Finance & Insurance
Build businesses in financial services and insurance. From financial planning to insurance brokerage to bookkeeping, help individuals and businesses manage money and risk.
Explore Finance & Insurance Subcategories
Financial Planning & Advisory
Financial planning, investment advisory, and wealth management
- Fee-Only Financial Planner
- Retirement Planning Specialist
- Hybrid Robo-Advisor Service
- Tax Planning Service
- College Planning Consultant
- ESG & Sustainable Investing Advisor
Insurance Services
Insurance brokerage, agency, and risk management services
- Independent Insurance Agent
- Employee Benefits Broker
- Life Insurance Specialist
- Commercial Insurance Specialist
- Medicare Insurance Agent
- Cyber Insurance Specialist
Accounting & Bookkeeping
Accounting, bookkeeping, and tax services
- Virtual Bookkeeping Service
- Fractional CFO Service
- E-commerce Accounting Specialist
- Tax Preparation Service
- SaaS Accounting & Metrics
- Bookkeeping Cleanup Specialist
Specialized Financial Services
Specialized and niche financial service businesses
- Credit Repair & Restoration Service
- Merchant Services & Payment Processing Sales
- Debt Settlement & Negotiation Service
- Business Loan & Funding Brokerage
- Retirement Plan Administration Service
- Notary & Loan Signing Agent Service