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
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.
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.
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.
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.
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.
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
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.
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
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.
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.
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
As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation
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.
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
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us, and the most ambitious people to work for us. Join us. #AchieveAmbitions
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.
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, and serve healthcare clients on a unified solutions platform. Meduit is one of the nation’s leading Revenue Cycle Management (RCM) companies with decades of experience in the RCM healthcare arena, serving more than 500 hospital and physician practices in 47 states. Meduit combines a state-of-the-art accounts receivable management model with advanced technologies and an experienced people-focused team that takes a compassionate and supportive approach to patient engagement. Meduit significantly improves financial, operational and clinical performance, maximizing cash acceleration and ensuring that healthcare organizations can dedicate their resources to providing more quality healthcare services to more patients.
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. For more information about City National, visit the company’s website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank.
Work Your Passion. Live Your Purpose.
