Directory · PR
Financial Services in Puerto Rico
A register of firms and the professionals working at them in the Financial Services sector based in Puerto Rico. Browse the public index, then filter or export on Kipplo.
Companies
146 on file
Strategic Capital Partners Pr
Comprehensive Financial Planning Firm. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our firm comes in. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. We take pride in knowing that we have helped many people pursue the type of financial future they dreamed about. For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams. Registered Representatives in this office are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. DBA NAME is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc."Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Strategic Capital Partners; positive reviews of experiences with Strategic Capital Partners may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
1 to 10 staff
Cashmax Title Loans
CashMax Title loans te ofrece préstamos sobre el título de tu auto, con el interés mas bajo y con opciones de pago a corto plazo y te quedas con tu vehículo saldo.
11 to 50 staff
Balanced Processing Partners
Choose a provider who knows your industry. BPP specializes in Service, Self-Improvement, and Education businesses and helps you stay compliant when regulations change. We treat each business with care and customize a payment solution to fit your unique needs. Choosing the right partner makes all the difference. Integrity, honesty, and transparency distinguish us as a brand you can trust. Serving the United States, Canada, United Kingdom, and European Union Contact us at sales@balancedprocessing.com
1 to 10 staff
Caribbean Payments
At Caribbean Payments, we are committed to empowering businesses of all sizes with the tools they need to succeed. Our payment processing solutions are designed to be user-friendly and efficient, while our team of experts provides superior service every step of the way. From our cutting-edge technology to our competitive rates, we are dedicated to helping your business thrive. Let us help you streamline your payments and take your business to the next level!
1 to 10 staff
First Bitcoin Capital Corp
First ever publicly traded company in Bitcoin and Blockchain space. we have over shareholders and many innovative projects in crypto
11 to 50 staff
Loyalty Credit
Somos una Compañía Puertorriqueña registrada como Corporación bajo las Leyes de Puerto Rico y estamos Licenciados por el Departamento de Asuntos del Consumidor (DACO) como una Agencia de Rectificación de Crédito. Esto nos permite legalmente manejar nuestras operaciones estrictamente regulada bajo de Ley Núm. 153 del 15 de diciembre de 2013.
11 to 50 staff
Loyalty Financial Group, Inc
Somos una entidad incorporada para hacer negocios en Estados Unidos y Puerto Rico. Contamos con más de 15 años de experiencia en temas relacionados a Banca, Finanzas y Crédito. Nuestro enfoque va dirigido a proveer productos y servicios que se adapten a nuestros Clientes. • Sobre 15 años de experiencia en la Industria Financiera y Crediticia • Personal Capacitado • 100% Enfocados en Servicio al Cliente • Integridad en Nuestro Concepto de Negocio • Apoyo de Causas Sociales • Y sobre todo, reconociendo a nuestro activo más valioso, Nuestros Empleados
11 to 50 staff
Mercantile Global Holdings
Mercantile Global Holdings (MGH) and its affiliates are building an integrated trading and banking platform to enable customers to efficiently trade, bank, and administer digital assets. Our platform utilizes institutional grade trading technologies and custodial solutions, addressing the long-standing need for true capital markets infrastructure to support institutional investors and professional traders who seek to safely and efficiently participate in the digital asset space.
11 to 50 staff
Newgen Wealth Creation, Llc, Registered Investment Advisor
Short Bio: Natalia Ivanova is the Founder and CEO of NewGen Wealth Creation. With over 10 years of experience in the financial services industry, including her previous tenure at Morgan Stanley, Natalia has dedicated her career to working with travel-loving professionals and entrepreneurs. As an immigrant and Puerto Rico-based world traveler, she uses her extensive background in portfolio design and financial planning to empower others to achieve their financial goals and build a fulfilling life. Professional Experience & Expertise- Extensive experience in retirement transition planning for diverse client profiles- Deep background in developing comprehensive financial plans and complex portfolio analytics- Specialization in debt optimization strategies, including student loan interest reduction- Focused on fee transparency and cost-efficient investment management- Experienced in assisting business owners with the organization and optimization of pension plans. Client Diversity: NewGen Wealth Creation serves a diverse group of professionals across the United States, including those in software, interior design, education, consulting, and entrepreneurship. We understand the unique financial challenges and opportunities inherent in these fields.
1 to 10 staff
Pernas Research
Pernas Research LLC was founded by investors with deep industry experience in managing large amounts of capital. Pernas Research LLC manages assets in the “Pernas Portfolio” and publishes in-depth buy-side analyses in the form of equity research reports, and other communications that are regularly distributed to subscribers. The “Pernas Portfolio” is audited quarterly and has significantly outperformed the market over a seven-year period.
1 to 10 staff
Pou Vendrell, Cpa & Associates Business Finance Structuring
Established in 2008, Pou Vendrell is a boutique firm specialized in Business Finance Structuring for Small and Medium Size Enterprises (SMEs) at any stage of the business cycle: Introductory (Start-Ups), Growth, Maturity, or Decline. Our two fundamental areas of expertise are: Accounting and Finance Structuring and Reporting Financing Structuring and Sources of Financing We analyse the company's business plan and assess its business finance structure to direct the company in its pursuit of commercial transactions and to succeed in financing them.
1 to 10 staff
Retirement Legacy Managers
Over 25 years of experience as Retirement Plan Specialist. Third Party Administrator and Consulting Services. Located in Dorado, PR. Our commitment is the emphasis in service and compliance. Finacial wellness is our goal.
1 to 10 staff
Sanchez Global Llc
Sanchez Global LLC was created to identify managers of funds and investment entities who possess integrity and passion to complement their proven talents. This emphasis on integrity and passion begins with the Sanchez Global team and its associated parties. Specializing in alternative investments since 1989, the Sanchez Global team has accompanied the evolution of the hedge fund universe. The firm’s global network of hedge fund managers, investors, financial entities and analysts reflect the depth of its twenty-six plus years of experience. Sanchez Global specializes in hedge fund, private equity and real estate investment opportunities. The firm has been actively raising capital for select investment managers on a global scale. The firm also partners with investment managers to raise capital and plays a strategic business development role. Funds must meet our extensive criteria including a clearly demonstrated edge within their strategy, repeatable investment process, strong team background, robust institutional infrastructure, solid regulatory history, reputable service providers, and an appreciation for pro-active and transparent communication with investors. Our clients include institutional investors of all sizes and types including endowments, foundations, banks, investment advisors, consultants, funds of funds, as well as family offices and high net worth individuals.
1 to 10 staff
Tucooppr
Somos una Cooperativa de Ahorro y Crédito comprometida con el ofrecimiento de servicios financieros.
11 to 50 staff
B2b Puerto Rico
En B2B Puerto Rico nos comprometemos a ser el motor financiero que impulsa el crecimiento y la sostenibilidad de los negocios locales y a su vez ser el respaldo #1 en el sistema de procesamiento. Aspiramos a ser reconocidos como el socio financiero de confianza para las empresas con más de cinco años de trayectoria, ofreciendo adelantos en efectivo y equipos de sistema de procesamientos que fortalezcan sus operaciones y potencien sus oportunidades de éxito. Nuestra visión es apoyar a las empresas locales a alcanzar su máximo potencial, brindando soluciones financieras ágiles y efectivas reforzadas con una amplia variedad de equipos de sistema de procesamiento. El cual, respaldamos con un servicio personalizado y una profunda comprensión de las necesidades del mercado puertorriqueño. Nuestra misión es proporcionar soluciones financieras estratégicas y accesibles que empoderen a las empresas establecidas en Puerto Rico a superar sus desafíos de liquidez y alcanzar nuevas alturas de crecimiento. Además, de facilitar la organización administrativa del negocio basada en la eficiencia de nuestros sistema de procesamiento. Nos dedicamos a ofrecer un Todo en Uno con nuestros adelantos en efectivo y equipos de sistema de procesamiento con rapidez y eficiencia, adaptándonos a las necesidades específicas de cada cliente para fomentar su estabilidad y expansión. Valoramos la importancia del desarrollo económico local y trabajamos incansablemente para contribuir al fortalecimiento de la economía puertorriqueña, apoyando a las empresas que son el corazón de nuestra comunidad. ¡Síguenos! Mantente al tanto de nuestras actualizaciones y oportunidades de empleo siguiendo nuestra página. Contáctanos para explorar cómo podemos ayudarte a alcanzar tus objetivos.
51 to 200 staff
Elite Payment Processing, Llc
Elite Pay offers advanced payment processing for hard-to-place merchants operating from anywhere in the world, ensuring security and efficiency. Our tailored services address the challenges faced by these businesses, leveraging cutting-edge technology to deliver fast, reliable, and secure solutions. With expertise in payment processing, risk management, and compliance, our professionals provide comprehensive solutions that optimize operations and enhance business performance. Key Features: Advanced Payment Technology: We employ revolutionary tools for seamless and secure payment processing, enhancing the customer experience. Specialization in High-Risk Businesses: Our services are customized to meet the unique requirements and regulatory challenges of sectors such as telemedicine, adult entertainment, nutraceuticals, debt management, timeshare, cannabis related products, and more. Streamlined Operations: Our proprietary automation simplifies payment processes, helping merchants create personalized packages that banks find highly appealing. With our expertise, we ensure instant approvals for any industry. Minimizing errors and saving time, we boost operational efficiency. Robust Security Measures: With our personal pay fac, the software we implement helps to prevent friendly fraud by 65%. Compliance and Risk Management: We assist businesses in navigating complex regulations, reducing the risk of penalties and legal complications. Our risk management strategies proactively identify and address potential risks that could be brought on by FTC G2, MC and/or Visa. We deliver excellence in payment processing services to merchants and agents. Whether you require assistance with hard-to-place merchants, text-to-pay, wallet-to-wallet crypto transactions, B2B payments, or crypto-to-fiat conversions, our expertise and technology support your needs. Contact us to learn more about Elite Pay and our solutions for your payment processing requirements.
11 to 50 staff
Financial Wellness Pr
Preparing for that next step in life isn’t always easy. Our combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch address: 1959 Loiza Street Suite 212 San Juan PR 00911, branch telephone number: 939-216-5001 / 939-402-2954 /787-460-7921.
1 to 10 staff
Strategic Financial Solutions Pr
We are a boutique CPA firm founded in 2007. The principals who served in public accounting, private business and fortune 100 public entities, decided to open a firm dedicated to small to medium size businesses. The Managing Partner who has been an entrepreneur since 1992, created a corporate culture that has a unique understanding of how businesses operate. The firm's unique approach with an operational mindset, that has taken many entrepreneurs to their financial goals.
1 to 10 staff
Worcaps Working Capital Solutions, Llc
En Worcaps somos expertos en soluciones de Flujo de Caja para pequeños y medianos negocios. Worcaps provee capital de trabajo a las empresas, a través del financiamiento de sus cuentas por cobrar o factoring.
1 to 10 staff
Accounting & Financial Experts, Llc
Para todas tus necesidades de contabilidad y financieras cuentas con Accounting & Financial Experts, “Profesionales Certificados asegurando tus finanzas.”
1 to 10 staff
Banco De Desarrollo Centro Oriental Badeco
El Banco de Desarrollo Centro Oriental (BADECO) es el único banco comunitario regional en Puerto Rico. Ofrece financiamiento para iniciativas de desarrollo económico y de empresas. Proveemos servicios de consejería y orientación para el desarrollo de pequeños negocios. El norte de la organización es el mejoramiento económico de las empresas pequeñas y comunitarias. BADECO es un instrumento de financiamiento para aquellas personas que no tienen acceso a productos financieros tradicionales.
1 to 10 staff
Cfs Of Puerto Rico
Our Company CFS of Puerto Rico Inc. offers all-encompassing services for our clients. Our reputation thrives on our customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Our Commitment Whether you are experienced in the world of financial matters or are just starting to build your portfolio, CFS of Puerto Rico Inc. can help you every step of the way. Our Principle Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at CFS of Puerto Rico Inc. aims to provide a continued education that will strengthen our working relationship. Securities and Investment Advisory Services offered through Lincoln Financial Securities Corporation, Member SIPC. Insurance offered through Lincoln affiliates and other fine companies. CFS of Puerto Rico is not an affiliate of Lincoln Financial Securities Corp. CFS is located at Urb Villa Nevarez 317 Carretera 21 San Juan PR 00927. Securities offered to residents of CA, CT, FL, GA, MN, NY, OH, PA, PR. Advisory services offered to residents of PR. LFS-5428741-012423
1 to 10 staff
Cobraste
Cobraste is a technology company that enables the best employers to activate must have financial benefits for their employees. Employers who have rolled out Cobraste have materially lowered their employee turnover while increasing engagement and performance. When you take care of your employees, they take care of the business. Give them Cobraste!
11 to 50 staff
Flow Financial & Consulting Group
We are a Financial loan engine, consulting, and advisory firm. We help individuals and businesses access financial products for commercial credit, auto, personal, equipment loans among many other purposes.
1 to 10 staff
