Top Charlotte, NC Financial Services Companies (49)
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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
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.
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.
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?
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.
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.
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.
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.
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.
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
Pensford was formed in April 2009 with the intent of leveling the playing field for derivatives between borrowers and banks. Founded by experienced derivative professionals, Pensford brings the same expertise the bank has representing it to the borrower’s side of the table. Since its inception in 2009, Pensford has helped execute over $4 Billion in derivative transactions, all at substantial savings to borrowers. We are sensitive to the relationship between borrower and lender and we will never jeopardize that. Pensford maintains very good working relationships with all banks. We provide insight, suggestions, and transparency to every transaction, but at all times our clients are in control of the negotiation process. We do not direct business away from the lender; we simply ensure that our clients receive a fair and transparent deal. Pensford specializes in: New swaps and modifications Interest rate cap auctions Negotiating ISDA’s Terminating existing derivatives at par MTM and FAS 133/157 guidance Rate locks on permanent financing Defeasance Yield maintenance verification
At Ally Assist, we make finding and managing the best therapy assistants (TAs) and Allied Health Professionals (AHPs) simple and human through our easy-to-use online platform and our caring and compassionate team. 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. NMLS #3015 | #181005 | https://www.nmlsconsumeraccess.org/ 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 online bank (Ally Bank, Member FDIC), one of the largest full service auto finance operations in the country, a complementary auto-focused insurance business, a growing wealth management and brokerage platform, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies. We extend equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual’s age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law. Fast Company’s Best Workplace for Innovators, 2021 Crain’s Fast 50: Southeast Michigan’s Fastest Growing Companies, 2021 Forbes Best Employers for Diversity, 2021 DiversityInc Top 50 Companies for Diversity, 2021 Best Places to Work for LGBTQ Equality, 2020 Adweek Brand Genius Award, 2020 Brand Film Best Employee Engagement Campaign, Moguls in the Making 2020 AdAge Top 10 Marketers of the Year, 2019 DiversityInc Noteworthy Company, 2019
Tradier offers developers, trading platform providers and investors an innovative trading platform and a rich set of real-time APIs.
Founded in 2009 in Charlotte, NC, with the aim of making a difference in the lives of our clients, Premier Lending, Inc. helps make the dream of owning a home a reality for everyone. By partnering with us, you can put your trust in what we like to call The Premier Promise. PROCESS: Keys in hand in 21 days! With upfront underwriting, a streamlined assembly line approach, and state-of-the-art technology, we consistently deliver on this promise or we waive the processing fees. PEOPLE. Simply put, our people and our clients come first. We are committed to providing our people the best training, tools, and culture to help them succeed, and in turn, exceed your expectations. We are also committed to giving back a portion of our profits to build homes for families in need. PLATFORMS. With Premier, you'll have access to state-of-the-art technology from our online application process to our mobile app which allow you to see your real-time loan status PRICING. With Premier's low rate, you can enjoy more in life. With a wide range of industry leading products at low prices, we'll work collaboratively with you to find the right fit at the right price. We’re always looking for opportunities to improve and expand our business. If you believe you can be an asset to our company, please feel free to explore our job opportunities. _______________________ Premier Lending, Inc. is an equal housing lender registered with the California Department of Real Estate (DRE) and the National Mortgage Licensing System (NMLS). NMLS #238143 || DRE #01874583 www.nmlsconsumeraccess.org | 877-314-1499 Premier Lending, Inc is licensed by: ARIZONA - BK - 1002240 FLORIDA - 238143 ILLINOIS - MB.6761432 MICHIGAN - FR0022365 NORTH CAROLINA - L-185038 OHIO - RM.804499.000 OREGON - ML-5837-238143 SOUTH CAROLINA - 238143 TEXAS - 238143
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.
When we started Cardinal Financial, we set out with the intention of creating a better mortgage experience. We wanted to reimagine and modernize the way home loans are obtained by bringing increased transparency, simplicity, and speed into an industry that has oftentimes lacked all three. Fast-forward to present day and we’re still the same group of innovative thinkers who want to turn the mortgage industry on its head. Backed by our proprietary loan processing technology, Octane, we consistently offer some of the lowest rates and fastest closings in the industry while providing great service and striving to deliver a personal experience to all who choose to do business with us. We are committed to transforming the trying process of buying a home into a simple procedure that doesn’t drain the joy of accomplishing a lifelong goal. Our business is fueled by our passion for connecting people to the home of their dreams. A lot of lenders will tell you they’re the best, but at Cardinal Financial, we can prove it. A 2022 Great Place to Work®-Certified company: https://www.greatplacetowork.com/certified-company/7045431 www.cardinalfinancial.com NMLS #66247 | NMLS Access: http://www.nmlsconsumeraccess.org/ For additional licensing information please visit: https://cardinalfinancial.com/nmls-licensing/ Cardinal Financial Company | 3701 Arco Corporate Dr, Charlotte, North Carolina 28273
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.
Global Endowment Management (GEM) is a leading outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments, foundations, and other long-term investors. For over fifteen years GEM has stewarded the financial assets of our clients to enable them to fulfill their missions. GEM's history is deeply rooted in endowment-style investing, with today's approach modernized to offer custom solutions tailored to each client's unique investment needs. For more information, visit www.globalendowment.com.
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