Money &amp; Insurance

Security Bank is a commercial banking institution offering a range of financial products and services including deposits, loans, and other banking solutions.

CI Direct Investing

cidirectinvesting.com

3.5

CI Direct Investing is an online investment platform that provides professional investment advice for managing impact and ETF portfolios.

Investments & Wealth0 reviews

Truxton Trust

truxtontrust.com

Truxton Trust provides personalized wealth management, private banking, and investment services to individuals, families, and institutions.

Pima Federal Credit Union

pimafederal.org

Pima Federal Credit Union is a member-owned financial cooperative offering banking services to its members.

Farm Bureau Bank

farmbureaubank.com

Farm Bureau Bank is a banking institution that provides financial services tailored to Farm Bureau members across the United States.

Equity Trust Company

trustetc.com

Equity Trust Company is a custodian that helps individuals and small businesses manage self-directed retirement accounts, including IRAs and 401(k)s, with investment options ranging from real estate to alternative assets.

smallcase

smallcase.com

India's largest model portfolios platform that offers curated stock and ETF portfolios created by investment experts.

Forge Global

forgeglobal.com

Forge Global is a financial services platform that facilitates trading and investment in private company securities, providing access to pre-IPO markets.

FloQast

floqast.com

Accounting & Tax0 reviews

FloQast provides an accounting platform for managing the global month-end close, with collaboration and tracking to improve speed and accuracy on a single platform.

SIGNAL IDUNA

signal-iduna.de

SIGNAL IDUNA is a German insurance and financial services group offering a range of insurance and finance products for over 100 years.

NerdWallet is a personal finance platform that provides research, comparisons, and recommendations to help consumers find the right financial products such as credit cards, loans, insurance, and banking services.

Quicken

quicken.com

Accounting & Tax0 reviews

Quicken provides personal finance management software that helps users with budgeting, investment tracking, business bookkeeping, and overall financial planning.

Prospera Credit Union

myprospera.com

Prospera Credit Union is a financial cooperative serving the Fox Valley and Oshkosh areas of Wisconsin, offering banking and financial services to its members.

Republic

republic.co

Republic is an investment platform that allows individuals to invest in startups, real estate, crypto, and other alternative assets.

Accion

accion.org

Accion is a global nonprofit organization dedicated to building inclusive financial systems by developing innovative and responsible financial solutions for underserved populations.

CoinJar

secure.coinjar.com

CoinJar is a digital currency platform that allows users to buy, sell, and manage bitcoin and other cryptocurrencies.

Payhawk

payhawk.com

Payhawk offers a spend management platform connected to corporate credit cards, with automated reporting and real-time reconciliation.

Interactive Advisors

covestor.com

Interactive Advisors is an online investment platform that provides low-cost access to a diverse selection of portfolios, enabling clients and portfolio managers to participate in transparent online investing.

Security Plus Federal Credit Union

securityplusfcu.org

A federal credit union providing banking and financial services to its members.

StockBrokers.com

stockbrokers.com

An online resource that provides reviews, ratings, and comparisons of online stock brokers to help investors find the best brokerage for their needs.

ATFX

atfxtrade.com

ATFX is an online forex and CFD trading broker offering financial trading services to retail and institutional clients.

FP Surveying

fpsurveying.co.uk

RICS-accredited surveyors providing property surveys including HomeBuyer Reports and other surveying services in the UK.

PensionBee is an online pension consolidation and management platform that helps customers combine and manage their retirement savings, with over $7 billion in assets under management.

Phillip Capital

phillipcapital.com

Phillip Capital is a broker dealer and futures commission merchant (FCM) providing global market access with clearing and execution services across North America, Europe, and Asia.