Finance

ACI Worldwide

ACI Worldwide is a software company providing real-time payment solutions to corporations to process digital payments, enable omni-commerce and manage fraud.

Airbase

The spend management platform for ap automation, expense reimbursements, bill payments, corporate cards, & real-time reporting. Learn more about Airbase.

Alto IRA

With a self-directed IRA from Alto, you can invest your retirement money in alternative assets. Things like startups, crypto, and more!

Anaplan

Plan, analyze, and act on finance, supply chain, and sales strategies that drive business performance using the Anaplan connected planning platform.

Arizona Department of Revenue

Avalara

Avalara is a software company that provides automated tax compliance services. This means that the company can help individuals and businesses with their tax obligations, including filing taxes, paying taxes, and tracking their tax filings.

Bank of America

Bank of America is a financial institution that provides services such as banking, loans, and investments.

Billtrust

Billtrust's integrated AR solutions enable companies to create their own financial success stories by making B2B payment interactions easy and straightforward.

BlackLine

BlackLine automates complex, manual and repetitive accounting processes and enables companies to move beyond the legacy record-to-report process.

Bloomberg.com

Bloomberg.com is a website that delivers business and markets news, data, analysis, and video to the world.

Brex

Brex is a credit and capital provider for businesses.

C2FO

C2FO is an online platform that enables companies to work with their suppliers and customers to improve cash flow by determining the best time and terms for paying or getting paid.

Carta

Carta is an ownership and equity management platform that is trusted by thousands of founders, investors, and employees.

Causal

Causal replaces your spreadsheets with a better way to build models, connect to data (accounting, CRM), and share dashboards with your team. Sign up for free.

Chargebee

Chargebee is a subscription billing software that powers end-to-end recurring billing, subscription management & auto invoicing for 2000+ SaaS businesses.

Chase Online

Chase offers banking services such as credit cards, mortgages, commercial banking, auto loans, investing and retirement planning, checking and business banking.

Citi.com

Citi.com is a website that provides banking and financial services to customers. It includes a variety of products, such as checking and savings accounts, CDs, and personal loans.

ClickPay

Complete platform for property managers and landlords to bill and collect payments online. Accept credit cards, e-check (ACH) and paper check payments. Integrate with your property management software. You don't even need a website! Call 1.800.533.7901 or email info@clickpay.com

Codat

Build connected products for your small business customers by easily integrating with their accounting, banking, eCommerce, PoS, and payment software.

Coinbase

Coinbase is a secure online platform for buying, selling, transferring, and storing cryptocurrency.

Concur Solutions

Concur Solutions is a world class Concur solution that allows users to manage business travel and expenses.

Confirmation

Coupa

Coupa is a software company that helps businesses manage their expenses.

Creditsafe

Founded in 1997 in Oslo, Norway, Creditsafe offers data-driven solutions that transform efficiency and performance to over 100,000 businesses across the world.

Crowdcube

Whether you're a beginner or an experienced investor, we make it simple to buy and sell shares in Europe's most exciting high-growth businesses.

Dext

Dext makes accountants and the businesses you advise more productive, profitable and powerful with better data and insights.

Divvy

Divvy is a platform that allows businesses to simplify their expense reports, budget, reimburse employees, and manage virtual cards.

Dow Jones

Dow Jones is a publisher of business news and financial information.

Dun & Bradstreet

Ekata

Global customer identity verification and fraud prevention for the payments, ecommerce, and financial services industries. Trusted by 2,000+ companies worldwide.

Embroker

Embroker is the radically simple destination for industry tailored commercial insurance. Get the protection you need today.

Envestnet

Explore our connected ecosystem of solutions, intelligence, and technologies that connect people’s daily lives with their long-term goals. See how we’re equipping advisors with the tools and resources needed to deliver the most impactful financial advice to their clients.

Expensify.com

Expensify allows users to automate their preaccounting process for expenses, bills, invoices, and more.

FINRA.org

FINRA provides confidence to participate by safeguarding market integrity..FINRA enables investors and firms to participate in the market with confidence by safeguarding its integrity. We deploy deep expertise, leading technology and extensive market intelligence to serve as the first line of oversight for the brokerage industry - all at no cost to taxpayers..FINRA categorically rejects racism and discrimination of any kind. Learn how we’re taking action to promote diversity, equity and inclusion (DEI) within our organization, our industry and in our communities..FINRA Hires Firm to Conduct Independent Review of Arbitrator Selection Process.FINRA operates the largest securities dispute resolution forum in the United States.FINRA IS A REGISTERED TRADEMARK OF THE FINANCIAL INDUSTRY REGULATORY AUTHORITY, INC.

FIS

Fannie Mae

Fannie Mae is your source for mortgage financing and reliable housing information.

Fidelity Investments

Fidelity Investments is a financial services company that offers a wide range of investment products, including mutual funds, ETFs, fixed income bonds, and CDs. They also offer financial planning and advice, retirement plans, and wealth management services.

First Republic

First Republic is a financial institution that offers a variety of banking and wealth management services. These services include investment, trust, and brokerage services.

FloQast

FloQast is a provider of accounting workflow automation created by accountants for accountants to work smarter, not harder. FloQast is the place where accounting teams want to work so they can focus on what matters most, even when that’s just going home on time.

FreshBooks

FreshBooks is a cloud-based small business accounting software that allows users to send invoices, track time, manage receipts, expenses, and accept credit cards.

Goldman Sachs

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base.

Guideline

Guideline's full-service 401(k) plans make it easier and more affordable to offer your employees the retirement benefits they deserve.

Gust

The best place to start, grow, and fund your venture.

HSBC

HSBC is one of the largest banking and financial services institutions in the world. It serves millions of customers through its four Global Businesses: Commercial Banking, Global Banking and Markets, HSBC Private Bank, and Wealth Management.

HoneyBook

Get clients faster with our all-in-one project, invoicing and payments management tool. HoneyBook's robust features help small businesses manage everything from brochures and proposals to contracts and online payments. Free 7-day Trial - No Credit Card Required. Voted #1 Small Business Client Management Platform.

Huntington Bank

Huntington provides online banking solutions, mortgage, investing, loans, credit cards, and personal, small business, and commercial financial services.

ICE Mortgage Technology

ICE Mortgage Technology is a cloud-based platform provider for the mortgage finance industry.

Insight

Insight is a leading provider of computer hardware, software, cloud solutions and IT services to business, government, education and healthcare clients.

Intuit®

Intuit is a software company that produces a variety of products, including TurboTax, QuickBooks, Mint, and Credit Karma.

KPMG

KPMG is a global network of professional firms providing Audit, Tax and Advisory services.