financial education

Abundantia Advisory is a CPA firm based in Memphis, Tennessee, providing all-inclusive fractional CFO and accounting services for female founders and minority-led businesses nationwide. Founded by Megan Munsell, a CPA with 20+ years of experience, the firm offers bookkeeping, accounting, tax preparation and strategy, CFO consulting, budgeting, and financial education, with transparent flat-rate monthly retainers.

bookkeepingBudgetingcash-flow forecastingfinancial analysisfractional CFO supportQuickBooks Online accountingtax preparationtax strategy

Barbour Companies is a business and commercial capital consultancy with over two decades of banking experience. It helps small businesses and commercial clients secure capital ranging from $100,000 to $15 million, focusing on preparing businesses for funding, navigating the approval process, and financial education and empowerment.

alternative financing solutionsbusiness funding preparationcapital approval navigation

BC Holdings of TN is an independent, for-profit financial wellness educational organization that provides technology-forward, evidenced-based financial education programs to businesses, government agencies, universities, and training organizations. Its Destination: Financial Wellness (DFW) platform is a self-paced, mobile-ready LMS, and it also offers live workshops, retirement training (FERS and BRS), and E-Learning programs.

curriculum developmente-learningretirement trainingtrain-the-trainerWorkshops and seminars

Champion Brokerage Group is a boutique wealth advisory and financial planning firm founded by Vara Kai Potter-Leftwich. It provides coordinated wealth advisory and financial planning for individuals, families, and business owners, bringing investments, retirement income, protection, and legacy priorities into one strategy. The firm also offers financial education, language access services, and employer/organizational support, and is certified as a Women's Business Enterprise and Minority Business Enterprise.

employee engagement supportfinancial planninginterpretation and translationlegacy planningprotection planningretirement income planningwealth advisory

DebtEnd is a financial technology company on a mission to end predatory lending. It combines AI coaching, proven debt payoff strategies, and community-powered finance to help people break free from debt. The platform is currently in beta with early access open.

AI coachingdebt trackingpeer-to-peer lending

DEK Holdings LLC is a management consulting and financial education firm led by CEO Kristoffer Doura. It provides consulting and education services across divisions including management consulting and organizational strategy, financial advisory and capital readiness education, an education division, insurance education and risk awareness, and sports leadership and athlete development. It serves government agencies, municipalities, nonprofits, corporations, and community organizations, and is aligned with NAICS codes including 541611.

curriculum designfinancial advisoryinsurance educationleadership developmentmanagement consultingrisk management advisorysports consultancyworkshops

DRH Retirement Solutions (formerly Hicks & Associates Insurance Services, Inc.) is a comprehensive insurance agency located in Grayslake, Illinois, specializing in Tax-Free Retirement, Retirement Planning, College Funding, Life Insurance with living benefits, and health insurance. The agency focuses on safe money products and a personal one-on-one approach to analyze each client's unique situation.

Federal Benefits analysisinsurance brokerageretirement planning

First Federal Bank of Kansas City is a state-chartered mutual savings bank owned by its depositors, founded in 1934 and serving the Kansas City area. It describes itself as the largest mutual bank in the Midwest, with 9 branches, nearly $1 billion in assets, and over 20,000 customers. Profits are reinvested into the bank and community rather than paid to stockholders.

business lendingconstruction lendingdigital/mobile bankingliquidity managementmerchant servicesmortgage lending

First Nebraska Bank is a full-service community bank with 11 locations throughout central and eastern Nebraska and a loan production office in Norfolk. Its Nebraska banking history traces back to 1879. It offers personal and business checking and savings, personal, mortgage, commercial and agriculture loans, mobile and online banking, and interactive teller services from 7am to 7pm.

agriculture lendingcommercial lendingcommunity bankinginteractive teller servicesmobile bankingmortgage lendingonline banking

FitWallet is a financial wellness and transformation education platform based in Bayamón, Puerto Rico, founded in 2015 by Myrna Vázquez and incorporated as an educational platform since 2019. It offers educational experiences and solutions to improve people's relationship with money, with over 2,500 lives impacted to date.

corporate financial wellness programsmoney mentorshippersonal financial counselingvirtual and in-person educational experiences