Financial Planning and Management logos & brands

hellofrank.ai

Hello Frank is the AI CFO for growing businesses. Spot wasted cash, monitor daily cash position, detect anomalies and forecast runway — connected to QuickBooks, Xero, Stripe and your bank.

acceleratedstrategies.com

Most people don't fail financially from lack of discipline — they fail from lack of a system. Get a proven plan, real-time tracking, and one-on-one support to accelerate your debt payoff.

vlfin.ru

Портал финансовой грамотности "Ваши личные финансы"

analyse.nl

ashirafinancial.com

azurgestionfinanciere.fr

Cabinet indépendant de gestion de patrimoine à Barbentane. Conseil financier, retraite, dirigeants, transmission. Accompagnement sur mesure.

beyondthebankbinders.com

Teach kids the basic habits and skills of money management through our high-quality binders. Better than a piggy bank, they guide kids to set aside money to save, give, and invest before spending it on their latest whim, all while practicing basic money math and budgeting skills.

bizfinansaldanismanlik.com

Bankalar ve kredi sağlayıcı diğer finansman kuruluşlar ile kurduğu işbirlikleri sayesinde tüketicilerin ihtiyaçlarına yönelik özel ve her adımı kolaylık sağlamak adına tasarlanmış yöntemlerle çözüm sunmayı hedefleyen bir platformdur.

bolsillosllenos.pe

La mayoría de ejecutivos, directores y profesionales de alto rendimiento son excelentes en sus industrias, pero carecen del tiempo y la estructura para gestionar su patrimonio con el mismo rigor que aplican en su trabajo. ¿El resultado? Se enfrentan a productos bancarios con altas comisiones, dejan su patrimonio estancado en cuentas de ahorro o plazos fijos, o peor aún, caen en propuestas de inversión de dudosa procedencia. Nuestra filosofía de inversión No hacemos trading, no especulamos, ni buscamos rentabilidades mágicas a corto plazo. Implementamos estrategias de inversión pasiva a largo plazo orientadas a objetivos definidos de renta pasiva mensual (por ejemplo: "Generar S/7,000 pasivos mensuales a mis 55 años"). ¿Para quién es esto? - Profesionales y ejecutivos peruanos que ya tienen alta capacidad de ahorro pero no una estrategia clara de inversión. - Personas que valoran el rigor técnico, la transparencia y la evidencia empírica por encima de lo que está de moda. - Quienes buscan paz mental, delegando la complejidad de estructurar un portafolio para enfocarse en sus carreras y familias. ¿Para quién NO es? - Personas buscando dinero rápido o la próxima criptomoneda que crecerá 100000%. - Perfiles que no están dispuestos a pensar en horizontes de 5, 10 o más años. Si estás listo/a para dejar de simplemente acumular caja y empezar a construir patrimonio real, agenda una sesión de diagnóstico gratuita con mi equipo: https://ht.metodobolsillosllenos.com/calendario-bl

brfguiden.nu

BRF-Guiden vill göra det enkelt för er BRF att ta trygga beslut. Därför har vi samlat alla de leverantörer ni behöver på en och samma plats.

brightanalytics.de

BrightAnalytics ist eine Plattform für konsolidierte Managementberichterstattung über finanzielle und operative Daten.

brightanalytics.nl

BrightAnalytics is het platform voor management rapportage en consolidatie van zowel financiële als operationele data.

buffalowealthadvisors.com

byzance.ai

Comprenez où va votre argent, ce qu’il vous coûte et comment mieux l’investir.

confiniscf.it

Confini SCF offre consulenza e pianificazione finanziaria indipendente, con un approccio basato su integrità, competenza e gestione del rischio.

curtisca.com

We are a boutique investment advisory firm located in Overland Park, Kansas. We work with a limited clientele of friends, professional colleagues and referrals.

cyrus-herez.fr

Cyrus Herez vous accompagne pour structurer, valoriser et transmettre votre patrimoine grâce à des solutions d'investissement sur mesure.

dedicbpo.com.br

O financeiro da sua empresa em boas mãos conecte-se com uma nova forma de gerir seu financeiro: Eficiente, inteligente e humana Na […]

denisawa.co.ke

Senior-level fractional business support helping organisations move from Special Situations to Best-in-Class performance. Take your Business Health Check today.

die-finanzkanzlei.de

Rottler – Die Finanzkanzlei. Ihr Partner fürs Leben. Anlage- und Vermögensberatung, Baufinanzierung Altersvorsorge und mehr Finanzdienstleistungen

differencefinancial.com

dtsadvisor.com

duodesarrollos.com.ar

Generamos desarrollos inmobiliarios en la Ciudad de Rosario con solidez financiera, innovación y creatividad arquitectónica. Nuestros proyectos se distinguen por la calidad de los materiales y la óptima distribución de los espacios, logrando así ambientes cómodos y funcionales, construidos con materiales durables, agradables y seguros.

fingroup.sg

FinGroup positions itself as a premier advisory firm, dedicated to delivering comprehensive financial solutions exclusively tailored for doctors and healthcare professionals. Recognized for our bespoke approach, we distinguish ourselves by ensuring absolute impartiality in our counsel, as we are not affiliated with any financial institutions. This guarantees that our clients' interests remain paramount, providing them with the assurance that their financial well-being is our utmost priority. Addressing the unique challenge faced by doctors, who are often targeted by myriad sales representatives each promoting a singular service aligned with their respective institution's interests, Fin Investments seeks to rectify this fragmented landscape. Our mission is to counteract the pervasive issue of doctors being simultaneously over-solicited and under-served, by offering a holistic suite of services that genuinely cater to their needs. At the core of our offerings are four fundamental pillars: mortgage loans, estate planning, clinic consultancy, and cybersecurity services. Our strategic partnerships with an extensive network of providers enable us to deliver best-in-class solutions. Through this comprehensive and integrated approach, Fin Investments is dedicated to fulfilling the financial and operational objectives of doctors and healthcare professionals, ensuring their practices are not only financially secure but also operationally efficient and protected against the growing threats in the digital landscape.

finidea.sk

Kam majú smerovať vaše peniaze? Vy rozhodnite. Univerzálne rady nefungujú. Vytvorte si finančný plán, ktorý kopíruje vaše priority. Bývanie teraz, alebo bohatstvo potom? Nastavte si na Life Konfigurátore svoj ideálny pomer. Či už je to nové Bývanie, rastové Investície alebo bohatý Dôchodok – súčet musí byť 100 %. Odošlite nám svoju predstavu a zistite, či […]

fintegra.app

Control your personal finances simply and efficiently.

fiscal-foundation.com

Unlock insights for smarter financial decisions!

higherimpactfinancial.com

I've heard most people would rather visit their dentist than see a financial advisor... It’s no secret most people aren’t excited about what I do. But I am! Here’s the deal, I know what you’re thinking… You’re nervous to take advice from a stranger and you’re not totally sure they’re trustworthy. I get that!

horizons-jo.com

huntervault.app

Free gamified budget & expense tracker with XP, quests & ranks. Works offline, no account needed to start. Track expenses, manage debt, and level up your finances.

incube.pl

Jesteśmy wiodącym doradcą w zakresie planowania, budżetowania, konsolidacji finansowej i raportowania. Sprawdź nasze rozwiązania już teraz!

infinityfinancial.com.au

Infinity Financial are a Sydney-based team of elite financial professionals, qualified in accounting and wealth creation strategy.

invictuswealth.co.za

Invictus Wealth focuses on the FIRE movement, achieving financial freedom through disciplined saving and smart investing to retire early and live on your terms.

irafix.com

jaihoadvisory.com.sg

Trusted Singapore financial advisory firm offering personalised wealth, retirement, protection and legacy planning for families and businesses today. Now!

janoskiefinancial.com

jirikamenik.cz

Poradenská kancelář Partners Dačice poskytuje nezávislé finanční poradenství a osobní finanční plánování. Finanční poradce vám pomůže ve sjednání a kalkulaci hypotéky, pojištění nebo investic

kejami.ch

Buchhaltung war nie einfacher als mit den erstklassigen Dienstleistungen von Kejami GmbH. Wir bieten kostengünstige und zielgerichtete Unterstützung in sämtlichen Bereichen, angefangen bei der Administration bis hin zum Personalmanagement. Unser erfahrenes Team begleitet Sie bei allen alltäglichen Büroaufgaben, um sicherzustellen, dass Ihr Unternehmen reibungslos läuft.

kozaktripp.com

leadwithloveagency.com

ledgerfix.co.uk

Finance Analyst and Finance Partner for UK SMEs. Cash flow, KPIs, forecasting — clarity to grow with confidence.

lenz.finance

Lenz Financial Wealth Management, Berlin | Persönliche Vermögensberatung, Multi-Asset-Management & Family-Office Services aus einer Hand

licentgroep.nl

Wij zijn er

ljenningslaw.com

L. Jennings Law understands the importance of your legacy. Our mission is to help you ensure that everything you have worked for is protected.

mcmillanfa.co.uk

At McMillan Financial Advice, we are specialists in providing high quality advice on all aspects of wealth management, advising clients on wealth management.

meetmcc.co

MCC is a Vena implementation partner and Vena's 2025 International Partner of the Year. We implement Vena for finance teams of 11 to 500 people, connected to the ERP you already run.

morganhouse.com

mtfplanning.com

onaccounting.ch

Professionelle Treuhanddienstleistungen: Buchhaltung, Gründungen, Revisionen und mehr. Vertrauen Sie auf unsere Expertise. Jetzt unverbindlich beraten lassen.

opendoorwealth.co.uk

Independent financial planning and wealth management for individuals and families across the UK. Retirement planning, pension advice, ISAs and investments. FCA regulated.