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13 Companies
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USA
California
0.0 (0 Reviews)
38
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
38
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Cheqly is a provider of financial services designed to support startups with cap table and investment valuation services. We offer FDIC (Federal Deposit Insurance Corporation) insured business accounts, virtual and physical debit cards, and domestic and international wires. Our services also include providing startups with non-dilutive capital for growth, addressing their financing needs while leveraging our expertise and resources. At Cheqly, we aim to make banking easy and readily available to startups online.
View Cheqly Profile
N/A
$0 - $0
10 - 20
San Francisco, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Ascensus has bought Newport Group. Newport Group provides advice, insurance, and retirement plans to assist businesses give their workers a more secure financial future. We have been a thriving and expanding company since 1985, offering solutions to some of the most prestigious American corporations, ranging from Fortune 1000 organizations to small businesses.
View Newport Group Profile
N/A
$1,000+
1,000 - 9,999
Walnut Creek, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Wells Fargo & Company, a community-based financial services company with $1.9 trillion in assets, aims to satisfy customers' financial needs and help them succeed financially. Founded in 1852, it provides banking, investment, mortgage products, consumer and commercial finance through 8,050 locations, 13,000 ATMs, the internet, and mobile banking. With 265,000 team members, it serves one in three households in the United States and was ranked No. 26 on Fortune's 2018 list of America's largest corporations.
View Wells Fargo Profile
N/A
$1,000+
10,000+
San Francisco, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
The goal of Wilshire Associates (Wilshire ®) is to offer investors worldwide cutting-edge investment solutions and unbiased, independent financial advice. Wilshire Associates began as an investment technology company in 1972 and has since grown into a global advising organization with a focus on technological solutions, consulting services, and investment products. Throughout our history, we have strived to uphold our unwavering dedication to our clients and to continue holding the top spot in the investing business for creative ideas.
View Wilshire Profile
N/A
$1,000+
250 - 999
Santa Monica, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
With more than 500 professionals and more than 40 regionally based Financial Centers spread out around the nation, PlanMember Financial Corporation, a market leader in retirement planning, has its headquarters in Carpinteria, California, just south of Santa Barbara. PlanMember provides a wide range of investment options and specializes in developing and maintaining retirement plan solutions for associations, unions, membership groups, and their members, as well as for-profit and nonprofit businesses and their workers. In our dedication to assisting both individual and group investors with their retirement goals, we provide unmatched assistance and service.
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N/A
$1,000+
50 - 249
Carpinteria, USA
0.0 (0 Reviews)
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
28
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Among the top ten wealth managers in the country is BNY Mellon Wealth Management. The secret to our financial success is the custom plans of BNY Mellon Wealth Management. Their full-service wealth management has been invaluable. Their crew stands out for their commitment to comprehending our financial objectives.
View BNY Mellon Wealth Management Profile
N/A
$1,000+
1,000 - 9,999
Los Angeles, USA
0.0 (0 Reviews)
27
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
27
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Meta Core is an award-winning digital agency revolutionizing web and app development with high-impact, user-centric solutions. Specializing in AI-driven websites, mobile apps, and digital transformation, they deliver measurable results for clients like SYNLawn, Redefine Meat, and AIG. Their "Brandformance" approach blends intuitive UI/UX, SEO-optimized design, and scalable tech to boost conversions and visibility. With 45 awards in two years, Meta Core excels in competitive markets, though transparency on pricing and tech stacks could enhance appeal. A top pick for businesses seeking innovative digital excellence.
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N/A
$1,000 - $2,000
50 - 100
Fresno, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
23
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
23
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
A group of NACVA-certified valuation specialists at Eqvista give reasonable and legal 409A assessments.Eqvista provides techniques such as round modeling and waterfall analysis.The platform guarantees that businesses adhere to all applicable laws and rules, including ASC 718 and Sec 83(b) elections. The platform allows businesses to issue electronic shares to investors, employees, and founders, doing away with the need for physical certificates. Eqvista's user-friendly interface makes equity management straightforward. The starting price for our 409A for the year is $990 for new businesses Seed costs $1,290. Series A costs $1,990. Series B costs $2,490. Series C costs $2,990. Our 409a valuation pricing levels are determined by funding rounds, but they can also change based on other variables including capital structure, total revenue, and personnel count. For instance. A closely held business that has 50 employees, $5 million in sales, and no prior capital can be considered a Series B corporation. For a precise quote, provide our staff with more details.
View Eqvista Profile
$50-$99/hr
$1,000+
10 - 49
San Francisco, USA
0.0 (0 Reviews)
22
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
22
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Xassure (formerly eDesk) is a virtual staffing and AI automation company built exclusively for independent insurance agencies and financial advisors across the United States. Headquartered in Los Angeles, California, with operations in India, Xassure provides dedicated insurance-trained virtual assistants, AI-powered receptionist services, managed bookkeeping, and full-service marketing — all under one roof. Founded in 2010 by Raghu Pokala, a UCLA Anderson School of Management alumnus and founding partner of Patra Corp India, Xassure has grown to a 150+ member team serving 100+ insurance agencies across the US. The company rebranded from eDesk to Xassure in January 2026, evolving from a VA-only model into a complete Human + AI platform for insurance agencies. Xassure's insurance-trained virtual assistants handle 50+ tasks including quotes, renewals, endorsements, certificates of insurance, carrier submissions, CRM and AMS data entry, policy checking, mortgagee changes, and remarketing — across personal lines, commercial lines, life & health, employee benefits, and financial advisor workflows. VAs are trained on all major agency management systems including Applied Epic, EZLynx, AMS360, HawkSoft, AgencyZoom, QQ Catalyst, and NowCerts. Every client gets a dedicated account manager, a Program Success Manager for ongoing team training, and access to a live client dashboard showing real-time task activity, daily work logs, and performance metrics. Xassure offers a 2-week free trial with no credit card required and a 100% satisfaction guarantee — if an agency is not happy with their VA, Xassure will rematch them at no additional cost. Rated 4.7 stars on Trustpilot. 150+ agencies served. 2 countries. 50+ tasks handled.
View Xassure by eDesk Profile
< $25/hr
$1,000 - $2,000
150 - 200
Simi Valley, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
22
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
22
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Our company's sole purpose is to improve lives—one encounter at a time—for our customers, clients, coworkers, and communities. And we accomplish this by depending on our employees and utilizing the procedures, equipment, and technology required to provide an incredibly fantastic client experience. We come up with fresh ideas every day to question the status quo and provide creative solutions, and we also have a great time doing it.
View Alorica Profile
< $25/hr
$1,000+
10,000+
Irvine, USA
0.0 (0 Reviews)
22
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
22
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Robert Half, founded in 1948, is the world's largest specialized staffing firm offering skilled professionals in accounting, finance, technology, legal, creative, marketing, and administration. With over 400 locations worldwide, Robert Half has been recognized for its professional staffing services and has been listed on FORTUNE® magazine's "Most Admired Companies" list since 1998. The company is listed on the New York Stock Exchange and is a member of the S&P 500 index and the FTSE4Good Responsible Investment Index. Robert Half is also the parent company of Protiviti®, a global consulting and internal audit firm.
View Robert Half Profile
$25-$49/hr
$1,000+
1,000 - 9,999
San Francisco, USA
0.0 (0 Reviews)
0.0 (0 Reviews)
18
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
18
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
Indinero caters to companies and organizations with US registrations. We give startups and expanding companies the information they need to comprehend the financial health of their organization and make smarter financial decisions by fusing real-time accounting software with a comprehensive finance team that includes bookkeepers, accountants, CPAs, and CFOs. To prepare and submit our clients' taxes and optimize tax savings, our tax specialists collaborate with our accountants in one location. As a full-service finance partner, we will take care of the day-to-day operations and offer the appropriate direction as your business expands. This includes financial models, budget predictions, month-end close, year-end taxes, and capital raising. We'll assist you in choosing the appropriate combination of tools, ensure that they all function as a unit, and provide you all the information during our monthly financial review meeting.
View indinero Profile
$100-$149/hr
$1,000+
50 - 249
Walnut, USA
0.0 (0 Reviews)
18
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
18
SF Score
SF Score is calculated using our SARM methodology to evaluate agency expertise, market presence, and overall credibility. View Ranking Methodology
For more than five years, Basis 365® Accounting has been a Clutch-based, award-winning outsourced bookkeeping and accounting firm! We enjoy getting to know new people and finding out more about their companies. Since 2012, we have been assisting people in creating successful businesses®. Check to see if we'll get along well. Accounting and bookkeeping services are outsourced by Basis 365 Accounting to a variety of service-based firms, including tech and e-commerce. Our clients range in income from $1 million to $20 million, or around 5 to 100 employees. By collaborating with our clients and emphasizing real-time accounting to provide prompt outcomes and assist our clients in making better business decisions, we have completely upended the conventional accounting paradigm. Since we are not a CPA company and operate under fixed-price agreements, you don't have to worry about us being unavailable during the spring or fall tax seasons or about us surprising you with billable hours. Our accounting department is entirely cloud-based, and we serve clients all around the United States. The following are some advantages of working with us: You don't have to be concerned about your accountant giving you two weeks to find a replacement because of business continuity. Scalable: We can grow or shrink with your company. We also provide performance dashboards, forecasting, and budgeting.
View Basis 365 Accounting Profile
N/A
$1,000+
10 - 49
West Hollywood, USA
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