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Farm Bureau Bank is a banking institution that provides financial services tailored to Farm Bureau members across the United States.
Forge Global is a financial services platform that facilitates trading and investment in private company securities, providing access to pre-IPO markets.
India's largest model portfolios platform that offers curated stock and ETF portfolios created by investment experts.
NerdWallet is a personal finance platform that provides research, comparisons, and recommendations to help consumers find the right financial products such as credit cards, loans, insurance, and banking services.
Truxton Trust provides personalized wealth management, private banking, and investment services to individuals, families, and institutions.
Pima Federal Credit Union is a member-owned financial cooperative offering banking services to its members.
Security Bank is a commercial banking institution offering a range of financial products and services including deposits, loans, and other banking solutions.
FloQast provides an accounting platform for managing the global month-end close, with collaboration and tracking to improve speed and accuracy on a single platform.
ila Bank is a digital bank based in Bahrain, offering personal banking services including accounts, cards, and financial products.
CI Direct Investing is an online investment platform that provides professional investment advice for managing impact and ETF portfolios.
Equity Trust Company is a custodian that helps individuals and small businesses manage self-directed retirement accounts, including IRAs and 401(k)s, with investment options ranging from real estate to alternative assets.
SIGNAL IDUNA is a German insurance and financial services group offering a range of insurance and finance products for over 100 years.
Republic is an investment platform that allows individuals to invest in startups, real estate, crypto, and other alternative assets.
CoinJar is a digital currency platform that allows users to buy, sell, and manage bitcoin and other cryptocurrencies.
A federal credit union providing banking and financial services to its members.
Prospera Credit Union is a financial cooperative serving the Fox Valley and Oshkosh areas of Wisconsin, offering banking and financial services to its members.
Quicken provides personal finance management software that helps users with budgeting, investment tracking, business bookkeeping, and overall financial planning.
Payhawk offers a spend management platform connected to corporate credit cards, with automated reporting and real-time reconciliation.
Interactive Advisors is an online investment platform that provides low-cost access to a diverse selection of portfolios, enabling clients and portfolio managers to participate in transparent online investing.
Accion is a global nonprofit organization dedicated to building inclusive financial systems by developing innovative and responsible financial solutions for underserved populations.
Rentec Direct provides property management software for landlords and property managers, featuring ACH payments, tenant screening, and accounting tools.
Yopa is a UK-based estate agency offering a full estate agency service with dedicated local agents and fixed fees, combining online tools with traditional property selling support.
Phillip Capital is a broker dealer and futures commission merchant (FCM) providing global market access with clearing and execution services across North America, Europe, and Asia.
PensionBee is an online pension consolidation and management platform that helps customers combine and manage their retirement savings, with over $7 billion in assets under management.