Top Charlotte, NC Financial Services Companies (52)
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Crypto creates economic freedom by ensuring that people can participate fairly in the economy, and Coinbase (NASDAQ: COIN) is on a mission to increase economic freedom for more than 1 billion people. We’re updating the century-old financial system by providing a trusted platform that makes it easy for people and institutions to engage with crypto assets, including trading, staking, safekeeping, spending, and fast, free global transfers. We also provide critical infrastructure for onchain activity and support builders who share our vision that onchain is the new online. And together with the crypto community, we advocate for responsible rules to make the benefits of crypto available around the world.
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. And its digital platform, the Home Equity Dashboard, empowers homeowners to make informed financial decisions about their home and take action on those decisions with confidence, speed, and ease. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life.
Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging them to their greatest impact.
Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.
First Tryon Advisors* is a full service financial advisory practice now serving the needs of state and local governments, independent K-12 schools, colleges & universities, utility systems, not-for-profit associations/foundations, charter schools, healthcare organizations, senior living communities, school districts, economic development agencies and transportation clients. While we are focused in the Southeast and Mid-Atlantic regions, in total we serve over 380 clients nationwide. In November 2021, First Tryon Advisors welcomed Wye River Group, a leading financial advisory practice based in Annapolis, Maryland, to our team. Wye River offers a broad portfolio of expertise and experience in sectors and regions that complement First Tryon’s, making them an ideal addition to our practice. Much like First Tryon, Wye River’s growth and success have been built upon the principles of integrity, expertise, innovation, and outstanding client service. Our combined group consists of 24 motivated professionals who together can offer our clients a wide range of expertise and services that have been enhanced for both platforms. The combined practice offers four primary products and services: Financial Advisory Services Capital Planning Models Operational Consulting Swap Advisory Services Our mission is to give our clients peace of mind by delivering expert advice, innovative planning strategies and tailored financing solutions. *The practice known as “First Tryon Advisors” includes two SEC-registered Municipal Advisors: First Tryon Securities, LLC d/b/a First Tryon Advisors (“FTSLLC”) and First Tryon Advisors, LLC d/b/a Wye River Group (“FTALLC”). FTSLLC is a member FINRA and SIPC and an MSRB Registrant; FTALLC is an MSRB Registrant.
At Synchrony (NYSE: SYF), we’re changing what’s possible for people and businesses every single day. From offering financing options to creating innovative tech, we help make shopping go smoothly across a variety of industries, like retail, auto, travel and home. Synchrony is one of the largest issuers of store credit cards in the United States. We help consumers pay over time for important expenses, issue co-branded cards for small- and medium-sized business credit products, as well as offer consumer savings products through Synchrony Bank. So, how can we change what’s possible for you?
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
RoundPoint Mortgage Servicing Corporation was founded in 2007 and is a large, fully integrated, non-bank mortgage lending and servicing company. We are a proud member of the Freedom Mortgage Corporation family of companies. We measure success in many ways—first and foremost by our customers’ satisfaction, in our growth as a company and in the number of people we serve. We have been increasing our leadership status during some of the most challenging years in our industry. We do this by seizing opportunities, seeking out the top talent in the industry and serving our customers with the highest levels of integrity. Our Retail sales team of seasoned mortgage professionals has branches located throughout the country and concentrate on providing specialized local market knowledge. We offer a wide array of mortgage products to meet even the most difficult of lending situations. RoundPoint Mortgage Servicing Corporation actively purchases mortgage servicing rights (MSR) from sellers of Fannie Mae and Freddie Mac loans. We also offer an array of subservicing options that can be customized to meet individual investor needs for both Agency and Non-Agency portfolios. Our multifaceted approach is designed to build collaborative relationships and provide an unmatched level of service for investors and business partners. RoundPoint Mortgage Servicing Corporation also offers a Homeownership Marketplace designed to provide a single location for our customers to better manage and protect their home. We take great pride in our top workplace designation [Charlotte Observer 2020] and our commitment to the 5-E’s: ETHICS, ENERGY, EVERYONE, EXECUTION, EARN IT. NMLS ID # 18188 RoundPoint supports Equal Housing Opportunity For additional information, please visit: nmlsconsumeraccess.org
At Ally Assist, we make finding and managing the best therapy assistants (TAs) and Allied Health Professionals (AHPs) simple and human through our easy-to-use online platform and our caring and compassionate team. Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and corporate clients. NMLS #3015 | #181005 | https://www.nmlsconsumeraccess.org/ Ally's legacy dates back to 1919, and the company was redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. Ally has an award-winning online bank (Ally Bank, Member FDIC), one of the largest full service auto finance operations in the country, a complementary auto-focused insurance business, a growing wealth management and brokerage platform, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies. We extend equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual’s age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. Fast Company’s Best Workplace for Innovators, 2021 Crain’s Fast 50: Southeast Michigan’s Fastest Growing Companies, 2021 Forbes Best Employers for Diversity, 2021 DiversityInc Top 50 Companies for Diversity, 2021 Best Places to Work for LGBTQ Equality, 2020 Adweek Brand Genius Award, 2020 Brand Film Best Employee Engagement Campaign, Moguls in the Making 2020 AdAge Top 10 Marketers of the Year, 2019 DiversityInc Noteworthy Company, 2019
GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses. GM Financial employs more than 9,000 hard-working team members, and we're always looking for new people with diverse talents. GM Financial is a workplace where dedicated people have the opportunity to work together and celebrate our successes. Our culture is based on respect, integrity, innovation and personal development. GM Financial is committed to strengthening the communities where we live and work. Each year, we select several philanthropic organizations to support through our Signature Events program. The company and its team members actively support these organizations through many company-wide initiatives; in addition we support numerous other nonprofit organizations through sponsorships and monetary donations.
Summit Advisory Group has hundreds of years of combined experience in financial services. Our professionals specialize in providing necessary information and guidance to help their clients implement financial objectives. For many, understanding every aspect of personal finance can be daunting and the decisions can be overwhelming. That’s where Summit Advisory Group comes in. Whether your goal is saving for retirement, college savings or estate strategy, our personalized services focus on your needs, wants and financial goals and objectives. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. We look forward to working with you through all the stages of your life. Summit Advisory Group takes pride in knowing that we have helped many people pursue the type of financial future they dreamed about. For more information about our firm and our services, please call. We would love to learn more about your goals and dreams. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 5925 Carnegie Blvd., Suite 300, Charlotte, NC 28209 (704) 554-6404. Summit Advisory Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC96313(0717)p
Commercial Credit Group Inc., a wholly-owned subsidiary of Commercial Credit, Inc. is an independent, commercial equipment finance company that provides secured loans and leases to small and mid-sized businesses in the construction, fleet transportation, waste, and machine tool and fabrication industries. The company’s sales force is located throughout North America and sources transactions through end-users, equipment vendors, and manufacturers with typical transaction sizes ranging from $100,000 to $2,500,000. Since its inception in 2004, CCG has originated approximately $3.5 billion of finance receivables. CCG is headquartered in Charlotte, North Carolina, and operates full-service offices in Buffalo, NY, and Naperville, IL. CCG Equipment Finance Limited services the Canadian Provinces of Ontario, west to British Columbia, from its Canadian headquarters in Hamilton, Ontario. And division Manufacturers Capital provides financing for machine tools and fabrication equipment.
Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront of your practice to help you provide better outcomes. Adhesion's multi-custodial UMA platform helps you provide clients with multiple products, models, and managers in a single account. Our integrated platform offers powerful options for creating sophisticated investment portfolios to address a wide range of market conditions and client objectives. The Adhesion platform not only offers customized solutions but a potential revenue stream through Direct and Personal Indexing. Direct indexing gives clients broad exposure to an asset class, like large-cap equities. Rather than buy a mutual fund or ETF, investors own the individual stocks that comprise an index. The customization comes in when advisors tweak which index components they buy—or don't buy—and in what proportions. We can also help you achieve tax alpha by incorporating pre-trade tax-aware considerations to ensure that client portfolios remain closely aligned with their investment goals and balance that with optimizing tax opportunities to help enhance after-tax total return. Adhesion's customizable overlay solution can address unique tax circumstances in a tax-efficient manner through tax-loss harvesting, gain/loss matching, avoiding wash sale violations, and delaying a trade until a short-term position goes long-term if there is no offset. Learn more: [email protected] Headquartered in Charlotte, NC, Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. with $9.5 billion in UMA assets under management. Our focus is enabling advisory firms to scale growth and maintain focus on client satisfaction. Adhesion Wealth Advisor Solutions, Inc. is an investment adviser registered with the U.S. SEC.
When we started Cardinal Financial, we set out with the intention of creating a better mortgage experience. We wanted to reimagine and modernize the way home loans are obtained by bringing increased transparency, simplicity, and speed into an industry that has oftentimes lacked all three. Fast-forward to present day and we’re still the same group of innovative thinkers who want to turn the mortgage industry on its head. Backed by our proprietary loan processing technology, Octane, we consistently offer some of the lowest rates and fastest closings in the industry while providing great service and striving to deliver a personal experience to all who choose to do business with us. We are committed to transforming the trying process of buying a home into a simple procedure that doesn’t drain the joy of accomplishing a lifelong goal. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it. A 2022 Great Place to Work®-Certified company: https://www.greatplacetowork.com/certified-company/7045431 www.cardinalfinancial.com NMLS #66247 | NMLS Access: http://www.nmlsconsumeraccess.org/ For additional licensing information please visit: https://cardinalfinancial.com/nmls-licensing/ Cardinal Financial Company | 3701 Arco Corporate Dr, Charlotte, North Carolina 28273
Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing compliance.
Bourne Partners is a financial services firm specializing in the pharma, pharma services and consumer health sectors. Located in Charlotte, North Carolina, the company offers investment banking and advisory services, as well as direct investment opportunities. As owners and operators with over 15 years of experience, Bourne Partners strives to enrich the lives and improve the health and well-being of their partners and patients across the globe by facilitating the efficient movement of capital through the global healthcare sector. Bourne Partners currently operates two distinct business segments, which enjoy valuable synergies. Bourne Partners Investment Banking Bourne Partners Investment Banking division provides investment banking services within the healthcare and life sciences sector for both external clients as well as our portfolio companies. Bourne Partners has worked alongside some of the leading strategic and Private Equity companies including Cerberus, Cinven, Irving Place Capital and The Carlyle Group. Specialties include mergers and acquisitions, sell and buy-side transactions, licensing and partnering opportunities, equity and debt capital, and strategic consulting. Bourne Partners Strategic Capital Bourne Partners Strategic Capital partners with and invests in pharmaceutical and pharmaceutical services companies and management teams where we can add long term strategic value. Select investments include AMRI, Covis Pharma S.à.r.l., iNova Pharmaceuticals, Millicent Pharma, King Pharmaceuticals, Novitium Pharma, and WelldyneRx among others.
Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most important life goals that your clients have set out for themselves, their families and even the world at large. That’s why Horizon’s approach is built on a commitment to goals-based investment management. A goals-based approach can help investors position their wealth to support the key financial results they seek throughout their lives. When your clients align their wealth with their goals, they achieve something that most people can only hope for: The financial security they need to live life on their terms.
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