Investment Advice

Companies with NAICS Code 523930

Back to Industries

Nav

nav.com

Fully distributed across the USA

This platform provides small business owners with tools to assess and improve their financial health. It offers access to various funding options, including business loans, credit cards, and banking services. The service aims to simplify the process of building business credit and understanding financial options, making it easier for businesses to secure necessary funding.

Financial services for small businesses.

Kitces.com

kitces.com

This platform serves as a comprehensive resource for financial advisors, offering educational content, webinars, and courses aimed at enhancing their knowledge and skills in financial planning. It provides tools and resources for both advisors and consumers, including a directory of financial technology, a catalog of continuing education credits, and insights into practice management. The site emphasizes the importance of ongoing education and community engagement within the financial advisory profession.

Financial Planning and Advisory Services

LEAF College Savings

leafsavings.com

San Francisco, California

This business provides a platform for purchasing gift cards that can be used to contribute to 529 college savings plans. It offers a selection tool to help users find suitable 529 plans and facilitates the transfer of funds into these accounts. The service aims to simplify the process of saving for education through gift cards, making it accessible for families and friends to contribute to a child's future education.

Financial Services focused on education savings.

LendEDU

lendedu.com

Charlotte, NC

This platform provides a comprehensive comparison of various financial products, including student loans, personal loans, insurance, mortgages, and home equity options. It aims to educate consumers on financial decisions by offering resources and tools to compare different financial services side-by-side, helping users to make informed choices based on their needs.

Financial Services

RateCity

ratecity.com.au

Australia

This website serves as a comprehensive financial comparison platform, allowing users to compare various financial products including home loans, personal loans, car loans, credit cards, savings accounts, and insurance. It provides tools such as calculators to help users assess their borrowing power and repayment options. The platform aims to empower consumers to make informed financial decisions by offering access to thousands of products from over 250 lenders and brands, along with curated content from finance experts.

Financial Services and Comparison

Mozo

mozo.com.au

Sydney, NSW

This platform provides comprehensive comparisons of various financial products, including home loans, savings accounts, credit cards, personal loans, insurance, and investment options. It serves as a resource for Australians seeking to save money by finding the best financial deals from over 200 brands. The website features expert reviews, guides, and tools to assist users in making informed financial decisions.

Financial services and comparison

BrightPlan

brightplan.com

This business provides a comprehensive financial wellness platform designed to assist employers in delivering financial health benefits to their employees. The solution includes a digital platform with personalized financial coaching, access to financial planners, and resources aimed at enhancing employee engagement and well-being. It focuses on attracting and retaining talent by offering tools that help employees manage their financial health effectively, thereby improving overall workplace satisfaction and productivity.

Financial Wellness and Employee Benefits

Monarch Money

monarchmoney.com

This platform provides a comprehensive financial management solution that allows users to track their accounts, optimize spending, analyze investments, and create financial plans. It supports collaboration between partners and financial advisors, offers advanced budgeting tools, and utilizes AI for transaction organization. Users can visualize their financial data through charts and reports, ensuring a clear understanding of their financial health. The service emphasizes security and user privacy, with no advertisements or data sales.

Financial Technology

Moneyedge

moneyedge.co.in

Mumbai, Maharashtra

This financial advisory firm specializes in managing financial portfolios for both individuals and institutions. They offer a diverse range of services including equity investments, mutual funds, fixed deposits, loans, portfolio management, and insurance. The firm emphasizes personalized financial solutions tailored to the unique objectives and aspirations of each client, aiming to enrich their lives while generating wealth. Established in 2010, they pride themselves on their responsible and reliable approach to navigating the financial landscape.

Financial Services

Monito

monito.com

Lausanne, Switzerland

This platform provides a comprehensive comparison service for international money transfers, allowing users to find the best providers based on fees and exchange rates. It features a real-time comparison engine that evaluates over 200 money transfer services, helping users save on transfer costs and avoid hidden fees. The service is designed for individuals looking to send money abroad efficiently and cost-effectively, with guides and reviews to assist in making informed decisions.

Financial Technology

myMoneySage

mymoneysage.in

India

This business operates as a registered investment adviser, providing unbiased and transparent financial advice to high-net-worth individuals (HNIs). It offers comprehensive wealth management and financial planning services, including cash flow planning, investment management across various asset classes, and goal-based planning. The firm emphasizes a fee-only model, ensuring no commissions and higher returns for clients. Its unique approach leverages behavioral science to deliver tailored investment strategies, focusing on direct equity and mutual funds to enhance client wealth.

Financial Services

MyVest

myvest.com

San Francisco, CA

This business offers a comprehensive enterprise wealth management platform designed to transform organizations in the financial services industry. It provides solutions for discretionary portfolio management and aims to simplify the complexities of managing multiple account programs. The platform is tailored for financial advisors and institutions, enhancing their ability to manage client wealth effectively in the digital age.

Financial Services

Nivesh Mitr

niveshmitr.com

Indore, Madhya Pradesh

This business provides personalized financial advisory services, focusing on investment management, retirement planning, wealth creation, and educational savings. It offers a paperless, secure platform for clients to build and manage their investment portfolios, with continuous monitoring and expert guidance. The service is designed to cater to individual financial goals and risk profiles, making investing simple and accessible for clients across India.

Financial Advisory and Investment Management

NriDealExpert

nridealexpert.com

This platform provides a comprehensive comparison service for Non-Resident Indians (NRIs) seeking financial products related to India. It allows users to compare various services such as bank accounts, home loans, money transfers, and investment options. The website serves as a marketplace for NRIs and Overseas Citizens of India (OCIs), helping them find the best financial solutions tailored to their needs. The platform features over 50 providers and has assisted more than 50,000 users in making informed financial decisions.

Financial Services for Non-Resident Indians (NRIs)

OctaveWealth

octavewealth.com

San Francisco, California

This business offers a flat-fee 401(k) service designed to help companies attract and retain talent by providing a comprehensive retirement plan. Their services include automated administration, employee education, and personalized investment options tailored to each employee's risk profile. They also act as fiduciaries, ensuring that investment decisions are made in the best interest of employees. The platform integrates seamlessly with payroll systems and offers a dedicated account manager for support.

Retirement plan administration and investment management.

AgentRisk

agentrisk.com

This business provides wealth management services specifically tailored for entrepreneurs, utilizing advanced investment strategies and a personalized approach. They focus on delivering high returns through fully quantitative portfolios and option strategies, while also integrating modern financial technologies such as cryptocurrencies and NFTs. The company aims to cater to DIY investors without high minimum account requirements, making their services accessible to a broader audience.

Wealth Management and Financial Services

Anupam Wealth Advisors

anupamwealth.com

India

This business provides a range of financial services including mutual funds, fixed deposits, loans, and stock broking. It offers tools for systematic investment planning (SIP), retirement planning, and child education planning, along with calculators to help clients assess their financial needs. The target market includes individuals looking to invest and manage their wealth effectively, with a focus on mutual fund investments and financial planning solutions.

Financial Services

Trim

asktrim.com

This service helps users save money by automating the management of their finances. It analyzes users' transactions to identify recurring subscriptions and offers insights to reduce unnecessary expenses. The platform has saved its users over $86 million and is designed to be user-friendly, accessible via both mobile and desktop devices. It emphasizes security with features like SSL encryption and two-factor authentication.

Personal finance management and savings automation.

TIAA

tiaa.org

New York, NY

This organization provides a range of financial services focused on retirement planning, including annuities, investment solutions, and financial advice. It aims to help individuals secure their financial future through various retirement products such as IRAs, personal annuities, and guaranteed lifetime income options. The target market includes individuals planning for retirement, employers offering retirement plans, and institutional investors. The business model emphasizes responsible investing and customer-centric financial education.

Financial Services

The Motley Fool

fool.com

Alexandria, Virginia

This financial services company provides investing insights and personal finance advice, aiming to help individuals achieve financial independence. It offers a variety of services including premium stock recommendations, market analysis, educational resources on investing, and personal finance tools. The company targets individual investors looking for guidance in stock market investments and personal finance management.

Financial Services