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SA Capital Partners
Schaumburg, United States
11-50 Employees
-
Key takeaway
SA Capital Partners is a financial services firm that focuses on providing comprehensive solutions for mergers and acquisitions and capital raising specifically for lower middle market businesses. Their team of specialists is dedicated to making financial services accessible to every small business, ensuring they understand each client's unique needs.
Highlighted product
Core business
SA Capital Partners | About
SA Capital Partner’s financial services industry specialists provide comprehensive, integrated solutions to banking transactions. Our breadth of services and industry knowledge allow us to understand each client’s unique business needs.
TechnieCode
Deerfield, United States
11-50 Employees
-
Key takeaway
Techniecode offers a comprehensive suite of IT services specifically designed for mortgage companies, including loan origination software solutions and proactive IT support. Their focus on enhancing operational performance and lead generation directly contributes to increasing efficiency and ROI for financial services firms.
Highlighted product
Core business
Mortgage IT Services & Encompass Consulting | Techniecode
Hermann Financial Services
Milford, United States
1-10 Employees
1997
Key takeaway
The company is a full-service financial firm dedicated to helping clients achieve their financial goals through a comprehensive range of products and services for individuals and business owners. They emphasize creating and revisiting a holistic financial plan tailored to clients' needs.
Highlighted product
Service
Our Services
Transaction Insights
Tampa, United States
1-10 Employees
2018
Key takeaway
Transaction Insights offers financial services and insurance firms valuable tools to identify and navigate market changes, enhancing their strategic focus. With a strong foundation in market intelligence, the company equips clients with insights to build industry knowledge and adapt effectively.
Highlighted product
Core business
Transaction Insights - Financial Services and Payments
Transaction Insights provides financial services and insurance firms a unique and powerful way to identify and navigate the changes in your markets - helping you stay ahead and focus on what matters most.
Five Talents Advisory
West Des Moines, United States
1-10 Employees
-
Key takeaway
The company, Five Talents Financial Management Group, has a team of professionals with extensive experience in financial services, ready to guide clients through various life transitions. Their commitment to values and understanding of the financial environment underscores their expertise in the field.
Highlighted product
Core business
Home | Five Talents Financial Management Group
Secure Financial Group
Troy, United States
51-100 Employees
1997
Key takeaway
Secure Financial Group is dedicated to helping clients create and maintain wealth through effective financial management, offering a wide range of services including tax planning, preparation, and filing. Their comprehensive platform also includes investment advisory services and strategies to reduce tax liabilities, making them a valuable resource for individuals and businesses seeking financial stability.
Highlighted product
Product
Technology | secure financial
Fintech Bank
San Francisco, United States
1-10 Employees
-
Key takeaway
The company is dedicated to enhancing the financial health of everyday Americans by empowering money services businesses (MSBs) to provide higher value and lower cost financial services. They emphasize the need for a bank that understands the unique challenges and opportunities within the alternative financial service sector, aiming to broaden service offerings for MSBs and their customers.
Highlighted product
Core business
emp5 | Fintech Bank - Banking Money Service Businesses
Beverly Drive Financial
Beverly Hills, United States
1-10 Employees
-
Key takeaway
Beverly Drive Financial & Insurance Solutions is a prominent player in financial services, particularly in retirement planning and wealth management. With over 40 years of experience, they offer a range of services designed to enhance financial portfolios while prioritizing safety and guaranteed income.
Highlighted product
Core business
Financial Advisor in Los Angeles – Beverly Drive Financial Advisors – Financial Planning, Advisors, Wealth Management
ECN Legacy Advisors
Raleigh, United States
1-10 Employees
2010
Key takeaway
The company emphasizes its commitment to providing holistic, fee-based financial advising, focusing on ethical standards and client needs. Their services include investments, financial planning, and insurance, aimed at developing personalized strategies to help clients achieve their financial dreams.
Highlighted product
Service
Services
Access Softek
Berkeley, United States
251-500 Employees
1986
Key takeaway
Access Softek is a leader in financial technology development, offering a range of innovative solutions such as digital banking, online account opening, and automated investing. Their expertise in creating seamless integrations for financial services positions them as a key player in modernizing the banking experience.
Highlighted product
Core business
Digital Banking Software Provider | Top Fintech Software Companies - Access Softek
Access Softek, a digital banking provider of cutting edge software for financial services: mobile banking, online banking, lending and account opening.
Technologies which have been searched by others and may be interesting for you:
When exploring the Financial Services industry in the United States, several key considerations come into play. Regulatory compliance is paramount, as the industry is governed by a complex framework of federal and state laws, including regulations from the Securities and Exchange Commission (SEC) and the Federal Reserve. Understanding these regulations is crucial for any entity looking to operate within this space. Challenges such as market volatility, cybersecurity threats, and economic fluctuations can significantly impact financial institutions. However, opportunities abound in areas like fintech, which is revolutionizing how consumers access financial services. The competitive landscape is diverse, featuring traditional banks, credit unions, and a growing number of startups that leverage technology to provide innovative solutions. Environmental concerns are increasingly important, as both consumers and regulators prioritize sustainability. The financial sector is being urged to consider the environmental impact of their investments and operations, leading to a rise in green finance. Moreover, the global market relevance of U.S. financial services cannot be overstated, as American financial institutions play a pivotal role in international finance and trade. Being aware of these factors will provide a well-rounded perspective for anyone looking to engage with the Financial Services industry in the U.S.
Some interesting numbers and facts about your company results for Financial Services
| Country with most fitting companies | United States |
| Amount of fitting manufacturers | 559 |
| Amount of suitable service providers | 1286 |
| Average amount of employees | 1-10 |
| Oldest suiting company | 1986 |
| Youngest suiting company | 2018 |
Some interesting questions that has been asked about the results you have just received for Financial Services
What are related technologies to Financial Services?
Based on our calculations related technologies to Financial Services are Education, Engineering Services, IT & Technology Services, Healthcare Services, Consulting
Which industries are mostly working on Financial Services?
The most represented industries which are working in Financial Services are Finance and Insurance, Other, IT, Software and Services, Consulting, Real Estate
How does ensun find these Financial Services Companies?
ensun uses an advanced search and ranking system capable of sifting through millions of companies and hundreds of millions of products and services to identify suitable matches. This is achieved by leveraging cutting-edge technologies, including Artificial Intelligence.
