Financial Enhancement Group
Financial Enhancement Group, LLC is a wealth management and financial planning firm founded in 1997 by Joseph A. Clark and Donald E. Hodson. They offer services including investment management, estate planning, and retirement planning, focusing on tax-efficient strategies and risk management. Their target audience includes families and individuals seeking long-term...
Financial Health Network
The Financial Health Network is a nonprofit consultancy that aims to improve financial health for all by researching, identifying, and promoting effective financial services. They serve as educators, brokers, and investors, focusing on underbanked consumers. Their services include research grants, financial health measurement tools like the FinHealth Score, and consulting...
Financial Identity Advisors
Financial Identity Advisors, Inc. (FI Advisors) provides comprehensive financial services to help clients achieve their financial goals. Their services include financial planning, tax efficiency analysis, estate planning, growth coaching, portfolio management, and wealth management. They serve individuals, institutions, and other advisors. The unique selling proposition of FI Advisors is their...
Financial Independence Planning
Financial Independence Planning, LLC is a full-service financial services firm based in Conshohocken and Lansdale, PA. They provide comprehensive financial planning, focusing on pre-retirement and retirement clients. Their unique selling proposition is an 8-step financial process that helps clients optimize assets and achieve financial independence. Services include financial planning, investment...
Financial Pathways of the Piedmont
Financial Pathways of the Piedmont is a nonprofit agency providing comprehensive financial counseling and education to individuals and families in the Winston-Salem area. Services include budgeting, credit management, debt counseling, foreclosure prevention, and homeownership assistance. They target vulnerable populations such as seniors and those with disabilities. Their unique selling proposition...
Financial Plan
Financial Plan, Inc. is an independent Registered Investment Advisory firm founded in 1996 by James B. Twining. They offer comprehensive financial planning, investment management, and fiduciary advice, adhering to the highest industry standards. Their services include income tax strategies, estate planning, and securities research. The target audience appears to be...
Financial Planning Association
The Financial Planning Association (FPA) is the largest U.S. membership organization for financial planners, particularly those with the Certified Financial Planner (CFP) credential. FPA offers services including practice support, educational content, advocacy, and networking opportunities. Its target audience is CFP professionals and those involved in financial planning. The unique selling...
Financial Plus Credit Union
Financial Plus Credit Union is a Michigan-based financial institution operating through 12 locations in Genesee, Saginaw, and Bay counties. They offer a wide range of deposit and loan products, business lending, and digital banking services, including mobile check deposits and card management[1][2][4]. Their target audience includes individuals and businesses across...
Financial Services Institute
The Financial Services Institute (FSI) advocates for independent financial advisors and firms, ensuring access to affordable financial advice. FSI offers advocacy, education, and public awareness services to create a favorable regulatory environment. Their target audience includes over 100 independent financial services firms and 160,000+ affiliated advisors, serving 19 million households....
Financial Services Volunteer Corps
The Financial Services Volunteer Corps (FSVC) is a not-for-profit organization that strengthens financial sectors in developing countries by providing technical assistance. FSVC deploys senior financial professionals as unpaid volunteers to deliver state-of-the-art expertise in areas like central banking, commercial banking, and capital markets. Their target audience includes public and private...
Financial Technology Association
The Financial Technology Association (FTA) champions fintech innovation, advocating for modernized financial regulations to support inclusion and responsible innovation. It represents industry leaders shaping the future of finance, focusing on inclusion, competition, and responsibility[1][2]. The FTA's services include policy advocacy, industry networking, and education on fintech trends[4]. Its target audience...
FinancialForce
FinancialForce, now known as Certinia, is a software company providing enterprise resource planning (ERP) solutions on the Salesforce Platform. It offers services like accounting, billing, professional services automation, and human resource management. The company targets services-centric businesses, helping them integrate sales, services, finance, and HR operations. Its unique selling proposition...
Financo
Retail & Consumer Investment Banking, at its highest level, takes a lot more than a knowledge of finance and financial statements. It requires an in-depth understanding of the complex world of brands, products, real estate and management, personally knowing the key and emerging players on a global playing field, being...
Finanta
Finanta, formerly Community First Fund, is a nonprofit Community Development Financial Institution (CDFI) that provides financial services to disadvantaged communities. It offers loans and investments to small businesses, nonprofits, and community projects, focusing on immigrants, women, and communities of color. Finanta's services include New Markets Tax Credits and affordable housing...
FINBOA
FINBOA specializes in digital process automation and regulatory compliance solutions for banks and credit unions. They offer automated dispute management systems and Reg E compliance software to streamline back-office operations and enhance customer experience. Their target audience includes community and regional financial institutions. FINBOA's unique selling proposition is its intelligent...
FINCA Impact Finance
FINCA Impact Finance is a global network of microfinance institutions and banks providing responsible financial services to low-income entrepreneurs. They offer credit, savings, payments, and money transfers, focusing on social impact and financial sustainability. Their target audience includes low-income individuals and small businesses, particularly women and rural communities. The unique...
Fincadia Tax Services
Fincadia Tax Services offers comprehensive financial solutions, including tax preparation, payroll management, bookkeeping, and strategic wealth planning. They cater to individuals, businesses, and non-profit organizations, providing personalized services tailored to each client's needs. Their unique selling proposition is a hands-on approach with a certified team that stays updated on the...
Finck Perras Insurance Agency
Finck & Perras Insurance Agency provides a range of insurance services including home, auto, business, motorcycle, and boat insurance. They serve over 12,000 customers in Western Massachusetts, catering to both personal and commercial needs. Their unique selling proposition is their commitment to being a local, community-focused agency with a strong...
FinClusive
FinClusive is a financial technology company that provides a comprehensive platform for global regulatory compliance, digital identity verification, and payment facilitation. They offer services such as automated financial crimes compliance (FCC), Know Your Customer/Client (KYC/KYB), and Legal Entity Verification. Their target audience includes traditional and alternative financial services providers, fintechs,...
finEQUITY
finEQUITY is a nonprofit financial technology organization based in Brooklyn, NY. It aims to build a digital pathway from prison to financial prosperity, focusing on families impacted by mass incarceration. Services include innovative tools for establishing healthy credit scores and addressing financial barriers post-incarceration. Their target audience is recently released...