Company Name

Industry

Location

Revenue

Employees

Crystal Lake Tax and Financial

Financial Services

United States, Illinois

$1B and Over

1-10

Targeted Wealth Solutions

Financial Services

United States, Oklahoma

$1B and Over

1-10

The Henderson Financial Group

Financial Services

United States, Florida

$1B and Over

1-10

JECohen & Co.

Investment Management

United States, Louisiana

$1B and Over

1-10

Keliher Real Estate

Financial Services

United States, Massachusetts

$1B and Over

1-10

ALNA Financial Group

Financial Services

United States, Virginia

$1B and Over

1-10

Ballast Point Financial Planning

Financial Services

United States, California

$1B and Over

1-10

Lighthouse Brokerage

Insurance

United States, California

$1B and Over

1-10

Strategic Wealth Advisors Network

Financial Services

United States, New York

$1B and Over

1-10

Fintech Sandbox

Financial Services

United States, Massachusetts

$1B and Over

1-10

U.S. Valuations Consulting

Financial Services

United States, New York

$1B and Over

1-10

Compass Financial Strategies

Financial Services

United States, Texas

$1B and Over

1-10

Kendall Financial

Financial Services

United States, Maryland

$1B and Over

1-10

Nucleation Capital

Venture Capital & Private Equity

United States, California

$1B and Over

1-10

Retiremax Insurance

Insurance

United States, Illinois

$1B and Over

1-10

Roper Insurance Services

Insurance

United States, North Carolina

$1B and Over

1-10

Alliance Holdings

Venture Capital & Private Equity

United States, Pennsylvania

$1B and Over

1-10

Bohley Advisory Services

Financial Services

United States, Pennsylvania

$1B and Over

1-10

Coda Capital

Venture Capital & Private Equity

United States, Illinois

$1B and Over

1-10

Home Base Mortgage Group

Financial Services

United States, Maine

$1B and Over

1-10