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Financial Services Companies Worldwide

Financial services provide, structure, and manage financial products, capital, and advisory services for retail, corporate, and institutional clients. This page lists companies operating in the Financial Services sector based on self-reported profile data. The directory currently holds 12877 companies in this sector. The largest share of listings is based in United States (US). Related sectors on Enterprise League include Accounting, Banking, Auditing, Financial Exports, Asset Management, Financial Exchanges, Angel Investment.
12,877 companies
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Financial Services
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Established in 1934, TTCU Federal Credit Union is a $2.6 billion financial institution with a full complement of depository, lending and financial advisory services. TTCU is the second-largest credit union in Oklahoma with 22 branch locations. You may be one of over almost a million people in Oklahoma eligible to join TTCU. The membership of TTCU is over 150,000 strong and made up of teachers, school faculty, administrators, staff, students and over 800 select employee groups. For complete membership eligibility and information, please visit www.ttcu.com or call (918) 749-TTCU (8828).
Financial Services

1934

For over 30 years, JULY has helped financial advisors, TPAs, and employers build stronger retirement futures. From 401(k)s and Cash Balance plans to MEPs, PEPs, and Defined Benefit plans, we combine deep ERISA expertise with modern technology to make running a retirement plan simpler, smarter, and more effective. Whether you're a financial advisor looking for a reliable partner or an employer ready to launch a plan, we're here to help you deliver more.
Financial Services

1994

Three million people now have access to the Stream platform through 2,000 brands - across the U.K., Europe and U.S. - making us the world's most widely-used financial wellbeing provider. Offered through major employers like Bupa, Asda, New Balance, Hilton, Burger King and the NHS, our platform helps our members to build brighter financial futures. Stream Platforms, Ltd is a B corporation, built with a social charter to provide fair financial services.
Financial Services

2018

a360inc powers the future of legal and credit risk management with solutions built on scalable platforms and proven reliability—delivering workflow, reporting, and vendor integration that drive efficiency, momentum, and measurable results across the finance industry ecosystem.
Financial Services

2017

For twenty-five years, Credit.com has empowered consumers with our credit monitoring solutions and a team dedicated to helping simplify the confusing world of credit. Credit isn’t just our name—it’s everything we are. Credit.com has been the destination of over one million members to access and understand their credit scores, find the right credit cards and the best mortgage rates, and take back control of their credit and its impact on their lives.
Financial Services
Brean Capital is a leading, independent investment bank. For more than 40 years, the Firm has focused on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Our services include fixed income strategy, corporate finance and advisory investment banking. Our fixed income business provides sales, trading, and banking services on a wide range of mortgage and asset-backed, US Treasury and government agency securities, structured products, loans, corporate bonds and municipal securities. Our investment banking practice specializes in capital raising and advisory services with a focus on private placements, securities underwriting and merger and acquisition-related services to corporate clients.
Financial Services

1973

USFAAF’s global expansion brings new international standards to its clients in the Middle East. USFAAF has quickly become the leader when it comes to Immigration Investment, Financial litigation, FATCA and US Taxes for American Expats, Financial Advisory and Audit. USFAAF has a team of professionals worldwide with global and diverse experience evaluating and interpreting financial transactions to ensure that our clients’ decision makers are making informative business and investment decisions with lower risk, expanded market share, and a global advantage. We strive to provide timely communications and insights regarding matters that may affect an organization’s business. Make informative business and investment decisions with lower acquisition costs, expanded market share, and a global advantage. We help clients address serious business concerns involving fraud, forensic investigations, litigation and reorganization. We also advise businesses on valuation issues and other matters to help them in complying today’s regulatory environment. We assist clients with originating and executing transactions and strategic investments for mergers and acquisitions, divestitures, and capital planning.
Financial Services

1993

For more than 85 years, Together Credit Union has proudly provided solutions to help our members grow and thrive. From our humble beginnings serving our first Select Employer Group, Anheuser-Busch, to our robust and diverse community today, we have strived to be our members’ trusted financial partner, empowering more than 142,000 members to achieve their financial goals. We are a $2.5 billion asset, full-service financial institution with 26 branches across the nation, including 14 in the greater St. Louis area. And as a credit union, we're a not-for-profit financial cooperative that exists to benefit the members and communities we serve, a true testament to the relationships we have built in neighborhoods throughout the region. Our commitment to empowering members to achieve their best life drives everything we do. Our expertise is financial. Our involvement is personal. As their financial advocates, we do not compromise. We achieve it, Together. Together Credit Union is federally insured by the NCUA.
Financial Services

1939

At TaxRise, we transform lives by helping individuals and families overcome their tax challenges and achieve financial freedom. “Every client. Every time,” reflects our unwavering commitment to delivering personalized, high-quality solutions for each client we serve. With thousands of success stories each year, we are proud to be a trusted leader in the tax relief resolution industry. Beyond our results, we’re a company driven by innovation, collaboration, and a passion for making a difference. We embrace new ideas, challenge the status quo, and leverage cutting-edge technology to provide the best client experience possible. Our vibrant culture is built on trust, creativity, and the belief that every team member’s voice matters. TaxRise isn’t just a workplace—it’s a movement, and together, we rise by lifting others. Whether you’re a client seeking financial relief or a professional looking to make an impact, TaxRise is where transformation happens. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.
Financial Services

2017

ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation. ABGi is the leading ethical service provider for the R&D Credit, 179D, Cost Segregation, and many international incentives. At ABGi Group our goal is to help clients accelerate innovation and business expansion around the world by legally minimizing their tax liabilities. We specialize in highly technical and legally based tax credits for all companies of varying sizes. With over 35 years experience we are your source for the highest level of specialized tax credits and deductions, while at the same time ensuring complete compliance with our specific areas of the tax code. We are a global group with headquarters in France, Brazil, United Kingdom, Germany, Canada and the USA and additional satellite offices around the world. ABGi Group is your global tax incentives provider.
Financial Services

1985

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.
Financial Services

1996

Clarity Debt Resolution is an American based company that aims to help US consumers reduce their debt by negotiating with creditors to settle their debts for less than the full amount owed. Clarity Debt Resolution Services offers debt settlement services for various types of unsecured debts, including credit cards, personal loans, medical bills, and certain types of student loans. The company's debt settlement process typically involves enrolling in their program, stopping payments to creditors, and making monthly payments into a savings account. Clarity Debt Resolution Services then negotiates with the creditors to settle the debts for less than the full amount owed. Once a settlement is reached, the consumer uses the funds in their savings account to pay off the settled debts. It is important to note that debt settlement can have a negative impact on a consumer's credit score and may not be the best option for everyone. Consumers should carefully consider all of their debt relief options and consult with a financial advisor or credit counselor before enrolling in a debt settlement program. At Clarity, we put you in charge of your own second chance.
Financial Services
In operation since 1978, KE Andrews is one of the largest state and local tax firms in the country, managing over $500 billion in assets. Headquartered near Dallas, TX, our core services include property tax representation, purchase price allocation, independent appraisal, due diligence reviews, sales and use tax reviews, audit defense, severance tax reviews, cost segregation studies, site selection, and credits and incentives. KEA currently operates nationwide in the energy services sector, serving over 1,000 clients ranging from Fortune 100 companies to smaller and mid-size operators. The KEA Commercial Real Estate division also engages in tangible personal property and real estate tax compliance and appeals representation in all 50 states, serving the restaurant, multifamily, industrial, automobile dealership, office, manufacturing, and retail industries, among many others. More information about KE Andrews can be found at www.keatax.com.
Financial Services

1978

NISA Investment Advisors, LLC (NISA) offers customized investment solutions for tax-exempt and taxable institutional clients. NISA manages $295 billion in fixed income and equity securities and $167 billion in derivatives notional value as of March 31, 2026. We seek bright, motivated individuals who can contribute to our growing team of professionals. Candidates with a high degree of independent thinking skills, strong analytical and quantitative skills, and team playing abilities are encouraged to apply. NISA manages portfolios for some of the largest institutional investors in the world. Client portfolios include investment-grade fixed income, derivative overlays and index-like equity investments. NISA is 100% employee-owned and is based in St. Louis, Missouri. Members of our experienced senior leadership team provide guidance for the firm through the Management Committee and Investment Committee. We employ over 400 people, over 20% of whom have a participation interest in the firm.
Financial Services

1994

The Loan Store, Inc. is a rapidly-growing mortgage company leveraging efficient processes and decades of mortgage expertise to create a successful ecosystem for our broker and correspondent partners. TLS is laser-focused on being a reputable Non QM, Agency (Conventional, FHA, VA, USDA) Jumbo, HELOCS and Hard Money for Investors, aggressively priced for brokers to compete in any rate environment. Led by industry veterans, we understand the importance of our symbiotic partnerships with mortgage brokers across the country. We believe the Wholesale channel is thriving and are dedicated to perpetuating its growth through best in class service and CONSISTENTLY competitive rates.
Financial Services

2013

Finally is a fast growing fintech company whose mission is to help small & medium sized businesses automate their accounting and finance.
Financial Services

2019

Financial Outsourcing Services & Recruitment Solutions Acumen Group Ltd. currently has offices located in Bahamas, Bermuda, British Virgin Islands, Cayman Islands, India, Mauritius, South Africa, Turks & Caicos, United Kingdom and the United States of America which allows us to provide local knowledge with global experience to our clients.
Financial Services

2006

Viamericas offers money transfer, bill payment, check processing and top-up services at agent locations across the United States, and a network of thousands of pay-out locations throughout Latin America, India and Asia. Viamericas provides easy, fast and safe international payments and superior customer service.
Financial Services

1999

Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience. If you are looking to take your firm to the next level, please visit https://www.meritfinancialadvisors.com/for-advisors/ Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
Financial Services

1998

Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds, and private debt funds. Founded by private equity executives in 2021, Petra administers structures and funds that have in excess of +$500 billion in assets. We deliver tailored services to our valued client base from offices in the U.S. and Europe. Clients are serviced by regional teams led by executives with deep experience in alternative investments and ESG and supported by a global network of experts. Our coordinated fund administration solution and best-in-class technology enable our clients to scale their operations, reduce costs, and focus on their core competencies. For more information, please visit: www.petrafundsgroup.com.
Financial Services

2021

Aegis Capital Corporation “Aegis” has been in business for over 35 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full-range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. Aegis is able to provide quality service through its primary clearing relationship with RBC Correspondent Services whose parent company, Royal Bank of Canada (NYSE:RY), is one of the world’s leading diversified financial services companies. Member: FINRA / SIPC
Financial Services

1984

National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area. First founded in 1951 with the goal of providing unbiased and quality investment advice and wealth management solutions, we have evolved over the past half-century from a small New York firm to an expansive network of financial professionals across the country. We strive to be recognized as a leading firm for growing and developing successful advisors to make a measurable impact on the communities they serve and beyond. CAREERS Our firm is growing and looking to expand our team of professionals with passionate, driven, and motivated individuals who truly want to make a difference in the communities they serve. While our firm has grown over the years, our mission remains unchanged: to create and implement financial strategies that meet and exceed clients’ personal and business needs and desires. National Financial Network is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. 900 Stewart Avenue, Ste 500, Garden City, NY 11530, 516.745.5600. PAS is a wholly-owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 8763865.1 Exp 02/28
Financial Services

1951

Siebert is a brokerage and wealth management firm with a history of Indomitability and Fearlessness. It started with the inspiring story of our founder, Muriel Siebert. Despite the odds, she battled her way to become the first woman to own a seat on the New York Stock Exchange. Today, Siebert is stronger than ever, and Muriel’s legacy lives on in our commitment to our clients: Financial Freedom for Everyone. Muriel Siebert & Co., LLC – Member NYSE | FINRA | SIPC Investing involves risk, including the potential loss of principal. “Financial freedom” reflects personal financial goals and is not a guarantee of future results. Full Disclosures: https://www.siebert.com/siebert-disclosures#Social-Media-Disclosure-and-Affiliate-Relationship-Disclaimer
Financial Services

1967

UniTeller Financial Services, a subsidiary of one of the largest Financial Groups in Latin America, Grupo Financiero Banorte, is an International Payments Processor based in the United States and one of the market leaders offering Remittance Processing Services. With an extensive network of more than 200,000 paying locations, UniTeller offers coverage in over 80 countries worldwide. UniTeller's foundation is built on its core values of Innovation, Integrity, Team Work, and Excellence. These values are the essence of UniTeller and trickle down to every aspect of our operations. They define our organization-wide corporate culture, represent standards of conduct that guide our actions, and reflect our commitment to not only our employees, agents, and partners but also to the communities in which we operate. In 2001, UniTeller expanded its services to the growing Philippine market and opened “UniTeller Filipino” in Manila. Grupo Financiero Banorte, acquired UniTeller in 2006 aiming to strengthen and integrate its money remittance capabilities with major networks in Latin America. In 2008, UniTeller successfully began its Wholesale Remittance Processing Business. Today, it has become a leader in the industry for Remittance Processing Services, serving over 100 Remittance Companies, Banks, Corporate Retailers, Fintechs, Telcos, International Payment Institutions, and Individuals around the world. The impact that UniTeller has on the lives of people goes far beyond providing an affordable, dependable, and secure money remittance service. As the world evolves and technology advances, UniTeller continues to grow its platform enabling us to further connect our customers with their roots and the ones that are most important to them; thereby “Linking Lives”. To find out more about UniTeller, visit www.uniteller.com.
Financial Services
Sound provides authentic and trusted financial support and services with full-service branches around the Puget Sound. A Northwest original since 1940, we’re one of Washington State’s largest credit unions, driven by the purpose of standing with members, employees and the community through all waves of life. If you're passionate about helping people with real-life needs, you’ve come to the right place. Sound Credit Union offers competitive wages, generous benefits, and a great workplace environment. We look for team members who interact with people in a caring manner, have a can-do approach, look for ways to say “yes,” and who would never say “that’s not my job.” If you believe “customer service” is not a department, but rather an attitude, we invite you to apply.
Financial Services

1940

Convergex is now Cowen! Stay connected, follow Cowen Inc. - https://www.linkedin.com/company-beta/3291966/
Financial Services

2006

Maven implements both fundamental and quantitative trading & market making strategies across global financial markets, utilising only the group’s capital. We see ourselves just as much a technology firm as a multi-strat trading firm. We aim to equip our traders with the best tools we can. We channel the advances in computer learning, processing power and network capacity into streamlining and improving all aspects of the trading operation, from front office to settlements. This is paired with meticulous and attentive execution and conservative risk management. If you would like to learn more about working at Maven please visit: https://www.mavensecurities.com/work-at-maven/
Financial Services

2011

Coller Capital, founded in 1990, is one of the world's leading investors in the secondary market for private assets – and widely acknowledged as an innovator in secondaries. The firm provides liquidity solutions to private markets investors worldwide, acquiring interests in private equity, private credit, and other private markets assets. With headquarters in London, and offices in New York, Hong Kong, Beijing, Seoul, Luxembourg, Zurich, Melbourne and Montreal, Coller’s multinational investment team has a truly global reach. In January 2021, the firm closed Coller International Partners VIII, with committed capital (including co-investment vehicles) of just over $9 billion and backing from over 200 of the world’s leading institutional investors. In February 2022, the firm closed Coller Credit Opportunities I, with committed capital (including co-investment vehicles) of c.$1.45 billion and backing from over 40 institutional investors. In March 2023, Coller Capital announced the creation of its global Private Wealth Secondaries Solutions (“PWSS”) business to provide further access to private capital markets for high-net-worth individuals. The Coller Secondaries Private Equity OpportunitiesFund ("C-SPEF") is a closed-end tender offer fund. For more information about this fund, including risks and a prospectus, please visit cspef.com. Potential investors should be aware that an investment in the Fund is speculative, involves a high degree of risk, and is suitable only for those investors who have the financial sophistication and expertise to evaluate the merits and risks of an investment in the Fund and for which it does not represent a complete investment program. Past performance does not guarantee future results. The fund is distributed by Paralel Distributors LLC.
Financial Services

1990

Mortgage Cadence has been partnering with lenders since 1999, offering the industry’s only true one‑stop‑shop mortgage technology solutions designed for point‑of‑sale through post‑closing. At a time when efficiency, speed, and the customer experience are paramount to lenders’ success, Mortgage Cadence delivers reliable software and dedicated people, supporting lenders every step of the way.
Financial Services

1999

The Church Pension Group (CPG), founded in 1917, provides retirement and healthcare benefits, property and casualty insurance, and publishing support for clergy, lay employees, and institutions serving The Episcopal Church. We are investment professionals, client services specialists, retirement and health benefits experts, underwriters, researchers, lawyers, content creators, and more. Our work is driven by a commitment to serve and a deep respect for those we support. We foster a collaborative and inclusive environment where colleagues are empowered to thrive, and varied perspectives help us anticipate and meet the evolving needs of the Church. Guided by our core values—compassion, professionalism, and trustworthiness—we are committed to being responsible financial stewards and reliable partners. Our purpose fuels our dedication, and our vision aligns us with our clients’ needs.
Financial Services

1917

Founded in 2001, Partners Capital is a global investment office acting for distinguished endowments and foundations, senior investment professionals and prominent families across the globe. With over $75B in assets under management* the firm constructs customised investment portfolios for its clients tapping into its deep network of partnerships with what it considers exceptional asset managers across all major asset classes. The firm employs more than 400 people across its nine offices located in Boston, London, New York, Dallas, Hong Kong, Paris, San Francisco, Singapore and Dubai. For more information on Partners Capital, please visit: www.partners-cap.com. Disclaimer: Past performance is not indicative of future returns. For important disclosures please visit https://partners-cap.com/regulatory-disclosures/ *Firm AUM as of December 31, 2025
Financial Services

2001

Plenary is a leading independent developer, manager and long-term investor of public infrastructure with 25 assets under management worth more than A$33 billion across Australia, the Middle East and the UK. Plenary adopts a holistic approach to delivering projects that embraces finance, design and construction, commercial development, asset management and operations.
Financial Services

2004

We're an independent firm focused on redefining the RIA's place in the wealth advisory world. With offices nationwide delivering truly integrated tax and wealth advice, we leverage the experience and insights of our talented professionals through a highly-collaborative team approach. We give advisors a place where they can provide personalized attention to their clients to help achieve both near and long-term financial and life goals.
Financial Services
Treasury Strategies, a division of Curinos, is the leading consulting firm working with corporations and financial institutions in the areas of treasury, payments and liquidity. Our experience and thought leadership in treasury management, working capital management, liquidity and payments, combined with our comprehensive view of the market, rewards you with a unique perspective, unparalleled insights and actionable solutions.
Financial Services

1982

Smart Financial is a Houston-based credit union. We are always focused on people over profits. Our entire staff is united in its passion to provide superior service. Our purpose is to give back to the community while helping our members with their various financial needs. Put simply: We help people achieve success along their financial journey.
Financial Services

1934

Powered by Fifth Third, Provide empowers entrepreneurs to build their legacies. As a leader in tech-enabled financial services for aspiring and established small business owners, Provide offers an unmatched combination of industry expertise, personalized service, and customized financial products — enabling entrepreneurs to achieve their ownership dreams, realize financial independence, and strengthen their communities. © 2026 Fifth Third Bank, National Association. All Rights Reserved. Provide is a division of Fifth Third Bank, N.A. Member FDIC. All lending is subject to credit review and approval.
Financial Services

2014

Better Debt Solutions, located in Irvine, CA, is dedicated to empowering individuals and families facing financial hardships. Our programs, rooted in integrity and compassion, serve to educate and guide clients toward financial control and freedom. Having been founded in 2022, we've had the privilege of assisting over 17,000 individuals. We take pride in helping them break free from debt, rediscover their independence, and embark on a journey to rebuild their lives. It is this unwavering commitment to exceptional customer care that has earned Better Debt Solutions an esteemed A+ rating as an accredited member of the BBB. At our workplace, synergy, innovative thinking, and a dedicated focus on personal and professional development form the bedrock of our culture. Become a catalyst for meaningful change by joining our growing team, where we are passionately devoted to transforming lives through financial empowerment.
Financial Services

2022

Capital on Tap provides an all-in-one small business credit card and spend management platform. Capital on Tap makes it easy for small business owners to access funding for their business, manage their employees' expenses, and earn rewards on every pound their business spends. Launched in 2012, Capital on Tap has spent over 10 years focusing on the needs of small business owners. It has been recognised by Forbes and the Financial Times as one of Europe’s fastest-growing businesses. More than 200,000 small business customers have spent more than £20 billion on their Capital on Tap Business Credit Cards. Capital on Tap simplifies business funding and spending, saving business owners time and money. After a 2-minute application process, the majority of applicants receive instant credit decisions. UK business owners benefit from unlimited 1% cashback and credit limits extending up to £250,000, while our US customers enjoy 1.5% cashback and limits up to $50,000.
Financial Services

2012

Knowcraft Analytics is engaged in providing valuation, advisory, accounting, and taxation services to US and Canada-based consulting and advisory firms. Founded in April 2012, we are a team of accomplished senior-level professionals, based out of Ahmedabad, Bengaluru, Gurugram, Indore, and Noida. Our professionals have vast experience in providing all valuation and related services, including financial reporting and tax compliance, advisory, and consulting services. Our team of 350+ professionals consists of qualified CAs, EAs, CPAs, CMAs, CVAs, MBAs, CFAs, and AVIA Members at BVIUK. We combine deep domain expertise with a partnership mindset to create measurable impact, reducing operational costs by up to 40%, while enhancing turnaround time and quality. Our Core Services 🔹Accounting 🔹Audit 🔹Investment Banking 🔹Taxation 🔹Transaction Advisory 🔹Valuation Why Knowcraft? 🗸 ISO 27001:2022 Certified 🗸 Quick Turnaround Time 🗸 Cost Savings Up to 40% 🗸 Disaster Recovery Plan in Place 🗸 95% Client Retention Rate 🗸 Customized Delivery Models 🗸 Strong Leadership with Big Four and Industry Backgrounds Let’s connect to explore how Knowcraft can help you scale smarter.
Financial Services

2012

OneTrust Home Loans is a privately-owned direct lender and servicer with sales and operations across the country. In addition to the standard loan options like Conventional, FHA, VA, USDA, and Jumbo, OneTrust also boasts Portfolio and Construction Lending divisions. OneTrust Home Loans places special importance on customer service as evidenced by their tagline, Service is Everything!® The company has been recognized on the Inc. 5000 Fastest Growing Private Companies list for three consecutive years. CalCon Mutual Mortgage, LLC dba OneTrust Home Loans is an Equal Housing Opportunity Lender. NMLS #46375 nmlsconsumeraccess.org
Financial Services

2013

Reliance First Capital, NMLS ID # 58775, is a mortgage banking company founded in 2008 and has since originated over $13 billion in home loans which has helped tens of thousands of homeowners across the country achieve their financial goals. We are home to some of the most creative, energetic and dedicated people in the mortgage industry. The company features a Sr. Management team with a combined 100+ years of industry experience and currently has six origination centers populated by 100+ licensed Mortgage Analysts along with another 100+ employees helping support all of the firm’s activities. With a focus on providing a superior level of customer service, our company has continually invested in employee training and team building which has helped us achieve numerous awards and a continual ranking in the Top Ten lenders on the LendingTree network. Throughout the years we have also adhered to a philosophy of investing heavily in technology, including building and updating our proprietary, industry-leading loan origination system, all of which has helped solidify our company as one of the most efficient and effective mortgage providers in the nation. We welcome everyone to come experience our Company and you will quickly learn why you can Rely on Reliance.
Financial Services

2008

Province is an internationally recognized advisory firm that helps clients navigate complex strategic, operational, financial, and legal challenges. Province provides a broad suite of multidisciplinary services to clients across four key areas of practice: restructuring advisory; disputes, investigations & risk advisory; capital markets; and office of the CFO. Founded in 2008, Province has a track record of success in some of the largest and most complex transactions, with over 500 in- and out-of-court restructurings and $400 billion in debt restructured.
Financial Services

2008

We are the trusted partner for retirement plan professionals and sponsors. Serving clients since 1966, Blue Ridge is a leading provider of administration solutions for employer-sponsored, tax-advantaged equity compensation and savings benefit plans. Our highly skilled team members provide a full suite of technology-enabled compliance services. Our integrated, best-of-breed delivery model and established network of strategic distribution partners make it easy for employers to provide wealth-building benefits to employees.
Financial Services

1988

Wintrust Wealth Management provides a broad range of financial services to private clients and institutions. Founded in 1931, we are one of the oldest and most respected financial service providers based in the Midwest. We deliver our unique brand of wealth management services in the form of trust and estate services through The Chicago Trust Company, brokerage and investment planning through Wintrust Investments, institutional money management through Great Lakes Advisors, and 1031 exchange services through the Chicago Deferred Exchange Company. https://www.wintrustwealth.com/disclosures.html
Financial Services

1931

Our reputation for excellence is built on our long-term commitment to responsible financial management. We are committed to delivering personalized, comprehensive financial solutions for high-net-worth individuals. We understand each client has unique financial needs, and our goal is to provide strategic advice to help them navigate complex financial landscapes, protect their assets, and achieve long-term success. Our approach focuses on holistic financial planning, ensuring our clients receive tailored guidance across a broad range of services. From investment management and tax planning to retirement strategies and risk management, we are dedicated to helping our clients build and preserve their wealth while empowering them to thrive in all areas of their financial lives. We specialize in: -Asset Protection -Investment Management -Tax Planning -Employee Benefits & Pensions -Practice Management -Retirement Planning -Contract Negotiation -Mortgage Planning -Risk Management -Estate Planning At Larson, we’re committed to providing holistic financial strategies that allow our clients to build, grow, and preserve their wealth, empowering them to thrive today and in the future.
Financial Services

2006

Unitus Community Credit Union is a not-for-profit financial cooperative with branches in OR and WA. Unitus has been a part of the Oregon community since 1937, when a group of Pacific Telephone & Telegraph employees pooled their resources to provide affordable loans to their co-workers. Today, Unitus serves 15 counties in Oregon and the entire state of Washington with a commitment to innovation, inclusiveness, and providing inspirational service. 100,000 Members Strong - You. Us. Unitus.
Financial Services

1937

🚀 Join a Growing Team at Assurance Financial! 🚀 Assurance Financial is a full-service residential mortgage banker founded in 2001 and headquartered in Baton Rouge, Louisiana. As a Fannie Mae/Freddie Mac seller/servicer and Ginnie Mae issuer, we provide a full suite of home loan products with in-house processing, underwriting, and closing to ensure a smooth experience for our clients. We’re growing! With multiple locations and a team of experienced mortgage professionals across thriving U.S. markets, we’re looking for dedicated team players who value integrity, professionalism, and exceptional customer service. Our mission is simple: close loans accurately and on time—every time. 🔹 Competitive pay & excellent benefits 🔹 Industry-leading support & technology 🔹 A people-first, collaborative culture If you’re ready to take your career to the next level, let’s talk! Walk through a new door of opportunity with Assurance Financial. 📩 Interested? Contact us today! Equal Housing Opportunity | NMLS# 70876
Financial Services

2001

HD Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of January 1, 2017, approximately 4,400 independent contractors manage over $39 billion in assets for individuals, families and small businesses in all 50 states. Ranked as one of the top 20 independent broker-dealer firms, (IThink Advisor 2016 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue),we know what it takes to make your practice really flourish. Want to become an Advisor for HD Vest? Find out more here: https://www.hdvest.com/support/transitioning-to-hd-vest HD Vest Financial Services(SM) or its subsidiaries do not provide or supervise tax or accounting services. Securities offered through HD Vest Investment Services(SM), Member SIPC Advisory Services offered through HD Vest Advisory Services(SM) 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000 Please visit https://hdvest.com/social_policy for more information.
Financial Services
At Royal United Mortgage, we believe everyone deserves access to financial solutions that improve their lives. Since 2008, we've helped people reach their goals by pairing personalized mortgage options with unmatched customer education and service. We were founded with a clear mission: To enrich lives for our customers, our employees, and our communities. We’re not just a mortgage company — we’re a people company. And everything we do, from our coaching to our customer care, reflects that mission. To accomplish those goals, our team strives every day to: - Lead with transparency and integrity - Customize every product to meet real short- and long-term needs - Deliver results, not just promises Indianapolis National Headquarters, NMLS #13390 https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/13390 Equal Housing Opportunity
Financial Services

2008

Welcome to the Future of Mortgages! Apply Now for Instant Rate Quotes! Looking for a Cash Out Refinance? Lower Your Payments? Find the Amount you Can Purchase? You're in the right place! Get started by setting up an account now and get rates instantly! Apply now at https://themortgagecalculator.com Mortgage Calculator Company LLC Company NMLS #2377459 2125 Biscayne Blvd, Suite 220 Miami, FL 33137 NMLS Consumer Application Portal: https://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/2377459 Privacy Policy: https://themortgagecalculator.com/Legal/PrivacyPolicy Terms of Service: https://themortgagecalculator.com/Legal/Terms The Mortgage Calculator is a registered DBA of Mortgage Calculator Company LLC. NMLS ID #2377459. Programs and rates are subject to change without notice. Mortgage Calculator Company LLC is licensed in the following states that require specific licensing disclosures: AZ (#1040352), CA CFL - Loans made or arranged pursuant to the California Financing Law, GA Georgia Residential Mortgage Licensee (#2377459), IL MB.6761755 Illinois Department of Financial and Professional Regulation, Division of Banking, 100 West Randolph, 9th Floor, Chicago, IL 60601 1-888-473-4858. Licensed by the N.J. Department of Banking and Insurance. VA - NMLS ID #2377459 (www.nmlsconsumeraccess.org) Not licensed or conducting business in New York.
Financial Services

2020

List of Financial Services companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

Tulsa, United States (US)

Finance and Banking
Finance and Banking

200-500

info@ttcu.com

http://www.ttcu.com

Waco, United States (US)

Finance and Banking
Finance and Banking

200-500

info@julyservices.com

http://www.julyservices.com

London | New York | Washington DC | Madrid, United Kingdom (UK)

Finance and Banking
Finance and Banking

200-500

contact@stream.co

https://stream.co

San Antonio, United States (US)

Finance and Banking
Finance and Banking

200-500

info@a360inc.com

http://www.a360inc.com

Salt Lake City, United States (US)

Finance and Banking
Finance and Banking

200-500

info@credit.com

https://www.credit.com

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@breancapital.com

http://www.breancapital.com

Minneapolis, United States (US)

Finance and Banking
Finance and Banking

200-500

info@usfaaf.com

https://www.usfaaf.com/

St. Louis, United States (US)

Finance and Banking
Finance and Banking

200-500

info@togethercu.org

http://www.togethercu.org

Irvine, United States (US)

Finance and Banking
Finance and Banking

200-500

info@taxrise.com

https://www.taxrise.com

Houston, United States (US)

Finance and Banking
Finance and Banking

200-500

info@abgi-usa.com

http://www.abgi-usa.com

Bellevue, United States (US)

Finance and Banking
Finance and Banking

200-500

info@coldstream.com

http://www.coldstream.com

Irvine, United States (US)

Finance and Banking
Finance and Banking

200-500

info@usclarity.com

http://usclarity.com

Dallas, United States (US)

Finance and Banking
Finance and Banking

200-500

info@keatax.com

https://www.keatax.com

St Louis, United States (US)

Finance and Banking
Finance and Banking

200-500

info@nisa.com

https://www.nisa.com

Tucson, United States (US)

Finance and Banking
Finance and Banking

200-500

info@theloanstore.com

https://theloanstore.com/

Miami, United States (US)

Finance and Banking
Finance and Banking

200-500

info@finally.com

http://www.finally.com

Hamilton, Bermuda

Finance and Banking
Finance and Banking

200-500

info@acumengroup.com

https://www.acumengroup.com/

Coral Gables, United States (US)

Finance and Banking
Finance and Banking

200-500

info@corporate.viamericas.com

http://corporate.viamericas.com

Alpharetta, United States (US)

Finance and Banking
Finance and Banking

200-500

info@meritfinancialadvisors.com

https://www.meritfinancialadvisors.com/for-advisors/

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@petrafundsgroup.com

https://www.petrafundsgroup.com

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@aegiscap.com

http://www.aegiscapcorp.com/

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@natfin.net

http://www.natfin.net

Miami Beach, United States (US)

Finance and Banking
Finance and Banking

200-500

service@siebert.com

http://www.siebert.com

Austin, United States (US)

Finance and Banking
Finance and Banking

200-500

info@uniteller.com

http://www.uniteller.com

Tacoma, United States (US)

Finance and Banking
Finance and Banking

200-500

info@soundcu.com

http://www.soundcu.com

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@cowen.com

http://www.cowen.com/

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

200-500

info@mavensecurities.com

http://www.mavensecurities.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

200-500

info@collercapital.com

http://www.collercapital.com

Denver, United States (US)

Finance and Banking
Finance and Banking

200-500

info@mortgagecadence.com

https://www.mortgagecadence.com/

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@cpg.org

https://www.cpg.org

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

200-500

info@partners-cap.com

https://partners-cap.com/?utm_source=linkedin&utm_medium=linkedinbutton&utm_campaign=linkedinbutton&utm_id=250115

Melbourne, Australia

Finance and Banking
Finance and Banking

200-500

info@plenary.com

https://plenary.com

Chicago, United States (US)

Finance and Banking
Finance and Banking

200-500

hello@choreoadvisors.com

https://choreoadvisors.com/

Chicago, United States (US)

Finance and Banking
Finance and Banking

200-500

info@TreasuryStrategies.com

http://www.TreasuryStrategies.com

Houston, United States (US)

Finance and Banking
Finance and Banking

200-500

infomain@smartcu.org

http://www.smartcu.org

Columbus, United States (US)

Finance and Banking
Finance and Banking

200-500

info@getprovide.finance

https://getprovide.finance/linkedin

Irvine, United States (US)

Finance and Banking
Finance and Banking

200-500

info@betterdebtsolutions.com

http://www.betterdebtsolutions.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

500-1000

contact@capitalontap.com

http://www.capitalontap.com

Ahmedabad, India

Finance and Banking
Finance and Banking

200-500

info@knowcraftanalytics.com

http://www.knowcraftanalytics.com

San Diego, United States (US)

Finance and Banking
Finance and Banking

200-500

info@onetrusthomeloans.com

http://www.onetrusthomeloans.com

Melville, United States (US)

Finance and Banking
Finance and Banking

200-500

info@reliancefirst.com

https://www.reliancefirst.com/join-our-team

Henderson, United States (US)

Finance and Banking
Finance and Banking

200-500

info@provincefirm.com

https://www.provincefirm.com/

Charlottesville, United States (US)

Finance and Banking
Finance and Banking

200-500

info@oneblueridge.com

http://www.oneblueridge.com

Chicago, United States (US)

Finance and Banking
Finance and Banking

200-500

info@wintrustwealth.com

http://www.wintrustwealth.com

St. Louis, United States (US)

Finance and Banking
Finance and Banking

200-500

contact@larson.com

https://www.larson.com/

Tigard, United States (US)

Finance and Banking
Finance and Banking

200-500

info@unitusccu.com

https://www.unitusccu.com

Baton Rouge, United States (US)

Finance and Banking
Finance and Banking

200-500

info@assurancemortgage.com

https://assurancemortgage.com/

Irving, United States (US)

Finance and Banking
Finance and Banking

200-500

info@hdvest.com

http://www.hdvest.com

Indianapolis, United States (US)

Finance and Banking
Finance and Banking

200-500

info@royalunitedmortgage.com

http://royalunitedmortgage.com/

Miami, United States (US)

Finance and Banking
Finance and Banking

200-500

info@themortgagecalculator.com

https://themortgagecalculator.com

50/12,877 results

Frequently asked questions

FAQ updated November 2025

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