Top Charlotte, NC Financial Services Companies (56)

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.0 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....

Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and...

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,...

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...

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...

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...

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...

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...

Deephaven Mortgage® LLC. All rights reserved. This material is intended solely for the use of licensed mortgage professionals. Distribution to consumers is strictly prohibited. Program and rates are subject to change without notice. Not available in all states. Terms subject to qualification. NMLS #958425 Disclosures & Licenses: https://deephavenmortgage.com/disclosures-and-licenses/ NMLS Consumer Access: http://nmlsconsumeraccess.org/

Pensford was formed in April 2009 with the intent of leveling the playing field for derivatives between borrowers and banks. Founded by experienced derivative professionals, Pensford brings the same expertise the bank has representing it to the borrower’s side of the table. Since its inception in 2009, Pensford has helped execute over $4 Billion in derivative transactions, all at substantial savings...

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...

Sterling Capital Management LLC, founded in 1970, is the institutional investment management arm of Truist Financial Corporation. Headquartered in Charlotte, NC, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling’s six distinct investment teams provide a full complement of fixed income,...

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...

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...

At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research...

At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to...

Wyndham Capital Mortgage’s corporate culture empowers our employees. We strive to facilitate a greater sense of purpose in your jobs and lives, and your involvement will translate directly into continuous improvement in our systems and processes. In an empowered organization, you bring your best ideas and initiatives to the table with a sense of excitement, ownership and pride. We also...

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...

Atlas Fund Services, is a fully licensed and recognized global fund service provider. Atlas offers a complete range of institutional and cost-effective alternative hedge fund solutions, with a special dedication to emerging managers, and over 10 years'​ industry expertise serving seasoned managers and family offices. Atlas was founded by in 2006 to support smaller fund managers, and has since customized its...

XUP, short for transactions “up”, is a vertically focused payment platform that provides a seamless connection between financial services, processors, merchants, and ultimately customers. XUP combines years of industry experience with deep payments and technology expertise to bring payment processing solutions to Healthcare, Commercial Real Estate, and Technology markets. Our products are designed and built with one guiding principle in mind:...