Top Charlotte, NC Financial Services Companies (60)

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,...

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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....

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...

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...

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,...

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...

Meduit was born out of a drive for excellence and a passion for new ideas for improving revenue cycle management for healthcare organizations and the patients they serve. Today, Meduit is a parent organization where leading RCM companies, including MedA/Rx and Receivables Management Partners (RMP), collaborate to identify and measure best practices, leverage one another's unique strengths, collaborate for results,...

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...

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...

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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,...

The Pelora Group is a community of professionals that helps financial advisors navigate successful futures for themselves, their families, and their clients. We come alongside you, as your most valued business partner, and we are the source of everything you need to be impactful and relevant: services, technology tools, and resources.

NEPC, LLC is a full-service, investment consulting firm, serving more than 400 clients with over $1.9T assets under advisement. Our mission is to help governments, institutions, families, and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs and time horizons. As trusted...

At Ternus, we're redefining real estate investment lending. Our innovative approach focuses on empowering investors through tailored financial solutions and aligning with our customers' needs. Committed to prioritizing Main Street over Wall Street, we offer a partnership that extends beyond traditional lending, ensuring mutual success and financial freedom.

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.

Kanbrick is a long-term investment partnership focused on empowering people and organizations to reach their full potential. We seek to acquire consumer and industrial businesses with strong moats and untapped potential, build them through hands-on operational improvements, and compound long-term returns. Our approach combines our experience as investors and operators. We offer founders and business owners a differentiated option and...

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...

Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing...

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. 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...