Financial Services Companies

United States, Connecticut, Darien

$10M - $25M

Rethink Capital Partners

United States, New York, White Plains

$10M - $25M

Revenue Cycle Associates

United States, Georgia, Atlanta

$10M - $25M

Richey May Family Office Advisory

United States, California, Encino

$25M - $50M

Rimbal

$1M - $10M

River Edge Advisors : Complete Back Office Solutions

$10M - $25M

Rolling Equity Leasing LLC

United States, Wisconsin, Waukesha

$10M - $25M

Rooted Wealth Advisors

United States, Illinois, Bourbonnais

$25M - $50M

SBCC Group

United States, Wyoming, Jackson Hole

$25M - $50M

SIGNET FEDERAL CREDIT UNION

United States, Kentucky, Paducah

$10M - $25M

SPF Investment Management, L.P.

$10M - $25M

STF Services Corporation

United States, New York, East Syracuse

$10M - $25M

SWAN Capital

United States, Florida, Pensacola

$10M - $25M

Saint Vincent Martyr School

United States, New Jersey, Madison

$1M - $10M

Schoedel & Schoedel

United States, Washington, Spokane

$10M - $25M

Seacoast Mortgage Corporation

United States, Rhode Island, Pawtucket

$10M - $25M

Sector3 Appraisals, Inc.

United States, Rhode Island, Providence

$10M - $25M

Security Trust Company

United States, Maryland, Hagerstown

$1M - $10M

Shadow Financial Systems (now Broadridge)

$10M - $25M

ShareIn

United Kingdom, Scotland, Edinburgh

$1M

$1M - $10M

Shipbuilders Credit Union

United States, Wisconsin, Manitowoc

$10M - $25M

Sigma Investment Counselors

United States, Michigan, Northville

$25M - $50M

Silver Fin Capital Group LLC

United States, New York, Great Neck

$25M - $50M

SilverLake Wealth Management

United States, Vermont, Williston

$10M - $25M

Smarter Finance USA

United States, Nevada, Las Vegas

$10M - $25M

SocietyOne

Australia, New South Wales, Sydney

$70M

$1M - $10M

Solenture, LLC.

United States, Pennsylvania, Pittsburgh

$25M - $50M

Solidify USA

United States, New York, Jericho

$25M - $50M

Solution Financial Inc.

Canada, British Columbia, Richmond

$5.6M

$1M - $10M

Source Receivables Management

United States, North Carolina, Greensboro

$10M - $25M

Sperlonga Data & Analytics

United States, Wyoming, Sheridan

$10M - $25M

Sperry Federal Credit Union

United States, New York, Garden City Park

$1M - $10M

Spherient Advisors

United States, Virginia, Richmond

$25M - $50M

Stage 1 Financial

United States, Texas, Frisco

$25M - $50M

Sterling Group United

United States, Arizona, Mesa

$10M - $25M

Storm Bowling

United States, Utah, Brigham City

$1M - $10M

Stratton & Company

United States, Florida, Jacksonville

$25M - $50M

Street Context, A BlueMatrix Company

Canada, Ontario, Toronto

$15M

$10M - $25M

Sunbelt Securities

United States, Texas, Farmers Branch

$25M - $50M

Sycamore Growth Group, LLC

United States, Ohio, Dublin

$10M - $25M

TXP Capital, LLC

United States, Texas, Lubbock

$25M - $50M

Tallied

United States, California, San Francisco

$14M

$10M - $25M

TallyMoney

$1M - $10M

Teraverde

United States, Florida, Naples

$10M - $25M

Terry Volkswagen Subaru

United States, Virginia, Lynchburg

$25M - $50M

Texas Loan Star, Inc.

United States, Texas, Houston

$25M - $50M

The Chotin Group Corporation

United States, Colorado, Greenwood Village

$10M - $25M

The Gleason Group

United States, Kentucky, Prospect

$10M - $25M

The Lending Group

United States, Pennsylvania, Southampton

$10M - $25M

Three Rivers Inc.

United States

$1M - $10M

Todd, Bremer & Lawson, Inc.

United States, South Carolina, Rock Hill

$10M - $25M

Trillium Surveyor

$10M - $25M

Tripoint Mortgage Group Inc.

United States, California, San Diego

$25M - $50M

Trusted Lending Advisors

United States, Colorado, Colorado Springs

$25M - $50M

Two Roads Advisors

United States, New York

$10M - $25M

United Consumer Finance Inc

United States, Massachusetts, Middleboro

$10M - $25M

United Liberty

United States, California, Newport Beach

$10M - $25M

Unity FI Solutions

United States, North Carolina, Charlotte

$10M - $25M

UpBanx (YC W22)

Indonesia, Jakarta

$5.2M

$1M - $10M

VLP Financial Advisors

United States, Virginia, Tysons

$25M - $50M

VWG Wealth Management

United States, Virginia, Tysons

$25M - $50M

Valencia Management Group

United States, California, Santa Clarita

$25M - $50M

Velocity Capital, LLC

$10M - $25M

Vero Technologies

$13M

$25M - $50M

Vertex Planning Partners, LLC

United States, Illinois, Downers Grove

$10M - $25M

VisionPoint Advisory Group

United States, Texas, Dallas

$10M - $25M

Vive

United States, California, San Jose

$12M

<$1M

Wall Street On Demand

United States, Colorado, Boulder

$25M - $50M

Walsh Trading, Inc.

United States, Illinois, Chicago

$25M - $50M

Wealth Development Strategies, LLC

United States, Texas, Houston

$25M - $50M

West Highland Support Services, Inc.

United States, New York, Wall Street

$1M - $10M

Weston Financial Group

United States, Massachusetts, Wellesley

$25M - $50M

WhiteHawk Capital Partners

United States, California, Los Angeles

$25M - $50M

Windway Capital Corp.

United States

$25M - $50M

Winstar Payments

United States, Florida, Tampa

$25M - $50M

certua

$1M - $10M

i1 Recovery Solutions

United States, Texas, Plano

$25M - $50M

nest egg

United States, Pennsylvania, Conshohocken

$5M

$10M - $25M

1858 Capital Partners

United States, Florida, Winter Park

$1M - $10M

19th Capital Group

United States, Indiana, Indianapolis

$10M - $25M

5th Line

United States, Massachusetts, Boston

$10M - $25M

9258 Wealth Management

United States, Ohio, Cincinnati

$1M - $10M

A Great Mortgage Company

United States, New Jersey, Mount Laurel

$25M - $50M

AAA Ultimate Pawn

United States, Nebraska, Lincoln

$25M - $50M

ABTEK

United States, Michigan, Waterford

$100M - $250M

ACA Mortgage

United States, Pennsylvania, Mechanicsburg

$25M - $50M

ARS Wealth Advisors

United States, Florida, St. Petersburg

$25M - $50M

Access

United States, Florida, Fort Lauderdale

$1M - $10M

Accumyn Consulting

United States, Texas, Houston

$10M - $25M

AgentCollect (YC S23)

United States, California, San Francisco

$3.2M

$1M - $10M

All Seasons Wealth

United States, Florida, Tampa

$10M - $25M

AlphaStreet

United States, California, San Francisco

$1M - $10M

Althos Patrimoine

France, Île-de-France, Paris

<$1M

Alvine Capital

$1M - $10M

American Bank of Beaver Dam, WI

United States, Wisconsin, Beaver Dam

$10M - $25M

American Retirement Advisors

United States, Arizona, Scottsdale

$1M - $10M

Apex Payment Solutions

United States, Indiana, Indianapolis

$25M - $50M

Arboretum Mortgage Corporation

United States, Washington, Seattle

$25M - $50M

Ariel Alternatives

$10M - $25M

Arizona Escrow & Financial Corporation