Top Cleveland, OH Financial Services Companies (22)
For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.
We got tired of seeing our friends and family struggle under the crushing weight of debt. So in 2013, we did something about it. We built a marketplace filled with banks and credit unions looking to help people refinance their student loans. We used that network to bring people great rates. And we did it all from a tiny office in Cleveland, OH. In other words: we started Splash Financial. Since then, we’ve become a national leader in student loan refinancing. We’ve opened over 100,000 accounts, and handled over $6 billion in refinancing requests. Plus, we’ve successfully launched personal loans, with the same commitment of service to our customers. At the end of the day, we’re still that little company from Cleveland with a big dream: to make people more powerful than their debt.
AML RightSource is the leading firm solely focused on Anti-Money Laundering (AML)/Bank Secrecy Act (BSA) and financial crimes compliance solutions. AML RightSource provides highly-trained AML/BSA professionals to assist banks and non-bank financial institutions to meet day-to-day compliance tasks. Services include transaction monitoring, alert backlog management, enhanced due diligence reviews, fraud, and financial crimes advisory matters. Our highly trained workforce of analysts and subject matter experts includes the industry’s largest team of full time professionals. We typically provide our services directly from our secure facilities in Ohio, Arizona, New York, and Ontario. AML/BSA staff augmentation services can be provided on site per request.
Fund That Flip provides fast, convenient, affordable capital for experienced real estate investors that buy and rehabilitate residential properties. To date, we've done hundreds of deals through our simple, transparent online application process with 24-hour turnaround time for funding commitments. Leverage your experience and success to lower your cost of capital over time by gaining access to our large network of institutional and individual high-net-worth investors. You deal directly with us, getting your deal funded in as few as 5-7 days. Our story? As investors in real estate ourselves, raising capital was always the biggest challenge. So we created a lending platform that solves all the problems we experienced over the years.
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations, and build stronger legacies for their families, their communities, and themselves. We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
In March of 2018, Western Reserve Trust Company was granted its charter from the State of Ohio as a non-depository bank to engage primarily in the personal trust business. Western Reserve was formed by three veteran trust and estate lawyers who saw a growing demand from their affluent clients and their families for a client centric trust company headquartered in the Midwest. Located in Cleveland, Ohio, Western Reserve provides trust and estate services, along with a variety of family office services, all of which are specifically tailored for each client relationship. Western Reserve does not provide investment management services but instead works closely with registered investment advisors, large banks and broker dealers to obtain those services for its clients. Western Reserve and its employees believe clients want and deserve a traditional personal relationship with their trustee that is based on experience and a long history and deep knowledge of the family, one that can evolve as its clients’ needs change over time.
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
Our mission is to be the industry leader in merchant services by providing an innovative suite of business solutions, a high level of quality service, and having professional, dedicated employees that increase the financial well-being of our clients. Our employees and clients receive the same concern, respect and caring attitude. Since 1988, EMS has grown to become a leading provider of payment processing services and electronic transactions. The company operates in over 100 U.S. cities with the corporate headquarters located in Cleveland, Ohio.
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, divestitures, capital markets, financial restructurings, valuations and opinions, and other strategic matters. BGL has investment banking offices in Chicago, Cleveland, Los Angeles, and Philadelphia, and real estate offices in Chicago, Cleveland, and San Antonio. The firm is also a founding member of Global M&A Partners, enabling BGL to service clients in more than 30 countries around the world. For more information, please visit www.bglco.com. Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC.
Northcoast is currently looking to expand our sales team. Senior and Associate level positions available. Northcoast Research is an independent institutional equity research firm located in Cleveland, OH. Founded in 2009, our professional staff includes Senior Research Analysts and Associate Research Analysts, who publish, and distribute, industry and individual public company research to institutional investors nationally. Coverage is focused on a growing list of companies within four industry verticals: Business Services, Consumer, Basic Materials & Industrials as well as Healthcare. The Research team additionally sponsors various types of corporate access events, including corporate management non-deal roadshows, industry field trips, industry expert conference calls, etc. Northcoast Market Research [NMR] is the Firm’s differentiated process of comprehensive channel check work, including ongoing studies, and discussions with, suppliers, customers, competitors, channel partners, private companies, and industry consultants. Our NMR process is designed to discern industry and company-specific inflection points, and is the fundamental process that underpins our #1 National ranking in Investars’ widely respected analysis of 149 research providers, based on the performance of our Buy and Sell recommendations over the five-year period ending December 31, 2016. Northcoast Research’s veteran sales and trading team adds value by combining extensive knowledge of the companies and Industries covered with a keen sense for clients' specific investment styles and objectives and provides our clients superior trade execution, employing Exchange floor brokers, ECN’s, algorithms, and FIX protocols.
The Federal Reserve Bank of Cleveland is one of 12 Reserve Banks that together with the Board of Governors in Washington DC, comprise the Federal Reserve System. As the US central bank, the Fed formulates and implements monetary policy, provides payment services to commercial banks and the US government, and supervises banking institutions. Led by president and CEO Loretta J. Mester, the Cleveland Fed operates from its headquarters in downtown Cleveland and from two branches in Cincinnati and Pittsburgh. It employs some 950 people and serves the Fourth Federal Reserve District, which comprises Ohio, western Pennsylvania, the northern panhandle of West Virginia, and eastern Kentucky. The Cleveland Fed began operating in 1914 in a temporary location, and opened its current headquarters in 1923. Dr. Mester assumed the helm of the organization in June 2014. Contrary to common misperception, the Cleveland Fed’s employees are not government employees. The Federal Reserve is an independent entity within government. It is not owned by anyone and is not a private, profit-making institution.
Love. Trust. Respect. And a commitment to excellence. These values form the cornerstones of our promise: to really care about our customers, our communities and each other – and strive to be the best every day in everything we do. It is a commitment to these values that help Third Federal achieve its mission of helping people achieve the dream of homeownership and financial security, while creating value for our communities, our customers and our stockholders. As we've grown during the last 80+ years, many things have changed about Third Federal: the size of our business, our spectrum of services, and the scope of our ever-advancing technology. However, our values and our mission remain the same.
Community is everything At CCM, our vision is to become the most referred mortgage lender in every community we serve – and make a difference in the neighborhoods where you work and live. More than a team With such lofty ambitions, we know the importance of the individuals who call CCM home. When you work with us, you’re joining more than 7,000 doers, innovators, and mortgage makers. We’re dedicated to getting it done We tirelessly advocate for our clients and communities. By making every mortgage feel like a win, we can help our clients truly feel at home. Be the difference maker We’re proud of our philanthropic efforts and partnerships, and you’ll see them at the forefront of our work. Programs like CCM Cares show our dedication to making a difference by directly impacting the people and places in our communities. Connected by culture, proven by performance We’re endlessly motivated, not only by our mission, but by the people around us and values we share. From branch-sponsored community events to our annual Sales Rally, we like celebrating wins of all sizes. NMLS3029 Equal Housing Opportunity
CrossCountry Mortgage, LLC offers a variety of home purchase loans and refinance options for your unique needs. WHO WE ARE CrossCountry Mortgage, LLC is a growing nationwide mortgage lending and refinancing company with numerous branch locations and licensed professionals dedicated to serving you. Our goal is to be recognized as the leading and most reputable mortgage company in the nation. WHAT WE DO We begin the process by earning our customers' trust. We listen to you. We assess your financial situation and review your loan options to find the best solution. Then we guide you through the process. At CrossCountry Mortgage, LLC, expect more than a mortgage. HOW WE'RE DIFFERENT We distinguish ourselves from other mortgage brokers and lenders through superior customer service, a full range of mortgage products, and advanced technology. Mortgages are our only business. HOW WE CAN HELP YOU Our team is ready to help you identify and obtain the right home loan or refinancing solution for your needs. Whatever your situation, we'll be by your side from start to finish, keeping you informed and getting your loan closed quickly. TALK TO A LICENSED PROFESSIONAL At CrossCountry Mortgage, LLC, you can meet with a licensed loan officer face-to-face in one of our branches or complete the entire process online or by phone. Call now. We will get you pre-qualified or pre-approved and on your way to the home of your dreams
BudgetEase provides shared time bookkeepers to small businesses including not for profit, grant financed organizations, service companies and eCommerce businesses. We are QuickBooks experts. We love helping other small businesses succeed. At BudgetEase, we get to do that. Our mission is to make our clients more profitable. We do this in three ways: Having fun while getting things done(we take some of the stress off our clients so they can focus on other areas of their business), Providing a cost effective solution (we add more value than our clients pay in fees) and Being better together (as a team we are smarter than lone bookkeepers and as a results our clients are smarter with us on their team) . With QuickBooks Advanced Certifications we are able to help small businesses set-up their QuickBooks, clean up QuickBooks or maintain it. We are also certified by Bill.com, Expensify, Method, Live Plan, Cash Flow Tool, Ebillity and Tsheets. Other services include: bookkeeping training, grant accounting, IOLTA record keeping, cash flow forecasting, high net worth bookkeeping, dental record reconciliation, communicating with your CPA firm, and assisting in obtaining a Small Business Loan. Interested? Visit our website at www.budgetease.biz or call us at 216.333.1303
Clearstead enables wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves
Maloney + Novotny is one of Ohio’s largest full-service CPA and business consulting firms and celebrates 90 years of helping clients achieve their goals and financial success. The Firm provides attest, tax and advisory services through a long-term relationship built on trust and service. Maloney + Novotny is a member of Nexia International, a worldwide network of independent accountants, business advisors and consultants.
GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisors and their high-net-worth clients. We aim to give advisors the tools, expertise, and support they need to deliver institutional private market portfolios with an unrivaled client experience. Through a single, evergreen subscription process, GLASfunds provides access to a range of institutional managers with consolidated reporting and only one K-1 statement for all of your holdings. GLASfunds has removed the strenuous operational burden faced by advisors when allocating into private market funds. We provide a full suite of both private capital and hedge fund offerings - all supported by independent manager research. Advisors also have the ability to self-source their own investment ideas while still utilizing the GLASfunds Platform* For more information on GLASfunds, please visit GLASfunds.com or contact us [email protected] *subject to fund availability and GLASfunds Due Diligence
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
We’re proud to have been a constant and reliable presence in Northeast Ohio for 80+ years. With 18 full-service branches and assets nearing two billion dollars, First Federal Lakewood is the largest, independent, depositor-owned bank in Ohio. We’re unique in that we’ve always considered our customers, employees, local businesses and the wellbeing of the community in our decisions--not shareholders. When you choose First Federal Lakewood as your banking institution or employer, you’re choosing to join people just like you who believe in their community and are committed to helping it thrive. Our uniqueness is in our friendly, neighborhood banking experience, which also makes for a pretty great work environment. Our bank colleagues are important given that we specialize in serving our neighbors and businesses who stimulate the economic vitality of the communities where we live and work. We work every day to provide individuals and business with checking and savings options, mortgage lending, investment services, and much more. Each and every colleague plays a role in our success, and our communities’ success. That’s something to be proud of. Equal Housing Lender. Member FDIC.
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