stage venture and pre-IPO opportunities. InvestX aims to democratize access to private equity by lowering traditional...
iFAST Financial India Pvt Ltd
iFAST Financial India Pvt Ltd is a multinational company based in Singapore, operating in India since 2008. It specializes in an online mutual funds distribution platform designed for retail investors and independent financial advisers. The company is part of the iFAST Corporation network, which has a presence in several countries,...
IFANOW
IFANOW is a financial technology company based in Mumbai, specializing in wealth management and financial advisory solutions. The company aims to enhance financial advisory practices by empowering wealth managers to shift from transaction-focused models to relationship-based approaches. With a reported $5 million in operations, IFANOW operates within the IT services...