Top Financial Services Corporations

Network Advisory

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We are a boutique consultancy and independent financial advisory firm specializing in providing a wide range of consulting services, including those of M&A, Corporate Finance (AIM Quote, Mini Bond, Private Equity), Tax Planning, Corporate Social Responsibility, control of management, auditing and training. Our team consists of over 20 professionals including financial experts, accountants, management analysts, employment consultants and lawyers.

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JT

Just Term Insurance

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We are only going to sell Term Insurance. Digitally. The market is ripe for this concept and a recent survey by LIMRA.org shows that 49% of respondents do not want to deal with an agent. Also, the insurance industry M&A activity is robust, so we will have an exit strategy from the start.

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OpenAssets

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OpenAssets is a financial infrastructure company building more efficient capital markets through a shared technology and standard layers. OpenAssets operates an SEC-Regulated transfer agent, OpenAgent, and is a governing member of the Linux Foundation. Founded by former Wall Street veterans and headquartered in Pittsburgh, PA.

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Beacon Pointe

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Beacon Pointe Solutions is a management and technology consulting firm that specializes in assisting U.S. Government agencies in modernizing their operations. With a focus on enhancing efficiency and service delivery, the company leverages its expertise in management and technology to provide innovative solutions tailored to the unique needs of government entities. Beacon Pointe Solutions is committed to helping these agencies better serve the public by implementing cutting-edge technologies and streamlined processes. Their strategic approach ensures that government operations are not only…

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GM

Grau Motorsports, Inc

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My company is focused on auto related activities, especially in the auto racing industry. We have owned retail stores, repair shops, auto racing consulting, and marketing/partnership businesses. 

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Honor Finance

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Honor Finance is engaged in the acquisition and servicing of sales contracts on used automobiles. We understand that each car buying experience is unique and we evaluate every case individually. We work closely with select automobile dealerships to deliver the best car buying experience possible, utilizing an extensive research and interview process to qualify candidates on more than the industry-standard scorecard. At Honor Finance, we work hard to help you get the financing you deserve.

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American Freedom Assurance, Inc.

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AFA's senior management team has extensive expertise in the mortgage and title industry. Our combined 200 years experience affords AFA a thorough understanding of our clients' workflow and allows AFA to deliver exceptional customer service. Supported by our highly experienced, customer-focused staff, AFA is commited to providing real estate information, title products and settlement services which always exceeds expectations. We treat your customer as if they were our customer.

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Uncommon Wisdom Daily

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Uncommon Wisdom Daily is interested in connecting with lending and other capital providers as we continue to grow. Uncommon Wisdom launched March 2, 2009, and built a full team in 2013 and 2014 to build on our free daily investment e-newsletter published each morning before the U.S. markets open and after the market close. Uncommon Wisdom Daily covers the latest investing news and insights on the world‘s stock markets … precious metals … natural resources … currencies … bonds and interest rates.Uncommon Wisdom Daily provides an unbiased, objective analysis and commentary with unique…

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InterContinental Systems

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InterContinental Systems, Inc. (P) Ltd. is one of the leading aboutustechnology firms, delivering a diverse range of solutions and consulting services along with turnkey trading platform for the exchange market. We originally established ourselves as ‘Satyam Infosys’ in 2004.We started as a data digitizing and management solution provider for government and private organizations, aimed to assist businesses digitize their data for fast and secure data access and analysis.Over the course of time, we started building software for the financial industry. Leveraging on the expertise of our…

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Great Lakes Fund Solutions

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Great Lakes Fund Solutions is a transfer agent and fund administrator for Funds of Hedge Funds and Direct Participation Programs (DPPs), which include Managed Futures Funds, Oil and Gas Limited Partnerships, non-traded Real Estate Investment Trusts (REITs) and Leasing Partnerships. We provide unequaled investors-services support to funds that are distributed through RIA and retail brokerage channels. Our fund-sponsor clients require Great Lakes Fund Solutions’ operational and IT support to engage with large numbers of investors.

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GE Capital

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Commercial and industrial lendingCommercial leasing and consumer credit card, money marketsCommercial real estates financingCapital raising and investment

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Wizehire, Inc

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Wizehire is a growth-stage startup providing a hiring solution for SMBs through personalized software and coaching. Today our platform helps more than 18,000 SMBs find top talent. We are now expanding our offering to beyond the hire and help our clients deliver a world-class employee experience.

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Innovative Lease Services

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Founded in 1986, Innovative Lease Services, Inc. (ILS) is an established provider of small ticket ($5K - $150K) Commercial Equipment Financing and Working Capital solutions. The company’s primary market is the small to medium sized businesses in the US. The company is currently originating between $2-$5 Million per month in new applications.

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world business lenders

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we are a direct commercial lending company with an emphasis on collateral based lending. We underwrite the whole process, and each case is really case by case. We currently have 7 locations across america and we lend to all 50 states. We require very minimal paperwork to pre-approve clients. Only a filled out application and 6 months business bank statements is all that we require.

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The Souferian Group

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The Souferian Group is a premier, fully-integrated real estate development company renowned for its innovative approach and commitment to the highest standards of design and service. With a successful track record in acquisitions and developments, the company specializes in multi-family, office, mixed-use, retail, and residential properties. Founded and led by Behzad Souferian, the company is recognized for its unique vision, value-focused strategies, and successful project execution. The Souferian Group operates from its headquarters in Los Angeles, California, and is involved in various…

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bluebirdcapital

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Bluebird Capital Limited is an investment banking firm and licensed Issuing House incorporated in the Federal Republic of Nigeria. As an investment banking boutique and licensed Issuing House, Bluebird Capital currently provides an array of services in areas such as Corporate Finance and Financial Advisory, business consulting, capital sourcing and funds management , project management, as well as technology procurement, deployment and management.

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A.C. Advisory Inc

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A.C. Advisory, Inc., is a leading minority and woman owned financial advisory corporation that specializes in advising municipalities with raising capital in the financial markets and developing strategic financing plans.

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Rockpoint Funding LLC

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Rockpoint Legal Funding is a prominent pre-settlement and legal funding company based in El Segundo, California. Specializing in providing financial support to personal injury, employment, mass tort, and other clients, Rockpoint Legal Funding is recognized as a leading litigation finance company in California. The firm focuses on offering pre-settlement to plaintiffs involved in lawsuits, ensuring they have the necessary financial backing while awaiting settlement. With a commitment to transparency and efficiency, Rockpoint Legal Funding serves as a reliable partner for both personal injury…

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Coachware, Inc.

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Coachware is our industry leading performance support software solution that makes it easier for staff to do their jobs when working with business applications, completing business processes, or finding up-to-date information. Coachware is a basic resource that can enhance the productivity of all staff and customers, improve quality of service, and reduce costs. • Coachware enables its customers to quickly and easily document their procedures and best practices, and keep them up-to-date. With Coachware, it’s easy to keep information current and assure all staff is completing even complex…

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Copac Group

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COPAC ASSOCIATES GROUP is specialized in services to achieve a lasting increase of profitability and shareholder value. Based on many years of industry and consulting experience, our experts offer advisory services in the fields of Strategy Consulting, Mergers and Acquisitions, Corporate Finance, Risk Consulting, Restructuring and Reorganization. Interim Management will also be rendered, if this will result in a substantial increase in value. This service is rendered discretely and in a spirit of mutual confidence with management, owners, capital providers and supervisory boards.

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This member has no reported closed transactions.