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Top Charleston, SC Financial Services Companies (6)

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Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
20 Offices
2,800 Employees

Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.


Fintech • Payments • Financial Services
Island of Palms, South Carolina, USA
117 Employees

BTSE Group is a global blockchain technology company focused on three primary businesses: Exchange, Payments, and Infrastructure Development. The BTSE exchange supports 150+ cryptocurrencies and 50+ perpetual futures contracts with over USD $30B in monthly trading volume. Our payments platform can provide fiat and crypto pay-ins and outs, as well as OTC services for over 50 major currencies. Additionally, our enterprise solutions enable businesses to white-label our exchange infrastructure, wallets, payment gateways, provide liquidity, and more


Fintech • Financial Services
9 Offices
3,000 Employees

As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers. We display this in our working culture, in our day-to-day choices to ensure both members’ and employees’ needs are met. Imagine what this type of commitment could do for your work satisfaction.

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Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
20 Offices
2800 Employees

Financial Services
Charleston, South Carolina, USA
104 Employees

Since our inception in 2000, our concern for our clients has been the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial goals and what's really important. The value we provide our clients is our independent advice and a team-oriented approach to providing a personalized financial strategy. We believe important decisions with our clients help them to define what true wealth means and this enables them to have a positive impact now and for generations to come. Commonwealth is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Commonwealth Financial Group ("CFG") are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with CFG are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.


Financial Services
Charleston, South Carolina, USA
10 Employees

FINRA Broker Dealer working with small to middle market companies to gain access to capital for growth, restructuring debt., M&A, and planned exit strategies. We assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.


Financial Services
Charleston, South Carolina, USA
14 Employees

Founded in 2009, Ivy Asset Group, LLC (“Ivy”) is an alternative credit manager that seeks to provide financing solutions across the credit spectrum to lower-middle markets businesses. Through Ivy’s family of Private Credit funds, it lends to companies with EBITDA up to $35 million. Ivy primarily invests through asset based and cash flow lending transactions in portfolio companies with highly proven track records. Our executive team has extensive management experience in leveraged lending, investment banking, operations, financing, and consulting. Since inception in 2009, the firm has successfully deployed over $1.2 billion of debt capital into transactions up to $75 million. Ivy is headquartered in Charleston, South Carolina.