Top Minneapolis, MN Financial Services Companies (44)
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
Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
At COMPLY, we pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. Our portfolio of firms includes ComplySci, RIA in a Box, National Regulatory Services (NRS) and illumis, whose more than 7,000 clients include some of the world’s largest financial institutions. Clients throughout our portfolio of firms enjoy access to our full suite of industry-leading governance, risk and compliance (GRC) consulting, technology, managed services, analytics and outsourcing solutions. Learn more at comply.com.
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting
gener8tor’s turnkey platform for the creative economy connects startup founders, musicians, artists, investors, universities and corporations. The gener8tor platform includes pre-accelerators, accelerators, corporate programming, upskilling, conferences and fellowships. gener8tor is a proud member of the Global Accelerator Network (GAN) and is sponsored by American Family Insurance. gener8tor is also a GOLD-tier accelerator in the U.S. as ranked by the Seed Accelerator Rankings Project
Proud to call Minnesota home, Fidelity Bank of Minnesota is independently owned and operated, providing financial services to businesses throughout the Twin Cities metropolitan area. Our focus is on small to mid-sized clients, and we invest in their business success and growth. We take a genuine interest in our clients’ business banking goals, and by getting to know them well, we can often anticipate their business needs rather than reacting to them. This approach allows us to use our extensive industry experience to provide the best financial advice now, as well as taking our clients’ best interests in the future. Our dedication makes us a bank that’s ahead of the curve — a bank that’s continually asking: “What’s next?” When clients work with us, they work with people, not automated systems or organizational layers — people who are genuinely interested in the vision our clients have for their business. People who make decisions quickly, get things done, and have a proven business banking track record. At Fidelity Bank, we want to be the partner that our clients need to help their businesses succeed. Member FDIC • Equal Housing Lender • Equal Opportunity/Affirmative Action Employer.
Founded in 1987 by three Minnesota credit unions, The Servion Group partners with hundreds of community banks and credit unions across the country. We support our partner financial institutions by providing solutions for mortgage, business lending, realty, title and financial advisory. We are more than a financial services company; we’re an organization dedicated to breathing life into the endeavors of financial institutions and users of our services. With products and services ranging from mortgage, title, and realty, to investments and insurance, to commercial title and underwriting, we're in your corner, eager to help you reach your objectives.
Dedicated Financial GBC offers portfolio servicing, MCA collections, account rehabilitation, UCC enforcement, account scoring, portfolio purchasing, asset recovery, asset remarketing, commercial collections, legal services, and consulting. As an industry leading Business Process Outsourcing (BPO) vendor, we flex and mold to your business processes in order to function as a seamless extension of your own company. As a result, you get all of the responsiveness, flexibility, and reliability of an in-house commercial collections department without any of the associated management costs. The high level of service that you receive from our team is unparalleled. We use manual dialing on every call, and we seek true engagement with the people we contact, which has resulted in outstanding collection rates, industry leading client retention rate, and a 4.9-star Google rating (as of March 2022). When it comes to our team, you will find that everyone you encounter exhibits and embodies drive, passion, and a desire to provide excellent service. We are also a commercial financial services provider with a unique goal: to change the world for the better. Through our partnerships with organizations like Feed My Starving Children and committees that create service opportunities around the globe, and through our individual service work both at home and abroad, we are dedicated to putting public service first. We act as a force for good in order to have a positive impact on the people and businesses that we encounter, and we focus on significance, knowing that it will lead to success. Our company culture is a positive one, focusing on investing in growth and providing team members with an opportunity to express their opinions without judgment. To us, positive relationships are at the heart of our ability to serve both in business and in all other facets of life. Knowing this, we cultivate and cherish close relationships with all of our stakeholders, from our clients and team members
Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.
Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN. Our expert team uses a proactive and collaborative approach that enhances financial results for organizations and individuals, with a specific focus on Institutional Investment Consulting, Participant Financial Wellness Services, Institutional Investment Management and Individual Investment Management. Additionally, Benefits & Risk Consulting is provided to our clients through a strategic partnership.
Matchstick is an early venture start-up fund.
The Modern Office of Finance A blend of finance, analytics, continuous reporting (SaaS), strategy, deal management, and investment banking. Our people, process, and technology are interlaced to create a more effective office of finance. We not only meet the demands of aggressive growth found in established lower mid-market and venture backed startups; we accelerate growth by bringing structure, clarity, and focus. Four Interlaced Disciplines Financial Planning & Analysis Performance Analytics Strategy Management Deal Management
At Pennymac, we pair diverse teams of industry-leading mortgage professionals with smart, passionate Engineers to drive both innovation and success. Staying current and enhancing today’s modern technologies allows us to provide world-class solutions for our customers and associates and to empower best-in-class customer experiences in the financial services industry. No time to apply right now? No worries! Send us your resume at [email protected] with the position you're interested in. Our tech recruiter will reach out to you.
CSI Accounting and Payroll is an award winning small business accounting firm focused on coaching, advising and consulting small businesses to grow. Whether you require monthly or annual accounting support, our team will work with you to ensure your financial needs are being addressed and your goals are achieved. Our specialists will handle bookkeeping services, issue financial statements, prepare tax returns and assist with tax planning—all services performed in real-time. We can also handle your payroll management. Always leveraging our advanced technology platform to move best practices forward, we offer timely and accurate financial reporting and advice, accounting software training and support, critical analysis of your operational systems and more. We know the demands of your busy lifestyle, so offering 24/7 online access to your financial data just makes sense. Log on and securely down load the information needed anytime, anywhere. CONTACT US TODAY: • [email protected] • 952.927.4011 • www.csiaccounting.com
Ideal Credit Union is a not-for-profit, member-owned financial cooperative dedicated to providing financial services and products that deliver true value to our members. At the core of our business philosophy is our promise of friendly, quality service, always keeping in mind that members come first. We have six conveniently located branches in Eagan, Hugo, Inver Grove Heights, North St. Paul, Stillwater and Woodbury. Anyone is welcome to bank with Ideal Credit Union and our friendly staff is always ready to assist you in your banking needs, whether you're just looking for a no-strings checking account or something more such as a car loan, mortgage or business account. Founded in 1926 in St. Paul, Ideal Credit Union welcomes everyone in Anoka, Chisago, Dakota, Hennepin, Ramsey or Washington counties to open a checking account, savings account, loan or mortgage at any of our six convenient east metro branch locations in Eagan, Hugo, Inver Grove Heights, North St. Paul, Stillwater and Woodbury
BankCherokee works for community business. Community is all about us working together. It’s what makes our community bank and your community business go. At BankCherokee, we know this after more than 100 years in the neighborhood. Today, everything we do reflects our commitment to your success. We succeed by helping our customers succeed. Call us at 651.227.7071 or email us at [email protected] Member FDIC
At Securian Financial, we’re here for family. And we’re here because of it. We’re guided by our purpose: helping customers build secure tomorrows. Since 1880, we’ve been building a uniquely diversified company that has outlasted economic ups and downs while staying true to our customers. We’re committed to the markets we serve, providing insurance, investment and retirement solutions that give families the confidence to focus on what’s truly valuable: banking memories with those who matter most.
Portico Benefit Services (Portico), a ministry of the Evangelical Lutheran Church in America (ELCA), is a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations live and serve well throughout their ministry and their lives. A changing environment and evolving member needs have brought strategic change to Portico’s design and delivery of products and services in recent years. Formerly known as the ELCA Board of Pensions, Portico continues the church's long legacy of caring for its leaders. Lutherans first established a fund to assist pastors and their families in need 230 years ago. Today, Portico’s vision is to be a recognized leader in inviting its members to lead healthy lives and achieve financial security. Under the direction of President and CEO Jeff Thiemann, Portico’s 230 employees serve more than 7,000 congregations and organizations, which partner with Portico to provide benefits. More than 50,000 members, rostered and lay leaders (and their families), use ELCA benefits to live well during their working years and in retirement.
Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients. For over four decades, we’ve carefully woven together a firm that offers a full suite of financial services, from audit and assurance, to accounting, to advising, and beyond, to ensure everything we do will advance the present growth and future goals of our clients.
Work Your Passion. Live Your Purpose.
