TOP 30 Business funding in City of Industry, California

232 results found

Altamont Capital Partners is a finance institution located at 400 Hamilton Avenue in Palo Alto, California, United States. As a private equity firm, Altamont Capital Partners specializes in investing in middle-market companies across a variety of industries. With a focus on strategic partnerships and growth-oriented investments, Altamont Capital Partners works closely with management teams to drive operational improvements and create long-term value. Their experienced team of professionals brings a wealth of knowledge and expertise to each investment opportunity, making them a trusted partner for businesses seeking capital and strategic guidance.

The VC/PE Team at Morgan Stanley is a leading finance institution located at 1333 North California Boulevard in Walnut Creek, California. Specializing in venture capital and private equity investments, our team of experienced professionals provides expert financial advice and strategic guidance to clients looking to grow and expand their businesses. With a strong track record of successful investments and a commitment to delivering exceptional results, the VC/PE Team at Morgan Stanley is a trusted partner for companies seeking to achieve their financial goals.

Merrill Lynch Financial Advisor Michelle L Massey, located at 4900 Hopyard Road in Pleasanton, California, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Michelle and her team provide wealth management services to corporate executives and their families, specializing in corporate benefit programs. Michelle is dedicated to serving her community through volunteering and is committed to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Michelle can help clients create personalized financial plans centered on their goals. By understanding each client's unique situation and priorities, Michelle can provide tailored advice and guidance to help clients pursue their most important goals. Whether planning for retirement, buying a home, or funding a child's education, Michelle works with clients to address changes in their lives and the financial markets to help them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Michelle is committed to helping clients navigate the complexities of their financial lives and build customized investment approaches to pursue their goals. Michelle Massey is registered to do business in several states and holds certifications as an Accredited Asset Management Specialist™ and Certified Financial Planner™. Investing involves risk, but with the right advisor like Michelle Massey, clients can access personalized investment strategies and comprehensive financial solutions to live their best financial lives.

Merrill Lynch Financial Advisor Shad Roundy is a seasoned financial advisor with over 10 years of experience in the industry. Starting his career in Honolulu, Shad has managed branches in Hawaii and California before joining Merrill Lynch Wealth Management in 2021. Located at 3255 West March Lane in Stockton, California, Shad serves clients across the San Francisco East Bay area, the Central Valley, and Hawaii. As a Senior Financial Advisor, Shad offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. He believes in building a strong relationship with clients, understanding their needs and aspirations to create a tailored financial approach. By utilizing the Investment Personality Assessment, Shad can refine your investing preferences and develop a customized strategy to help you reach your financial goals.

Sierra Shore Financial, located at 500 Cypress Street, Pismo Beach, California, is a Registered Investment Advisor firm dedicated to providing responsive service and innovative solutions through quality vendors. With over 25 years of experience in the insurance and financial services industry, Mr. Hollett, the owner of Sierra Shore Financial, focuses on individual financial planning and employee benefit programs for small to medium size businesses. The institution offers services such as risk management tools, estate planning, college funding plans, IRAs, and 401ks to help families prepare for various life events. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Additional advisory services are offered through Sierra Shore Financial (SSF). Mr. Hollett is also a licensed life, health, & variable securities agent in California. Clients residing in states where services may legally be offered can benefit from the institution's expertise in investment decisions. It is important to note that Sierra Shore Financial, Independent Financial Group, LLC, and their affiliates do not provide tax and legal advice. Links provided on the website are for informational purposes only and do not constitute an endorsement or recommendation. Clients can check the background of the firm on FINRA's BrokerCheck.

Friends Podcast also provides valuable insights from industry experts and successful founders. With Kruze Consulting, your startup will have access to industry-specific expertise in accounting, finance, tax, and more. Our team of experienced professionals is dedicated to helping startups navigate the complexities of financial management, fundraising, and compliance. Trust Kruze Consulting to provide the support and guidance your startup needs to succeed in today's competitive market. Contact us today for a consultation and see how we can help your startup thrive."

Merrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.

Miners Mills, Inc. is a finance institution located in Los Angeles, California. Led by Economist, Consulting CFO & Strategic Analyst, they offer financial consulting services to a variety of industries including technology, media, consumer products, real estate, and professional services. With a focus on innovation, Miners Mills helps entrepreneurial ventures in Los Angeles and beyond navigate the complexities of the financial world. Contact them at (323) 481-6297 or email dave@minersmills.com for more information.

Unique Investment Corps is a premier financial institution located in Huntington Beach, California. Our ATM services provide convenient access to cash for our clients. As a trusted name in the finance industry, we offer a wide range of investment opportunities and financial services to help our clients achieve their financial goals. Visit us at 7028 Kearny Drive to experience the unique and innovative approach to investing and financial management.

Wells Fargo Advisors is a leading financial institution located at 520 Newport Center Drive in Newport Beach, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Wells Fargo Advisors is dedicated to helping you succeed.

EarthSign Financial Inc, located at 410 West Main Street in Alhambra, California, is a finance institution that specializes in helping merchants and software companies accept credit card and digital wallet payments securely and simply. Our services include merchant and marketplace processing to cover all payment acceptance needs, both online and in-store. We offer consultation and support for companies in the payment industry, including Virtual Banking Accounts, Payfacs, and Integrated Software Vendors. With fast funding, no minimum credit score requirements, and acceptance of all industries, our merchant account solutions can grow with your business. We have strong partnerships with industry leaders such as CardConnect Corp, WorldPay, and Citcon USA LLC, enabling us to offer customizable and secure credit card and digital wallet acceptance solutions for both online and in-store transactions. Additionally, we provide high-risk merchant accounts for industries such as Exchange, MLM, Gaming, Guns, and Hospitality.

Merrill Lynch Financial Advisor Neil R Kessel is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Neil prides himself on building lasting relationships based on trust, loyalty, and delivering concierge level service. He works closely with individuals, families, business owners, and executives to create personalized wealth management strategies. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Neil helps clients reach their financial goals. Neil, a Senior Vice President and Senior Financial Advisor, has been with Merrill since 1995. He holds various FINRA registrations and is dedicated to providing a high level of service to his clients. Neil's philosophy is centered around personalized strategies tailored to each client's unique needs and goals. He believes in simplifying the complexities of investing and wealth planning to help clients achieve their financial objectives.

Merrill Lynch Financial Advisor Jonathan Chang is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. They are known for their exemplary client service and have been featured in Forbes rankings such as "Best-in-State Wealth Management Teams" and "Best-in-State Next-Generation Wealth Advisors". The team at Merrill Lynch Wealth Management, led by Jonathan Chang, focuses on personalized financial planning tailored to each client's goals and priorities. They offer services such as Merrill Personal Wealth Analysis™ to build a personalized plan centered on the client's aspirations. With access to the global resources of Merrill and Bank of America, the team is committed to building strong client relationships based on trust and personalized service.

Fisher Investments, located at 20 Pacifica in Irvine, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works with you to create a personalized investment portfolio to help you reach your financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, we offer valuable insights and resources on popular market topics. Our diverse group of institutional clients includes pension funds, governments, foundations, and endowments. Visit our Irvine office for personalized wealth management services and see how your company's 401(k) compares to industry peers. Please note that investing in securities carries a risk of loss, and past performance is not indicative of future returns. Keep up with the constantly changing market landscape with our expert articles and resources.

Boyer Financial Services Inc, located at 4063 Birch Street in Newport Beach, California, is a finance institution that prioritizes the well-being of its clients above all else. With a personalized approach to financial planning and investment management, Boyer Financial Services aims to guide individuals towards achieving their financial goals. As a family-owned firm founded by former athletes, the institution values integrity, preparation, and execution in all aspects of business. With over 40 years of combined experience, the team at Boyer Financial Services offers a wide range of financial planning services, including retirement, estate, tax, insurance, business, and education planning. Partnered with LPL Financial, the institution provides clients with access to leading technology and expertise in the financial services industry. Through a 3-pillar approach to wealth management, Boyer Financial Services ensures that clients' needs are always put first, regardless of market fluctuations. With a focus on personalized solutions and a commitment to client success, Boyer Financial Services is dedicated to helping individuals achieve financial well-being and security.

Partners Capital Group Inc. is a leading finance institution located at 201 Sandpointe Avenue, Santa Ana, California, United States. Specializing in equipment financing, Partners Capital has a wealth of experience in all business sectors and works with businesses and equipment vendors nationwide. They offer custom tailored financing programs with competitive rates and quick funding to help customers maximize profits and reduce expenses. As a diversified financial services company, Partners Capital Group provides customized approaches to meet the unique needs of manufacturers, distributors, and end-users in various industries and markets. They understand that financing pays for itself, allowing businesses to invest in appreciating profit-making assets while retaining liquid capital. Loans are arranged or made pursuant to a California Finance Lenders License.

Dynasty Consulting Group is a finance institution located at 1855 Chicago Avenue, Riverside, California, United States. Our top priority is creating a client for life, and we are uniquely partnered to fully service all of our clients and their generations to come. We understand the importance of peace of mind for our families, and have partnered with strategic partners to cater to all their needs in one turnkey system. Our investment planning is tailored to current needs and adjusted for future goals. We also help our clients understand their personal finances by implementing debt elimination programs, creating budgeting programs, and tailoring investments for the present and the future. Building your dynasty starts with this plan.

ET Clover is a vibrant institution located at 3615 Main Street in Riverside, California. Our mission is to provide top-notch education and training programs to help individuals excel in their chosen fields. With a team of experienced and dedicated instructors, state-of-the-art facilities, and a supportive learning environment, ET Clover is the perfect place to kickstart your career. Whether you're looking to enhance your skills, explore new career paths, or simply pursue your passion, ET Clover has something to offer for everyone. Join us today and unlock your full potential!

UNIFINA Capital Partners, located at 3033 Fifth Avenue in San Diego, California, is a trusted financial institution that specializes in structuring companies for initial public listings and financing operational expansions. With a focus on building strong personal relationships with investors and customers, UNIFINA serves as an expert partner in all financial matters, helping clients develop and implement customized plans based on their specific needs. With a reputation for excellence in the industry, UNIFINA invests in businesses and assets with untapped intrinsic value, providing capital, strategic guidance, and management expertise to drive sustainable growth and profitability. The institution also assists clients in navigating the public listing process or preparing for sale in private or public markets.

First Look Approval is a finance institution located at 9089 Clairemont Mesa Boulevard in San Diego, California, United States. Our institution specializes in providing instant credit decisions and financing offers to customers through our lender, HelpCard. With our simple credit application process, customers can receive a decision in seconds and sign loan documents electronically with just a click. Within 72 hours, funds are ACH'd into the customer's or business's bank account. Our finance program is available to businesses in all industries, and we offer specific programs tailored to different sectors. Interested in seeing a demo of our program? Visit our website to watch a quick video demo and learn how easy our program is to use.

Integrity Financial Group, located at 5726 Lonetree Boulevard in Rocklin, California, has been providing financial planning services since 1992. Cody Olson, a highly experienced expert in the industry, aims to assist businesses, employers, and individual investors in achieving their financial goals with quality service. With a background in varsity wrestling and a degree from the University of Nebraska, Cody offers unbiased advice to educate clients on various financial concepts such as investing, insurance, retirement, estate planning, and wealth preservation. He works with integrity and focuses on his clients' best interests.

Allworth Financial is a leading financial institution located at 985 Sun City Lane in Lincoln, California. As a trusted advisor in the finance industry, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking for retirement planning, investment management, or estate planning, Allworth Financial is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can assist you in securing your financial future.

Lighthouse Strategic Advisors is a leading finance institution located at 735 University Avenue in Sacramento, California. We offer expert financial advisory services to help individuals and businesses navigate complex financial decisions and achieve their goals. Our team of experienced advisors provides personalized guidance and strategic solutions tailored to each client's unique needs. Trust Lighthouse Strategic Advisors to be your beacon of light in the world of finance.

The NiVACK Group is a leading institution located at 6200 Rutherford Canyon Road in Loomis, California, United States. We are dedicated to providing top-notch services in the fields of education, research, and consulting. Our team of experts is committed to delivering innovative solutions and cutting-edge strategies to help our clients achieve their goals. With a focus on excellence and professionalism, The NiVACK Group is your trusted partner for success.

Craftsman Republic is a general contractor institution located at 2601 Main Street, Irvine, California, United States. We are dedicated to supporting the needs of fellow Craftsmen in the Installed-Sales Industry. Our network provides access to paid Workorders in over 30 trades to more than 100,000 Craftsmen. We do not sell leads, only real, pre-paid Workorders. Craftsman Republic has developed the innovative Buy It Installed Button technology, allowing consumers to purchase products with installation included. This ensures that installations are funded upfront, guaranteeing Craftsmen receive paid Workorders. Once Workorders are completed, funds are released to Craftsmen within a business day through direct deposit or PayPal.

KCC, located at 2335 Alaska Avenue in El Segundo, California, is a finance institution that sets a higher standard for the industry. They prioritize client needs and provide professional-level service, industry expertise, and innovative technology solutions. KCC has earned national and industry recognition for their services, leadership, and innovative business model. They specialize in Class Action, Corporate Restructuring, Trustee & Fiduciary Services, and Mass Tort cases. KCC has been appointed as the administration expert for some of the largest cases, bringing unrivaled knowledge and experience to their work. They prioritize privacy and security, ensuring data integrity and protection. KCC takes a hands-on approach from the beginning of each new matter and uses advanced technology to drive efficiency and best practices. GCP Capital, associated with KCC, manages North American private equity funds that have invested over $1.3 billion in approximately 60 portfolio companies. Their realized investments have generated over $2.5 billion in proceeds, with fourteen portfolio companies going public after GCP's investment. GCP primarily invests in tech-enabled business services and financial services/technology industries, making controlling or influential minority investments of $10 to $50 million in companies with enterprise values of $25 to $250 million.

THK Group - Morgan Stanley is a prominent finance institution located at 1901 Main Street in Irvine, California, United States. As a part of the esteemed Morgan Stanley network, THK Group offers a wide range of financial services to individuals, businesses, and institutions. With a strong reputation for excellence and expertise in the financial industry, THK Group - Morgan Stanley is dedicated to providing top-notch financial solutions and investment strategies to help clients achieve their goals and secure their financial future.

PATHFINDER StatArb is a finance institution located at 151 Sycamore Avenue in Mill Valley, California. Specializing in a sophisticated statistical arbitrage strategy, the institution blends deep knowledge in science and engineering with years of investing experience to focus on providing investors and advisors with a unique investment opportunity. The StatArb strategy is quantitatively complex and computationally heavy, designed to exploit market inefficiencies. As a beta-neutral alternative investment, it offers low volatility and minimal correlation with the broad market, making it suitable for sophisticated investors and financial advisors.

Logistixs Partners is a finance institution located at 527 Lighthouse Drive in Vallejo, California, United States. We specialize in providing comprehensive financial services and solutions for businesses in the logistics industry. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their profitability. Whether you need assistance with funding for expansion, managing cash flow, or optimizing your supply chain, Logistixs Partners is here to help. Contact us today to learn more about how we can support your business.

William V Caddick Jr is a trusted financial advisor at Ameriprise Financial Services, LLC located at 3825 Hopyard Road in Pleasanton, California. With years of experience in the finance industry, William provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to retire comfortably, save for your children's education, or grow your wealth, William V Caddick Jr can help create a customized financial plan tailored to your needs. Contact him today to start securing your financial future.