Company Name

Industry

Location

Revenue

Employees

Cascade Guided Wealth

Financial Services

United States, Washington

$1B and Over

1-10

Greenspire Advisors Limited

Financial Services

United States, Wisconsin

$1B and Over

1-10

Playrs Holdings

Venture Capital & Private Equity

United States, New York

$1B and Over

1-10

United Brokers Group

Capital Markets

United States, Texas

$1B and Over

1-10

Financial works USA

Financial Services

United States, New York

$1B and Over

1-10

Bourke Wealth Management

Investment Management

United States, California

$1B and Over

1-10

Market Concepts LLC

Investment Management

United States, Virginia

$1B and Over

1-10

R3i Ventures

Venture Capital & Private Equity

United States, Illinois

$1B and Over

1-10

Permian Capital Management

Investment Management

United States, California

$1B and Over

1-10

Advisor Seekers

Financial Services

United States, Nebraska

$1B and Over

1-10

Customer Benefits Analytics

Insurance

United States, New Jersey

$1B and Over

1-10

UNDP

Financial Services

United States, New York

$1B and Over

1-10

NORTHERN VALLEY FEDERAL CREDIT UNION

Banking

United States, North Dakota

$1B and Over

1-10

Common Cause Capital

Financial Services

United States, California

$1B and Over

1-10

Unified Legacy Advisors

Financial Services

United States, Nebraska

$1B and Over

1-10

Hause Actuarial Solutions

Financial Services

United States, Kansas

$1B and Over

1-10

Broker House Mortgage

Financial Services

United States, Colorado

$1B and Over

1-10

Credit U

Banking

United States, Rhode Island

$1B and Over

1-10

Schmitt Wealth Advisers

Investment Management

United States, Ohio

$1B and Over

1-10

Williams Insurance Service

Insurance

United States, South Carolina

$1B and Over

1-10