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View Affluent Solution Group LLC's top competitors like Aspire Financial Bank, Blue Horizon Advisors, and BrightPlan.

BrightPlan
BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs. The platform combines AI-powered financial planning with access to experienced financial advisors to deliver personalized, real-time guidance across budgeting, debt management, investing, retirement, and wealth planning. It integrates directly with employer benefits to drive higher utilization and better decision-making. Employers gain visibility into workforce financial health through a centralized dashboard with actionable insights. This enables more effective benefits strategies, stronger employee engagement, and improved retention. BrightPlan is certified for fiduciary excellence, providing objective guidance designed to align with employee best interests.
Boca Raton, Florida, US
Private
$12.6M Revenue
http://www.brightplan.com
64 Employees
Paramount Financial
Paramount Financial is a Direct Lender that provides a wide range of commercial equipment financing & leasing programs. Our competitive programs help established and start-up companies to acquire new and used equipment for their operations. Our Vendor Partner Program helps equipment suppliers & vendors to provide competitive finance options to customers. Specialty Lease Programs * Start-Up Companies * Used or New Equipment * Same Day Approvals * Software Only Leases * Single Page Credit Application * 90% of Applications Approved Consolidate Loans & Leases Consolidate leases & loans or upgrade existing technology with a single Paramount lease. Qualify for additional lines of credit & other leasing incentives with timely pay history. Line of Credit Lease lines of credit provide piece of mind for any company looking to make multiple purchases over an extended period of time. Commercial Financing Paramount also offers competitive financing for equipment purchases from $5,000 to 5 million. complete an easy one-page application to secure an approval up to $350,000 or contact a Paramount sales executive directly for information on approvals greater than $350,000.
Phoenix, Arizona, US
Private
$5.8M Revenue
http://www.paramountfinancial.com
53 Employees
SFP Synergy Financial Partners
Our Mission Synergy Financial Partners is changing the way Americans plan for their financial future! Our Vision To Change the way Americans Save for Retirement SFP is committed to change the way today’s families save for retirement. We accomplish this by bringing them REVOLUTIONARY products and concepts, delivered by a sales force of CRUSADERS who are passionate about educating and empowering consumers. To Protect Assets and Create Wealth for Families Whether the goal is protecting your family, saving for retirement or building tremendous wealth, SFP has a track record of helping people make their dreams come true SFP is a company focused on creating wealth for our clients. SFP provides a diversified product portfolio that enables our clients to protect their assets while providing a great alternative when saving for retirement. Speak with your SFP agent today about our exclusive "Financial Compass." Your SFP Agent will perform a complimentary analysis to educate, empower and recommend what is best for you based on where you are, and more importantly, where you are going! SFP Addresses the four major areas to focus on to ensure your family is protected and your future dreams are secure.
Lawrenceville, Georgia, US
Private
https://www.synergyfinancialpartners.com
22 Employees
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
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