Financial management software in California
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Utopia Property Management | Pleasanton, CA
● OpenUtopia Property Management is a full-service real estate agency located in Pleasanton, California. With over 25 years of experience, our expert team provides professional management services for all rental property needs. We focus on creating and maintaining the financial success of your property while freeing you from day-to-day management tasks. Our goal is to ensure that your properties and tenants receive the care they deserve. At Utopia, we offer competitive rates and a range of services, including thorough tenant screening, maintenance, rent collection, and marketing. We have a proven track record of placing qualified tenants in your properties quickly and efficiently. Our online portal provides easy access to both tenants and owners for account management and information.
4695 Chabot Dr Suite 200, Pleasanton, CA 94588, United States -
Opes Wealth Management
● ClosedOpes Wealth Management is a finance institution located at 535 Middlefield Road, Menlo Park, California, United States. Our team of experts specializes in guiding individuals through complex financial scenarios to help them achieve peace, stability, and confidence in their financial futures. We understand that money is a complex medium that can impact the quality of our lives, which is why we take a personalized approach to wealth management. Our approach involves learning your unique story and needs so that we can effectively guide you towards your financial goals. Through our proprietary software, Opes Advantage, we analyze the impact of decisions on your financial future over time. We also incorporate tax strategies, real estate management, and investment portfolio construction to maximize risk-adjusted returns for our clients.
535 Middlefield Rd Suite 160, Menlo Park, CA 94025, United States -
RHS Financial
● ClosedRHS Financial is a finance institution located at 4171 24th Street, San Francisco, California, United States. Our mission is to help tech professionals maximize equity, minimize taxes, and optimize wealth. We use three pillars to bridge the gap between the wealth our clients have and the wealth they deserve. Our operating system focuses on mastering equity compensation, providing transparency in investment management, and understanding the unique needs of each client.
4171 24th St # 101, San Francisco, CA 94114, United States -
Empaxis Data Management, Inc.
● ClosedEmpaxis Data Management, Inc. is a finance institution located at 1730 East Holly Avenue in El Segundo, California, United States. Specializing in hassle-free investment operations that deliver real results, we are experts in operations, accounting, and technology for investment managers worldwide. Our custom-built solutions increase operating efficiency, reduce costs, and provide superior service to our clients. With a dedicated team of middle- and back-office experts, we offer extraordinary service and support based on our knowledge of investment operations and understanding of global capital markets. Headquartered in California with operating centers in India, we utilize follow-the-sun workflows to meet our clients' needs at any hour.
1730 E Holly Ave, El Segundo, CA 90245, United States -
EarthSign Financial Inc
● ClosedEarthSign 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.
410 W Main St UNIT 210, Alhambra, CA 91801, United States -
Finish Strong Financial Services
● ClosedFinish Strong Financial Services is a finance institution located at 14748 Pipeline Avenue in Chino Hills, California, United States. We are dedicated to helping you achieve the retirement you have always dreamed of. Our team provides the tools and information necessary for you to live the life you envisioned at the start of your journey. Whether you hope to travel the country, spend time with your grandchildren, or start a ministry, we are here to guide you through the financial aspects of your dreams and aspirations. At Finish Strong Financial Services, we believe that dreams are worth protecting. With proper planning, there should be no compromise in the quality of your retirement. Our mission is to help you clarify your vision, values, and create a roadmap to navigate the journey. We want to help you live your dream to its fullest and ensure that you finish strong with faith, confidence, and clarity.
14748 Pipeline Ave Suite G, Chino Hills, CA 91709, United States -
Enumerate Financial Services
● ClosedEnumerate Financial Services is a premier institution located at 27281 Las Ramblas, Mission Viejo, California, United States. Specializing in accounting and finance, we offer software and services tailored to the unique needs of HOAs and community associations. Our suite of tools is designed to automate and scale your most important tasks, allowing you to focus on what matters most. With an easy-to-use solution, Enumerate makes community management painless and efficient. Our dashboard provides a comprehensive view of all board member and homeowner communications, along with a simple online payment tool. Streamline operations, track performance, and provide seamless communication to residents and boards.
27281 Las Ramblas, Mission Viejo, CA 92691, United States -
Pam's Financial Solutions
● ClosedPam's Financial Solutions, located at 9245 Laguna Springs Drive in Elk Grove, California, offers cloud-based virtual accounting solutions to small and medium sized companies in the Sacramento and Bay Area regions of Northern California. As a virtual financial solutions provider, PFS specializes in customized financial services including accounting, bookkeeping, financial reporting, management consulting, software integrations, and staff training. With a focus on utilizing cloud-based software tools for greater efficiency and workflow, PFS aims to provide the highest level of financial consulting to help businesses work smarter and faster. QuickBooks, one of the products offered by PFS, provides all the necessary tools for invoicing, bill payment, mobile payments, expense tracking, and tax preparation. Choose Pam's Financial Solutions for all your accounting and finance needs.
9245 Laguna Springs Dr #200, Elk Grove, CA 95758, United States -
SHANE FINANCIAL CPA FIRM
● ClosedShane Financial CPA Firm is a leading accounting and finance institution located at 24011 Ventura Boulevard in Calabasas, California, United States. Our team of experienced certified public accountants provides a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. With a commitment to excellence and personalized service, Shane Financial CPA Firm is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
24011 Ventura Blvd UNIT 200, Calabasas, CA 91302, United States -
Everest Management Corp
● ClosedEverest Management Corp, located in Cupertino, California, is a finance institution that serves as a caretaker for all your wealth-related needs. Similar to a primary care physician for health, we work in partnership with our clients to provide holistic financial guidance. Our team of financial professionals is committed to bringing the knowledge, empathy, and integrity needed to serve you. We specialize in working with ultra-wealthy families, offering customized solutions for investing, legacy planning, taxation, and philanthropy. Our clients often have complex financial situations, with high concentrations of assets, and a desire to impact society positively through philanthropy.
10080 N. Wolfe Rd, 100 Suite SW3, Cupertino, CA 95014, United States -
Hathaway Financial LLC
● OpenHathaway Financial LLC is a finance institution located at 6450 Almaden Expressway in San Jose, California, United States. Founded with a passion for helping people invest wisely, plan for the long term, and retire comfortably, Hathaway Financial is a fiduciary and fee-only Registered Investment Advisor. Unlike many financial advisors, Hathaway Financial does not receive kick-backs from funds or institutions where your money is invested. The institution offers comprehensive advice, planning, and no conflicts of interest. Hathaway Financial provides access to sophisticated software for tracking cash flows and investment analysis, without charging extra for financial planning. The institution builds diversified, tax-efficient portfolios for long-term success, using index funds from reputable firms like Schwab, Vanguard, and BlackRock. With a transparent fee structure and real-time consultation, Hathaway Financial ensures that its interests are aligned with yours.
6450 Almaden Expy, San Jose, CA 95120, United States -
Jason Barney, ChFC, EA Wealth Alliance Tax & Financial Services, LLC
● ClosedJason Barney, ChFC, EA Wealth Alliance Tax & Financial Services, LLC is a finance institution located at 1870 Cordell Court, El Cajon, California, United States. We offer personalized investment guidance tailored to each client's unique goals, helping them shift their focus from managing money to living their best life. Our team of qualified professionals provides friendly and personal assistance with all financial matters. As a Registered Investment Advisor and through Independent Financial Group's Broker Dealer, we offer fee and commission-based wealth management and planning services. Clients can enjoy superior service and access to proprietary financial planning software. Our team members, including native South African Kevin and investment analyst Michael, are dedicated to helping clients achieve their financial goals. Contact us today to speak with one of our financial advisers and learn more about our services.
1870 Cordell Ct #106, El Cajon, CA 92020, United States -
Accounting Software
● OpenThe Accounting Software institution located at 5444 Noyack Way in Sacramento, California, offers a range of cutting-edge accounting and finance software solutions to help businesses manage their financial data efficiently. Our software is designed to simplify complex accounting processes, improve accuracy, and increase productivity. Whether you are a small business owner or a large corporation, our team of experts is dedicated to providing you with the tools and support you need to streamline your financial operations. Visit us today to discover how our accounting software can help take your business to the next level.
5444 Noyack Way, Sacramento, CA 95835, United States -
J Parilli & Company
● ClosedJ Parilli & Company is a reputable institution located at 13500 U.S. 101 in Hopland, California, United States. With a strong focus on providing top-notch services to its clients, this institution offers a wide range of professional services to cater to various needs. Whether you are looking for financial advice, legal assistance, or business consulting, J Parilli & Company has a team of experienced professionals ready to help. Their commitment to excellence and customer satisfaction sets them apart from other institutions in the area. Visit J Parilli & Company today and experience the difference for yourself.
13500 US-101 suite h, Hopland, CA 95449, United States -
Dealerworks
● ClosedDealerworks is a reputable car repair and store located at 3304 Luyung Drive in Rancho Cordova, California. Our experienced technicians are dedicated to providing top-notch service for all your automotive needs. Whether you need routine maintenance, repairs, or parts, Dealerworks has you covered. Visit us today and experience the quality service and expertise that sets us apart from the rest.
3304 Luyung Dr, Rancho Cordova, CA 95742, United States -
Perr&Knight
● OpenPerr&Knight is a finance and insurance agency located at 401 Wilshire Boulevard in Santa Monica, California, United States. Since 1994, Perr&Knight has been providing integrated actuarial consulting and insurance operations solutions to insurance entities of all sizes. Their services include actuarial, compliance, and technology services delivered at the highest quality and scale. Perr&Knight's expertise has helped clients reduce costs, improve compliance, and gain a competitive edge in the market. They offer data-driven insights, predictive analytics tools, and customized insurance product development to help businesses make smarter decisions and stay ahead of the competition.
401 Wilshire Blvd #300, Santa Monica, CA 90401, United States -
City National Bank ATM
● OpenCity National Bank ATM is located at 20 Pacifica in Irvine, California, United States. As a part of City National Bank, we prioritize helping our clients, colleagues, and communities flourish since our founding in 1954. Our experienced Relationship Managers are available for appointments to provide personalized financial services. In addition to traditional banking services, we offer wealth management, brokerage, leasing services, and software solutions. Our commitment to diversity, equity, and inclusion in the workplace sets us apart. Choose City National Bank for a client-first approach and custom-fit solutions that help you thrive. We are a subsidiary of Royal Bank of Canada, one of the world's largest banks. Visit us today for a personalized banking experience you can trust.
20 Pacifica, Irvine, CA 92618, United States -
ScImage Inc
● ClosedScImage Inc, located at 4916 El Camino Real in Los Altos, California, is a leading institution in the health and store industry. Specializing in intelligent, scalable, Cloud-centric platform solutions, ScImage offers PICOM365, an end-to-end diagnostic imaging workflow system for all disciplines. This platform provides anytime, anywhere access to all diagnostic imaging workflows from all modalities and devices, with flexible financial models to suit your organization's needs. With a dedication to customer-centric values and building lasting relationships, ScImage prioritizes exceptional communication, service, and support. The company's innovative solutions aim to exceed the expectations of their partners in the healthcare industry. PICOM365 ensures rapid review and reporting of critical patient data, with an 11 nines uptime guarantee for uninterrupted access.
4916 El Camino Real, Los Altos, CA 94022, United States -
TravelBank
● OpenTravelBank is a cutting-edge travel agency located at 611 Mission Street in San Francisco, California. Our innovative expense and travel management system syncs with any card, giving you control over spending while empowering employees to book within policy with 24/7 support. With real-time visibility into spend, automated approvals, and reduced errors, TravelBank makes managing expenses a breeze. Our platform allows you to sync any card, reconcile transactions, create virtual cards, and make smarter decisions with fully customizable reporting. At TravelBank, we are committed to sustainability and offer Carbon Emissions Data & Offsets for travelers booking flights through our web app. We also provide Hotel Grouping options for travelers using our Android app, allowing for refined hotel searches based on chain, brand level, and individual hotel preferences.
611 Mission St, San Francisco, CA 94105, United States -
Podiatry Billing Group
● OpenThe Podiatry Billing Group is a well-established institution located at 2030 Glenneyre Street in Laguna Beach, California. As a trusted provider of podiatry services, our team of experienced doctors and health professionals are dedicated to providing top-quality care for all foot and ankle-related conditions. With a focus on accurate and efficient billing practices, we strive to ensure that our patients receive the best possible care while minimizing the hassle of navigating insurance and payment processes. Visit us at the Podiatry Billing Group for expert podiatry care in a convenient and welcoming setting.
2030 Glenneyre St, Laguna Beach, CA 92651, United States -
The Laurel Company
● ClosedLocated at 146 East Carrillo Street in Santa Barbara, California, The Laurel Company is a renowned real estate agency specializing in property management. Established in 1973 by founder Dennis A. Peterson, the company has since merged with BRISTOL PROPERTY MANAGEMENT in 2021 to become one of the first real property asset management firms in Central California. The Laurel Company's diverse portfolio includes single-family residences, condominiums, multi-family residential properties, shopping centers, mini-storage facilities, commercial office spaces, retail outlets, and industrial buildings. With a current portfolio value exceeding $100,000,000 and continuing to grow, the company utilizes state-of-the-art computer software to provide clients with sophisticated financial reports, analysis, and monitoring services.
146 E Carrillo St, Santa Barbara, CA 93101, United States -
Solutions Escondido
● OpenSolutions Escondido is a reputable institution located at 1560 South Escondido Boulevard in Escondido, California, United States. They offer a wide range of services and solutions to cater to the needs of the local community. With a team of experienced professionals, Solutions Escondido is dedicated to providing top-notch assistance and support to help individuals and businesses achieve their goals. Whether you are looking for financial advice, legal assistance, or guidance on personal development, Solutions Escondido is here to help. Visit them today to see how they can help you find the solutions you need.
1560 S Escondido Blvd, Escondido, CA 92025, United States -
City National Bank
● ClosedCity National Bank, located at 1450 Chapin Avenue in Burlingame, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are here to assist you, whether you need personal, private, or business banking solutions. We also provide wealth management, brokerage, leasing services, and software solutions to meet your financial needs. Founded in 1954, City National Bank has a long-standing commitment to helping our clients, colleagues, and communities thrive. Our focus on integrity and building strong client relationships has driven our growth over the years. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, we have the resources and expertise to serve you effectively.
1450 Chapin Ave Suite 100, Burlingame, CA 94010, United States -
City National Bank
● ClosedCity National Bank, located at 245 Lytton Avenue in Palo Alto, California, is a trusted institution offering personalized banking and financial services. Our experienced Relationship Managers are dedicated to helping small, medium, and enterprise-level businesses achieve their financial objectives. As a subsidiary of the Royal Bank of Canada, we combine the resources of a global bank with the personalized service of a community bank. Whether you need assistance with business banking, wealth management, estate planning, or software solutions, our team is here to support you every step of the way. Visit us today to experience concierge-style service and discover why City National Bank is the preferred choice for clients who value a personalized approach to banking.
245 Lytton Ave, Palo Alto, CA 94301, United States -
City National Bank
● ClosedCity National Bank, located at 301 West McKinley Avenue in Sunnyvale, California, is a trusted institution that has been prioritizing the success of its clients, colleagues, and communities since 1954. With a focus on integrity and building strong client relationships, City National Bank offers a range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. At City National Bank, we believe in a personalized approach to banking, ensuring that each client receives the individual attention and tailored solutions they deserve. Our commitment to diversity, equity, and inclusion in the workplace sets us apart, creating a welcoming and inclusive environment for both employees and clients.
301 W McKinley Ave Suite 100, Sunnyvale, CA 94086, United States -
B.W.I.T. Professional Services
● ClosedB.W.I.T. Professional Services is a renowned finance institution located at 2222 Second Street in Livermore, California, United States. With a team of highly skilled professionals, B.W.I.T. offers a wide range of financial services including investment advisory, wealth management, tax planning, and retirement planning. Their commitment to excellence and personalized approach to each client sets them apart in the industry. Whether you are an individual looking to secure your financial future or a business seeking strategic financial guidance, B.W.I.T. Professional Services is here to help you achieve your goals.
2222 Second St, Livermore, CA 94550, United States -
City National Bank
● ClosedCity National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
1 N Almaden Blvd #100, San Jose, CA 95113, United States -
Checkmate
● ClosedCheckmate is a finance institution located at 1420 West Channel Islands Boulevard, Oxnard, California, United States. They offer loans online or in-store, making it quick and easy to get the funds you need. Whether you're a new customer or a loyal one, Checkmate provides professional and friendly service. Customers rave about the helpful and respectful staff, with many saying it's the best place in town for check cashing. The manager, Shawnte, is particularly praised for her professionalism and excellent customer service. If you're looking for a reliable and efficient finance institution, Checkmate is the place to go.
1420 W Channel Islands Blvd, Oxnard, CA 93030, United States -
City National Bank
● ClosedCity National Bank, located at 11300 West Olympic Boulevard in Los Angeles, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are ready to assist you with personalized solutions tailored to your specific needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. City National Bank offers personal, private, and business banking, as well as wealth management, brokerage, leasing services, and software solutions. Our commitment to diversity, equity, and inclusion in the workplace sets us apart. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, we have the resources and expertise to help you achieve your financial goals. Choose City National Bank for a client-focused approach that goes beyond the one-size-fits-all experience. Trust us to provide the custom-fit solutions you need to thrive financially. Visit us today and experience the difference of banking with City National Bank.
11300 W Olympic Blvd #100, Los Angeles, CA 90064, United States -
MPG Pro Solutions
● ClosedMPG Pro Solutions is a leading finance institution located at 23133 Hawthorne Boulevard in Torrance, California. Our team of experts is dedicated to providing innovative financial solutions to help individuals and businesses achieve their goals. With a focus on professionalism and customer service, we strive to exceed expectations and deliver results. Contact us today to learn more about how MPG Pro Solutions can help you reach your financial objectives.
23133 Hawthorne Blvd Suite B09, Torrance, CA 90505, United States
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List of local businesses, places and services in California
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