Top Charlotte, NC Financial Services Companies (50)
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
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.
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.
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.
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.
Barings is a $382+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. *Assets under management as of 6/30/21
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.
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.
ProSidian is a Management and Operations Consulting Firm focused on providing value to clients through tailored solutions based on industry-leading practices. We help forward-thinking clients solve problems and improve operations. ProSidian has a reputation for its strong CONUS/OCONUS practice spanning six Enterprise Solution Areas, including Risk Management, Energy & Sustainability, Compliance, Business Process, IT Effectiveness, and Human Capital. Launched by former Big 4 Management Consultants, our Multidisciplinary Engagement Teams bring together talents of nearly 190 professionals nationally to complete a wide variety of services for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Linking strategy to execution, ProSidian assists client leaders in maximizing company return on investment capital through the design and execution of operations core to delivering value to customers. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin, and efficiency), and are aligned at the intersections of assets, processes, policies, and people delivering value. When we say “Structured Approach To Strategic Solutions,” we mean services deployed across the enterprise; through On-Demand Resources, targeting drivers of economic profit (growth, margin, and efficiency); and aligned at the intersections of assets, processes, policies, and people are delivering value.
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.
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
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: provide payment experiences that are simple and innovative, yet perfectly aligned with customer needs. By tailoring everyday solutions, such as enrollment, boarding, processing, and support tools, to specific industries, we empower our partners to build stronger customer relationships and drive incremental value.
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.
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, concentrated active equity, and multi-asset solutions.
At PrimeLine we want to give you all the tools so you can be confident in the lending process and ensure you get the best possible deal. You have access to all of our lenders' products so you can find the loan that best suits your needs. Our loan experts are trained to teach you what you need to know about Real Estate Finance to help you avoid paying costly fees and truly save you money. We also understand that your time may be even more valuable than money so we have invested in the technology and the services to make the loan process efficient and seamless from start to finish. NMLS Consumer Access: https://nmlsconsumeraccess.org/
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 emerging manager offering while extending its offering to funds up to USD 1 billion AUM. Atlas prides itself on having an expert team of professionals (each senior person is a 20 year plus industry professional), best in class technology, and services to support --at an affordable level-- emerging managers and family offices. Service offering includes a complete range of alternative hedge fund service solutions such as fund and portfolio accounting, hedge fund administration, private equity, and real estate fund administration, fund of fund administration, cryptocurrency fund administration, compliance, risk reporting, investor services, and Registrar/Transfer Agency services, and Family Office Solutions. Key facts about ATLAS: - SSAE 20 (SOC 1) Type II Compliant - Front-to-Back fully integrated accounting platform - Secure online web reporting for investment managers & investors - Global reach, servicing investment managers in the USA, Europe, Brazil and Latin America Please contact Paul Durward (Exec Dir) at Atlas Fund Services at [email protected] to obtain more information.
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.
Tradier offers developers, trading platform providers and investors an innovative trading platform and a rich set of real-time APIs.
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 to be worth more.
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
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