A sanctuary for companies committed to enduring success. The Long-Term Stock Exchange is the exchange for companies committed to enduring success. LTSE is the only national securities exchange with SEC-approved listing principles designed to support long-term strategy, governance, and alignment between companies and long-term investors.

41 similar entities Type: SMB Activities: fintech

Simpler Money Management Vitt helps you put your idle cash to work with Money Market Funds from Goldman Sachs Asset Management custodied with an FCA-regulated custodian (no counterparty risk to Vitt). As with all investing, your capital is at risk. Fintech, Treasury, and Startups

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

Build a feel good future Cushon by WTW is a fintech workplace savings and pension business, using its world-leading financial technology to bring innovation to workplace savings to help people get comfortable with saving and investing. Fintech, Financial Wellbeing, Investments, Savings, Workplace ISA, Workplace Savings, and Workplace pensions

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

Essential Wealth OneLife - Essentials Wealth We provide expertly customised, cross-border wealth management solutions: helping clients around the world manage and transfer wealth flexibly, securely and efficiently. Wealth management strategy, Investment management, Estate planning, Retirement planning, Wealth structuring, Capital redemption bond, Pension plan, Dedicated fund, Unit-linked policy, Luxembourg, Cross-border, Portability, HNWI, and Life insurance

62 similar entities Type: Startup Activities: fintech

Your Financial Innovation Partner TheLogicValue is a Fintech that offers B2B solutions to organizations looking to digitize and automate businesses and processes in the financial field. The company has its main focus on financial institutions and insurance companies, while supporting organizations from related industries. We are technological partners of financial and insurance institutions that we accompany in their digitization, we boost business and financial processes by making them more efficient and scalable. Our team of professionals have a multidisciplinary and multicultural profile, with vast experience in the field of IT and technological developments, as well as great expertise in financial …

134 similar entities Type: Startup Activities: fintech

We plan the financial future where you want to live At Jubilame we believe that good planning can guarantee your standard of living, today and in the future. We accompany you with clear, close and effective solutions so that you can live your retirement with security and well-being. Pensions, Social Security, Planning, Finance, Insurance, Retirement, Leads, Platform, Financial Wellbeing, Engagement, economy, and Savings

138 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. U.S. securities and brokerage services, including …

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

Experts in building wealth, driving smart financial decisions At Fintual we work so that millions of people live their lives knowing that they have already made the smartest decision to make their money grow. We are the leading investment technology company in Mexico and Chile, helping our clients build wealth and financial knowledge over time. We honor both our experts, who create our innovative investment solutions, and our clients, professionals from various areas who trust our platform to manage their finances and investments. We are backed by the world's most renowned investors, including Sequoia Capital, Kaszek and Hi Ventures. We …

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

Audit & RiskSolutions is an insurance brokerage company specializing in the fields of Finance (Investment capital, Listed asset management, M&A advice, Banking and financial canvassing, Brokerage, etc.) and Health (Biotechnology companies, medical device manufacturers, CROs, healthcare establishments, pharmaceutical laboratories, etc.). FINANCE, CLEANTECH, HIGH TECH, LIFE SCIENCES, CLINICAL TRIALS, and INSURANCE

91 similar entities Type: SMB Activities: fintech

The pension that's genuinely a benefit The pension that's genuinely a benefit Do the right thing by your people. Boost their financial wellbeing and morale. pension, finance, fintech, financial planning, tax, business, entrepreneur, auto enrolment, and workplace pension

79 similar entities Type: Startup Activities: fintech legaltech

Mutual insurance, insurance and retirement solutions for professionals Pyramis Protection Sociale is a company dedicated to provident and retirement advice for business managers. contact@pyramis-protection-sociale.com Insurance, Complementary insurance, Retirement savings, Mutual insurance company, Insurance broker, Life insurance, Retirement insurance, Advice, and Foresight

52 similar entities Type: SMB Activities: fintech insurtech

Well established firm of Independent Financial Advisers providing clear and honest advice in the following areas: * Tax solutions / financial planning for businesses and company directors. * Tax planning, pensions, investments, mortgages and protections for individuals. Tax planning including Corporation, Income, Capital Gains and Inheritance Tax mitigation. Pensions, Investments, Mortgages, and Protection.

57 similar entities Type: SMB Activities: fintech

Optimizing financing, treasury and payments. We help global Fortune 1000 companies navigate through complex treasury, payments, and financing projects. Debt Advisory, Treasury Advisory, Financing, Cash Management, Fintech, Payments, and Payments Advisory

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

At New York Life Investment Management, we deliver disciplined active management driven by deep expertise. Our global platform with $800B in AUM connects specialized insights across public and private markets and every major asset class to help clients navigate the next era of investing. Disclosure: https://www.nylim.com/info/social-media-policy Mutual Funds, Thought Leadership, Client Relationships, Investment Management, Fixed Income, Longevity, Equities, Index Solutions, ETFs, Infrastructure, Private Equity, Private Credit, Alternative Solutions, Inflation Protection, Income Generation, Volatility Management, Practice Management, Value Add Programs, and Municipal Bonds

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

Strategy and asset organization advice Alter Egale is a consulting firm in wealth strategy and organization Wealth management, financial investment advice, wealth advice, insurance brokerage, real estate OBOs, asset allocation, construction of dedicated structured products, tax declaration assistance, and wealth organization

67 similar entities Type: SMB Activities: fintech proptech

Independent leader in online savings Linxea is the specialist in online savings at reduced fees. With 25 years of experience in investments, Linxea today has 180,000 clients and more than 6 billion euros in assets under management. Online investments, Life insurance, Online savings, Tax exemption, Private Equity, Real estate, SCPI, Retirement Savings Plan, Savings, Investment, and Structured Products

44 similar entities Type: SMB Activities: fintech proptech

Subsidiary of the AG2R LA MONDIALE and CNP Assurances groups With more than 17,000 collective contracts and 1,300,000 insured persons covered, ARIAL CNP ASSURANCES is the first FRPS exclusively dedicated to supplementary collective retirement in France. In February 2025, Standard & Poor’s maintains the rating at ARIAL CNP ASSURANCES: With a stable outlook. Born in 2016 from the grouping of the supplementary retirement activities of two major players in personal insurance in France, CNP Assurances and AG2R LA MONDIALE, all of ARIAL CNP ASSURANCES' resources are mobilized to meet the expectations of customers and partners on their challenges in terms …

30 similar entities Type: Startup Activities: fintech silvertech

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

Thematic Investors #assetmanagement #finance #thematicinvesting #thematics Independent Asset Manager regulated by the AMF N°GP 00-023 Founded in 2000 and based in Strasbourg and Paris, Galilee Asset Management is recognized for its multi-thematic expertise in the selection of funds and securities. It offers investment solutions for individual, professional and institutional clients. Its entrepreneurial structure and its capitalistic independence vis-a-vis any banking or insurance network is the guarantee of great freedom in its investment decisions. Gestion Collective, PEA/Comptes-titres, Assurance-Vie, Assistance à la Gestion, Asset Management, Gestion Privée, OPCVM, Actions, Gestion thématique, Fonds Internes Dédiés, FID, Fund Selection, Fund Picking, Stock Picking, and …

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

The specialized reinsurance broking and advisory firm exclusively focused on casualty insurance-linked securities (ILS). Ledger Investing is a specialized reinsurance broking and advisory firm exclusively focused on casualty insurance-linked securities (ILS), a fast-growing asset class at the intersection of insurance and capital markets. We connect (re)insurers, fronting carriers, and MGAs with institutional investors through structured, off-balance-sheet transactions that drive capital efficiency, strategic flexibility, and access to diversified capacity. Through our in-house securities broker-dealer and placement agent, we bring deep reinsurance and structured-finance expertise to a wide range of partners, including global reinsurers and investors seeking uncorrelated, private-credit-like returns. Insurance, Investing, …

57 similar entities Type: Startup Activities: fintech insurtech Technologies: A.I. A.I. - Machine Learning Data Analytics

The online marketplace for all good things annuity Blueprint Income is building a better way to save and plan for retirement, we are your one stop shop for all good things annuity. We work with more than 30 of the largest and most well-capitalized life insurers in the United States. Retirement Planning, Annuities, Retirement Education, Retirement, Technology, Fintech, Insurance, and InsurTech

68 similar entities Type: Startup Activities: silvertech insurtech fintech

WealthKernel is now a part of Alpaca Launch and scale digital investment products with our flexible, all-in-one API. From onboarding and KYC to trading, custody, and portfolio management — everything you need to build modern wealth experiences.Regulatory coverage included. Investing Infrastructure as a service, API, Investing API, Wealth API, Custody, Onboarding, KYC, Portfolio Management , Order Management, Trading API, Payments API, SIPPs, ISAs, Fractional Shares & ETFs, Wealth as a service, Fintech, and Embedded Investing

172 similar entities Type: Startup Activities: regtech it services fintech Technologies: SaaS

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 …

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

Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City. Phoenix Financial Services was formed to provide a high level of personalized service, which we feel has been lacking at the big “supermarket” financial firms. Our representatives are fully equipped to help you through the multitude of financial questions that you may come up with on a day to day basis. Our firm is designed to be able to provide you with all of your financial services needs including: financial advice, retirement planning, and financial product analyses. We …

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

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

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

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

Redesigning Retirement Founded by David Orford, Optimum Pensions has developed and tested an innovative lifetime income stream solution, the Real Lifetime Pension. This investment-linked retirement income product allows funds to comprehensively address their members' longevity risk while providing higher performance than solutions such as the current lifetime annuities in the market. retirement, annuities, and retirement income

43 similar entities Type: Startup Activities: silvertech fintech

finmarie: Investment Made for Women finmarie is the #1 online investment solution made for Women in Europe. With over 15 years of experience, we’ve made it our mission to promote financial health and help women take control of their financial futures by making investment access easier, provide expert financial advice and equip women with the tools they need at every stage of their financial journey. wealth management, Financial advisor, savings, investment, retirement, and financial planning

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

The leading provider of professional pensions trusteeship and governance services. We provide professional pensions trusteeship and governance services for occupational pension schemes. Our vision is to be the provider of choice for colleagues, trustees, scheme sponsors and the advisory community, as well as the destination of choice for other providers of trusteeship and governance services looking to join a larger firm. The dynamic, diverse and collaborative team brings strategic thinking to improve stakeholder outcomes and deliver excellence in all areas of pension scheme governance. Pensions communications, Covenant and restructuring, DB Pension Schemes, DC Pension Schemes, Master Trusts, Pensions Investments, PPF …

Type: SMB Activities: fintech

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals. Retirement Plan Advisory Services, Investment Advisory, Nonqualified Advisory Services, Discretionary Investment Management, Financial & Estate Planning, Provider Search & Selection / Fee Benchmarking, Participant Education & Advice, and Fiduciary Process Management

69 similar entities Type: SMB Activities: fintech

At the intersection of wealth and worth is Net Worthwhile. What's yours? At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into NET WORTHWHILETM. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. …

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

💙 We are there for financial peace and security. 👥 From your first car to your retirement. 🧳 Private, self-employed or company. 📍 Near you. Mortgages, Insurance, Pension, Financial advice, and Independent financial advisor (ASN Bank)

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

Pension Operators/Administrators - Property Administration Services Wilton provides a personal and fully integrated range of advisory services to corporates, entrepreneurs, high net worth individuals and their families. Drawing on 20 years of experience building long-term relationships with our clients, we are committed to delivering a high level of Professional, Investment and Pension services. We are always on the lookout for new talent, come join a rapidly growing business in the next steps of our journey. Find out about our latest vacancies on our Careers page or call us on (0)20 7355 3525. Taxation and International Structuring, Accountancy, Property, Pensions, and …

66 similar entities Type: SMB Activities: fintech legaltech

Helping you achieve your financial goals. We help people throughout the country to achieve their financial goals by providing personalised financial planning and expert investment management services. Discretionary Investment Management, Financial Planning, Wealth Management, and Financial Advice

Type: SMB Activities: fintech

The development partner of wealth professionals Platform dedicated to professionals of the heritage council, Alpheys designs and disseminates a wide range of financial, banking, real estate, life insurance, capitalization and diversification solutions. Life insurance, banking (CTO, PEA ...), private equity, tailor-made services, digitalization, RTO, credit, and scpi

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

Award-winning company now part of Argentis Wealth Management Limited. This page will be closing in the coming months Helm Godfrey is known as an award-winning company providing advice on wealth management and employee benefits to individuals and companies. Wealth Management, Financial Planning, Investments, Employee Benefits Consulting & Plan Design, Retirement Planning, Employee Communications, Ethical & Impact Investing, Protection & Life Insurance, Tax & Estate Planning, Auto-enrolment Consultancy, and Employee Advice

44 similar entities Type: SMB Activities: fintech

We are a B2B Fintech lab building products that solve problems for financial professionals with a user-first approach. FinTech, Foreign Exchange, Treasury, Risk Management, Leases, and Interest Rates

135 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

Providing sensible, strategic wealth management services for expat investors who are moving up the corporate ladder We provide sensible, strategic wealth management for expat investors who are moving up the corporate ladder and across borders. Whether you need help with increasing your savings or taking care of your assets, we’ll give you a guiding hand and a professional service based on decades of industry experience. Wealth creation, Asset management, and investments

90 similar entities Type: SMB Activities: fintech

Flexible life insurance in minutes. Ladder combines the power of innovative technology with world-class financial and insurance expertise to make it easy for anyone to access life insurance. life insurance, insurance, insurtech, fintech, innovation, financialplanning, investment, personalfinance, innovation, tech, finance, lifestyle, savemoney, underwriting, insurance quote, term life, term life insurance, insurance policy, life insurance policy, and American life insurance

48 similar entities Type: Startup Activities: insurtech fintech

A financial services company that offers a combination of clever technologies, market-leading products and straightforward personal advice. Our services cover financial planning, wealth management and Listed Bond ISAs. Financial Services , Personal Finance, Financial Planning , Wealth Management, Listed Bonds , ISAs, Pension Advice, Retirement Planning, and Investments

67 similar entities Type: SMB Activities: fintech

Financial Advisory organisation providing advised and non-advised services to private individuals and corporate entities. Specialising in investment, pensions, protection, mortgage and general insurance products. Mixing traditional values with innovative solutions. Alexander House Financial Services Ltd is an Appointed Representative of Quilter Financial Limited, which is authorised and regulated by the Financial Conduct Authority. Alexander House Financial Services Ltd. Registered in England & Wales No 8350734. Registered Office: 3rd Floor, 1 Ashley Road, Altrincham, Cheshire, WA14 2DT Join our newsletter here: https://confirmsubscription.com/h/r/04D7F6EE585B4278 Financial Advice, Financial Planning, Managing Your Wealth, Protecting Your Family, Buying Your Home, Saving For The Future, Reducing Your …

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

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

Business growth and transformation consultancy, for the Insurance, Financial Services & Legal professions. IDEX Consulting is an innovative Business Growth Consultancy specialising in transforming lives, careers and businesses by offering a bespoke service within the Insurance, Financial Services, Legal and Energy & Commodities sectors across the UK, Europe, Middle East and USA. We are proud to work with leading names in the Insurance market to drive real and tangible growth in revenue and investor value through Talent attraction, M&A and Advisory services. Insurance, Financial Services, Accountancy & Finance, Legal, Recruitment Consultancy, Executive Search, Career Coaching, Career Transition, Retained Solutions, Business …

57 similar entities Type: SMB Activities: hrtech insurtech fintech

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, …

83 similar entities Type: SMB Activities: fintech

Evidence-led insights that power smarter insurance and retirement decisions worldwide For more than a century, we’ve served as the largest trade association supporting the insurance and related financial services industry. Today, we’re working with nearly 700 member companies around the world to help them understand industry trends, inform their strategies, develop their talent, and create solutions that advance the industry. Life Insurance, Retirement, and Annuities

54 similar entities Type: SMB Activities: fintech insurtech silvertech Technologies: IoT

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

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

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

For everyone in the creative and digital sector PNO Media is the pension fund for employers and employees in the creative sector and media. We offer suitable pension schemes for every type of company: DB, CDC, DC and a net pension scheme. Follow us and, as a pension advisor or HR professional, stay informed about our innovative view on pensions. Pension insurance, Pensions, Average salary (Defined benefit), Defined contribution scheme, Net scheme, Average salary with fixed premium (CDC), creative entrepreneurs, and Multimedia companies

38 similar entities Type: SMB 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 …

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

VKR Holding creates value through ownership of companies and financial investments. VKR Holding is a holding and investment company whose objective is to create value through ownership of companies and financial investments We invest in daylight, fresh air, and a better environment

41 similar entities Type: SMB Activities: fintech

Nous sommes un groupe financier africain présent dans 12 pays d'Afrique, offrant des solutions compétitives et innovantes en assurances et en banque. Banques, Assurances, Immobilier, Technologies, and Finances

86 similar entities Type: SMB Activities: fintech insurtech

Since 2000 Noah has been providing investment guidance through referral partners for enterprising Australians to secure their future. We have provided over 10,000 reports to clients showing them how to realise the full potential of their assets through the acquisition of investment properties and loan restructuring; proven systems that work together to maximise growth and reduce debt. Investment and wealth building strategies, Hand picked investment properties, Finance and leveraging products, and Service and ongoing support

84 similar entities Type: SMB Activities: fintech

Enabling Wealth, Boosting Welfare WARREN – Wealth Enablement for the Modern Workplace Wealth Enablement, Wealth Management, Fintech, WealthTech, Employee Benefits, HR Tech, and Compensation & Benefits

51 similar entities Type: Startup Activities: fintech