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27 Total Companies
FI Strategies is a small but mighty consulting company with a unique suite of big personalized solutions for you and your organization. Simply stated, our mission is to help our financial institution clients be wildly successful by planning, growing, and creating outstanding experiences for their consumers and employees. Our engagement process allows us to get to know our clients thoroughly, help...
For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...
ALPS is legal malpractice insurance made easy. Founded by lawyers for lawyers in 1988, ALPS is the nation’s largest direct writer of lawyers’ malpractice insurance and is endorsed by more state bars than any other carrier.
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio.
Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the United States. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country.
Fuel your staffing agency dreams with Payroll Funding! Access up to 95% of your accounts receivable, regardless of payment terms. Same-day funding, no credit score requirements.
At Axos Advisor Services our focus is solely on RIAs. As a hybrid custodian and financial services company, our powerful, integrated custodial and banking solutions enable RIAs to offer a wider range of services to their clients. And advisors have access to our intuitive Liberty Platform, designed and built specifically for RIAs. Axos Advisor services is offered by Axos Clearing LLC, a licensed br...
Building strong, diverse communities by strengthening financial institutions with digital transformation solutions.
The Difference Card is a one-of-a-kind solution that can reduce health insurance costs by 18%. The Difference Card can often improve employee benefits without increasing costs to the employer. Over the last 9 years, our health insurance savings solution has resulted in an average of $3,000 in savings per employee per year. Insurance Brokers use our solution to stand out from the crowd and create a...
Fuel your staffing agency dreams with Payroll Funding! Access up to 95% of your accounts receivable, regardless of payment terms. Same-day funding, no credit score requirements.
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.
Cost reduction company focused on helping clients reduce their credit card processing costs without changing processors, software or equipment. Our firm is compensated by sharing the achieved savings. No savings, no fee to MCC
InvestiFi is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling Credit Unions and Community Banks to retain more assets and attract new members. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every Credit Union and Community Bank to provide their account holders with the ability to navigate the complexities of fi...
Your trusted partner in bookkeeping and tax services. Decimal tackles financial operations for businesses: bookkeeping, bill pay, taxes, payroll, job costing, and more!
Emry Health, a national leader since 2002, leverages our 20+ years of expertise in healthcare cost reduction and advocacy to maximize the value of client healthcare investments, saving time and money.
Snappy Kraken is an AI-powered marketing platform built exclusively for financial advisors and firms. Our automated campaigns, award-winning content, and real-time data insights help advisors attract clients, strengthen relationships, and drive measurable growth. With built-in compliance workflows and a fully managed marketing option, we make it easy for advisors and firms to scale their marketing...