Financial consulting firm | DAF & Part-Time CFO | Transaction Services | Business Plan | BI Automation | B Corp 2CFinance transforms ambitions into successes. We support entrepreneurs and investors at every stage of their journey (start-up, growth, restructuring). With high-level financial expertise and true entrepreneurial DNA, we do much more than advice: we create value. We operate in 4 activities: time-sharing financial management, transaction services, business modeling and data automation. Our strength: combining operational know-how, strategic vision and sectoral flexibility. Since 2008, we have carried out more than 500 missions with small and midcap companies, while respecting absolute discretion …

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

NS CONSEILS Patrimoine et finance is a center specializing in investments Advice on the creation, management, optimization and transfer of private and professional assets. Created in 2008 by Nebojsa SRECKOVIC, NS CONSEILS PATRIMOINE ET FINANCE has since experienced regular growth at a sustained pace with the creation of CREDIATM in 2012 and the takeover of FRANCONSEIL in 2013. Values and Missions The multiplicity and structural rotation of different financial intermediaries most often confront our clients with a pile of products without real asset coherence, thus depriving you of any constructive relationship over time. The strength of our company is that …

234 similar entities Type: Startup Activities: fintech proptech legaltech

Investisseur Responsable dans les marchés émergents Gemway Assets was established in summer 2012 by both well-known investors Bruno Vanier and Michel Audeban. It is an independent Asset Management Company, accredited by French regulator AMF (the equivalent of the UK FSA) specializing in Emerging Markets. Gemway Assets today manages GemEquity, an AMF regulated fund, investing in all emerging markets equity. Its major focus is to invest in companies benefiting from rising purchasing power by emerging countries population. In its three first years of operation, Gemway Assets has already established itself within the investment community. It has convinced clients in France as …

76 similar entities Type: Incubators & VCs Startup Activities: fintech Technologies: Decarbonization

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

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

Build Wealth. Live Better. Stay Dynamic. Dynamic Wealth Solutions LLC is a registered investment advisory firm that provides fee-only retirement plan administration, investment management and financial planning services for clients across the country. We hold ourselves to the highest set of fiduciary principles. We believe in transparency and honesty. Our mission is to enrich and strengthen long-term relationships with our clients in order to achieve their wealth objectives. Specialties include: Comprehensive Retirement Planning Investment Management Wealth Preservation Strategies Exchange-Traded Funds (ETFs) Practice Development Financial Technology Consulting 29777 Telegraph Rd. Suite 2417 Southfield, MI 48034 Investment advisory services offered through Dynamic …

167 similar entities Type: SMB Activities: silvertech fintech

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 …

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

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, …

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

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

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

Unwavering Ethics, Superior Discipline, and Unsurpassed Value My Portfolio Guide, LLC is a Registered Investment Advisor serving investors nationwide. The firm was founded on the premise that investors are presented with too many choices in a "sea of sameness"​ within the financial services world. Most of those choices tend to present investors with proprietary and conflicted advice, boiler plate solutions, and high/hidden fees that truly drag down performance. My Portfolio Guide allows investors to receive 100% conflict free advice based on financial goals and not by selling products or making commissions. The company is an RIA (Registered Investment Advisor) and …

94 similar entities Type: SMB Activities: fintech silvertech Technologies: SaaS

FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our client’s confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® …

491 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 …

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

A leading force in UK Investment Banking, delivering excellence for our clients with integrity, passion and unity. Panmure Liberum is a leading independent investment bank with global reach, accessing investors across the UK, Continental Europe, North America, and Asia. Our market-leading teams provide a full-service platform, covering all capital raising and advisory needs, alongside expert distribution, research, and execution capabilities. We deliver excellence by combining scale with entrepreneurial spirit and deep sector expertise, building genuine, lasting relationships that drive long-term success for our clients. Investment Banking, Corporate Advisory, Corporate Broking, M&A, Debt Capital Markets, Private Capital Markets, Equity Research, Equity …

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

Improving business together Universal Investment is a pioneer in the investment industry and has been successful in the market since 1968. Written in our DNA is our ability to offer funds services from a single source, as an independent and visionary organisation. We provide a reliable outlook for investors and asset managers. What makes us tick? Universal Investment stands for creating convincing and innovative business models. Consequently, we help asset managers worldwide, concentrate on their core expertise – implementing their investment strategies successfully – while we take care of everything else. We enable institutional investors to bundle their assets in …

216 similar entities Type: SMB Activities: fintech proptech Technologies: SaaS

We are a global quantitative and systematic asset management firm applying a scientific approach to finance. Capital Fund Management (CFM) is a successful alternative investment manager and a pioneer in the field of quantitative trading applied to capital markets across the globe. Our methodology relies on statistically robust analysis of terabytes of financial data for asset allocation, trading decisions and automated order execution. CFM is an appealing career destination for highly-talented and passionate PhDs, IT engineers and experts from around the world. Our people can rely on original theoretical insight accumulated over 30 years of market experience, as well as …

177 similar entities Type: SMB Activities: fintech Technologies: A.I. A.I. - Machine Learning Data Analytics

A dynamic firm, which lives with the times without forgetting its origins and its ethics. Fic-Expertise is a Chartered Accounting and Auditing firm with 6 offices located in France. A team of 85 people accustomed and trained to your issues as well as 6 qualified Chartered Accountants advise nearly 500 clients daily. With more than fifty years of client relationships, our firm ensures to provide you with daily assistance with your accounting, tax, social and legal issues. Accounting, Training, IT, Payroll, HR, and Consulting

109 similar entities Type: SMB Activities: fintech legaltech

Ai-powered investment strategies Ai for Alpha is a fintech company specializing in AI-powered investment replication, delivering innovative futures-based solutions for actively managed strategies such as CTAs, Global Macro, Hedge Funds, Global Balanced, and Crisis Alpha. We work exclusively with professional and institutional counterparties and do not serve retail investors. The content on this page is provided for informational purposes only and does not constitute an offer, solicitation, recommendation, or investment advice. Any services involving U.S. persons or U.S. counterparties are provided, where permitted, solely on a private contractual basis and subject to applicable regulatory and investor-eligibility requirements. Asset Allocation, Fin …

181 similar entities Type: Startup Activities: fintech Technologies: A.I. A.I. - Machine Learning

Your savings are worth it too! The premium savings, investment and wealth management platform. 30 years of institutional management at your service Expertise of the Founder: Former European director BNY Mellon, Ex Rothschild, Ex HSBC-Teacher Macro Economics and Portfolio Management - Master 222 - Paris Dauphine University. “Finalist International Investment Woman 2022” by Investment Week Committed to the economic freedom of women. Regulated AMF - Registered with ORIAS as a Financial Investment Advisor and Insurance Brokerage. Member of the CNCGP.

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

The embedded finance platform for connectivity, intelligence, and payments. Flinks is the embedded finance platform that brings together connectivity, intelligence, and payments — giving businesses the infrastructure to build and deliver seamless financial experiences at scale. A leader in Open Finance in Canada, we've grown since 2016 into one of North America's most trusted platforms for financial data access, enrichment, and money movement. We work with innovators across lending, fintech, banking, insurance, and wealth management. Today, our platform connects to 15,000+ financial institutions across North America and powers over 1M monthly connections. We've securely processed 100,000+ financial documents to date, …

133 similar entities Type: Startup Activities: fintech it services Technologies: Data Analytics

Mirabaud Asset Management is the high-conviction asset management arm of Mirabaud Group. We invest with focus, conviction and accountability. As niche champions, we refine our field of vision to concentrate on defined areas of opportunity where our expertise and insight are strongest. Our investment professionals are trusted to stand apart with confidence, supported by a culture of direct relationships, transparency and long-term thinking, grounded in the stability of the Mirabaud Group. equities, fixed income, asset allocation, alternative investments, and private equity

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

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

119 similar entities Type: SMB Activities: fintech

We bring about meaningful encounters. Created in 2001, the Fed Finance firm positions its offer on temporary and permanent recruitment for finance professions. Present in Paris, Versailles, Nantes, Rennes, Lille, Lyon and Aix-en-Provence, Fed Finance supports its clients in three types of recruitment: - direct recruitment on fixed-term and permanent contracts - ‘classic’ temporary work with missions of variable duration adapted to the context of the company The activity is organized around 3 areas of expertise: - Accounting and corporate finance - Banking, Insurance and Market Finance - Audit, Advice and Expertise Consult our job offers: www.fedfinance.fr Follow us on …

81 similar entities Type: SMB Activities: fintech hrtech insurtech

Investing in your interest. We are an independent — family and employee owned — European Investment Management boutique, built on rich craftsmanship heritage, unique talents and an entrepreneur-minded culture. We strive to bring the best of active and alternative asset management to investors, helping them fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with consistent long-term performance, providing high-quality customer service for both distributors and investors, and embedding ESG focus into everything we do. asset management, finance, equities, fixed income, mixed assets, emerging markets, and european markets

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

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

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

InvestiGroup is committed to the democratization of financial investment for individuals. Our range of products and services: - InvestiSchool: online training platform to help individuals take their first steps on the stock market --​> https://www.investischool.com - InvestiNews: every day receive directly in your mailbox the eco news of the day deciphered by our finance experts --​> https://www.investinews.com - InvestiBox: A gift box to take your first steps on the stock market and build your first financial portfolio --​> release soon Contact us and come have a coffee! contact@investi.group / 01 84 25 24 72 Stock market, stock market investment, finance, …

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

Accounting firm serving Tech and Web3 companies At HODL Consulting, we support companies operating in TECH. Founded by Houssen ISSOUF ALY, chartered accountant registered with the Order of Paris, Île-de-France, and who has supported more than a hundred companies for over 10 years. Our particularity? We are passionate, entrepreneurs and investors; our approach goes beyond traditional tax declarations. WHY WORK WITH US? 👉 Several dozen companies trust us: 0% CHURN rate 👉 Benefit from a 360° view of your finances 👉 access leading partners (BA, Lawyers, GP...) Our services ⚙: - Outsourcing of the finance function (Accounting, taxation, social and …

447 similar entities Type: SMB Activities: fintech it services Technologies: Blockchain/Cryptocurrency

Saranac Partners is a private office for investments and more. As an independent firm we offer an alternative to traditional institutions, providing expertise on the breadth of situations our clients face. Working with international families, business owners and private investors, we deliver solutions across strategy, investments and financing. Our firm was founded in 2016 by colleagues with a shared vision of building enduring client partnerships, we are obsessive about service, anticipating needs and following through. Private Client, Wealth Management, Portfolio Management, Advisory Investments, Advisory Execution, Wealth Structuring, Fiduciary, Private Capital, Financing, UHNWI, Family Offices , and Investment Management

257 similar entities Type: SMB Activities: fintech

Tech-enabled Custodian offering solutions for public & private market participants. Forge Trust serves over 1.7 million accounts, representing over $14B in assets under custody. Introducing Forge Trust, a tech-enabled Custodian offering solutions for public & private market participants. Specializing in custody administration and reporting for a wide range of non-publicly traded alternative investments. Our parent company, Forge Global, provides liquidity opportunities for investors and shareholders in the private markets. We focus on holding what's most important to our clients, offering world-class Custody as a Service for both retail & institutional participants. For more information, call (800) 248-8447 or visit www.forgetrust.com …

62 similar entities Type: SMB Activities: fintech proptech

For over four decades, Equiom has supported international corporations, high net worth individuals, and families worldwide with their fiduciary and related business support needs. With offices in numerous international finance centres, we operate as a truly global entity, offering a comprehensive suite of professional services. We deliver those services ‘The Equiom Way’ – with passion, reliability and responsiveness. We take pride in using our global expertise, knowledge, and insight to create innovative and tailored solutions that drive our corporate and private clients towards their objectives. Upholding our vision to excel in trust and corporate services across key markets, we are …

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

Different by nature : because we have neither investment banking nor execution, our research is totally unconflicted. Founded in 2007, AlphaValue is now the world’s leading provider of Independent European Equity, ESG and Credit Research, helping money managers to generate ideas and assess the risks and opportunities within their mid to large-cap portfolios. Based in Paris, France, local teams of 35 leading analysts across Europe use a proprietary valuation model to offer a disciplined, consistent research framework. Clients benefit from direct access to our teams with personalized service and transparent pricing. The breadth of coverage – 513 European companies - …

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

Let’s give meaning back to performance At BFT Investment Managers, we give meaning to return thanks to the commitment of all our employees to serving our clients. For more than 30 years, the performance of our investment solutions, combined with rigorous risk management, has constituted the first of our missions. BFT Investment Managers offers a range of specialized products on the main asset classes, centered around the search for return. In all of our funds, we integrate socially responsible investment criteria and we benefit from the AFNOR label in this area. A subsidiary of Amundi, we combine the responsiveness of …

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

Frigg connects investors to renewable energy projects worldwide, unlocking measurable impact and attractive returns. Frigg is the operating system for renewable energy finance. It serves as a one-stop-shop for project sourcing, structuring, due diligence, monitoring, and investing. Small and mid-sized projects have been overlooked by traditional financiers. We open up this asset class to capital markets and help developers focus on what they do best: develop. We bring transparency and liquidity to the market by issuing tokenized securities on top of these Real-World Assets. impact investing, sustainable investing, fintech, institutional defi, Real World Assets, tokenization, renewable energy, IoT, private debt, …

250 similar entities Type: Startup Activities: fintech it services Technologies: Blockchain/Cryptocurrency

Your preferred Crypto Brokerage ✅ Rated Excellent on TrustPilot 🏆 Brokerage of the Year 2024 🏅 LondonLink is one of the oldest Bitcoin brokerages in the world. Since 2013 we have been providing a high-touch, premium, concierge service to discerning retail and institutional investors. We are a well-run mature business using tried and tested techniques to deliver great outcomes for our stakeholders. We do not provide financial or investment advice. We maintain up-to date regulatory permissions to serve our target markets. For more information, please visit our website. bitcoin, cryptocurrency, digital assets, and brokerage

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

The result of the merger of the two management companies of the LFPI Group, Meeschaert Asset Management is one of the leading independent asset management companies in France, with €4 billion in assets under management and some 50 employees. The company has recognized expertise in equity, bond and multi-asset class management for all types of investors (institutional investors, asset management consultants, individuals, families, associations and foundations). A forerunner in France in ethical and responsible management, it has developed distinctive expertise and innovations, particularly in socially responsible investment (SRI) and shared funds, which enable it to support numerous philanthropic projects and …

118 similar entities Type: SMB Activities: fintech

Unique as you are. The most flexible dashboard & reporting solution for Global Investors. We provide fully customised Performance Dashboards and Reporting solutions for multi-asset classes investors. We serve a wide range of global clients, including Sovereign Wealth Funds and Institutions, Family and Multi-Family Offices, Private Banks and Independent Asset Managers. Cogendi is a privately owned, entrepreneurial SME, which has been operating for more than 20 years. We are a very agile team and are known for our responsive service and fast turn around times. Fintech, Multi-Asset Portfolios Analytics, Portfolios Dashboards and Reports, Bespoke Client Services, Modelling, Forecasting, Family Office, …

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

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

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

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

The world's largest financial platform, trusted by 100M+ traders and investors. We are TradingView, the world's most popular charting platform and the industry's forefront for financial visualization solutions. 100M+ traders worldwide use our platform as a go-to destination to chart, chat, and trade financial markets. Our product portfolio includes best-in-class charts, versatile commercial libraries, a social network, and many more tools for retail and business audiences. With 200M+ monthly visits, we are the #1 all-things investing website, and our solutions are used by fintech leaders such as Revolut, Binance, and CME Group. We wouldn't be where we are without our …

208 similar entities Type: Startup Activities: it services fintech Technologies: Blockchain/Cryptocurrency

Providing advice, data, analysis and training Finadium is an independent consultancy for funding, financing and infrastructure in capital markets. We provide expert advice, data and analysis to financial market participants worldwide. * Our content is available in the Finadium Subscription, a bundled package of primary surveys, regulatory and product analyses, shorter articles and interviews, live and online events, and access to our data pages. * We are active consultants in securities lending, repo, collateral, financial resource management, treasury, clearing, liquidity, custody and prime brokerage. * We conduct trainings and events around the world. * We publish News & Opinion, a …

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

Fixed income specialists. We are specialists in fixed income, headquartered in the City of London and now a boutique of the Swiss based Vontobel Group. Since our inception in 2008, we have built an enviable reputation for performance, expertise and innovation in our chosen sector. All of our people, resources and experience are dedicated to this one asset class, without any distractions. For professional investors only. Fixed Income, Asset Management, Absolute Return, Asset Backed Securities, Investment Management, and Total Return

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

Accomplice is a venture firm and contemporary family office founded by Jeff Fagnan and Ryan Moore. We are high conviction, concentrated, patient investors. venture capital, technology, technology venture, and early stage venture

147 similar entities Type: Startup Activities: fintech Technologies: Cybersecurity Data Analytics

Award Winning Global M&A Advisor for SaaS, E-Commerce and Content Businesses FE International is an award-winning global M&A advisor of technology businesses. Our team has completed over 1,500 transactions and is the preeminent valuation thought leader in the industry. Founded in 2010, FE is known for its extensive network of pre-qualified international investors. With headquarters in New York and regional offices in London, Miami, San Francisco, and Mumbai, FE is an international company serving clients worldwide. It was named one of The Americas’ Fastest Growing companies from 2020 through 2024 by the Financial Times and is also a five-time Inc. …

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

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. …

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

DiverInvest EAFI is a Financial Advisory Company. It is supervised and authorized by the National Securities Market Commission (CNMV) as an Independent Financial Advisory Company (EAFI). Registration number 15. An EAFI is the only legal formula to advise individuals and companies. DiverInvest has real independence since; We do not have our own product We do not depend on any entity We only respond to our clients. We rely on effort, transparency, common sense and creativity to obtain profitability.

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

Democratizing access to Protective Investments through technology worldwide. Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide. Headquartered in Chicago and with employees worldwide, we’re democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products offered by leading global financial institutions, including Structured Notes, SMAs, Annuities, and Advanced Wealth Solutions. Important Disclosures: https://haloinvesting.com/disclaimer/. Finance, Protective Investing, Financial Technology, Investment Management, Structured Products, and Changing the World

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

Strategy consultants dedicated to the investment management industry We are strategy consultants dedicated to serving investment managers and financial investors globally. We partner with business leaders on growth strategy, market entry, product development and enhancement, sustainability, M&A and transaction support. We are an independent partnership founded in 2007, operating across Europe and the U.S. We have been a UN Principles for Responsible Investment (UNPRI) signatory since 2016. For more information, please visit www.indefi.com. Strategy, Private Equity, ESG, Asset Management, Consulting, Strategy consulting, Consultancy, Finance, Due Diligence, and Sustainability

307 similar entities Type: SMB Activities: consulting fintech Technologies: Decarbonization

Investment management company, founded in 2010 by Terry Smith. We are an investment management firm established in 2010 by Terry Smith. Owned and operated by its partners, the company is headquartered in the UK with affiliates in the USA and Mauritius. Our focus is on providing superior long-term investment performance at reasonable costs, avoiding short-term trading strategies. As of 31st December 2025, we manage £24 billion for some of the world’s leading wealth managers, private banks, prominent families, charities, endowments, and individuals. Our investment philosophy centres on investing in high-quality, resilient businesses with strong growth potential. For enquiries please contact: …

93 similar entities Type: SMB Activities: fintech

Flint provides advice to businesses and investors on policy, regulation and politics in European and global markets Flint specialises in advising businesses and investors on how to navigate and surmount the policy, political, regulatory and competition challenges they face in European and international markets. We are differentiated by our expertise and our premium client list. Our multinational team draw on direct experience of working at the most senior levels in the public and private sector. We support leading companies in a wide range of sectors, including digital, tech, telecoms, media, financial services, life sciences, manufacturing, retail, transport and energy. Our …

180 similar entities Type: SMB Activities: fintech

The Financial Community. The largest German-speaking community in the fund sector. Guided by the vision of 'The Financial Community,' we bring together financial advisors, fund providers, and all stakeholders shaping the modern investment market. Whether through in-depth insights, practical tools, or personal interaction at our events and webinars, we create a space for genuine dialogue. We connect the people who move the industry - professional, modern, and always on equal footing. Investmentfonds, Family Office, Privatbanken, Finanzmarkt, Fonds, Aktienfonds, Rentenfonds, Mischfonds, fintech, and KI

162 similar entities Type: Startup Activities: fintech proptech Technologies: Blockchain/Cryptocurrency

The platform that allows CGPs to sell more SCPI, faster, with less administration and in compliance. We are an analysis and research firm specializing in Sustainable finance. Both fintech and specialist in unlisted real estate markets. We do not sell SCPI shares. We provide opinions and digital tools for our wealth management advisor and fund manager clients. Our analyzes cover both financial information but also and above all extra-financial analyses. To develop this approach on nearly 200 real estate funds, we have developed two exclusive algorithms, Deeptindexes, allowing funds to be profiled according to their financial and extra-financial performance. sustainable …

482 similar entities Type: SMB Activities: fintech proptech Technologies: SaaS

The investment industry is complicated. Our ecosystem makes it work better for everyone. Be part of it. AMX by Carne is building a better world for the investment industry. It connects investors, asset managers and service partners so they can interact and transact – all in one place. We are building an efficient investment ecosystem using technology to transform conventional ways of working to become more nimble, responsive and sustainable. Our ecosystem enhances relationships, creates connections and brings efficiencies. For investment professionals only who are or who would be classified as (1) Professional Clients under the applicable FCA rules, and …

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

Invest. Online. Nothing else. We advise. You decide. That’s Clear Minds. With our high-quality online investment advisory service, we offer you the ideal solutions for making your personal investment decisions. You will receive an individual portfolio proposal as well as access to professorial research, recommended actions, risk management and our newsletter. Our founding team combines great international investment expertise with many years of experience with Swiss clients and their key investment needs.

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

Providing GCC investors access to a global spectrum of conventional and Shari'a compliant asset management opportunities Aditum Investment Management Limited is an independent, privately-owned Investment Management company, dedicated to providing GCC investors access to a global spectrum of conventional and Shari'a compliant asset management solutions through investment funds, separately managed accounts and structured products, both managed in-house and with globally renowned investment partners, in a variety of asset classes. Our client-centric approach enables us to marry global opportunities with regional trends to create a unique product set for investors across the region. We are committed to providing Shari'a compliant investors'​ …

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

Your Trusted Partner in Tax, Accounting, and Business Advisory. DFC is a professional service firm that provides expert guidance and strategic support on tax and accounting, business advisory, and learning solutions. We enable our clients to focus on their core competencies, supporting businesses at every stage, from startup to expansion and beyond. Our team comprises over 30 dedicated professionals, including local and international experts who hold prestigious international qualifications. Each member of our team brings a wealth of experience and a shared commitment to excellence, which allows us to serve a diverse range of industries and sectors with precision and …

125 similar entities Type: SMB Activities: fintech

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

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

Managers of your future A Telefónica Group brand At Fonditel we have been improving the future of our clients for more than 30 years. And we will continue to do so. We add value to our clients' savings and investment management, putting at their disposal our extensive experience, high capacity for innovation and independence in decision-making. We are a company belonging to the Telefónica Group that offers investment solutions in both pension plans and investment funds. We create a close relationship, long-term and based on trust and obtaining returns appropriate to the risk profile of each of our clients. Fonditel, …

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

For over 30 years, our core values have guided our services, fostering long-term relationships that span generations. As an independent, employee-owned business, we take immense pride in understanding our customers' aspirations and objectives. Our commitment to quality and excellence is reflected in our team of highly qualified investment and financial planning professionals, dedicated to providing exceptional service and attractive long-term investment returns. Since 1992, we have been based in and around Chipping Norton, where our local community holds great importance to us. We prioritise using local providers and actively support various projects that benefit the community. Our Services: Investment Management …

145 similar entities Type: SMB Activities: fintech