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
Mauna Coop
Bienvenidos a MaunaCoop, la mejor alternativa de Servicios Financieros en el área sur-este de Puerto Rico, fundada en los principios cooperativos. MaunaCoop surgió de un grupo de personas que vío la necesidad de proveer servicios financieros a aquellos que no podían accederlos. Bajo estos principios hemos continuado ayudando al público en general, evolucionando y cambiando para ofrecer servicios y productos de vanguardia a la comunidad y comerciantes en general.
51 to 200 staff
Monllor Capital Partners
Through our qualified opportunity zone funds, Monllor Capital Partners provides an opportunity for you to participate in tax-advantaged, socially responsible, impact investing in Puerto Rico. Our mission is to build a better future for Puerto Rico by investing in renewable energy, sustainable businesses and infrastructure while providing attractive after-tax returns.
1 to 10 staff
Paradigm Alternative Investments Llc
Paradigm Alternative Investments offers its clients research, financial planning, separately managed accounts (SMA) and access to direct investment opportunities in private equity, venture capital and infrastructure. With Paradigm, your wealth is managed on one platform—from anywhere, anytime. Our disciplined approach to managing investment portfolios and financial strategy helps individual, family and institutional investors.
1 to 10 staff
Rocafort Group
We are dedicated group of professionals completely committed to your financial well-being. Since 1981 have navigated through different economic stages that provides the necessary experience to help you navigate in today’s economic challenges and opportunities. Using such experience along with our sophisticated financial computerize software’s programs and our technical expertise, we can assure you a unique and different experience toward your path to your financial achievements and wellbeing. We are independent advisers; providing a non-bias recommendations using the most contemporary and advance products and services available in the market today from the most recognized providers in the industry. We are an integral part of individuals and or corporation’s financial team specialized in wealth management, qualified retirement (401K & Keogh) plans, estate planning, Insurance and investments. Our team of financial professionals can help you in: Investing principles and strategies Retirement investing and distribution strategies Estate conservation issues Risk management We also can answer your questions, including: Can I retire early? Are my investments working hard enough? What’s the best approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family? Whether you are a business owner seeking to protect your business, provide employee benefits and preserve it for the future, or an executive who wants to create, protect and preserve wealth for the future, the specialists at Rocafort Group provide the tools and strategies to help you plan your financial future. Jean Karlo Rocafort and Franklin Rocafort are registered representatives offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services are also offered by Franklin Rocafort through Cetera Advisor Networks LLC. Cetera is under separate ownership from any other named entity.
11 to 50 staff
Strategic Partners Solutions
Using our extensive business and government network, we identify opportunities to facilitate the financing of projects that the common banking industry can not accommodate. In addition, we identify different sources of funding available in Puerto Rico and outside of the island that could facillitate and support different projects in Puerto Rico. Based on our banking and accounting knowledge we Pre-qualified the prospects clients and their projects. Puerto Rico and its New Business Paradigm PROMESA Federal Law Puerto Rico Bankruptcy Banking restructuring and reducing risk New technology and entrepreneurship Private / Public Alliance Effects of Hurricane Maria, Earthwakes, COVID 19 The marketplace is now a dynamic kaleidoscope of unexpected partnerships for social attention and hoping to attract interest, engagement and revenue. We are looking forward to do business with you!
1 to 10 staff
Universicoop
Somos UniversiCoop la Cooperativa de Ahorro y Crédito del sistema de la Universidad de Puerto Rico (UPR). Contamos con todos los servicios financieros necesarios para que nuestros socios y clientes esten cubiertos.
11 to 50 staff
Ways Tax Accounting & Finance
Our firm provides accounting, tax, financial insurance planning, commercial lending, payroll, financial analysis and consulting services. Our approach is for all financial services to be in one place. We specialize in Business Accounting and Analysis, Personal Accounting and Retirement Planning.
1 to 10 staff
Arco Capital
Financial Services
11 to 50 staff
Credit Rx
We are an all around credit consulting company with a holistic credit enhancement approach. We pay close attention to the client's end goal and walk with them towards it. All of our credit repair plans are customized depending on the client's scenario and what they want to achieve. We are honest, driven, fully bilingual and ABSOLUTELY love educating the community the ins and outs of the credit life.
11 to 50 staff
Edificio El Pentagono Inc
At Edificio El Pentagono Inc, we take the time to help you fully understand your financial position, your investment options, and how you will benefit from each strategy we recommend. Fair and straightforward, we let you know the cost of our services up front. Fully informed, you can make your decisions with confidence.
11 to 50 staff
Fidecoop
FIDECOOP es una corporación sin fines de lucro creada bajo la ley 198, conocida como la “Ley Habilitadora para el Fondo de Inversión y Desarrollo Cooperativo” del 18 de agosto de 2002, según enmendada. Esta ley le asigna a la entidad un rol proactivo, de pensamiento y de diseño de acciones estratégicas que impacten el desarrollo socioeconómico del país. FIDECOOP cuenta con la coparticipación de las cooperativas de Puerto Rico y del sector público.
1 to 10 staff
Relative Sentiment Technologies
Relative Sentiment Technologies was founded in 2021 as an outgrowth of 7 years of pioneering research into how investor positioning affects asset prices. Decades of academic and practitioner studies have revealed what most people intuitively know to be true–that institutional investors tend to have better financial market outcomes than individual investors. This dynamic shows up globally and across asset classes–most likely because of the inherent structural advantages that institutions possess (namely, better information networks, deeper pools of human capital, and the ability to influence the prevailing market narrative). Throw in the deep-seated cognitive biases that persistently plague retail investors and it’s simply not a fair fight. Notably, recent empirical work has shown that by comparing the positions, flows, and attitudes of institutions to those of individuals, we often arrive at more powerful signals regarding future market direction than we otherwise would if we were to view those sentiments solely on a standalone basis. This is the essence of “relative sentiment.” At RST, we focus on the research, development, and deployment of systematic relative sentiment strategies–both tactical and strategic–across asset classes. We offer our services via an exchange-traded fund and through outsourced CIO relationships with registered investment advisors (RIAs). Our mission is to observe and respect the “Smart Money” and to help investors align their portfolios accordingly.
1 to 10 staff
South Caribbean Financial Services - Scfs
It's an innovative billing and collection agency for medical plans and clients (patients, among others), duly authorized to carry out business in Puerto Rico, according to license number AC-10-17-P granted by the Department of Consumer Affairs. It has all the required permits, certifications and patents. We are the real and effective alternative to achieve effective billing from your first shipment and avoid resubmitting and resubmitting bills to medical plans without favorable results. Invoices to medical plans are processed by certified billers and coders. With experience in the field of health, medical plans, more recent versions of ICD-9, ICD-10, Immediate, other systems and standards that apply. Accounts receivable are processed by specially designated personnel, previously trained on the concept of each account. The collection agent will carry out all necessary and precise management to obtain payment for the service provided and could identify possible opportunities in obtaining benefits when rendering the service. We use the highest ethical standards of professionalism and confidentiality in compliance with applicable laws and regulations.
11 to 50 staff
Transfer Pricing Solutions Pr
We are a fully dedicated Transfer Pricing Service provider located in Puerto Rico. With over 5 years experience in the transfer pricing and benchmarking field, we can supply all your needs. Do you require a transfer pricing report for compliance with US IRC Section 482 or OECD guidelines? We got you covered! Do you need a transfer pricing report to be able to claim your related expenses and avoid the 51% disallowance in PR? We got you covered! Need a benchmarking report to get pricing possible profit margin information? We got you covered. Give us a call for more information.
1 to 10 staff
Universal Coop Federal Credit Union
Universal Coop Federal Credit Union is a financial services company based out of Calle Pimentel, Rio Grande, Río Grande, Puerto Rico.
1 to 10 staff
Wifs Puerto Rico
Founded in 1936, Women in Insurance and Financial Services (WIFS) is an association of financial services professionals working together to Attract, Develop and Advance women in an underrepresented profession. No other financial services organization provides programming designed for women, by women.
501 to 1000 staff
Guracoop
Somos la Cooperativa de Ahorro y Crédito de Gurabo.
11 to 50 staff
Merchant Service Depot
At Merchant Service Depot (MSD), we redefine payment processing with our cutting-edge solutions designed to empower businesses and enhance customer experiences. Our flagship offering, the Total Acceptance Gateway (TAG), stands at the forefront of innovation, providing a comprehensive suite of features that streamline transactions, bolster security, and offer unmatched flexibility. The mission is to deliver advanced payment solutions that drive growth, efficiency, and customer satisfaction. From advanced fraud prevention measures to seamless integrations with popular platforms like Shopify and Apple Pay, we tailor our solutions to meet the evolving needs of today’s market. What Sets Us Apart: TAG Platform: A powerful gateway featuring state-of-the-art security with 3DS2, on-demand self-boarding, and multi-MID capacity. Robust Security: Real-time fraud detection and PCI-compliant data storage to protect your transactions. Seamless Integrations: Effortless connectivity with e-commerce platforms and modern payment methods. Custom Solutions: White-label options and personalized invoicing systems that align with your brand. At MSD, we’re dedicated to transforming payment processing and helping businesses thrive. Discover how our solutions can elevate your operations and drive your success. Connect with us to learn more and explore how we can support your business goals.
11 to 50 staff
Axeso Finance
Nuestra misión es proporcionar financiamiento de pólizas de seguro que brinden la flexibilidad económica necesaria.
1 to 10 staff
Coin Observatory Llc
Our strategies and trading systems help bridge the gap between retail traders and sophisticated investors. Proprietary trading systems meet hedging strategies to make the most out of trends and market cycles.
1 to 10 staff
Grupo Cibeles
We are a boutique, independent financial services company providing a flexible investment platform for private individuals, international family offices, institutions, and independent advisors. Because we are independent, you have access to a broad array of markets, asset managers, and opportunities beyond the limitations of ordinary firms. 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. Investment Advisory services offered through Cybele Capital Management, a registered investment advisor. Cybele Capital Management and/or Cybele Capital Securities are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. The Investment Adviser Representative of Cybele Capital Management offers investment advice with residents of a SEC/jurisdiction for which they are properly registered or where excluded from registration requirements. 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 the Investment Adviser Representative of Cybele Capital Management and/or Cybele Capital Management and/or Cybele Capital Securities, positive reviews of experiences with the Investment Adviser Representative and/or Cybele Capital Management and/or Cybele Capital Securities may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience with either as such testimonials may be prohibited under state and federal securities laws.
1 to 10 staff
Medical Gains Solutions
Medical Gains Solutions draws the line between natural work for human beings and the work designated for computer technology. We foster organic relationships between patients and medical staff by utilizing advanced digital technology to execute the basic business operations of a private practice. Our state-of-the-art technology guarantees a specific monthly boost in revenue, while freeing the front office staff and doctors to focus on who really matters.the patient.
1 to 10 staff
Seventytwo
A full-service, corporate finance & advisory group offering bespoke solutions across all aspects of wealth creation, preservation and management, led by Kathrin Mutinelli and in partnership with Winterbotham Group. We focus on raising capital for high growth firms, offering advisory services to companies and family offices, executing M&A transactions for our existing clients and providing a market pulse to improve market perception for listed companies.
1 to 10 staff
Control Credit
Control Credit es una compañía que provee una gama de servicios dirigidos a la ayuda financiera, incluyendo la corrección de errores en los reportes de crédito. Estamos licenciados por DACO y además somos miembro de la Credit Consultants Association (CCA, siglas en inglés), entidad que vela por la calidad de los servicios que ofrecen estas empresas en Estados Unidos, mientras capacita a sus miembros en el manejo de las leyes que protegen a los consumidores con problemas en sus informes crediticios.
1 to 10 staff
