Financial Planning and Management logos & brands

icicibank.com

ICICI Bank offers a wide range of banking products and financial services to corporate and retail customers through a variety of delivery channels and through its group companies

quartr.com

AI infrastructure for company research.

unlock.com

Unlock Technologies offers home equity agreements (HEAs) that allows homeowners to receive cash for a portion of the future value of their property.

fidelity.com

We help our customers and clients plan and achieve their most important financial goals by delivering innovative products and services through intuitive digital experiences.

adyen.com

End-to-end payments, data, and financial management in a single solution. Meet the financial technology platform to help realize your ambitions fast.

sofi.com

SoFi is a finance company that offers a range of lending and wealth management services.

northwesternmutual.com

At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.

monzo.com

The Monzo app is a smart hub to manage your entire financial life – on your phone, fee-free. No waiting, no branches, no stress.

ameriprise.com

Ameriprise Financial is a financial services company that provides financial planning, products, and services.

solflare.com

Discover Solflare, the trusted wallet for seamless Solana transactions and management. Get started with Solflare today for a secure wallet experience

range.com

All-in-one wealth management from Range. Access wealth management services from our team of Certified Financial Planners and unified financial management through one thoughtfully designed platform.

betterment.com

Betterment can help grow your money by making saving and investing easy.

finanzfluss.de

Starting as a YouTube channel with explainer videos, we have, within just a few years, grown into the largest community for financial self-decision-makers in the German-speaking world.

brookfield.com

Brookfield Asset Management is a Canadian asset management firm focused on property, renewable energy, infrastructure, and private equity.

meetcleo.com

Meet the no B.S. money app that's helped 4 million people budget better, build credit, and escape their overdraft.

wilmingtontrust.com

We are here to guide you every step of the way. Whether you’re looking to protect and grow your assets or execute corporate transactions, contact us today.

tilt.com

Tilt helps you access cash and credit by looking at your income and spending, not just your credit score. 3 in 4 customers approved for cash or credit today.

osaic.com

Osaic is a provider of wealth management solutions and home to a diverse, service-driven community who believe that planning for the future should be transformative, not transactional.

truebill.com

Truebill is a platform that allows users to find, track, and manage their subscription services and recurring bills.

soderbergpartners.se

One of the Nordic region's leading financial advisers and brokers of insurance and financial services.

arielinvestments.com

Ariel Investments is a global asset management firm founded in 1983. We are headquartered in Chicago, with offices in New York City, San Francisco, and Sydney.

pnc.com

We are providing our clients with great service and powerful financial expertise to help them meet their financial goals.

toss.im

Manage money right, from spending to budgeting. Connect your accounts & cards with Toss.

milemarker.co

Take control of your wealth management data with Milemarker. Discover how our software can create seamless advisor and client experiences.

jago.com

A digital banking app that helps you manage your money the way you want, according to your principles, with Pocket Pockets.

emoneyadvisor.com

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth.

skipton.co.uk

We're here to help our members get more from their money, have a home and prepare for the future, with our range of savings, mortgages and financial advice.

onestreamsoftware.com

OneStream Software is an independent CPM software company.

cerfrance.fr

Accounting and consulting network in France.

willbank.com.br

Digital banking services based in Sao Paulo, Brazil

allica.bank

We're a modern relationship bank, committed to empowering established SMEs to succeed. Allica Bank is on a mission to give established businesses the banking they deserve.

apg.nl

As the pension administrator for eight pension funds, APG works every day towards a good pension in a livable world.

thenottingham.com

Nottingham Building Society is a mutual society. For over 175 years, we've helped people like you own homes, keep their savings safe and manage their money.

personalpay.com.ar

Manage your money easily and securely with the Personal Pay digital wallet! Save, pay, and transfer for free with no maintenance fees.

arkea-banque-ei.com

Arkéa Banque Entreprises & Institutionnels, a subsidiary of Crédit Mutuel Arkéa, is a player in the economic development of the territories.

rithmcap.com

Rithm Capital Corp. is a global, multi-dimensional asset manager with significant experience managing credit and real estate assets.

prudentcorporate.com

Start your Mutual Fund Distribution journey with India's leading diversified financial services group Prudent Corporate.

thirdcoast.bank

Third Coast Bank was launched in 2008 by a group of local entrepreneurs with a passion for supporting the business community along the Texas Gulf Coast.

equiomgroup.com

Whether you're a pioneering individual or a global corporation, we will work with you to navigate the twists and turns of your journey towards achieving your ambitions.

insigniafinancial.com.au

Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable.

gobankingrates.com

Personal finance resource designed to share articles and advice on saving, managing, and making money.

daveramsey.com

Learn to budget, beat debt, save and invest with Ramsey Solutions, founded by Dave Ramsey, bestselling author, radio host and America’s trusted voice on money.

wealthmanagement.com

Wealth Management

moneytalksnews.com

For more than 25 years we’ve helped millions make more, spend less, grow their money, and get out of debt with our Emmy Award winning videos and articles.

orionadvisor.com

The #1 all-in-one financial advisor software to improve your firm’s productivity, strengthen client relationships, and grow your business.

richdad.com

Build wealth through financial education. Rich Dad teaches Robert Kiyosaki's investment strategies for real estate, stock market success, and passive income.

goodbudget.com

Personal and household budgeting system for the Web, Android and iPhone. Keep track of money to spend, save, and give toward what's important in life.

financialmodelslab.com

Build smarter and grow faster with expert-built Financial Models, Business Plans, and Pitch Deck Templates for over 3,500 industries. Easy to edit, investor-ready, and designed to help you plan, analyze, and launch your business with confidence.

creativeplanning.com

Experience award-winning financial planning and investment management from Creative Planning. Connect your investments, tax strategy and estate plan in one integrated team.

mycfo.com

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