Financial Services Companies

United States, California, Los Angeles

$10M

$10M - $25M

Associated Healthcare Credit Union

United States, Minnesota, Woodbury

$25M - $50M

Augusta Precious Metals

United States, Wyoming, Casper

$10M - $25M

Autochartist

Cyprus, Nicosia, Égkomi

$100M - $250M

Avier Wealth Advisors

United States, Washington, Bellevue

$25M - $50M

Axoni

$110M

$25M - $50M

Azlo

United States, California, San Francisco

$1M - $10M

Aztec Financial

United States, Utah, Salt Lake City

$25M - $50M

Azzad Asset Management

United States, Virginia, Falls Church

$25M - $50M

Bala Financial Group Inc

United States, Pennsylvania, Devon

$25M - $50M

Baldwin Wealth Partners

United States, Massachusetts, Marion

$25M - $50M

Bangor Federal Credit Union

United States, Maine, Bangor

$25M - $50M

Beacon Hill Funding

United States, Massachusetts, Melrose

$25M - $50M

BizEquity

United States, Pennsylvania, Philadelphia

$5.1M

$25M - $50M

Blackstone Merchant Services, Inc.

United States, Florida, Miami

$25M - $50M

Blue Street Capital

United States, California, Huntington Beach

$25M - $50M

Blue Water Financial Technologies

United States, Minnesota, Wayzata

$10M - $25M

Broker Educational Sales & Training (B.E.S.T.)

United States, Florida, New Port Richey

$25M - $50M

C&C Trading, LLC

United States, Connecticut, Greenwich

$50M - $100M

CCG Investor Relations

$25M - $50M

CampbellWilson

United States, Texas, Dallas

$25M - $50M

Capital Advantage

$10M - $25M

Captive Capital Corporation

$5M

$25M - $50M

CarrierNet Inc.

United States, South Dakota, Sioux Falls

$100M - $250M

Cash Transactions LLC

United States, Georgia, Austell

$25M - $50M

Centrue

$1M - $10M

Christy Capital Management

United States, Georgia, Lizella

$25M - $50M

Clearway Credit Union

United States, Arkansas, Malvern

$3M

$25M - $50M

Clinical Research Billing, Inc

United States, Texas, Lake Worth

$10M - $25M

Co-op Credit Union Of Montevideo

United States, Minnesota, Montevideo

$25M - $50M

Cognitive Capital, LLC

United States, Illinois, Chicago

$25M - $50M

Commonwealth Fund Services, Inc.

United States, Virginia, Richmond

$25M - $50M

Compass Capital Management LLC

United States, Louisiana, Metairie

$25M - $50M

Conservative Financial Solutions

United States, Ohio, Harrison

$25M - $50M

Credit Consulting Services, Inc.

United States, California, Salinas

$25M - $50M

Crockett National Bank

United States, Texas, San Angelo

$25M - $50M

DBi

United States, Connecticut, Greenwich

$10M - $25M

DIFX - Digital Financial Exchange

Croatia, Zagreb, Grad, Zagreb

$1M - $10M

DTS Connex

United States, Maryland, Westminster

$10M - $25M

DecisionLogic (dba for Clarilogic. Inc.)

United States, Arizona, Phoenix

$25M - $50M

Devvio Inc

United States, New Mexico, Albuquerque

$200K

$1M - $10M

Dinsmore Compliance Services

United States, Ohio, Cincinnati

$25M - $50M

Discovery Federal Credit Union

United States, Pennsylvania, Wyomissing

$25M - $50M

District Capital Partners

United States, District of Columbia, Washington

$10M - $25M

Drive Wealth Advisers, LLC

United States, Utah, Lehi

$25M - $50M

Dunbar

United States, Nevada, Las Vegas

$25M - $50M

Dynamic Merchant Processing, LLC

United States, Alabama, Oxford

$25M - $50M

EagleTree Capital (Formerly Wasserstein Partners)

$1M - $10M

Echelon Group

United States, Idaho, Boise

$10M - $25M

Eir Partners

United States, Florida, Miami

$25M - $50M

Evergreen Credit Union - WI

United States, Wisconsin, Neenah

$10M - $25M

Evergrow

United States, California, San Francisco

$14M

$1M - $10M

FCR Collection Services

United States, California, Irvine

$25M - $50M

FEV Analytics

United States, Washington, Kirkland

$10M - $25M

FMB Bank

United States, Missouri, Wright City

$25M - $50M

FairPlay AI

United States, California, Los Angeles

$25M

$10M - $25M

Family Security Plan

United States, Connecticut, Orange

$10M - $25M

Faubourg Private Wealth

United States, Louisiana, Metairie

$10M - $25M

Fiducial North America

$10M - $25M

FinTech Australia

Australia, New South Wales, Sydney

$300K

$1M - $10M

FinTech Payments

United States, Tennessee, Knoxville

$1M - $10M

Finance 500, Inc.

United States, California, Irvine

$25M - $50M

Financial Architects, Inc.

United States, Michigan, Farmington Hills

$25M - $50M

Finerio Connect

Mexico, Mexico City, Mexico City

$8.3M

$25M - $50M

Finlyte Partners

United States, Texas, Austin

$10M - $25M

Finst

Netherlands, North Holland, Amsterdam

$14M

<$1M

Fintech Sandbox

United States, Massachusetts, Boston

$150K

$1M - $10M

First Origin Mortgage Lenders

United States, Florida, Miami Lakes

$10M - $25M

First Performance

United States, Georgia, Atlanta

$18M

$25M - $50M

FirstPathway Partners

United States, Wisconsin, Milwaukee

$2.1M

$25M - $50M

Flatirons Practice Management

United States, Colorado, Boulder

$10M - $25M

Flow • Money Management Products

Netherlands, North Holland, Amsterdam

$5.3M

<$1M

Forefront

United States, Texas, Austin

$10M - $25M

Fortis Securities

$10M - $25M

Francis Financial, Inc.

$25M - $50M

Franklin Park Public Library

United States, Illinois, Franklin Park

$10M - $25M

Fredward

$1M - $10M

Freeway Funding

United States, California, Camarillo

$719K

$25M - $50M

Fuel Capital Group

United States, Texas, Irving

$3M

$1M - $10M

FullPay

United States, California, San Clemente

$100M - $250M

Funding U

United States, Georgia, Atlanta

$22M

$25M - $50M

FundingShield

United States, California, Newport Beach

$10M - $25M

Fundstrat Global Advisors

$10M - $25M

Gallatin Point Capital LLC

United States, Connecticut, Greenwich

$25M - $50M

Gateway Mortgage

United States, Missouri, Clayton

$10M - $25M

Geneva Capital Management LLC

United States, Wisconsin, Milwaukee

$25M - $50M

Glass Mountain Capital, LLC

United States, Illinois, Schaumburg

$25M - $50M

Global Financial Private Capital, LLC

United States, Florida, Sarasota

$25M - $50M

Global Wealth Strategies & Associates - GWS&A

United States, Colorado, Denver

$25M - $50M

GoKapital

United States, Florida, Miami

$25M - $50M

Great Elm Commercial Finance

United States, Tennessee, Nashville

$25M - $50M

Guardian Resources

United States, Minnesota, Minnetonka

$25M - $50M

HSBC Wealth and Personal Banking

$1B - $10B

Hamlin Capital Management, LLC

$25M - $50M

Heirloom Wealth Management

United States, Colorado, Greenwood Village

$25M - $50M

Hi Tech Merchants

United States, New York, Brooklyn

$10M - $25M

Holmgren & Associates

United States, California, Oakland

$10M - $25M

Hylobiz

India, Maharashtra, Shivaji Housing Society

$1M - $10M

ICONOMI

<$1M

ITG Investment Research