Company Name

Industry

Location

Revenue

Employees

PlanPerfect Retirement

Financial Services

United States, California

$1M to $5M

1-10

Stonewater Wealth Management

Financial Services

United States, Texas

$1M to $5M

1-10

A. Gary Shilling & Co.

Financial Services

United States, New Jersey

$1M to $5M

1-10

Cheval Capital

Financial Services

United States, Virginia

$1M to $5M

1-10

PayPossible

Financial Services

United States, New York

$1M to $5M

1-10

Quaker Wealth Management

Financial Services

United States, New Jersey

$1M to $5M

1-10

Rede Wealth ®

Financial Services

United States, Virginia

$1M to $5M

1-10

Upstate Capital Association of New York

Financial Services

United States, New York

$1M to $5M

1-10

Versant Funding

Financial Services

United States, Florida

$1M to $5M

1-10

AQS Asset Management

Financial Services

United States, Texas

$1M to $5M

1-10

CambridgeCommerce

Financial Services

United States, California

$1M to $5M

1-10

Progressive Payment Solutions

Financial Services

United States, New Jersey

$1M to $5M

1-10

Independence Financial Advisors

Financial Services

United States, New Hampshire

$1M to $5M

1-10

Financial Voyages

Financial Services

United States, Pennsylvania

$1M to $5M

1-10

HFM Investment Advisors

Financial Services

United States, New Jersey

$1M to $5M

1-10

Seeds

Financial Services

United States, New York

$1M to $5M

1-10

nFusion Solutions

Financial Services

United States, Minnesota

$1M to $5M

1-10

SmartCapital

Financial Services

United States, Colorado

$1M to $5M

1-10

Carter Financial

Financial Services

United States, California

$1M to $5M

1-10

ROI Financial Advisors

Financial Services

United States, Oregon

$1M to $5M

1-10