Financial planning can be a daunting task, and shouldn’t be taken lightly. Identifying the resources you’ll need, alone, can be a nightmare – from investment strategists and advisers, to insurance agents and estate planners – and, too often, a need only becomes clear when something breaks. Even with all of the specialty providers identified and selected, you still have to somehow coordinate them to act in unison on your behalf – even though they don’t communicate with one another. Riegel Financial understands the headache that comes with managing your finances, and brings all of the various facets of total asset …

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

Chartered Accountants and Business Advisors, with offices in London and Guildford Alliotts LLP is based in London and Guildford. We specialise in providing tax advice and services to ambitious businesses and the people who run them, helping them to achieve their personal and corporate objectives. We merged with Shaw Gibbs in September 2024; with our combined expertise and resources this strategic move enables us to build further on our existing strengths. Our focus is simple, to provide a highly personalised service and specialist advice that makes a tangible difference to you and your business. Our comprehensive service offering includes, audit …

110 similar entities Type: SMB Activities: fintech legaltech

Accountancy | Finance | Business Menzies is a proudly independent UK business advisory and accountancy practice with national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting businesses, not-for-profit and individuals to successfully reach their financial goals. We focus on optimising clients’ businesses financially, operationally, and strategically. We employ 1000+ trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide. Our sector specialisation sets us apart. Our expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and …

143 similar entities Type: SMB Activities: fintech hrtech

Beever and Struthers has merged with Menzies LLP, now part of one of the UK’s leading accountancy and advisory firms. Beever and Struthers has merged with Menzies LLP and is now part of one of the UK’s leading accountancy and advisory firms. Together, we are over 1,100 people strong, offering a national service with international reach. The merger strengthens our sector expertise and ensures clients continue to benefit from a partner-led, collaborative approach – providing much more than compliance. We deliver the commercial, financial, and strategic advice that enables organisations to achieve their ambitions. Our scale allows us to support …

163 similar entities Type: SMB Activities: fintech legaltech 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

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

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 …

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

A leader in mortgage brokerage for over 25 years, Multi-Prêts Hypothèques puts its expertise at the service of any client looking for a residential mortgage loan, whatever their needs, across the country. We support the client so that they can obtain the best mortgage product by giving them access, free of charge, to a range of products offered in partnership with financial institutions, some of which are exclusive to brokers. The mission pursued by Multi-Prêts Hypothèques is above all to offer unparalleled service to its customers, with complete transparency, integrity and professionalism. As the leader in the mortgage brokerage industry …

50 similar entities Type: SMB Activities: fintech

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

helps, advises, plans Factoring, trade credit insurance, sureties/guarantees or financial communication - With us you get everything from a single source. As we specialize in these products, we advise, support and accompany you precisely and personally. Would you like to optimize existing products? Or install new solutions? As an independent broker, we support you in a cooperative and professional manner. Further information and legal information can be found at: www.kneissler-stahli.de Factoring, credit insurance/trade credit insurance, bonds/guarantees/guarantees, and financial communication

56 similar entities Type: Startup Activities: fintech

Our world revolves around you Our strength is the style we have been cultivating for centuries: private, discreet and very personal. With the claim to trusting cooperation and individual advice. Proximity to our customers remains the most important thing for us, even in the digital world. Every customer has a permanent advisor – often across generations. This also surprises with solutions that go far beyond normal banking. We offer an extensive network for real estate customers and institutional investors, for capital markets customers, entrepreneurs and private customers. Get to know us! We look forward to seeing you. PS: Would you …

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

Exceptional Financial Services for Businesses with Global Ambitions As the world of financial services becomes more automated, PAYALLY abides by the esteemed tradition of keeping the human touch to deliver exceptional service. We make sure every client, regardless of size, needs, and transaction volume, is looked after by a private Relationship Manager. We offer a fully integrated suite of financial services solutions that are tailor-made for each business with global ambitions. Our extensive network across the world allows us to provide frictionless cross-border payments in 39 currencies. We understand that not all international transfers are the same, and this is …

109 similar entities Type: Startup Activities: fintech e-commerce Technologies: NFC

Facilitating Global Trade Euro Exim Bank (EEB) holds a “Class A” international banking license from the Financial Services Regulatory Authority (FSRA) of St. Lucia, an associate member for the Caribbean Associations of Banks Inc (CAB) and a member of International Chamber of Commerce (ICC). Our head office is in St. Lucia and a representative office in London. We support international trade, serving both corporate clients and import businesses in established and newly emerging markets as well as in challenging jurisdictions. Our services portfolio. • Letters of Credit (LC) • Bank Guarantees / Performance • Bonds (PB) • Standby Letters of …

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

Specialising in mortgages, protection and general insurance for more than 20 years. Sesame is one of the largest and longest established adviser networks in the UK and as part of the Sesame Bankhall Group, the largest distributor of financial advice in the UK, we can offer you a breadth of support unrivalled anywhere else in the market. Sesame has specialised in mortgages, protection and general insurance for more than 20 years, placing our members and their customers at the heart of everything we do. When you join us, in addition to enjoying access to market-leading products, including exclusive arrangements across …

46 similar entities Type: Startup Activities: regtech fintech

Ramsdens is a growing and diversified financial services provider and retailer. Ramsdens is a growing, diversified, financial services provider and retailer, operating in the four core business segments of foreign currency exchange, pawnbroking loans, precious metals buying and selling and retailing of second hand and new jewellery. Headquartered in Middlesbrough, and from roots that can be traced back to the 1970s, the Group operates from over 170 stores within the UK and has a growing online presence. Ramsdens is fully FCA authorised for its pawnbroking and credit broking activities. If you have any queries about any of the products or …

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

Your personal book keeping, tax compliance & consulting team CRS Consulting is a boutique outsourcing and consulting firm that provides Book keeping, Accounting, Payroll, Virtual CFO, Reporting, Compliance & Documentation outsourcing services. We support all types of businesses who find it difficult to have their own finance and accounting teams. We serve CPA or CA firms or businesses in the USA, Canada, Australia, Middle East and the UK. We takeover the hassles of day to day non-productive tasks, so that the business owners can focus on growth. Outsource your finance and accounts functions for immediate cost reductions without compromising on …

203 similar entities Type: Startup Activities: consulting fintech Technologies: Data Analytics

Partenaire privilégié des Directions Financières et RH With a 360-strong team of employees, Primexis is a specialist accounting and operational consulting firm. The firm has committed itself to developing a range of services for accounting and finance departments, HR departments and IT departments within the context of finance projects. We act as your Business Partner for French Operations. Consult our website: www.primexis.fr Assistance comptable et financière, Conseil en organisation et systèmes d’information, Consolidation et reporting groupe, Expertise comptable, Banque finance assurance, Immobilier, Controle de gestion, Performance financiere, Système d'information, Paie, SIRH, Comptabilité, Pilotage financier, Reporting, Consolidation financiere, Fiscalité, Private Equity, …

151 similar entities Type: SMB Activities: fintech proptech

There are more than accounts between us! EMARGENCE is a multidisciplinary consulting firm dedicated to companies, insurance organizations, associations and managers. Located in the heart of Paris and made up of around 110 business experts, the Group supports its clients in the development of their business, throughout their life cycles. A consulting firm, complementary business expertise and sectoral specialties: • Accounting expertise • Accounting expertise dedicated to Culture & Media • Payroll and human resources • Audit and statutory auditors • Heritage strategy • Legal • Advice to insurance organizations • Administrative services to businesses • Insurance brokerage Our commitments: …

307 similar entities Type: Startup Activities: hrtech fintech Technologies: Data Analytics

An independent European advisory firm specialising in the financial, strategic and operational consulting. Eight Advisory, Europe's leading independent advisory firm specialising in financial, operational and strategy consulting, is involved in transactions, restructuring and transformation. With more than 1100 employees, including 130 Partners, Eight Advisory advises managers and investors on their projects. A founding member and driving force behind the worldwide Eight International network, Eight Advisory now supports its clients in more than 30 countries on every continent. Financial, operational and strategic consulting

38 similar entities Type: SMB Activities: fintech

Founded in 2000 by Vincent Lemaire, Geoffroy Bragadir and Yann Djenderedjian, Empruntis.com offers a complete range of financial products: real estate credit, consumer credit, loan restructuring and insurance (auto, motorcycle and loan). Empruntis.com works with more than 100 banking partners and 35 insurers located throughout France and thus offers its customers a wide choice of offers. With nearly 150 specialized advisors, Empruntis.com is the benchmark for online comparison and brokerage. Empruntis.com thus offers a complete service combining the ultra-responsiveness of the web with the know-how of dedicated advisors specialized by profession who support their clients throughout their entire process. In …

43 similar entities Type: SMB Activities: fintech insurtech

WE ARE RECRUITING JUNIOR AND SENIOR EMPLOYED WEALTH MANAGEMENT ADVISORS **CENTAURE INVESTISSEMENTS** offers global and personalized management of private and professional assets, adapting to the unique needs of each of our clients. Since our creation in 2010, we have continued to grow and our ambitious plans to open new offices are now supported by the Ciclad investment fund. Our project is to develop a consolidation platform with our teams of experts who make it a point of honor to listen to our clients and provide them with sound advice, supported by innovative technological tools that are still little used in …

225 similar entities Type: SMB Activities: insurtech legaltech Technologies: SaaS

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

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

Certified B CorpTM | Chartered Accountants & Tax Advisers | Friendly expertise for you and your business Established in 1933, Hillier Hopkins LLP is now one of the region’s leading independent firms of Chartered Accountants with three offices in London St James’s, Milton Keynes and Watford. We provide advice and support to individuals and businesses ranging from small family enterprises to large international corporations. Whether you are an ambitious entrepreneur with a growing business, a Finance Director of a mature company, or planning your retirement, you need an adviser who can help you achieve your goals. We gain a deep …

173 similar entities Type: SMB Activities: fintech legaltech Technologies: Geolocation

Stronger relationships, smarter wealth management: meaningful outcomes. Saltus is an independently owned financial planning and investment management company. We offer a complete solution to private clients and act as a trusted partner to a growing number of professional connections. Our objective is to preserve and grow wealth for our clients over time, irrespective of investing conditions, through risk based, multi-asset class investing. We achieve this through the experience of our investment management team and by using a very diverse range of investment funds and classes. To view more of our financial tips, why not visit our YouTube channel: https://www.youtube.com/@saltusfp Investment …

196 similar entities Type: SMB Activities: fintech

FRP is a leading national business advisory firm. We’re honest, clear and considered. It’s how we get tangible results for our clients. Specialising in forensics, corporate finance, debt, restructuring and financial advisory, we deliver strategic solutions across a broad range of situations. Our five pillar services complement each other, we draw on experts within each of our service areas to put the best people in place for each circumstance. Working across the board, from multinational organisations to small enterprises, we develop effective strategies for all kinds of businesses. For more information please visit our website: frpadvisory.com. Commercial & Asset Finance, …

264 similar entities Type: SMB Activities: fintech

Supporting, advising and protecting family businesses and individuals for the long term. Armstrong Watson has been advising and protecting clients across the North of England and Scotland since 1867. With 19 regional offices from Glasgow to Leeds, and over 800 colleagues, we’re focused enough to provide a truly tailored service and large and experienced enough to work alongside any size of business, delivering a complete remit of services equal to top tier firms. Our full range of specialist services and financial advice includes accountancy, tax, payroll, corporate finance, financial planning, wealth management, forensic accounting, outsourced finance functions, and corporate restructuring, …

240 similar entities Type: SMB Activities: fintech legaltech Technologies: Cybersecurity

Our values: Act with integrity. Make a difference. Care. Work together. Reimagine the possible. With offices in 157 countries and more than 276,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they’re looking for, by delivering quality in assurance, tax and advisory services. In Austria, we support our clients at five locations with over 1,200 experts and around 60 partners. The public sector, banks and leading local and global companies - from family businesses to global corporations - trust in our expertise. https://www.pwc.at/de/datenschutzerklaerung https://www.pwc.at/de/impressum Wirtschaftsprüfung, Steuerberatung, and Unternehmensberatung

106 similar entities Type: SMB Activities: fintech

HELPS YOU GROW, BY ALL ACCOUNTS We are a multi-service "One Firm" providing comprehensive solutions to entrepreneurs, businesses, multi-national corporates and High Net-worth Individuals, helping them in their financial management, audits, tax management, accounting solutions and technology requirements. We are currently present in UK, UAE, SAUDI ARABIA, SINGAPORE, INDIA, QATAR, BAHRAIN and OMAN. Under technology services we combine the financial expertise and tech capabilities that can help clients in taking right decisions with savings in effort, cost and time. We tailor custom solutions based on size and requirements. Our Capabilities are - TECHNOLOGY - Data Analytics & BI - Digital …

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

Forward Thinking since 1982 Wealth | Law | Tax | Finance Belluzzo International Partners is a multidisciplinary, international and independent firm operating in the fields of Wealth, Law, Tax and Finance. The teams are based in our offices in Milan, Verona, Rome, London, Singapore, Lugano and Abu Dhabi. We have established affiliations with an extended network of international correspondents in many countries to support us in assisting our Clients, locally and internationally. . We are a family business firm for business families, investors, corporate and private clients, banking and institutionals.. Belluzzo International Partners is: PROFESSIONAL ADVISORY & LITIGATION We provide …

253 similar entities Type: SMB Activities: fintech legaltech

PayStream is an award winning, FCSA accredited and SafeRec certified umbrella and accountancy service provider. PayStream is a market leading business providing a range of payroll, umbrella, tax, software and accountancy services for recruitment agencies, contractors and other businesses. Managed by a team of experienced accountancy professionals, PayStream is supported by over 300 employees all with a passion for providing the very best service in the sector. All of our operations and people are based in two offices in the UK (Greater Manchester and London) and we place great emphasis on compliance, integrity, investing in people and service development. With …

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

The company serving businesses The Patronal Center, serving businesses and professional associations Present in French-speaking Switzerland and German-speaking Switzerland, the Patronal Center is a private company serving businesses and professional associations. It offers a wide range of services and defends the political interests of the private economy. It provides first-class services in the following areas: social insurance (AVS fund, family allowances), professional pension (2nd pillar), continuing and higher education, legal advice, economic information, publications and support for business creation. Business services, Social insurance, Legal service, Higher and continuing education, Management of professional associations, Events and networking, Economy, Politics, Support for …

30 similar entities Type: SMB Activities: insurtech legaltech

Real estate loan broker since 2003, Your Partner for investing. BROKERS & PROXYS, Join us! ASHLER & MANSON is one of the leading French real estate loan brokers. https://www.linkedin.com/smart-links/AQHjd27gqviUMw The ASHLER & MANSON are present in BORDEAUX (headquarters), NANTES, RENNES, PARIS, TOULOUSE, MARSEILLE, BIARRITZ and LYON. We aim to become one of the leading French players in this market in the next five years. The Group has more than 40 partnerships with the largest French and European banks and the main insurance companies. Some partnerships have been established for more than 15 years. The service provided by brokers is today …

48 similar entities Type: SMB Activities: fintech

ACAMS is the largest international membership organization for Anti-Financial Crime professionals. We support individuals and organizations who are dedicated to ending financial crime through thought leadership, continuing professional education, and our best-in-class peer network.

49 similar entities Type: SMB Activities: fintech

Wealth management advice for everyone Mon Partenaire Patrimoine is a multi-channel Wealth Management Advisor with a unique positioning on the market: backed by the digital personal finance media ToutSurMesFinances.com, consulted by several million French people each month, it benefits from the know-how of the IRH Group, an entrepreneurial and independent group which also owns an equity research & credit (IDMidCaps) and an asset management company (IDAM) used by large institutional and private clients. Our experienced team has service and advisory tools developed internally and with heritage specialists, focused on accessibility to the best solutions, transparency and quality of service. MonPartenairePatrimoine …

47 similar entities Type: Startup Activities: fintech

Mon Réseau d’Experts is a personal insurance consulting and brokerage firm specializing in personalized management for individuals and professionals. Founded in 2016, its main vocation is inter-professionality. Our multidisciplinary team, made up of accounting, legal and insurance professionals, work in symbiosis on each request from our clients to provide them with the best of our complementary expertise. Our strength? Advise and support you throughout your life projects, analyzing your situation and your objectives in their entirety in order to establish with you the strategies that suit you. Insurance, Brokerage, Consulting, Private Management, Expatriate, and Start-up

103 similar entities Type: SMB Activities: insurtech fintech

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

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

One Group to Guide Your Journey. Your Trusted Partner from Hire to Retire. We are a Midlands-based UK accounting and financial services group, committed to providing a joined-up network of expert support throughout your entire financial journey. Whether you’re a start-up hiring your first employee, a growing business managing tax and compliance, or planning for a secure retirement, Jerroms offers personalised, practical advice to suit your needs. Our team of specialists work closely with you to simplify complex financial matters and help you achieve your goals with confidence and peace of mind. tax, accountancy, audit, corporate finance, Financial planning, research …

77 similar entities Type: SMB Activities: fintech

Partners in business. Experts in the field of accounting, tax consultancy, auditing and consulting. RSM Poland is more than an accounting office, a tax consultancy and an auditing company - it is, above all, professional advisors and trusted business partners. We are a member of RSM, the leading network of independent consulting and auditing companies in the world. Our offices in Poznań, Warsaw, Szczecin and Katowice employ over 300 people who provide support to our clients at every stage of their business on a daily basis. We offer solutions tailored to real needs and guarantee satisfaction with the services provided. …

49 similar entities Type: SMB Activities: fintech

Human & Innovation TREVYS Advisory is an independent accounting and consulting firm based in Paris which offers you high value-added services. The firm's team has solid experience in audit and consulting firms which, coupled with accounting training & advanced financial support, ensures quality support in your various projects. The human size of the firm and its dynamic, responsive team close to its clients, allow us to best meet your needs. Our multidisciplinary expertise allows us to offer 360° offers, covering the different needs of financial departments. Our service offerings revolve around the following areas: ➡️ Chartered accountant ➡️ IS Finance …

525 similar entities Type: SMB Activities: fintech legaltech Technologies: Data Analytics

The Raine Group is a leading global merchant bank with an integrated focus on both advisory and principal investments in the TMT ecosystem. Founded in 2009, Raine has advised on some of the largest, most impactful, and most innovative transactions across its core sectors of sports, media & content, gaming and music, and has leveraged that same breadth and depth of intelligence to be an active, strategic value-add growth and venture capital investor. Based in New York, Raine has offices in San Francisco, Los Angeles, London, Paris, Mumbai, Shanghai, and Singapore. For more information, please visit raine.com Please see our …

40 similar entities Type: SMB Activities: fintech

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

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

78 similar entities Type: SMB Activities: fintech

My tailor-made real estate loan Artémis brokerage - My tailor-made real estate loan. We are an intermediation company in banking operations (I.O.B), specialized in real estate loans and insurance. Our teams are made up of financial advisors with legal, economic and banking training, all with several years of experience in real estate loan brokerage. We provide you with a team of dynamic, available and responsive professionals who will be able to support you in your real estate project. Real estate financing brokerage, loan insurance brokerage, credit consolidation, and Expatriate financing

46 similar entities Type: SMB Activities: fintech

Supporting each of our clients throughout the life of their projects has been our ambition since the creation of H3P in 2008. Our range of consulting, accounting and auditing services as well as our sectoral expertise are available to our clients in France and internationally. In 2016, H3P took over as Chairman of Globally Group; free association which brings together more than 1,500 professionals around the world in the field of finance, accounting, auditing and consulting. 8 Partners, 115 employees 2 offices: Paris and London Member of the Order of Chartered Accountants and the National Company of Auditors Audit, Accounting, …

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

Expert consultants in Market Finance and Risk Management. Global Market Solutions is a Consulting and IT Services firm specializing in Market Finance and Risk Management created in 2010 by specialists in the Market Finance sector. We work with major clients such as Société Générale, BNP Paribas, Natixis, Crédit Agricole, BPI France, as well as HSBC and Commerzbank. GMS in a few lines is: •A network of experts •Strong ambitions •A firm on a human scale •A presence in France and Germany •A real career plan and support •Tailored training •Regular events We offer our clients market finance services to support …

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

Financial notary union Created in 1988, the UNOFI group (Union notarial financier) aims to support notaries in their practice of wealth advice. The wealth advice implemented by the notary with the assistance of UNOFI is part of a global approach which makes it possible to understand the personal and professional situation of clients, to assess their needs and to meet their objectives. UNOFI offers a diverse range of solutions that meet all wealth objectives through insurance, real estate and financial savings. Thanks to its fifteen regional directorates, UNOFI deploys its know-how throughout the national territory. Wealth advisors are in direct …

44 similar entities Type: SMB Activities: fintech

Providing Wealth Management, Investment Management, Family Office and Institutional Trading Services. Patronus Partners is a London headquartered independent financial services firm providing Wealth Management, Investment Management, Family Office and Institutional Trading Services. Stockbroking, Investment Management, Derivatives, Family Office, Wealth Management, and Institutional Services

58 similar entities Type: SMB Activities: fintech

Investor relations, financial communications, advisory firm-14 forums : Maritime, Commodities & Energy, MLPs, CEF & ETFs With its headquarters in New York and presence in London, in Athens and in Oslo, Capital Link (www.capitallink.com) has been active since 1995 in the field of Investor Relations and Financial Communication. It also organizes annually in New York, London, Athens and Shanghai a series of Investment Forums focusing on its main activity fields (www.capitallinkforum.com). Capital Link has a leading position globally in the area of Investor Relations with respect to shipping, as it cooperates with 25 shipping companies listed on the two US …

55 similar entities Type: SMB Activities: fintech

IPP Financial Advisers Pte Ltd is Singapore’s most complete licensed financial adviser. Founded in 1983, we are proud to celebrate over 40 years in Asia. As a pioneer in comprehensive financial planning, we have built a strong reputation in the region for our knowledge, advice and service. Emphasis is placed on best advice and on a high level of on-going service, not just product implementation. Clients benefit from IPP’s in-house Investment Division who constantly analyse global markets, funds and economic data. IPP has in excess of $2 Billion of assets under advice and more than 50,000 clients around the world. …

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

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized …

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

Strategic Knowledge & Advisory partner for Life Event Planning, Pension and Wft services. Your strategic knowledge & consulting partner. Specialized in Life Event Planning & Taxation, Pension, Collective Pension and Wft services. Akkermans & Partners has been a knowledge & advisory partner for Accountants, Tax Advisors, Pension Advisors, Wft Advisors, Financial Planners, Insurers, Banks, Industry and Professional Organizations. Providing services from our Memberships, with our reputation dimensions as a solid basis. Trendsetting, Innovative, Extraversion, Empathy, Care, Innovative and Professionalism. Pension, Corporate Pensions, Software, Secondment, Training, Financial Planning, Wft Advice, and Memberships

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

Why MHA? Trusted thinking is at the heart of everything we do. Underpinning our firm is an intuition for outstanding client service, a thirst for continuous improvement and a natural instinct to do the right thing. That makes us a trusted choice for clients, a trusted employer for our people and a trusted partner for our intermediaries. MHA is the UK independent member firm of Baker Tilly International, ranked 9th globally. We provide premier accounting, assurance, tax, financial planning and specialist business advice worldwide, drawing on nationally and internationally recognised industry experts. If you’re looking for further information about how …

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

Part of Azets, a leading UK and international provider of accounting and advisory services. Ensors is one of East Anglia’s largest and most respected firms of independent chartered accountants and business advisors. We pride ourselves on combining expertise with clarity, experience with accessibility, knowledge with passion. The bottom line is that we care. Our highly trained, specialist teams provide a comprehensive range of services, from accounts preparation to insolvency advice, accounting systems to investment planning, business acquisitions to tax advice. We have the resources to meet the needs of all clients, from individuals to major corporations. Yet we still have …

140 similar entities Type: SMB Activities: agritech fintech transporttech legaltech

Privé Technologies is a leading B2B Software as a Service (SaaS) provider, helping financial institutions digitize their wealth management offerings using our modular platform. The breadth of our suite of products – which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more – is unparalleled in the financial technology industry. Our lego block approach allows clients to choose and assemble unique journeys from our wide range of modules and digital solutions to suit their individual needs, empowering them with the tools necessary …

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

The Knowledge You Need. The Compliance You Require. The Service You Desire. ADMIN Partners Administers Plans for Education, Government, Non-Profit, Tax Exempt and Religious Organizations and Work with You to Design a Plan That Meets Your Business Requirements. We offer our expertise for the following defined contributions plan types: : Public education organizations: 403(b), 403(b) Special Pay, 457(b) and 401(a) plans : Local and state governments: 457(b) and 401(a) plans : 501(c)(3) Non-profits: 403(b) ERISA and ERISA-Exempt, 457(b) “Top Hat” and 401(k) plans :Church and religious organizations: 403(b), 403(b)(9) and 401(k) plans ADMIN provides you with the plan, compliance support, …

Type: SMB Activities: silvertech fintech Technologies: Data Analytics

Your competitive advantage. Welcome to the world of Aareal Bank! As a leading provider of financing, banking and payment solutions for the property sector and related industries we support our clients on three continents with our finance expertise and managing real estate projects. As a top employer with excellent trainee programs we offer various personalities a professional work place. Do you want to join our amazing team, with awesome benefits, systemized HR development and plenty work-life-balance initiatives? Then send us a message, we look forward to hear from you soon! In general we are available here from 9am to 5pm, …

438 similar entities Type: SMB Activities: fintech Technologies: IoT

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

Our business is to grow your business. Tax advisors and funding specialists. Based in London, Manchester & Glasgow. We are innovation and funding experts, specialising in consultancy and advisory services for R&D Tax Credits, Energy Tax Relief, Capital Allowances, Land Remediation Tax Relief, Innovate UK Business Grants and Patent Box. Our business is to grow your business. Our experience has allowed us to implement what we believe to be the most effective R&D Tax Claims process possible. This has enabled us to increase efficiency, reduce the use of your time and resources, and maximise your potential entitlement. Software, Engineering, Oil …

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

The UK's largest, multi award-winning,provider of compliance & back-office support for financial services intermediaries Driven by our belief in the value of professional financial advice, we exist to help financial professionals create better outcomes for consumers. By delivering the technology and services platform that powers the future of financial advice, we shape a better financial future for all. Simplybiz is the leading provider of technology, business and regulatory support to the UK retail financial services industry, helping financial professionals operate more effectively and deliver better outcomes for consumers. Supporting thousands of financial intermediaries with regulation, technology and business support, and …

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

Plan with confidence, enjoy life Eastern Planning, Inc. began in 1995 with a simple vision: provide superior customer service and personal, practical advice. In 2000, Beth Blecker took over as CEO of the company and grew the firm to its present scope, serving hundreds of clients nationwide. We believe very few advisors can match our knowledge and expertise in the areas of retirement planning and distribution strategies, particularly how best to integrate the compensation packages provided to corporate executives at the major firms in our area. Clients appreciate our emphasis on big-picture strategic planning. We don’t believe in a once-and-done …

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

INVESTING IN YOU SINCE 2000 At Tressis we have a great commitment to our clients. That is why, since we started, we have focused this business project on you, on understanding you and your needs to help you make all your objectives come true, advising you independently and effectively. Today, thanks to the work of a great team of professionals and the recommendations of our clients, we are a benchmark in the world of advice and wealth management in Spain. Advice, Management of investment fund portfolios, SRI funds, variable income, fixed income, indexed bonds, profiled products, Large assets, Pension plans, …

176 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

Chartered Accountants | We support ambitious small and medium sized businesses to run smarter. Harold Sharp Limited is an independent firm of chartered accountants and business advisors in Greater Manchester. We offer comprehensive accounting services and strategic business advice to ambitious owner-managed businesses who seek more than just compliance. We will act as a soundboard throughout the year and are on-hand to advise you on some of the most important business decisions you will face. Who do we help? - Owner-Managed Businesses: Ambitious entrepreneurs looking to scale their operations and maximise profitability. - Medium to Large Enterprises: Businesses with a …

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

A multi-disciplinary advisory group that offers affordable and holistic advice. The SFR Advisory Group is an independent multi-disciplinary financial services advisory practice with six main areas of expertise: - Financial Planning - Self Managed Super Funds - Estate Planning - Taxation - Property - Legal Services By analysing and integrating all of these components, the SFR Advisory Group delivers high level, comprehensive financial and investment advice above and beyond the scope of basic financial planning. The SFR Advisory Group prides itself on its independence, experience and technical expertise. The Group is not owned or controlled by a large institution or …

46 similar entities Type: SMB Activities: fintech

Edelweiss is one of India's leading diversified financial services conglomerates providing a broad range of products and services. With a client base ranging across corporations, institutions and individuals, it's offerings span multiple asset class. With a reach across domestic and global geographies, our 1,200,000+ strong client base is serviced through a network of over 450 offices, with over 10,000 employees.

57 similar entities Type: SMB Activities: entertainment fintech

An award winning independent firm of chartered accountants and business advisers Our expert team at Hall Morrice LLP provides a high quality service to assist with all your business requirements. Our tailored approach means that one of our partners or directors is assigned to you to ensure that we provide a sole point of contact who has a detailed insight into your business needs. We offer a full range of services including accounts, audit, business advisory, corporate finance and taxation services. Accounts, Audit, Corporate Finance, Business Advisory, Taxation, Payroll, and Charity Accounts

143 similar entities Type: SMB Activities: fintech legaltech

Make BIG things happen Inspiralia offers you a unique 360 degree service: solutions at all levels, for all relevant topics, from initial information to application through to billing. The complex and varied world of funding and financing options requires constant, intensive discussion as well as the ongoing effort to stay ahead through early information. A partner for all requirements. We achieve this through experienced consultants on site, our expert teams in the Competence Centers and our locations in 10 countries. Funding advice, structured financing, environmental funding, research funding, internationalization, corporate finance, M&A, and sustainability reporting

89 similar entities Type: SMB Activities: fintech

Private Advisor Group is redefining what it means to be independent. We empower financial advisors with the freedom to build their business, their way—backed by a powerful platform, expert support, and a community that puts people first. Whether you're looking to grow, scale, or transition your practice, our flexible affiliation options, leading technology, and advisor-first mindset are designed to meet you where you are—and take you where you want to go. Join a firm that supports your independence, amplifies your impact, and helps you thrive in every stage of your journey. Securities offered through LPL Financial. Member FINRA/SIPC www.FINRA.org/www.SIPC.org. Investment …

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

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