Top Charlotte, NC Financial Services Companies (51)
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 diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps
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.
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.
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.
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. And weʼre hiring. When you work at TIAA, youʼre making a difference in the lives of our clients. Weʼre always on the lookout for great people to become part of our coalition of champions and are committed to providing equal opportunity across all employment practices as we believe our employees have a right to a diverse and inclusive workplace. Join our team today in the fight to help more people to and through retirement.
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.
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?
BlackWood is a professional services firm that offers back-office finance and accounting services, including the CFO function, on a scalable basis to small/mid-sized businesses, start-ups, fast-growth companies, and non-profits. Our solution allows clients, on an outsourced basis, to plug into our full-scale and experienced finance and accounting ''department'' and draw out exactly what they need and when they need it. Our founders, a CPA from the Big 4 and an MBA from venture capital, are committed to implementing the latest technologies and standardized systems so that our teams of professionals are using the most efficient accounting software tools, processes, and established best practices. Since 2002, this approach has allowed our small, mid-sized & emerging clients to have access to a world-class accounting function at an affordable price. BlackWood has offices in Charlotte, NC and Boulder, Colorado. We serve clients locally, as well as on a global basis, by using a variety of technologies that allow complete remote functionality.
Founded in 2016, Better is a digital-first homeownership company whose services include mortgage, real estate, title, and homeowners insurance. We leverage creative technology and innovation to make the homebuying journey more approachable and understandable. Our company is made up of driven, passionate people who bring their unique backgrounds and perspectives to everything we do. We are committed to fostering diversity, multiculturalism, and inclusion. We see the value in each person's perspective and recognize their talents, regardless of what the market says. We believe it's important to nurture a company culture that encourages curiosity and passion—from employee resource groups and learning opportunities to team outings and community outreach.
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 believe in a deeply rooted culture based on caring for our employees in ways that will empower them to care for each other and our customers. Our employees are our most valuable asset and we want to ensure they know this every day. We value our employees as unique and talented individuals and believe they will be more inherently fulfilled as professionals in an environment where their strengths can be leveraged in a meaningful way. We also believe in a culture based on growth and development and invest heavily in personal development and corporate training. Fast Facts: • Founded in Charlotte, NC by current CEO, Jeff Douglas, in 2001 • Funded over 20,000 loans representing several billion dollars in loan volume • Full service, direct lender with in-house processing, underwriting, closing, and funding • In-house secondary team for best execution pricing strategy and more competitive rates • Wide array of products and programs for tailoring consumer loan options • World-class technology and proprietary loan processes • As a direct lender, we control the entire process from start to finish • We demonstrate genuine care for our clients well being by maintaining the highest level of integrity which creates the kind of customer experience that earns us clients for life
Founded more than 25 years ago, Indecomm blends intelligent automation and SaaS with deep mortgage banking expertise to deliver groundbreaking mortgage innovations that help businesses optimize operations and achieve competitive advantage. Backed by a 1500-strong global workforce, Indecomm’s automation-as-a-service approach benefits mortgage organizations, enabling them to offer better borrower experiences by streamlining middle and back-office operations. Indecomm takes an automation-first approach, partnering with large and mid-sized lenders, servicers, mortgage insurers, and title companies to create efficiencies at every phase of the mortgage lifecycle. Specifically, Indecomm products and services leverage robotics process automation (RPA), supervised automation, and machine learning to tackle the industry’s most complex operational challenges.
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.
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.
Our business provides an opportunity for people from all backgrounds to be in business for themselves, control their time and income, create wealth, and enjoy a great quality of life. We have a team of over 65 Regional Vice Presidents and 1,800 representatives whose mission is to help middle income families and small businesses become financially secure. We believe that financial knowledge is the key to financial success.
Doran Jones Inc. (DJI) is the leading financial services Data Engineering and Application Development firm, specializing in Capital Markets, Risk, and Regulatory Compliance. We are US-based, helping our clients fill gaps in capacity and expertise, reduce risk, and accelerate change. Our leaders average over 25 years of experience in Financial Services and Technology. DJI is repeatedly engaged by the largest and most complex clients for our Agile transformation expertise and practical understanding of the critical relationship between data, architecture, and application development. DJI has a mission to place more people from non-traditional backgrounds into sustainable technology careers. Through partnerships with non-profit technology programs in underserved communities and Veteran organizations, candidates transition from tech training programs into real IT careers at DJI. Our unique recruitment policy allows us to create exceptional teams, bringing a broad spectrum of experience to our company and creating anything but a traditional consulting firm. DJI is a wholly-owned subsidiary of McLaren Strategic Ventures, a private equity firm, that invests in start-ups and scale-ups. They provide a full range of highly trusted domain consulting, advisory services, and innovative technologies globally. Doran Jones is able to offer a broad range of technology, deeper AI and machine learning tools, data intelligence, alternative resourcing capabilities, and capital access to invest and digitize at scale. Our clients benefit from this unique portfolio allowing them to accelerate the pace of their own digital transformations through innovative products and services designed around industry-wide issues.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
We are an Impact Lender. We exist to love and value people by leading a movement of change in our industry, corporate cultures and communities. #MortgagesThatMeanMore https://www.nmlsconsumeraccess.org/ https://movement.com/legal NMLS 39179
Credit Karma is focused on championing financial progress for over 110 million members in the U.S., Canada and U.K. While we're best known for pioneering free credit scores, our members turn to us for resources as they work toward their financial goals. This includes tools for credit and identity monitoring, credit card recommendations, shopping for loans (car, home and personal), and growing their savings* -- all for free. We’ve grown significantly through the years, adding more than 70 million members in the last five alone. We currently have more than 1,300 employees spread across offices in Oakland, Charlotte, Los Angeles, and London. Disrupting the financial industry is not an easy task. That’s why we know it’s one worth doing. Our core values of helpfulness, ownership, progress and empathy guide our work and our relationships. Championing financial progress for everyone is a big mission that requires passionate people working together to make a difference in the world. If you’re up for the task, we’d love to have you on our team. Check out our open positions: https://www.creditkarma.com/careers. *Banking services provided by MVB Bank, Inc., Member FDIC
Based in Charlotte, North Carolina, Summit Park is a private investment firm focused on the lower middle market. We invest across a wide range of industries, including services, consumer and industrial growth, and target businesses with revenue between $20 and $100 million, or EBITDA between $4 and $15 million. We strive to be the partner of choice for owners, entrepreneurs, and management teams who share our passion for building companies of extraordinary value. Our capital typically serves as the catalyst for change and/or growth. Change might come in the form of the transfer of ownership from a corporate parent or less active shareholder to a capable and committed management team, or the transition of leadership from one generation to the next. Our capital, resources, and insights also assist in the development and implementation of growth strategies, such as an industry consolidation plan or product, service line, or geographic expansion.
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.
Work Your Passion. Live Your Purpose.
