Company Name

Industry

Location

Revenue

Employees

EDGe Business Planning

Financial Services

United States, Virginia

Under $1M

1-10

Shamballa Centre

Financial Services

United States, Washington

Under $1M

1-10

The Tradexchange

Financial Services

United States, Connecticut

Under $1M

1-10

KJ Financial

Financial Services

United States, Missouri

Under $1M

1-10

Great Lakes Financial Services Group

Financial Services

United States, Michigan

Under $1M

1-10

Snow Financial Group

Financial Services

United States, Texas

Under $1M

1-10

RBI Advisors

Financial Services

United States, Georgia

Under $1M

1-10

Buchanan Capital

Financial Services

United States, Kentucky

Under $1M

1-10

JRS Wealth Management

Financial Services

United States, Arizona

Under $1M

1-10

The DeMinno CPA Firm, PC

Financial Services

United States, New York

Under $1M

1-10

Pacifica Capital

Financial Services

United States, California

Under $1M

1-10

Payment Automation Network

Financial Services

United States, Oregon

Under $1M

1-10

Bellevue Asset Management WA-

Financial Services

United States, Washington

Under $1M

1-10

Caridia Capital

Financial Services

United States, New York

Under $1M

1-10

Aycock Wealth Management

Financial Services

United States, Tennessee

Under $1M

1-10

Harnett Investment Advisers

Financial Services

United States, California

Under $1M

1-10

Sapphire Wealth Planning

Financial Services

United States, Kansas

Under $1M

1-10

FINANCE AND ADMINISTRATION ROUNDTABLE

Financial Services

United States, District of Columbia

Under $1M

1-10

Simplis®

Financial Services

United States, Utah

Under $1M

1-10

Hart & Hart Financial Services

Financial Services

United States, Florida

Under $1M

1-10