Best of Bootstrapped in Financial Services, H1 2020

Best of Bootstrapped in Financial Services, H1 2020

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April 7, 2021

We believe data is at the heart of new school deal flow, so we’ve extracted the top 25 privately-held companies in the financial services industry for you from our platform.

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1. NEXA Mortgage, LLC

NEXA Mortgage, LLC is a full-service mortgage broker. The company offers every loan product known and have the ability to shop all loans for the best possible option for any consumer on a single visit. It also offers a wide range of refinancing options.

2. Decision Research Corp.

Decision Research Corp. is a software development and information technology company that provides rating and policy administration solutions for the property and casualty insurance industry worldwide. The company offers DecisionMaker, a Web-based, fully integrated suite of insurance applications that provides insurers and MGAs with a complete quote-to-claim system.

3. Vervent, Inc.

Vervent, Inc. is the fastest growing servicer of loan and lease portfolios in the United State and are expanding to service the clients on a global scale. It specializes in top-speed servicing solutions and offers ancillary support for verification calls and remarketing.

4. Strategic Financial Solutions, LLC

Strategic Financial Solutions, LLC provides debt relief, credit counseling, and financial planning services to individuals. It tailors debt relief options that include debt consolidation loans, and debt resolution and credit card modification programs.

5. Member First Mortgage, LLC

Member First Mortgage, LLC is one of the largest Credit Union Service Organizations (CUSO) in the nation. The company is a full-service mortgage lender with an experienced staff offering expertise in every area of mortgage lending; from purchase, to refinance, to construction lending. It serves the home financing needs of credit union members as well as non-members.

6. RefiJet

RefiJet is an auto-refinance company that specializes in offering personalized help and support to find consumers the best auto refinance loan for which qualify. The company partners with a national network of leading financial institutions and deliver quick quotes at competitive rates.

7. Avenue Securities, LLC

Avenue Securities, LLC an American broker-dealer made for international investors. It is the result of a movement that continues to grow: a global citizen.

8. Foresight CFO, Inc.

Foresight CFO, Inc. developed the Strategic Financial Management System to help business owners and employees thrive by being in the top percentile of industry. This includes delivering the right customer impact, becoming a great place to work, and working on the business rather than in it.

9. First Help Financial, LLC

First Help Financial, LLC is an innovative and fast-growing auto finance company. It serve under-banked customers that have limited access to financial services and are often first-time borrowers. The company helps customers make smart financial decisions and support it throughout the life of its loan.

10. East Coast Capital Corp.

East Coast Capital Corp. provides consumer financing services. The Company offers home loans and mortgage services and serves customers in the United States.

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Cheyenne Kolosky


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