Themis Technology is a partnership of senior financial services and technology professionals specializing in portfolio accounting/management systems, software development and custom web development so...Themis Technology is a partnership of senior financial services and technology professionals specializing in portfolio accounting/management systems, software development and custom web development solutions, fund operations workflow, and systems integration. We are specialists in alternative investments.
We are business analysts and consultants, Advent-certified professionals, technology stack developers, and IT solution providers who help clients enhance workflow, reduce risk, manage their data, develop apps, and streamline their IT management.
Advent and CRM experts
As experts in implementations of Advent Axys, Advent APX, and Advent Geneva, we help financial services firms improve portfolio accounting and operational efficiency, and reduce risk. To further boost productivity and client service, we provide CRM workflow optimization services for Junxure, Salesforce, and others.
ThemisONE framework for developers
Themis Technology has developed ThemisONE, our proprietary Angular 2 framework that enables clients to rapidly develop and deploy mobile-ready, cross-platform apps within weeks.
ThemisONE framework for client server, mobile-ready, real-time applications
Our team will also develop fully customized, scalable fintech solutions for traders, fund managers, financial institutions and others such as:
• Data warehousing, data administration and design
• Reporting systems
• Trade capture systems
• Real-time analytics dashboards
• ETL processes
• Allocations engines
• Interfaces to market data
• Full stack development
• Mobile applications
Virtual CTOs
Get expert assistance with virtual CTO services in:
• IT cost assessment and budgeting
• Disaster recovery planning
• Security assessment
• Staff augmentation
• Vendor selection
• Cloud migration
• Software development
Additional expertise: SQL server, Microsoft programming languages and tools, and cross-platform development with JavaScript frameworks.
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Theory Tax Consultancy
United Arab Emirates
Theory Tax Consultancy
5 Employees
Location
United Arab Emirates
Description
We are a Taxation, Financial & Management Advisor, Accounting Services, and Bookkeeping accredited by the Federal Tax Authority.
Our Vision:
We wish and smartly working to be the most trusted t...We are a Taxation, Financial & Management Advisor, Accounting Services, and Bookkeeping accredited by the Federal Tax Authority.
Our Vision:
We wish and smartly working to be the most trusted tax and financial consultant firm in GCC that leads clients to the correct tax treatments and provide them ideal financial solutions,
Our Mission:
To provide our clients with the correct tax advises and taking care of their matters bu using our expertise in Financial, Taxation, Auditing and other related technologies.
Why Us?
1. We are officially licensed as the Tax Agency by FTA.
2. Facts are what matters to us.
3. We will help you avoid any penalty that may charge to you by FTA.
4. Let us handle the hassle and stress with your tax commitments while you focus on your other duties.
5. We are legally insured firm and fully responsible for any human mistakes in tax transaction which may happened from our side, you will never be alone in such situation.
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Think Big Financial Group
Australia
Think Big Financial Group
5 Employees
Location
Australia
Description
We believe your finances are a big thing and setting up your future for financial security is what we do best.
At Think Big Financial Group we believe that reaching your financial and life goals s...We believe your finances are a big thing and setting up your future for financial security is what we do best.
At Think Big Financial Group we believe that reaching your financial and life goals should be inspirational and fun. We see ourselves as being your friend and financial guardians - establishing and maintaining a long-term relationship with our clients is really important to us.
Think Big Financial Group brings an energy and vitality into financial services - people engage us because they want to be ahead of the game, get cutting edge advice, and optimise their financial situation to achieve their life goals. Think Big aims to bring their innovation, clear thinking, inspiration, and motivation to its clients.
Think Big Financial Group has a team-based approach, offering a one-stop shop for all your financial matters. We employ a technically qualified team of professionals, who work together in creating a unique, and tailored solution to all of our clients.
We are here to help with all Business & Personal financial needs from Financial Planning, Accounting, Insurance, Finance and Self Managed Super (SMSF's), Retirement Planning, Home Loans, Refinancing, Debt Management, Cash Flow Consulting, Bookkeeping, Profit First, Tax Advice and Strategic Money Management.
Contact us to see how we can help you THINK BIG - https://www.thinkbigfg.com.au/
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TODAY INVESTMENTS
India
TODAY INVESTMENTS
5 Employees
Location
India
Description
We are into the Financial Distribution Services since 1980 and have been awarded "UTI CNBCTV18 Award".
We are into Financial Distribution and Income Tax Advisory for individuals , we have exp...We are into the Financial Distribution Services since 1980 and have been awarded "UTI CNBCTV18 Award".
We are into Financial Distribution and Income Tax Advisory for individuals , we have expanded our range of professional services in the following areas:
1. Mutual Fund Distribution.
2. Income Tax Consultation & Return filling,
3. All Financial Products at one Point :
• Competitive "Fixed Deposits" Products
• Mutual Funds
• Choosing a Right "Health Insurance" product for You & your Family
• Appropriate "Term Insurance" for your Loved Ones
• Motor & Fire Insurance
• Loans
• Capital Gain Bonds & Tax Free Bonds
• Tax Saving Schemes.
So through this we would like to bring to your kind notice the range of services we would like to manage for your convenience and to take care all your financial matters at one place with complete confidentiality and in a professional manner for you and your family.
We stand committed to service, support and guidance to our clients for their better Financial Health. We truly value our client relationships and wish to nourish them consistently over a long period of time.
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Tortola Advisors, LLC
United States
Tortola Advisors, LLC
5 Employees
Location
United States
Description
With years of operational experience in both large and small businesses, Tortola Advisors provides restructuring, turnaround, strategic planning, crisis management and advisory services to a broad spe...With years of operational experience in both large and small businesses, Tortola Advisors provides restructuring, turnaround, strategic planning, crisis management and advisory services to a broad spectrum of debtors, creditors, investors and lenders throughout the United States.
Triam Group is a consortium of companies and the result of years of experience serving the various industries, trade and new business sector globally.
Triam Group of companies provides expertise in ...Triam Group is a consortium of companies and the result of years of experience serving the various industries, trade and new business sector globally.
Triam Group of companies provides expertise in a variety of sectors. Our companies' expertise extend to Corporate Services, Accounting & Book-keeping, Consulting, Compliance, Auditing, IT Solutions, Expert Technical Service, Investments.
With over 100 partner office connections across the Americas, Asia Pacific, Europe, Africa and the Middle East, our team of expert Advisors, Accountants, Lawyer, and Financial Analysts enable clients across the globe to enhance their enterprise value and operate their business structures in various geographical locations with peace of mind.
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TruVim CPA
United States
TruVim CPA
5 Employees
Location
United States
Description
We are here to support both decisions-makers and stake-holders in the dynamic business community. Our name, TruVim is a combination of two characteristics woven through the fabric of our firm. Simply ...We are here to support both decisions-makers and stake-holders in the dynamic business community. Our name, TruVim is a combination of two characteristics woven through the fabric of our firm. Simply processing and producing numbers is not the end product our clients want from us. Read more at www.truvim.com
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Vanberkel Professionals
Netherlands
Vanberkel Professionals
250 Employees
Location
Netherlands
Description
Vanberkel Professionals; financieel en juridisch specialisten in de brede publieke sector voor interim opdrachten en advies.
Wij zijn gespecialiseerd in Rijksoverheid, Lokaal bestuur, Woningcorpora...Vanberkel Professionals; financieel en juridisch specialisten in de brede publieke sector voor interim opdrachten en advies.
Wij zijn gespecialiseerd in Rijksoverheid, Lokaal bestuur, Woningcorporaties, Zorg en Onderwijs. Expertise: Procesmanagement, Rechtmatigheid, (IT) Auditing, Data, Verbijzonderde Interne Controle, Subsidies, Rechtmatigheidsverantwoording, Consulting, Business Control en bedrijfsvoering, Risicomanagement en Governance, Training en Financieel Advies/Accounting.
Wij zijn een kennisgedreven organisatie en partner voor de brede publieke sector. Onze mensen zorgen ervoor dat onze opdrachtgevers invulling kunnen geven aan hun sociaal-maatschappelijke taken en vraagstukken. Inmiddels heeft Vanberkel Professionals zich ontpopt tot een organisatie met ruim 200 medewerkers en werken wij samen aan de ambitie om de overheid beter te maken. Wij zijn onderdeel van Cohedron, daarmee behoren we tot het Public Powerhouse.
Onze service is persoonlijk, wij denken op een betrokken wijze met onze opdrachtgevers mee over de juiste oplossing voor hun vraag. Wij zorgen voor gedegen onderzoek en een helder proces waarbij zowel de opdrachtgever en andere belangrijke stakeholders betrokken worden. Wij staan voor u klaar om u te helpen uw betrouwbaarheid op het gebied van cijfers, processen en resultaten te borgen.
Vanberkel Professionals staat bekend als een persoonlijke, betrokken, betrouwbare en deskundige partner en bovendien een flexibele en enthousiaste werkgever waar medewerkers zich thuis voelen. Voor meer informatie: www.vbprofs.nl
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Venture CPA
United States
Venture CPA
25 Employees
Location
United States
Description
Venture CPA is a market leader in providing services to the start-up, smb and middle market business sectors. The team at Venture CPA believes firmly that being strapped for cash shouldn't short chang...Venture CPA is a market leader in providing services to the start-up, smb and middle market business sectors. The team at Venture CPA believes firmly that being strapped for cash shouldn't short change your success.
We love the companies we work with and are proud to be a part of the amazing things they're doing. Where Venture Capital firms invest their money, we invest our time and expertise.
As a company, we have no ‘clients' – only business partners. It's not selling a service to us, its helping build a vision and our job is to ensure you're on the fastest, most stable track to it. We do what we do, so that you can do what you do best.
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Verstegen accountants en adviseurs
Netherlands
Verstegen accountants en adviseurs
250 Employees
Location
Netherlands
Description
Verstegen auditors and consultants is a medium-sized firm of auditors and tax lawyers and an (independent) member of MGI. With her head-office in Dordrecht (branche-offices at Schiphol – Amsterdam a...Verstegen auditors and consultants is a medium-sized firm of auditors and tax lawyers and an (independent) member of MGI. With her head-office in Dordrecht (branche-offices at Schiphol – Amsterdam and Assen) and a staff of 150, we are on the move: daily serving our clients in the profit sector as well as the non-profit-making sector. In the profit sector, we mainly deal with larger family businesses as well as enterprises in the small and medium-sized business sector. In the non-profit-making sector we are, due to our specific experience, mainly serving health and care institutes, (semi) government, public organisations, and church institutions. A deliberate choice. For these are the sectors that so highly value our expertise and our considerable commitment to their affairs. We gladly think along with our clients and we are not afraid to take initiative.
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VFS Group
Canada
VFS Group
25 Employees
Location
Canada
Description
VFS Group provides holistic and targeted professional investment advice to Private Clients. The company's mantra is to maintain results based relationships with Private Clients, ensuring the integrity...VFS Group provides holistic and targeted professional investment advice to Private Clients. The company's mantra is to maintain results based relationships with Private Clients, ensuring the integrity and accountability of their advice. They are an entrepreneurial, innovative and forward thinking financial services organisation whose primary expertise is in sales, wealth management, market knowledge and client service and delivery of results for those clients.
Since their inception in 2010 VFS Group has held firmly to the vision of building a customer-centric investment advisory firm, where Private Clients have all aspects of their wealth managed under the one banner. Client retention is a key driver of the company and they have maintained a high level of both client retention and client satisfaction.
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Viking Advisory Group LLC
United States
Viking Advisory Group LLC
25 Employees
Location
United States
Description
Whether you're looking to start a new business, changing directions, have issues with efficiency or cash flow, or considering an exit, sale or transfer of your business, we can help.
Outsourcing Fi...Whether you're looking to start a new business, changing directions, have issues with efficiency or cash flow, or considering an exit, sale or transfer of your business, we can help.
Outsourcing Financing and Accounting Responsibilities
Most business owners do not have the time or the ability to hire, train or manage accounting staff. And finding accounting staff with the level of expertise needed in early growth stages of a business is a real challenge. Outsourcing financing and accounting functions provides owners the ability to focus on core activities, while receiving the financial expertise they need. This allows for better decision making to help grow and manage their business.
Additional Benefits Include
Cost Savings, Expertise, Flexibility, Resource Access, Scalability, Fraud and Loss Prevention, Advanced Reporting, and Third-Party Reporting.
Designations
Certified Public Accountant, Certified Internal Auditor, Certified Valuation Analyst, Certified Information System Auditor, QuickBooks Pro Certified, Master of Business Administration, Master of Accounting
Core Services
CFO, Controller, and Accounting Services
- Assistance with affecting change, managing transitions and improving operational efficiency
- Management of internal and external reporting
Capital Raise
- Access to a network of banks that specialize in the specific needs of small businesses
- Creation of a comprehensive loan presentation to expedite the lending process
Business Valuation
- Valuations in compliance with the standards set forth by the National Association of Certified Valuators and Analysts (NACVA)
- Reports to be utilized in purchase/sale of a company, offer to investors, estate planning, divorce, and risk assessment
Bookkeeping
- Organization and maintenance of your financials in a way that helps you make key decisions quickly and accurately
- Reconciliation of balance sheets, banking and credit card statements, and preparations for monthly close
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Walshs
Australia
Walshs
250 Employees
Location
Australia
Description
N/A
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Wealth Creation Planning
Australia
Wealth Creation Planning
5 Employees
Location
Australia
Description
The intent is simple - using our many years of experience to be a financial translator/navigator to make the complex simple, helping as many people as we can protect & grow their world.
We want to ...The intent is simple - using our many years of experience to be a financial translator/navigator to make the complex simple, helping as many people as we can protect & grow their world.
We want to educate, engage & empower people around their financial future and have a meaningful impact our clients lives long term.
Life Insurance - Superannuation - Investment Strategy - Debt Reduction
Business Protection - Personal Budgeting - Estate Planning
Wealth Creation Planning Pty Ltd T/A Wealth Creation Planning.
Authorised Representatives of Apogee Financial Planning Limited
AFSL 230689
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Welch LLP
Canada
Welch LLP
250 Employees
Location
Canada
Description
Welch LLP is a Chartered Public Accounting firm that has deep roots in the
communities it serves. Since 1918, Welch has been providing a wide range of
accounting, tax and advisory services to privat...Welch LLP is a Chartered Public Accounting firm that has deep roots in the
communities it serves. Since 1918, Welch has been providing a wide range of
accounting, tax and advisory services to private enterprises, government and not-for-profit businesses. Welch experts are industry specialists who have an in-depth understanding of marketplace influences, issues and trends unique to each sector. A true partner, Welch takes a collaborative, relationship-driven approach to client service.
Big firm expertise, with small firm service and value, Welch LLP is a firm like no other.
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WellVision Finserv
India
WellVision Finserv
5 Employees
Location
India
Description
WellVision Finserv is a high-level professional service provider that combines financial and mutual fund distributor. We provide an investment experience that is focused on delivering results and gets...WellVision Finserv is a high-level professional service provider that combines financial and mutual fund distributor. We provide an investment experience that is focused on delivering results and gets people to think bigger about their finances. Why? As experts with years of experience in the investment industry we learned what works and, most importantly, what doesn't.
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Westlawn Finance Limited
Australia
Westlawn Finance Limited
75 Employees
Location
Australia
Description
Westlawn is a financial services company with branches across Northern NSW. We provide a comprehensive range of financial products, services and advice including:
• Personal loans & business fina...Westlawn is a financial services company with branches across Northern NSW. We provide a comprehensive range of financial products, services and advice including:
• Personal loans & business finance
• Personal, domestic, vehicle & business insurance
• Investments
• Financial advice & retirement planning, and
• Business services including accounting & taxation.
To find out how Westlawn can help you:
• Call us on 1300 WESTLAWN (1300 937 852)
• Visit www.westlawn.com.au
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ZBS Accounting & Bookkeeping
United Arab Emirates
ZBS Accounting & Bookkeeping
5 Employees
Location
United Arab Emirates
Description
Our company is a leading provider of accounting, audit, tax, and financial services for individuals and businesses of all sizes. With a team of highly skilled professionals, we offer a comprehensive r...Our company is a leading provider of accounting, audit, tax, and financial services for individuals and businesses of all sizes. With a team of highly skilled professionals, we offer a comprehensive range of services tailored to meet the unique needs of our clients.
Our accounting services include bookkeeping, financial statement preparation, and budgeting and forecasting, among others. We work closely with our clients to ensure their financial records are accurate and up-to-date, providing them with the insights they need to make informed decisions about their businesses.
Our audit services are designed to help our clients meet their regulatory and compliance requirements, while also identifying opportunities for improvement in their operations. We use the latest auditing techniques and technologies to deliver accurate and timely results.
We also offer a full range of tax services, including tax planning, preparation, and filing, as well as representation in tax audits and disputes. Our team of tax experts stays up-to-date on the latest changes in tax law and regulation to provide our clients with the most effective tax strategies.
Finally, our financial services include wealth management, investment advisory, and retirement planning. We work closely with our clients to understand their unique financial goals and develop a comprehensive plan to help them achieve those goals.
At our company, we are committed to providing our clients with the highest level of service and expertise, helping them to achieve their financial goals and secure their financial futures.
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Zeeniya Capital Limited
United Kingdom
Zeeniya Capital Limited
5 Employees
Location
United Kingdom
Description
Zeeniya Capital is a company registered in England & Wales (company No. 8382001).
FCA approved commercial insurance intermediary. Trying to find solutions using the latest in Insurtec.
Zeeniya...Zeeniya Capital is a company registered in England & Wales (company No. 8382001).
FCA approved commercial insurance intermediary. Trying to find solutions using the latest in Insurtec.
Zeeniya Capital is
- Authorised and regulated by the Financial Conduct Authority (Reg No. 597562).
- Registered with the Office of Fair Trading
- Holds a Consumer Credit License
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The Financial Valuation Group
United States
The Financial Valuation Group
5 Employees
Location
United States
Description
The Financial Valuation Group is a forensic accounting, business valuation, and consulting services firm. We serve clients across the United States, analyzing:
Corporate Securities,
Closely Held ...The Financial Valuation Group is a forensic accounting, business valuation, and consulting services firm. We serve clients across the United States, analyzing:
Corporate Securities,
Closely Held Businesses,
Partnership Interests,
Business Operations-subsidiaries, divisions, profit centers
Intangible Assets-covenants not to compete, customer lists, contract rights and core deposits,
Intellectual Property-patents, trademarks, trade names, software copyrights and trade secrets.
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The McGill & Hill Group LLC
United States
The McGill & Hill Group LLC
25 Employees
Location
United States
Description
McGill & Hill Group is a one-stop financial services resource for the dental profession, based on our "every step of the way"​ team approach. ðŸ¤
We are a group of independently owned companies ...McGill & Hill Group is a one-stop financial services resource for the dental profession, based on our "every step of the way"​ team approach. ðŸ¤
We are a group of independently owned companies working seamlessly to enable you to achieve your financial goals faster.
You'll receive the highly-skilled guidance it takes to move your dental practice step-by-step through:
Tax, Business, & Financial Planning
Practice Management
Dental Transitions
Legal, Accounting, and Retirement Plan Design
Financial Planning Services
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The Niew Group
United States
The Niew Group
5 Employees
Location
United States
Description
The Niew Group offers a variety of estate and financial planning services while providing the highest level of individual attention by focusing on your specific financial needs and concerns. Our staff...The Niew Group offers a variety of estate and financial planning services while providing the highest level of individual attention by focusing on your specific financial needs and concerns. Our staff is ideally suited to provide the personal attention you are seeking. When you place your trust in The Niew Group, you'll instantly feel a connection that means you can rest assured someone who truly cares about your financial well-being is guiding the ship. And as we work together to build your customized financial plan, that connection will continue to grow.
We recognize there are many things to consider when selecting a financial planner. The most important factors involve hiring someone who cares, who can be trusted, who is competent, who shares your philosophies, and who gets you ahead financially. We're confident The Niew Group will meet and exceed your expectations in all aspects of these criteria.
The strength of The Niew Group lies in the strength of our client relationships. We value our clients' portfolios as if they were our own. We want you to realize that you don't need to face an overwhelming, complex set of money management issues alone. We're here to guide you. We're the calming voice of reason amidst the chaos of issues and problems swirling around you.
You've Earned it. Now let The Niew Group help you Keep it and Grow it.
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The Sargent Consulting Group, LLC
United States
The Sargent Consulting Group, LLC
5 Employees
Location
United States
Description
The Sargent Consulting Group, LLC (SCG) is a management advisory and consulting firm specializing in Business Valuations, Economic Damages Calculation, Expert Witness Testimony, Financial Investigatio...The Sargent Consulting Group, LLC (SCG) is a management advisory and consulting firm specializing in Business Valuations, Economic Damages Calculation, Expert Witness Testimony, Financial Investigations and Forensic Accounting. SCG has three offices located in Chicago, IL, Denver, CO and Detroit, MI.
TLK has multiple divisions covering key specialty areas such as Chartered Accountants & CPA's, Financial Planners, Mortgage Brokers, Legal and Investment Property Specialists that all collaborate to g...TLK has multiple divisions covering key specialty areas such as Chartered Accountants & CPA's, Financial Planners, Mortgage Brokers, Legal and Investment Property Specialists that all collaborate to give our clients the leading advice in the industry.
TLK Partners are to be Australia's leading universal wealth advisers based on:
• Having qualified, most dedicated and highly trained staff.
• Empathy for our clients and solving their problems ASAP.
• Improving the lives of everyone we work with.
• Empowering clients to make comfortable decisions for the future.
• Making our clients wealthier, stronger and happier.
At any stage of business or life, the preservation and growth of wealth has its own unique challenges and opportunities. From professionals starting out, to successful business owners legally minimising tax, to those making superannuation fund investment decisions from a life of work – every situation requires a universal and strategic approach.
The strength of TLK Partners comes from the fact that we are ‘Universal Wealth Advisers'. When providing advice and recommendations for our clients, we look at the whole picture and come up with the full end-to-end Strategy, recommendations and services. Multiple specialists look after each of our clients drawing on their own unique experiences to give robust, intelligent counsel.
Review our website to learn more and contact us www.tlkpartners.com.au
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TMFD Financial
Canada
TMFD Financial
25 Employees
Location
Canada
Description
Providing Dentists comprehensive accounting*, financial planning, and coaching services through one point of contact.
Discover how to keep MORE of your Practice Dollars • SIGN UP FOR OUR ZOOM SERIE...Providing Dentists comprehensive accounting*, financial planning, and coaching services through one point of contact.
Discover how to keep MORE of your Practice Dollars • SIGN UP FOR OUR ZOOM SERIES •
Themis Technology
Theory Tax Consultancy
Think Big Financial Group
TODAY INVESTMENTS
Tortola Advisors, LLC
Triam Conglomerate - Accounting & Tax, Company Formations, Banking Compliance, AML-CDD
TruVim CPA
Vanberkel Professionals
Venture CPA
Verstegen accountants en adviseurs
VFS Group
Viking Advisory Group LLC
Walshs
Wealth Creation Planning
Welch LLP
WellVision Finserv
Westlawn Finance Limited
ZBS Accounting & Bookkeeping
Zeeniya Capital Limited
The Financial Valuation Group
The McGill & Hill Group LLC
The Niew Group
The Sargent Consulting Group, LLC
TLK Partners Chartered Accountants, Financial Planners & Mortgage Brokers
TMFD Financial