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Top Financial Services Corporations

Explore 641 Financial Services Corporations that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

Financial Services Corporations

641

Active Firms

2,456

TTM Deal Inquiries

$3M-$12M

Core Revenue Range

$500K-$2M

Core EBITDA Range

Top States by Activity

Florida 16%
California 11%
Texas 10%
New York 9%
Illinois 4%

Key Attributes

Focus: Strategic Acquisitions | Capital Source: Corporate Balance Sheet | Operating Approach: Integrate & Expand

Showing 181-200 of 641 Corporations

Sorted by recent activity

Finance Suisse (LatAm) SA

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Finance Suisse is a multi-client family office providing wealth planning and management services to ultra high net worth clients around the world. Our multidisciplinary, multilingual team has a proven track record in handling complex domestic and international cases across a full range of private and commercial matters.

Recent Transactions

This member has no reported closed transactions.

Acer Innovation, Inc.

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Acer Innovation is a global analytics firm specializing in data analytics and consulting services. The company focuses on extracting critical value from data to support strategic executive management and various industries, including life sciences. As a leading consulting partner for life sciences companies, Acer Innovation assists in developing safer drugs and bringing better products to market. With a strong emphasis on big data analytics and technology solutions, Acer Innovation helps businesses monetize insights and enhance their operational efficiency. The firm operates from its…

Recent Transactions

This member has no reported closed transactions.

Institutional Analyst Chicago

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We have contacts and business opportunities in a wide range of Industries. Energy, Oil and Gas and Financials make up the core of our expertise.

Recent Transactions

This member has no reported closed transactions.

Tradespoon

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Tradespoon wants you to trade smarter. Our affordable, user friendly Trade Intelligence Platform uses quant science to make it easy for every self directed investor — whether novice or experienced — to find and manage high quality, high return trade opportunities typically reserved for the elite.Our software — honed over 15 years for unmatched predictive precision — leverages predictive analytics and hyperfast data processing speed to find relevant patterns in voluminous stock data, winnowing out the trade ideas with the highest potential for profit. Our expert analysts corroborate…

Recent Transactions

This member has no reported closed transactions.

Blanket Real Estate

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Blanket has agents and brokers that concentrate on Business Brokerage. The firm specializes in small to mid-sized privately owned businesses located in CT's Fairfield, Litchfield, Hartford and New Haven counties, and NY's Westchester, Putnam, Rockland and Dutchess counties.The company works with Buyers and Sellers. Usually Blanket's agents work exclusively and represent the interests of Sellers. However, a Buyer can contract our firm to work for them in an Exclusive or Dual Agency Buyer Representation Agreement. This can be done at the beginning of the search or after a business has been…

Recent Transactions

This member has no reported closed transactions.

NativeOne Financial

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NativeOne is the ownership vehicle of the NativeOne companies: NativeOne Institutional Trading (NOIT), NativeOne Energy, NativeOne Financial, NativeOne Advisory, Native Business Enterprises (NBE) and NativeOne Canada. Each business area has been developed, licensed and is operational. All NativeOne companies qualify for minority preference mandates.

Recent Transactions

This member has no reported closed transactions.

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Structured BioEquity, Inc.

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Structured BioEquity's (SBE's) innovative financial product enables sustainability for clinical-stage biotechnology companies by offering an insurance policy on the high attrition rate of Phase II therapeutic drug candidates. SBE's STanDaRD (Sustainability for the FuTure of DRug Development) product transfers technical risk to the capital markets at the time in a drug candidate's lifecycle when the greatest amount of uncertainty is traded for the greatest amount of enterprise value. SBE is a technology-enabled company applying a proven risk-transfer model in the $15.6B market of "alternative…

Recent Transactions

This member has no reported closed transactions.

LTD Financial Services

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LTD Financial Services is a privately-held, third party debt collection agency headquartered in Houston, Texas. LTD has over 500 collection representatives representing many of the nation's largest credit grantors and debt purchasers.

Recent Transactions

This member has no reported closed transactions.

Thuro.ai

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We are a strategic buyer in the background check industry, actively seeking to acquire small to mid-size background check businesses with annual revenues between $3M and $15M. Our objective is to integrate and operate these businesses as part of our existing platform, with a long-term commitment to growth and success.Unlike private equity or venture capital firms, we are not pursuing short-term investments. Instead, we offer a stable, strategic partnership and the resources to ensure continuity, growth, and value creation for the acquired company’s employees, customers, and stakeholders.

Recent Transactions

This member has no reported closed transactions.

Worksite Ventures

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Deals and services provider to private equity funds with $10 - $50 million in ebitda. Geographic focus on North America. No industry specialty.

Recent Transactions

This member has no reported closed transactions.

Geneva Financial Group

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Geneva Financial Group is a Registered Investment Advisory Group which provides Investment Advisory Services to mainly wealthy individuals. What makes Geneva Financial Group unique is the incorporation of The Geneva Financial Group Model within client accounts. These accounts are housed within the Schwab platform. The Geneva Financial Group Model begins with an analysis of recognized criteria commonly used to predict future stock performance. The outcome of this work has led to the development of a computer model optimized to find securities poised to out-perform the market in the…

Recent Transactions

This member has no reported closed transactions.

Ehrlich Wesen & Dauer, LLC

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Ehrlich Wesen & Dauer, LLC (EWD) is a private, Pittsburgh-based research & development company with core competencies in Internet data security and software engineering. EWD owns, maintains, and deploys a suite of information security products, including Site Sentinel, Network Sentinel, PersonalSentinel, and Message Sentinel.Site Sentinel is a comprehensive web data-flow modeling system that enables ongoing monitoring, analysis, and reporting on all aspects of privacy and data security related to public and private web interfaces. This facilitates the management of website compliance with…

Recent Transactions

This member has no reported closed transactions.

Bomant Inc

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My mission is to strategically deploy capital into high-potential businesses where operational excellence, disciplined growth, and strong partnerships create durable long-term value. At 50 years old, with over $15 million in capital ready to invest, I bring not only financial strength but also decades of professional and personal experience rooted in pragmatism, sound judgment, and a long-term perspective.I seek opportunities where capital can accelerate growth—not merely sustain it. My focus is on lower-middle market companies with strong fundamentals, recurring revenue, and defensible…

Recent Transactions

This member has no reported closed transactions.

American Capital Alliance

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American Capital Alliance is an alternative asset management company that offers over 100 years of collective management and financial investment leadership. Our companies deploy capital across an array of investment strategies. We manage hedge funds, incubators and business accelerators, as well as venture capital investments.Our success stems from a diverse portfolio of business experiences and the resolution to uphold our investments even through unpredictable and challenging climates. Standing the test of time propels growth and allows for serious opportunities to cultivate while new ones…

Recent Transactions

This member has no reported closed transactions.

Confident Financial Solutions (CFS)

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Confident Financial Solutions provides the highest quality financial solutions for automotive service centers and their customers. Based in Boulder, Colorado, CFS was founded in partnership with automotive entrepreneurs and dealers with the shared goal to develop the highest quality products and provide financial solutions for all.

Recent Transactions

This member has no reported closed transactions.

experdocs

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Experdocs software is an easy to use document management solution. A tool designed to organize and share documents, allowing for fast retrieval and presentation. Experdocs is both PC and cloud based, so documents can be accessed whether or not connected to the internet. Features include the capacity to organize, share, add intelligence, collaborate, store/protect, and present electronic files (documents, photos, images, and audio/video) with anyone, at any time, and from any location.The Experdocs platform was created for experts, attorneys and other professionals whose core business…

Recent Transactions

This member has no reported closed transactions.

SatNav Technologies

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A proven SaaS Software disrupting Global Facilities Management Industry ! Manage Property, Space, Assets, Maint, 1,200,000 users, 58 customers. Multifold returns potential. It’s 2018, and we’re still using spreadsheets to manage our facilities? Something’s gotta give. QuickFMS from SatNav Technologies: a SaaS Product that makes facility and infrastructure management easier - and more automated - than ever before. Our platform is truly horizontal, meaning companies in any industry can benefit from its asset management, maintenance management, and other key features. More than 54…

Recent Transactions

This member has no reported closed transactions.

One Resource Group

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One Resource group was created in 2002 with the idea that one company could provide a level of service unmatched in the industry. We wanted to put together a team of highly skilled and highly motivated people that would work tirelessly to make the brokerage experience better for agents and producers. We offer a vast range of insurance services, including case design, case management, advanced markets and experienced underwriting. We strive to partner with our clients to expand their business and continue to lead the industry in knowledge and innovation. Twelve remarkable years later we are…

Recent Transactions

This member has no reported closed transactions.

Cashforce

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Cashforce is a smart cash flow management and forecasting platform for capital intensive businesses. Our revolutionary technology is helping Finance departments save time and money by offering cash visibility & pro-active cash saving insights. Our platform is easy to use and install, and connects with any existing ERP or accounting system. Banks have the possibility to host our solution for their clients giving almost real-time financial transparency into the businesses they fund and allowing them to offer the right cash management products at the right time.

Recent Transactions

This member has no reported closed transactions.

REPSE, Inc.

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REPSE helps startups and CRE sponsor connect with investors, manage investor communications and understand how to structure their capital raising and growth strategies for faster funding and exit.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Corporations in this directory ordered?

Firms in the Financial Services Corporations directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Corporation profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for Financial Services Corporations?

Based on activity on Axial’s M&A platform, the core revenue range for Financial Services Corporations is $3M-$12M, with a core EBITDA range of $500K-$2M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is Financial Services experience when evaluating Corporations?

Relevant Financial Services experience can be an important consideration when evaluating a firm. Familiarity with the sector can provide a stronger understanding of its business models, market dynamics, valuation considerations, and transaction environment. The 641 firms included in this directory provide a starting point for identifying firms with relevant experience and activity in Financial Services.

Do all Corporations in this directory focus exclusively on Financial Services?

Not necessarily. Many firms are active across multiple industries, so inclusion in the Financial Services Corporations directory reflects relevant experience or activity in Financial Services, rather than an exclusive sector focus. Individual profiles provide additional context on each firm’s areas of focus and activity within the sector.

How do I compare Corporations with experience in Financial Services?

When comparing Corporations with experience in Financial Services, consider factors such as size range, geographic reach, and recent transaction activity. These characteristics vary across the 641 firms included in the directory and can help identify firms that align with your needs.

How do I connect with Financial Services Corporations?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the Financial Services Corporations directory, you can request information here.

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