Company Name

Industry

Location

Revenue

Employees

TIIP - The Investment Integration Project

Financial Services

United States, New York

Under $1M

1-10

SavvyFi

Financial Services

United States, Tennessee

Under $1M

1-10

BlueIO

Venture Capital & Private Equity

United States, Massachusetts

Under $1M

1-10

Berman Adjusters

Insurance

United States, Massachusetts

Under $1M

1-10

Blossom Wealth Management

Financial Services

United States, California

Under $1M

1-10

Kane Company Wealth Management, PC

Financial Services

United States, Iowa

Under $1M

1-10

VALLEY AG INSURANCE AGENCY

Insurance

United States, California

Under $1M

1-10

Horizons Financial Group

Investment Management

United States, Alabama

Under $1M

1-10

Pleasant Street Wealth Advisors

Financial Services

United States, Connecticut

Under $1M

1-10

Amstead Insurance

Insurance

United States, Louisiana

Under $1M

1-10

Webster Investment Advisors

Investment Management

United States, Colorado

Under $1M

1-10

Robert Harrell Incorporated

Investment Management

United States, Texas

Under $1M

1-10

Price Capital

Investment Management

United States, Texas

Under $1M

1-10

TruFinancial

Financial Services

United States, California

Under $1M

1-10

California Community Banking Network

Banking

United States, California

Under $1M

1-10

Afore Capital

Venture Capital & Private Equity

United States, California

Under $1M

1-10

Radius Insurance Services

Insurance

United States, California

Under $1M

1-10

EMEX Benefit Systems

Insurance

United States, Minnesota

Under $1M

1-10

Great Point Wealth Advisors

Investment Management

United States, Massachusetts

Under $1M

1-10

FinTech Wealth Management

Investment Management

United States, New Jersey

Under $1M

1-10