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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
List of Financial Services companies in All locations

12877 companies

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Apex has been one of the strongest brands in financial services for the transportation industry for over 20 years. Apex is the full-service freight factor, that means we buy our clients’ freight bills but we also assist them with successfully running and growing their trucking companies. The Apex difference includes managing their accounts receivable, providing free and unlimited credit information, back office support and collections, and a fuel card discount program that saves our clients thousands on fuel. We care about clients, partners, and each other. Our mission is to provide our clients with excellent customer service and be more than just their factoring company.
Financial Services

1995

Financial Advising is not a “one size fits all” service, and neither is our firm. Our financial advisors have dynamic sets of professional skills and experiences they use to create a financial plan, review a portfolio, or work towards generating retirement income for clients. What we all share in common is our dedication to providing independent, client-focused advice that builds relationships with mutual, long-lasting value. As one of the nation’s largest, non-proprietary advisory firms with more than $6.75^ billion in assets under management, we continue to be ranked as of the Twin Cities metro area’s Top 50 Wealth Management Firms* by the Minneapolis/St. Paul Business Journal. With over 120 financial advisors in 46 branches across 6 states, our financial advisors deliver Financial Planning, Asset Management, and Financial Education services to individuals and businesses. Disclosures: Please see our website for important disclosures, https://focusfinancial.com This communication is strictly intended for individuals residing in all fifty states. No offers may be made or accepted from any resident outside the specific state(s) referenced. www.finra.org www.sipc.org ^As of 12/15/22. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. *Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Social Media Disclosures: www.focusfinancial.com/socialmediadisclosures
Financial Services

1993

FM Home Loans, LLC – 2329 Nostrand Ave, 3rd Floor, Brooklyn, NY | 718-377-7900 | NMLS ID #: 2212 | CO, CT, DC, FL, GA , MD, MI, MN, NC, IN, SC, TN, TX, UT, OH, OR, PA | Licensed Mortgage Banker AZ Mortgage Banker License #0909583| CA - Loans made or arranged pursuant to the California Financing Law and Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, | IL - For licensing information, go to: www.nmlsconsumeraccess.org , MA Mortgage Lender and Broker Licenses # MC2212 | Licensed by the N.J. Department of Banking and Insurance| NY Licensed Mortgage Banker - NYS Department of Financial Services | Rhode IslandI Licensed Lender and Rhode Island Licensed Loan Broker | VA - NMLS ID #2212 (www.nmlsconsumeraccess.org) https://www.fmm.com/licensing-information Equal Housing Lender All loans subjected to approved credit and income requirements. The stated rate may change or not be available at the time of loan commitment or lock-in
Financial Services

1991

Linnovate is a leading asset services provider focused on driving innovation in the alternative investments industry. With expertise across the entire fund lifecycle, Linnovate goes beyond traditional fund administration to provide value-added services and technologies that empower asset and fund managers to excel in their operations. Its six core service areas include: - Fund Administration - Investor Relations - Regulatory Compliance - Portfolio Monitoring - Reporting Services - Consulting Services Powering these services is a proprietary, cloud-based platform, RAISE, that provides all the functions of alternative investing in a single ecosystem and enables seamless integration and accessibility. With offices globally, Linnovate currently administers over $130 billion in assets across more than 600 private equity and venture capital funds. As an innovation-focused disruptor, Linnovate combines deep industry expertise and the latest technologies to drive better outcomes for alternative investment managers and investors worldwide.
Financial Services

2016

Established in 1940, Generations Federal Credit Union serves the Bexar County region with an award-winning suite of personal, business and youth banking products and services, including savings, checking, lending and credit cards. At Generations, we strive to redefine the role of a credit union; to not be ‘just another financial institution,’ but instead a trusted advisor and confidant. Our value goes beyond our ability to help members reach their financial goals. This credit union is federally insured by the National Credit Union Administration (NCUA). Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.org ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Generations Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS Investment Representatives at Generations Federal Credit Union are licensed to transact securities business in Texas. For more information concerning CFS or its representative(s) associated with this site, please review FINRA Broker Check by accessing the following link and typing in the firm / representative information in the search field. http://brokercheck.finra.org/Search/Search.aspx
Financial Services

1940

Over the last 15 years, Veritas Funding has cultivated a unique foundation that has allowed us to become the preferred lender of thousands of borrowers all over the country. Since day one, we’ve strived toward a culture of transparency, support, and dependability. Our team of highly skilled professionals have committed to providing superior mortgage solutions, communicating openly and honestly, and continuously improving their knowledge and skillset to offer the best service they can. It’s through this pledge to never stop learning that Veritas Funding has become the mortgage lender families trust with their future. Our lending knowledge, advanced technology, and customer service are the best in the industry, and our dedication to our values is second to none. *All programs subject to change without notice. All services rendered by Veritas Funding (NMLS#252108) are to assist in providing mortgage loans. Veritas Funding brokers out this loan. Subject to borrower qualification. The information on this section is intended for informational purposes and is not an offer to extend credit. Veritas Funding, LLC (NMLS 252108), is an Equal Housing Lender. Corporate Office Address: 7730 S. Union Park Ave, Suite 200, Midvale, UT 84047. Veritas Funding is licensed by the following: AZ #0944543; CA – Department of Business Oversight under the California Residential Mortgage Lending Act License #4131223; CO; ID #MBL-2080252108; NC # L-189837; OH #RM.804581.000; OR#ML-5727; TN#210585; Texas; UT#5556681; WA #CL-252108; WY#3599. See our NMLS Consumer Access page for more information. Contact a Veritas Funding loan officer to apply and for loan program details.
Financial Services

2004

People helping people is what credit unions were founded on, and it’s what we live and breathe at Verve. We’re not your average financial institution and we wouldn’t have it any other way. Federally insured by NCUA.  Equal housing opportunity lender.
Financial Services

1937

Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices. Doctors are the heroes of our society and they deserve better in their financial life. Their money should be working as hard and as smart as they are — but the financial system is confusing and divided across wealth, tax, insurance, and legal advice, which can lead to overpaying taxes, gaps in coverage, and missed opportunities. Earned can help. With a deep understanding of the unique challenges doctors face and an integrated, tax-smart approach, our comprehensive wealth building solutions help our clients achieve better financial outcomes — from residency through retirement. With wealth management, tax planning, insurance strategy, and legal coordination for you and your practice all under one roof, we can fully optimize your overall wealth potential and better position you to achieve financial independence.
Financial Services
Since 1978, LCEF has faithfully served The Lutheran Church—Missouri Synod (LCMS) by offering funding and financial solutions in service of the church’s mission and goals. LCEF is dedicated to supporting LCMS ministries, including congregations, schools and Recognized Service Organizations (RSOs). We also serve church workers, both lay and Rostered Church Workers (RCWs), including ordained and commissioned individuals. Extending innovative solutions and hand-in-hand financial stewardship to LCMS members, workers and ministries, LCEF is committed to meeting the current and future needs of the church and all her faithful followers.
Financial Services

1978

More than a financial institution, AMOCO Federal Credit Union offers financial products and services paired with expert advice to help our members make the right financial decisions. We have over 311 valued employees who are dedicated to serving the financial needs of our members, which is what we’re all about. With our members as our focus, we set the standard for friendly, reliable financial service. Be a part of the team! https://www.AMOCOfcu.org/careers
Financial Services

1937

Protecting Families. Developing Leaders. The Delaney Agency is a life insurance and financial services organization focused on two outcomes: protecting families and developing leaders who build durable businesses. Headquartered in Asheville, North Carolina, The Delaney Agency operates as a distributed organization with agents serving families across the United States. Our agents meet with families who have requested information about life insurance and financial protection solutions. Appointments are conducted primarily through Zoom or phone, allowing professionals to operate their business remotely while maintaining a national reach. The agency provides structured training, mentorship, systems, and operational infrastructure designed to develop professionals from individual producers into organizational leaders. The Model The Delaney Agency operates within a performance-based distribution model. Income and advancement are tied directly to production, leadership, and the ability to develop other professionals. The organization provides the environment, training, and support structure. Individuals are responsible for execution. The Standard The culture of the Delaney Agency is built around several operating principles: • Leadership is developed through responsibility • Ownership creates leverage and long-term freedom • Discipline precedes growth • Results follow execution • Impact outweighs status This environment attracts professionals who are prepared to take ownership of their outcomes, develop leadership capability, and build organizations that extend beyond individual production. The Mission Protect families. Develop leaders. Build businesses that last. Professionals who are serious about building in the life insurance and financial services industry are encouraged to connect or explore opportunities with the Delaney Agency.
Financial Services

2011

First Heritage Mortgage is a leading correspondent lender with offices spanning the Mid-Atlantic, Southeast, and California. We offer a direct lending experience with expansive loan program offerings and a personalized approach. We recognize that a home represents peace of mind, a sense of community, in many cases, is the most significant financial investment in a person's life. Our team of lending experts always delivers a simple, honest, and fair home buying process to every client.
Financial Services

1996

For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu. Investment advisory services are offered through TransGlobal Advisory, a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Insurance products and services are offered and sold through TransGlobal Insurance Agency, Inc. and individually licensed and appointed insurance agents. Securities offered through Globalink Securities, Inc. All loans are subject to credit and underwriting approval. The programs advertised on this site are not a commitments or guarantee from TransGlobal Lending to lend. Programs, rates and other terms and conditions on this website are subject to change without notice. Golden Star, Inc. d.b.a. TransGlobal Lending is a licensed broker by the California Department of Real Estate with NMLS Endorsement. NMLS#1437002 Consumer Access - Company (nmlsconsumeraccess.org)| CA DRE# 01911407 https://www.transglobalus.com/privacy-policy/
Financial Services
Our Purpose - To simplify the journey and improve price in mortgage, so the next generation can build stability and long-term wealth.
Financial Services

2006

At Bouwinvest, your Dutch gateway to real estate since 1952, we are committed to creating financial returns for our institutional clients. Originating from the Dutch construction workers pension fund bpfBOUW, we have built up a unique position as an investment manager overseeing €16.6 billion in assets (YE 2024).
Financial Services

1952

For years, we've helped families and businesses across North Carolina reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And we'll be there to guide you every step of the way. As part of Northwestern Mutual, the independent financial representatives in our firm are highly trained professionals who have exclusive access to a wide range of quality products and services, including life insurance, disability income insurance, education-funding alternatives, retirement solutions, estate, and business needs analysis. Representatives work locally but have all the resources of the entire Network behind them to help their clients achieve their goal of financial security.
Financial Services

1901

For decades, the mortgage industry has been very transactional and interest rate focused. There has been very little emphasis on providing relevant advice or selecting the ideal mortgage strategy with the lowest overall cost and greatest ability to generate wealth for you and your family. NEO represents the new way of doing home loans. We advise you how to pay off your mortgage and consumer debts faster and with much lower cost – all while maximizing your wealth. We focus on your long-term, comprehensive wealth strategy over the short-term mortgage transaction. At NEO Home Loans, we help you find the ideal mortgage strategy, proactively manage your mortgage for you, and advise you on various wealth creation strategies for the entire life of your loan. Our success as a company is not measured by how many loans we do, but by how successful you are as a homeowner – today and for years to come. Better Mortgage Corporation NMLS #330511. Equal Housing Lender. www.nmlsconsumeraccess.org
Financial Services

2021

Opus Fund Services is a leading independent fund administrator currently servicing 500+ fund managers and 100,000+ investors globally. As a pioneer in the use of intelligent automations to reduce operational risk and increase scalability, the Opus “Digital Back Office” has transformed the levels of controls and transparency available to protect managers and investors. Opus provides institutional-quality middle and back office services, investor services, and customized portfolio reporting solutions for fund managers of all strategies, including hedge funds, private equity and private credit, real estate, family offices and pension investment programs. Combining fund-caliber accounting, operations, and technology talent with an award-winning platform and a dynamic client-centric culture, Opus is uniquely Engineered for Growth. Opus Fund Services (Bermuda) Ltd. is licensed by the Bermuda Monetary Authority under the Fund Administration Provider Business Act 2019 and the Corporate Service Provider Business Act 2012. Company registration # 42409. Opus Fund Services (IRE-Admin) Limited is authorized under Section 10 of the Investment Intermediaries Act 1995 (as amended). Our USA line is +1 (312) 256-9974 Our European line is +353 1 571-3060.
Financial Services

2006

Mid Atlantic Finance Company (MAF) is a non prime financial services leader with over 5 billion in funding provided to the non prime automotive industry since 1989. We are headquartered in Clearwater, Florida with an additional service center in Houston, Texas . MAF specializes in the acquisition and servicing of loan pools throughout the United States. MAF relies heavily on technology and its 300 plus team members to provide world class service to our clients, customers and partners.
Financial Services

1989

Independence Home Loans is headquartered in Scottsdale, Arizona. We are focused on being your choice for all your home financing needs. Whether it is purchasing your dream home or refinancing an existing mortgage, we are here to help! We are an efficient team comprised of some of the industry’s leading veterans from National Top Sales performers to Leading Executives in the mortgage space. We have come from large national Bank platforms with a vision and a drive to achieve our goal to become a top national mortgage platform. We not only wish to help our customers achieve all financial dreams they have regarding their homes; we also strive to create an un-matched work environment and culture that will continue to attract and retain our employees for many years to come.
Financial Services

2023

Capital Management Services, LP is a Nationally recognized industry leader in Accounts Receivable Management services. CMS services many of the top credit card issuers, banks, and the larger debt purchasers in the country. We service all delinquency stages from pre-delinquent through Out of Statute. CMS provides customer service and recovery in numerous industry sectors including bank and retail card, student loans, mortgage, bank over drafts, BK holds and dismissals, judgments, telecom, and commercial recovery. Capital Management Services receives over $12 Billion in annual post charged-off placements from our client base. We provide customer service/collections to over 300,000 active customers across multiple credit card and mortgage portfolios, Have recovered over $1.2 billion in gross collections, and $600 million in gross revenues since inception company wide. Capital Management Services understands the value of our clients Brand. Our success is based recognizing that taking a customer centered approach is the only way to do business. Compliance, Trust, Quality and Performance is what we have built our organization on. If you are interested in working for the CMS Team please go to www.jobs.cms-collect.com to complete an application and be contacted by our recruiting staff.
Financial Services

2000

Oregon State Credit Union is a not-for-profit financial cooperative with headquarters in Corvallis, Oregon. We serve members in 28 counties in central and western Oregon and 2 counties in Washington. Founded in 1954, our vision is to create financial solutions to make lives better. When you work for Oregon State Credit Union you have more than a job— you have a career. We offer a positive team, competitive salaries, bonuses, comprehensive health, dental and vision coverage, disability and life insurance, a retirement plan with fantastic employer match, paid time off and more. If you’re looking for an employer who shares your passion and commitment to service and a career where you know you’re making a difference every day, consider Oregon State Credit Union. Equal opportunity employer including veterans and individuals with disabilities. Equal opportunity lender. Federally insured by NCUA.
Financial Services

1954

Macrobond is an integrated research platform designed to eliminate inefficiencies in traditional financial research workflows. We replace siloed spreadsheets with a dynamic, fully connected environment powered by a robust time-series database and enriched with data from 2,400+ global and proprietary sources. Our platform supports the entire research lifecycle—from discovery and data management to analysis and publication—through flexible Desktop and API offerings. Economists, strategists, and investment professionals use Macrobond to work faster, think deeper, and deliver more compelling insights. By unifying high-quality macroeconomic and financial data with advanced analytics, automation, and collaboration tools, Macrobond provides a single source of truth that enhances efficiency, consistency, and confidence across research teams—whether working interactively on desktop or integrating data directly into internal systems via our API. Request a demo: https://www.macrobond.com/request-a-demo
Financial Services

2008

HMA is a professional mortgage lending company, with over 150 years combined experience in the mortgage lending industry. We focus on conventional, government, new construction, investment/commercial, and portfolio lending, and partner with reputable local and national lending institutions to be able to offer our clients the best services and most competitive rates available. As a 100% referral-based company, we depend solely on our reputation for providing professional, quality service and superior product to generate confidence and referrals from other professionals in affiliated industries, such as Realtors, Attorneys, Insurance Agents and Financial Planners, and, more importantly, recommendations from satisfied clients, who refer family, friends and co-workers. We are multiple-year winners of the 5 Star Mortgage Professional Award, and accredited through the Better Business Bureau, and members of the National Association of Mortgage Lenders and the Pennsylvania Association of Mortgage Lenders. HMAlicensing.com HMAprivacypolicy.com ©2026 HMA Mortgage is a division of Affordable Mortgage Advisors, LLC | Equal Housing Opportunity | NMLS ID #139164 | 4640 Campbells Run Rd, Pittsburgh, PA 15205 | (888) 462-1080 | AZ Mortgage Banker License #BK-2007617 | Licensed by the Delaware State Bank Commissioner. DE License #040639 | State of Illinois, Division of Banking Illinois Department of Financial and Professional Regulation (IDFPR), 555 West Monroe Street, 5th Floor, Chicago, IL 60661 | Georgia Residential Mortgage Licensee #13164 | Kansas Licensed Mortgage Company | Massachusetts Lender License and Mortgage Broker License MC139164 | Licensed by the N.J. Department of Banking and Insurance. For licensing information go to: www.nmlsconsumeraccess.org.
Financial Services

2005

STOXX® and DAX® indices cover a global and comprehensive family of more than 18,000 strictly rules-based and transparent indices. Best known for the leading European equity indices EURO STOXX 50®, STOXX® Europe 600 and DAX®, the portfolio of index solutions consists of total market, benchmark, blue-chip, sustainability, thematic and factor-based indices covering a complete set of world, regional and country markets. STOXX and DAX indices are licensed to more than 550 companies around the world for benchmarking purposes and as underlyings for ETFs, futures and options, structured products and passively managed investment funds. STOXX Ltd. is the administrator of the STOXX and DAX indices under the European Benchmark Regulation and exercises control over all benchmark administration processes within ISS STOXX. ISS STOXX is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements.
Financial Services
radius financial group, inc. is a New England-based, full-service mortgage bank. Founded in 1999, radius has grown into a premier residential lending group serving many states within the United States. To see all our state licenses visit our website: http://www.radiusgrp.com/licenses NMLS #1846 Equal Housing Lender Why radius? REAL PEOPLE. From the moment customers contact us, they’re connected with loan officers who carefully work to learn and meet their borrowing needs. Customers are always able to contact a real person to talk through any questions that might arise. REAL SERVICE. We provide expertise, guidance and support at every turn, so borrowers can make smart, informed decisions. With our in-house underwriting, loan applications move through the process quickly and efficiently, which helps avoid confusion and delays. REAL MORTGAGES. We provide an extensive line of established lending programs, from industry standards to niche products, which meet a full range of borrowing needs and circumstances, even for less typical client profiles. To learn how radius can help you accomplish your mortgage banking goals, please call 877.223.4800. Making Mortgages Better. NMLS #1846 Equal Housing Lender www.nmlsconsumeraccess.org
Financial Services

1999

DMBA is a non-profit organization that administers welfare and financial benefits for employees of our participating employers. They administer medical, dental, disability, life insurance, flexible spending, and other welfare plans. They also administer pension (DB) plans, 401k and other DC plans, and annuities.
Financial Services

1970

At RTR, we pride ourselves on our unique corporate culture. We offer a cubicle-free work environment that promotes employee communication and teamwork. Our executive management works an arms-length away from our employees, instead of hidden away in an office, encouraging conversation between managers and their employees and improving company morale. Our leaders live out the values of our company every day. They exude team spirit, encourage teamwork and reward outstanding performance. RTR differentiates itself through the caliber of people we hire. We seek to build a lasting relationship with every employee. Won't you join us? To become part of the RTR Team, please visit Careers at www.realtimeresolutions.com. Search for job openings, complete an online application and upload your resume! NMLS ID: 9745
Financial Services

2000

Associated Credit Union, founded in 1930, is one of Georgia’s oldest and most trusted not-for-profit financial institutions, owned by and dedicated to its members. Serving individuals across Georgia, the United States, and overseas, we offer a full range of competitive financial products and services while prioritizing innovation, community impact, and the well-being of our members and employees. Recognized as an AJC Top Workplace Employer (2013–2024), ACU is committed to being the most trusted provider in the industry and is federally insured by the NCUA.
Financial Services

1930

Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company. Based in New York City, we are renowned for exceptional service and offer a comprehensive range of insurance and planning solutions to individuals and businesses. With a commitment to tailored strategies and guidance, our team empowers clients to navigate complex financial challenges and secure their financial futures. We have a collaborative team culture and are consistently named as a “Best Places to Work” firm. We invite driven and passionate individuals to explore career opportunities and learn more about our dynamic platform through our website. Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 90 Park Avenue, 17th Floor, New York, NY 10036. (212) 536-6000. Fifth Avenue Financial is not a subsidiary of MassMutual or its affiliated companies. Website http://www.fifthavenuefinancial.com Phone 212-536-6000
Financial Services

2009

Megastar Financial Corporation is a privately held mortgage banking firm. Our loans are processed, funded and underwritten in house, we are a national approved FHA lender. We pride ourselves on having the best reputation in the industry when it comes to closing loans on time every time. With integrity and accountability our loan officers and support staff earn autonomy to make us "​ America's Most Trusted Mortgage Company "​ For licensing information, please visit http:www.megastarfinancial.com/legal Regulated by the Division of Real Estate | MegaStar Financial Corp® Headquarters NMLS #3043MB | 1080 Cherokee St, Denver, CO 80204 | 1-(877) 922-8800 | Equal Housing Opportunity
Financial Services

1999

MedSrv was established in 1985 and is based in Chattanooga, TN. We provide flexible billing and accounts receivable follow-up strategies for both healthcare facilities and physician practices. Additionally, we offer back-end office support in our physician practice management model. Allow us to take the stress out of billing, so you can focus on what matters most; your patient.
Financial Services

1985

44 Ventures is a private equity group focusing on global media companies While 44 Ventures (formerly WeEndeavor) launched in 2014, its origins actually started in 2002, when CEO Jacob Nizri began his entrepreneurial journey at start-up company Oridian as an intern in the sales department. After working his way up, Nizri was appointed CEO in 2006 and was at the helm when, in 2007, Oridian was sold to Ybrant Digital. There, he later became company chairman, assembled his team, and launched and purchased another two companies. In 2014, the fab four embarked on 44 Ventures, bringing all separate holdings under one centralized board and creating new ventures under the investment and management arms.
Financial Services
KENDRIS is an international advisory and fiduciary services firm for wealthy individuals, family offices, corporations and institutional clients. For the Private Clients segment, whether high-net-worth individuals or families (including families with their own family office), KENDRIS offers a sound range of solutions for their everyday requirements, including financial, reporting, and regulatory governance. For the Corporate Clients segment – from owner-managed businesses, startups, SMEs to group companies – KENDRIS provides comprehensive services in the areas of accounting, payroll, taxes, and complex bookkeeping issues. For the Institutional Clients segment, such as banks, insurance companies, asset managers, funds and other financial intermediaries, KENDRIS with its subsidiary KENDRIS Capital Limited, offers extensive solutions in the field of Alternative Investment Funds. KENDRIS is wholly owned by its management and employees. The corporate group employs around 210 specialists at its headquarters in Zug, with further offices in Zurich, Aarau and Geneva, and international representation in Larnaca (Cyprus), London (UK), Luxembourg, the DIFC / Dubai (United Arab Emirates), Singapore and the USA.
Financial Services
Beginning with just two employees in 1992, and a vision of what a successful and sustainable mortgage company would look like, First Continental Mortgage has grown into a home financing leader specializing in joint ventures and strategic partnerships in the mortgage industry. Today, First Continental Mortgage is led by Andy Perlman, a 25-year veteran in the home building and mortgage lending arena. With over 200 employees, First Continental supports its affiliated business partners from Washington state to Georgia providing exceptional customer service to homebuyers as well as its builder partners. FIRST CONTINENTAL MORTGAGE HIGHLIGHTS • Nationwide mortgage lender solely focused on home builders with dedicated systems serving the builder business • Founded in 1992 • Specialties include joint ventures and strategic partnerships • 10 operating joint ventures with $2.6 billion in annual production, 6,000+ annual closings • Working with five of the top 65 home builders per Builder Magazine's top 100 builders based on closings • Direct Seller/Servicer of Conventional, FHA and VA loans • An Executive management team consisting of long-time originators • Loan originators who are experts in the new home buying process with an average of 15 years of experience • Technology (online app, automated marketing, pricing, etc.) used to assist loan originators in delivering exceptional home buying experiences • Dedicated Solution Center offers those with less-than-perfect credit a path to home ownership or improved interest rates
Financial Services

1992

At CSI Group, we are redefining how America's middle class experiences financial security by combining the power of artificial intelligence with the trusted guidance of expert advisors. We believe financial confidence should be accessible to everyone, not just the wealthy. The fastest path to that future runs through technology, innovation, and a relentless commitment to the people we serve. Our Mission: To simplify financial security and remove uncertainty for America's middle class. Our Vision: To be the most innovative and trusted financial partner on every Main Street in America. Innovation at Our Core: CSI Group leads with technology, building AI into the foundation of how we operate, not as an add-on, but as a core driver of how we serve our members and grow our organization. We use modern tools to do more, faster, and better than traditional financial services firms. Every innovation we pursue exists to make guidance more personal, more accessible, and more impactful for the families who need it most. Who We Are: CSI Group is a leading financial services firm dedicated to enriching lives and legacies through financial planning, tax preparation, and estate planning. We pair cutting-edge technology with deeply human expertise, giving our members both smart tools and trusted advisors in their corner. Our Values: We care deeply about our members, colleagues, and communities. We hold ourselves accountable, honoring every commitment. We bring a positive attitude to every challenge. We act as team players, knowing collaboration drives success. We stay adaptable, embracing change with resilience. And we live with a growth mindset, always seeking to learn and evolve. At CSI Group, our people are our purpose. Our technology is our edge. Our future is built on helping every family, on every Main Street, achieve true financial peace of mind.
Financial Services

1973

In 1969, the employees of Western Electric of Oklahoma pooled their resources to form a not-for-profit cooperative and named it WEOKIE (WE = Western Electric, OKIE = Oklahoma). Today, WEOKIE has grown to become one of the largest financial institutions in Oklahoma, providing a full range of financial products and services to help members plan and build a secure financial future with lower loan rates, higher savings rates and fewer service fees. WEOKIE is federally insured just like a bank. The federal insurance for WEOKIE is provided by the National Credit Union Administration, NCUA. Follow WEOKIE on LinkedIn, Facebook, Instagram, and Twitter.
Financial Services

1969

ACI is a Nationally licensed customer care and account receivables management service provider. ACI prides itself on conducting our business with respect, integrity and an unwavering commitment to compliance and operational excellence. We place immeasurable value on our people and our client partnerships. Our mission is based on 3 simple principles: To attract, preserve and grow our client partnerships To produce exceptional recovery results with a focus on the customer experience and our commitment to regulatory compliance To ensure a productive, profitable and rewarding environment for each and every member of our team Join our growing and rewarding team TODAY!
Financial Services

1989

Ground Control is a business management firm built for those with boundless potential. We act as your financial concierge, designing and implementing a customized plan to meet the needs of your career and lifestyle. Ground Control Business Management is a subsidiary company of Wealthspire Holdings.
Financial Services
Enduring partnerships should last a lifetime. Hickory partners with craftsmen and business owners who build their reputations one job, one hard-earned milestone at a time. We are named for one of the strongest trees in nature, known for its toughness and resilience. That strength is our symbol and our promise to the Hickory family of brands. Our mission is to be the trusted residential HVAC provider, one community at a time, and to build an enduring company where employees set a new standard of excellence in sustainable heating and cooling.
Financial Services

2015

Over 50 years ago, GLP started as a family-owned business that focused on the retirement needs of educators.We set out to help educators make their retirement goals a reality. We knew what it could mean for their futures. And we believed if we put their needs first, everything would work out for us. So much has changed for us over the last 50 years. GLP has evolved from a niche financial firm into a full-service financial group that’s equipped to help anyone do the right things for their financial future. But one thing has never changed. We continue to put our clients first. Some of our clients want to retire as soon as possible. Others want to work well past retirement age. We take the time to understand who our clients are and what matters most to them. By focusing on their needs, we’re able to help our clients make progress toward their financial goals immediately. Sometimes, our clients come to us skeptical that they will retire with confidence. The driving force of everything we do is education. Our job is to present the facts about the different tools and strategies our clients can use to get from where they are to where they want to go. Knowledge is power, and it’s our commitment to client education that we believe has allowed us to become the largest independent provider of retirement services for educators in the marketplace. We want everyone to know that they can make a big difference in their retirement, and they can start today. Through our broad array of vetted investment products and services, we’re equipped to help everyone achieve their financial goals at every stage of life. Regulatory disclosures: https://qrco.de/GLPRegulatoryDisclosures
Financial Services

1969

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.
Financial Services

1996

Paramount Recovery Service is the most established and leading auto lender service company in Arizona, California and Hawaii specializing in voluntary, involuntary, impound repossession services, transport services, marshaling yards and auto key creation services operating in the entire state of California and all major markets of Hawaii and Arizona. Paramount maintains 21 regional offices and marshaling yard facilities, with regional headquarters in Los Angeles, Phoenix and Honolulu. Paramount takes a client-centered, people-focused approach toward leadership, service, and compliance. The team’s passion for optimal performance and prowess for technology implementation is consistently recognized by its clients, leading them to be one of the most innovative, forward-thinking, and highest performing leaders in the asset recovery industry. driveparamount.com
Financial Services

2003

Veterans First Mortgage, a leader in government-backed loan programs such as the VA home loan benefit, is committed to serving those who have served and sacrificed for our country. With loan centers in Utah and California, we originate purchase, streamline refinance, and cash-out refinance mortgages for borrowers across the country. The client's experience during their loan process is our top priority. Employees consider it an honor and privilege to assist current and former members of seven uniformed services with home loan benefits they've earned through dedicated service. As a destination lender, the company's focus is to exceed our client's expectations and create a lifelong partnership as a trusted mortgage resource. Veterans First places a high value on service programs for our military community. We also believe in hiring heroes. The organization prides itself on a positive work culture, where dedication is rewarded and every employee is considered a valuable contributor to the company's success. Well-balanced benefits including a 401k plan, health insurance, and flexible-spending cafeteria plans round out the corporate offerings. Many of our employees have been with us for a decade or more. With a team of over 400 working in sales, underwriting, closing, IT, marketing, contacting, and administration, Veterans First provides many levels of job entry and numerous opportunities for career advancement. Join our team today! Veterans First Mortgage is a trade name of Wintrust Mortgage, a division of Barrington Bank & Trust Company, N.A., a Wintrust Community Bank NMLS #449042. Equal Housing Lender and Equal Opportunity Employer. Contact us at (800) 510-7587 or at 124 N Charles Lindbergh Drive, Salt Lake City, Utah, 84116. No official U.S. military or other government agency endorsement is implied.
Financial Services
Our Corporate Culture- Equity Resources, Inc. is a privately held mortgage lender based in Central Ohio. The company was founded in 1993 and we are proudly celebrating our 32nd anniversary this year. We are a positive, family-oriented team that is passionate about “Improving the Lives of Families.” We support personal growth and provide training, value employee ideas for improvement, encourage advancement, provide cutting edge technology and embrace open and honest communication. Our culture is a reflection of our core purpose to “Improving the Lives of Families.” We are each empowered to “look through the eyes of the customer” and use our knowledge and training to deliver amazing customer service with honesty and integrity. We currently have branch offices in Connecticut, Florida, Maryland, Massachusetts, Michigan, Ohio, Pennsylvania, South Carolina, North Carolina and Virginia. We are licensed in 20 states throughout the East Coast from New Hampshire to Florida, including D.C. Who excels at this company? Service driven individuals who are passionate about helping to improve the lives of families in the modern technology era. Are you a Mortgage Specialist? Copy the following link and paste in your browser for an overview of why Equity Resources should be your #1 choice! https://www.callequitymortgages.com/recruiting Please contact us direct to experience the Equity difference! Corporate Office: 25 S. Park Place, Newark, OH 43055. 1-800-270-7082. NMLS 1579. Equal Housing Lender. http://callequity.net/licensing-and-disclosures/ www.nmlsconsumeraccess.org
Financial Services

1993

We are distribution builders for a select set of insurance carriers, assisting in lead driven opportunity to grow your own agency and achieve financial freedom while serving middle-income America
Financial Services

2008

Discover the Key to Unlocking Superior Cash Management with our 4-Tiered Approach: Logistics; Cash Management; Compliance; Monitoring.
Financial Services

2017

The Power of Alignment. At &Partners we believe in the power of alignment because aligned interests result in advice done well. To us, good advisors are more than financial advocates — they are life coaches that focus on opening new possibilities through financial freedom and independence. By building a firm where financial advisors can thrive, we’re unlocking the potential of everything life can be. &Partners was founded by a seasoned team of executives dedicated to creating a visionary wealth management firm that places advisors and their clients at the center of everything we do. Advisors at &Partners have access to other tenured advisors, an on-call CIO team, plus a robust, tech-enabled platform — all designed to allow them to seize emerging opportunities and adapt to evolving client needs. That's the essence of advice done well. --- &PARTNERS is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability holding company, and its subsidiary, &Partners LLC, a Tennessee limited liability company. Securities and advisory services offered through &Partners, LLC, member FINRA, SIPC. Go to FINRA’s BrokerCheck for information on our firm and representatives. See also: https://www.andpartners.com/disclosures/ Please review our social media guidelines https://www.andpartners.com/social-media-guidelines/
Financial Services

2023

🏡Mortgage Wholesale Lender / NMLS ID # 886336 (www.nmlsconsumeraccess.org) 🏢2975 Wilshire Blvd. 6th Floor, Los Angeles, CA 90010 🌐www.nmsigroup.com NMSI, Inc. was originally founded in 2008 as National Mortgage Service Incorporated, as a Mortgage Lender. Our company continues to strive to offer our clients diverse loan product lines, competitive interest rates and flexible underwriting. Our success over the years is attributed to our customers and to three important values: company-wide synergy-management that emphasizes cooperation and teamwork rather than hierarchy; a commitment to delivering outstanding service and highly competitive pricing on all our programs and products. Pursuant to the requirements of Texas Administrative Code, Title 7, Section §81.200(c), you are hereby notified of the following: Consumers wishing to file a complaint against a Mortgage Banker or a licensed Mortgage Banker Residential Mortgage Loan Originator should complete and send a complaint form to the Texas Department of Savings and Mortgage Lending, 2601 North Lamar, Suite 201, Austin, Texas 78705. Complaint Forms and Instructions may be obtained from the department’s website at www.sml.texas.gov. A toll-free consumer hotline is available at 1-877-276-5550. The department maintains a recovery fund to make payments of certain actual out of pocket damages sustained by borrowers caused by acts of licensed mortgage banker residential mortgage loan originators. A written application for reimbursement from the recovery fund must be filed with and investigated by the department prior to the payment of a claim. For more information about the recovery fund, please consult the department’s website at: www.sml.texas.gov. 📞213 788 3530
Financial Services

2008

List of Financial Services companies in All locations

Company Name

Location

Category

Employees

Email

Accuracy

Website

Fort Worth, United States (US)

Finance and Banking
Finance and Banking

200-500

info@apexcapitalcorp.com

http://www.apexcapitalcorp.com

Minneapolis, United States (US)

Finance and Banking
Finance and Banking

200-500

info@focusfinancial.com

http://www.focusfinancial.com

Brooklyn, United States (US)

Finance and Banking
Finance and Banking

200-500

support@fmm.com

http://www.fmm.com

Singapore, Singapore

Finance and Banking
Finance and Banking

200-500

info@linnovatepartners.com

http://www.linnovatepartners.com

San Antonio, United States (US)

Finance and Banking
Finance and Banking

200-500

info@mygenfcu.org

http://www.mygenfcu.org

Midvale, United States (US)

Finance and Banking
Finance and Banking

200-500

info@vfund.com

http://www.vfund.com

Oshkosh, United States (US)

Finance and Banking
Finance and Banking

200-500

info@verveacu.com

http://www.verveacu.com

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@earned.com

https://www.earned.com/

St. Louis, United States (US)

Finance and Banking
Finance and Banking

200-500

info@lcef.org

http://lcef.org/

Texas City, United States (US)

Finance and Banking
Finance and Banking

200-500

info@AMOCOfcu.org

http://www.AMOCOfcu.org

Asheville, United States (US)

Finance and Banking
Finance and Banking

200-500

info@thedelaneyagency.org

https://thedelaneyagency.org/

Fairfax, United States (US)

Finance and Banking
Finance and Banking

200-500

info@fhmtg.com

https://fhmtg.com

Las Vegas, United States (US)

Finance and Banking
Finance and Banking

200-500

info@transglobalus.com

https://www.transglobalus.com/

Las Vegas, United States (US)

Finance and Banking
Finance and Banking

200-500

info@pmgllc.com

http://pmgllc.com

Amsterdam, The Netherlands

Finance and Banking
Finance and Banking

200-500

info@bouwinvest.nl

http://www.bouwinvest.nl

New York, New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@northwesternmutual.com

https://www.northwesternmutual.com/office/nc/raleigh/20692023/

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

marketing@neohomeloans.com

https://neohomeloans.com/

Hamilton, Bermuda

Finance and Banking
Finance and Banking

200-500

info@opusfundservices.com

https://www.opusfundservices.com/

Clearwater, United States (US)

Finance and Banking
Finance and Banking

200-500

marketing@midfinance.com

http://www.midfinance.com

Scottsdale, United States (US)

Finance and Banking
Finance and Banking

200-500

info@independencehl.com

https://independencehl.com

Buffalo, United States (US)

Finance and Banking
Finance and Banking

200-500

marketing@cms-collect.com

http://www.cms-collect.com

Corvallis, United States (US)

Finance and Banking
Finance and Banking

200-500

marketing@oregonstatecu.com

https://www.oregonstatecu.com

London, United Kingdom (UK)

Finance and Banking
Finance and Banking

200-500

info@macrobond.com

https://www.macrobond.com

Pittsburgh, United States (US)

Finance and Banking
Finance and Banking

200-500

info@hmamortgage.com

http://www.HMAmortgage.com

Zug, Switzerland

Finance and Banking
Finance and Banking

200-500

info@stoxx.com

https://stoxx.com/

Norwell, United States (US)

Finance and Banking
Finance and Banking

200-500

info@radiusgrp.com

http://www.radiusgrp.com

Salt Lake City, United States (US)

Finance and Banking
Finance and Banking

200-500

info@dmba.com

http://www.dmba.com

Dallas, United States (US)

Finance and Banking
Finance and Banking

200-500

info@realtimeresolutions.com

http://www.realtimeresolutions.com

Norcross, United States (US)

Finance and Banking
Finance and Banking

200-500

info@acuonline.org

http://www.acuonline.org

New York, United States (US)

Finance and Banking
Finance and Banking

200-500

info@fifthavenuefinancial.com

http://www.fifthavenuefinancial.com

Denver, United States (US)

Finance and Banking
Finance and Banking

200-500

info@megastarfinancial.com

http://www.megastarfinancial.com

Chattanooga, United States (US)

Finance and Banking
Finance and Banking

200-500

info@medicalservicesmso.com

http://www.medicalservicesmso.com

Herzliya , Israel

Finance and Banking
Finance and Banking

200-500

info@44ventures.com

https://44ventures.com/

Fort Worth, United States (US)

Finance and Banking
Finance and Banking

200-500

info@regionalfinance.com

https://www.regionalfinance.com

Zug, Switzerland

Finance and Banking
Finance and Banking

200-500

info@kendris.com

http://www.kendris.com

Houston, United States (US)

Finance and Banking
Finance and Banking

200-500

info@firstcontinentalmtg.com

https://www.firstcontinentalmtg.com/

Wall Township, United States (US)

Finance and Banking
Finance and Banking

200-500

info@csicpa.com

http://www.csicpa.com

Oklahoma City, United States (US)

Finance and Banking
Finance and Banking

200-500

support@weokie.org

https://www.weokie.org/

Amherst, United States (US)

Finance and Banking
Finance and Banking

200-500

info@americancoradiusinternational.com

http://www.americancoradiusinternational.com/

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

200-500

info@gcbm.com

https://www.gcbm.com

New York City, United States (US)

Finance and Banking
Finance and Banking

200-500

contact@hickory.ai

https://www.hickory.ai/

Farmington, United States (US)

Finance and Banking
Finance and Banking

200-500

info@glpwins.com

http://www.glpfinancialgroup.com

Waltham, United States (US)

Finance and Banking
Finance and Banking

200-500

info@IFPadvisor.com

http://www.IFPadvisor.com

Phoenix, United States (US)

Finance and Banking
Finance and Banking

200-500

info@driveparamount.com

http://www.driveparamount.com

Salt Lake City, United States (US)

Finance and Banking
Finance and Banking

200-500

info@veteransfirst.com

http://www.veteransfirst.com

Newark, United States (US)

Finance and Banking
Finance and Banking

200-500

info@callequity.com

http://www.callequity.com

Raleigh, United States (US)

Finance and Banking
Finance and Banking

200-500

info@cornerstonefinancialgroup.info

https://cornerstonefinancialgroup.info/

Denver, United States (US)

Finance and Banking
Finance and Banking

200-500

contact@empyreallogistics.com

https://empyreallogistics.com/

Clayton, United States (US)

Finance and Banking
Finance and Banking

200-500

info@andpartners.com

https://www.andpartners.com

Los Angeles, United States (US)

Finance and Banking
Finance and Banking

200-500

info@nmsigroup.com

http://www.nmsigroup.com

50/12,877 results

Frequently asked questions

FAQ updated November 2025

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