Company Name

Industry

Location

Revenue

Employees

Taylor Financial Group

Financial Services

United States, New Jersey

$10M to $25M

1-10

K&A Wealth Advisors

Financial Services

United States, Ohio

$10M to $25M

1-10

Advanced Wealth Management Group

Financial Services

United States, Minnesota

$10M to $25M

1-10

Triangle Lending Group

Financial Services

United States, North Carolina

$10M to $25M

1-10

Legacy Wealth

Financial Services

United States, Minnesota

$10M to $25M

1-10

SEC Compliance Solutions

Financial Services

United States, Oregon

$10M to $25M

1-10

Infinex Financial Group

Financial Services

United States, Connecticut

$10M to $25M

1-10

Trinity Fund Partners

Financial Services

United States, North Carolina

$10M to $25M

1-10

Sensi Solutions

Financial Services

United States, New Jersey

$10M to $25M

1-10

Benefit Management

Financial Services

United States, Nebraska

$10M to $25M

1-10

Iron Horse Wealth Strategies

Financial Services

United States, Florida

$10M to $25M

1-10

Havaplan Financial

Financial Services

United States, California

$10M to $25M

1-10

Midwest Textile Mfg

Financial Services

United States, Wisconsin

$10M to $25M

1-10

Foresight Wealth Management Llc

Financial Services

United States, Utah

$10M to $25M

1-10

The Knoble

Financial Services

United States, Georgia

$10M to $25M

1-10

Waterfront Financial Group

Financial Services

United States, Minnesota

$10M to $25M

1-10

Capital Pacific Group

Financial Services

United States, California

$10M to $25M

1-10

Fiduciary Financial Group

Financial Services

United States, California

$10M to $25M

1-10

Miller Advisors

Financial Services

United States, Washington

$10M to $25M

1-10

SwisherGroup

Financial Services

United States, Texas

$10M to $25M

1-10