Top Tampa Bay, FL Financial Services Companies (55)
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Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.
Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Clear Street is a financial technology firm on a mission to modernize the brokerage ecosystem. Founded in 2018, we have developed a completely cloud-native brokerage and clearing system designed for today’s complex global markets. Our proprietary technology platform reimagines legacy workflows, adding significant efficiency to the market, while transparently minimizing risk and cost for clients. We proudly serve an ever-growing roster of active traders, emerging managers and large institutions. Our goal is to build an all-in-one platform capable of processing every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
We’re making a positive, irreversible change in the world of finance. Together. People on every continent around the world are choosing Wise to help them live, travel and work internationally. We’re the fairest, easiest way to send money overseas. Built by and for people who live global lives, we make sending money abroad up to 8 times cheaper than the bank. This is money without borders - instant, convenient, transparent and eventually free. For our customers, using Wise is as simple as sending money from A to B, but behind our app and website is a complex engine of currencies and routes, that’s being designed, built and powered by our talented teams in cities around the world. We’re just at the beginning of our story and we’re growing at an incredible pace. We won’t stop until anyone, anywhere can send, spend and receive money wherever they are, whatever they’re doing. There’s still heaps to do and we can’t do it alone.
CFO Alliance is proud to announce it is now part of the Atlantix Partners family of brands. Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale any business. CFO Alliance is a CFO outsourcing and professional consulting firm with a dedicated team of financial leaders who specialize in transformation through accounting, strategic finance, business process improvement, and mergers & acquisitions. We find uncommon ways to help entrepreneurs, CFOs and their investors create conditions for enduring success. In every financial leadership role we play, we are an extension of our client’s executive team. We provide leadership and direction, helping teams realize their strengths, learn new skills, and overcome uncertainty. It’s our job to clarify and simplify processes, reduce resistance, and catalyze change. It’s our mission to help businesses and people prosper. Our clients choose us because we are incredibly technical. They love us because we are refreshingly human. Services: Outsourced CFO Strategic Finance & Accounting Process Transformation Mergers & Acquisitions Accounting as a Service Insurance Financial Consulting Special Projects
Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry
We are venture builders, not venture capitalists. We invest more than just funds; we invest our knowledge and experience, our ideas and our infrastructure. Our approach to transforming industries has always been the same. We identify high growth sectors, typically undergoing some market, technology or regulatory discontinuity, and look to build scalable platforms that satisfy a real customer need. We aim to build profitable companies, with sustainable business models. Working alongside entrepreneurs and co-founders, we support our ventures from startup to scale to exit, giving them access to the global networks and business development services they need to grow. This support is bolstered by the innovation partnerships we forge with big businesses. Our digital expertise helps them be more agile, while their global scope helps our ventures scale faster. Founded in 1998 Blenheim Chalcot traces its roots back to Netdecisions, the internet services group. Already back then we set out to build companies to transform industry sectors. And since then we’ve become the UK’s leading venture builder, with portfolio sales of over £350m, more than 3,000 employees, and a successful track record of over 40 companies. We operate internationally with offices in: - London, UK (HQ) - Mumbai, India - Tampa, USA - Cape Town, South Africa
Since 1992 Unbehagen Advisors offers the following services: 1. Tax: Preparation of tax returns, Individuals, S-Corporations, C-Corporations, LLCs, Sole Proprietors, and Estates. Tax resolution services. 2. Investment consulting: For individuals and businesses through its separate affiliation with JW Cole Financial. 3. Accounting and Payroll: For small businesses through its affiliation with Padgett Business Services. 4. Insurance: All lines of insurance, business (commercial) and personal. www.unbehagenadvisors.com
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.
The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors. TradeSmith began as a simple way to track portfolios using trailing stops, and has evolved to become a powerful suite of risk-management and portfolio analysis tools. TradeStops®, our flagship product, allows you to manage your portfolio with hedge fund-level insights specifically designed for the individual investor. Ideas by TradeSmith brings our most successful and proven investment strategies directly to your fingertips. Crypto by TradeSmith puts our crypto algorithms to work for you. These algorithms and research tools help you navigate the volatile world of cryptoasset investing – for greater profits with less risk. Publisher Services are offered to financial newsletter publishers for content-enhancement including portfolio tracking, custom charts, and widgets.
Our mission at Achieva Credit Union is to provide financial solutions that help members simplify their lives and achieve their goals. Established along Florida’s Suncoast in 1937, Achieva Credit Union provides GOOD banking experiences to people from all walks of life. Unlike a bank, we are not-for-profit, and are owned and operated by the members we serve. That means that we’re accountable to you, not outside shareholders. With 23 branches and over 150,000 members, our field of membership is always growing. Join today and see why banking is GOOD with Achieva.
MISSION: At Nicholas Financial, our mission is to provide primary transportation to and from work for the subprime borrower through the local independent auto dealerships. We are a publicly traded industry leader providing affordable credit solutions to the subprime customer. VISION: To be the nationwide industry leader in providing affordable credit solutions to the subprime credit customer. We strive to be the local lending partner to both our dealers and borrowing customers. VALUES: Valuing People – We value and recognize all people as individuals and develop strong relationships built on trust. Honesty & Integrity – We uphold the highest standards of integrity and stand behind what we say and do. We know that trust must be earned continually. We are committed to transparency in all aspects of our business. Customer Service - We treat our borrowing customers and dealer partners with dignity in order to develop “customers for life”. We provide extraordinary customer service with a sense of urgency to find real life solutions to each unique situation. Entrepreneurial Spirit – We encourage creativity and risk-taking, empower decision making, promote continuous learning and give back to our local communities. Accountability – We take action, proactively hold ourselves and each other accountable, and are committed to quality and excellence in everything we do. Teamwork – We recognize the collective power of our time, talent and resources and align our decisions with overall company goals. The company’s stock has been publicly traded since 1987. It is listed on the NASDAQ National Market System under the symbol, NICK.
We are an independent registered investment advisor, focused on helping you simplify the complexity of managing, growing and protecting your wealth. We look to counsel our clients on every financial decision in their lives and with their businesses, by fostering a family-like culture that truly deepens the relationship between their families and our team. We do this by carefully listening, building confidence, and creating peace of mind through a caring, trusting rapport. Based in St. Petersburg, Florida, with clients in nearly 40 states across the U.S., Cyndeo Wealth Partners provides financial planning and investment management services, backed by family office-level personal service. Our clientele includes executives and entrepreneurs, landowners and professional athletes, business owners and multigenerational families, as well as those facing financial challenges on their own, due to divorce or death of a loved one. Whatever their path, each client seeks out the stewardship and counsel of our team to help prepare them for the future. One of the value-added ways in which we serve our clients is through meaningful introductions. Our team pro-actively networks among our professional and personal circles to connect people with each other and to create exclusive opportunities, leading to distinctive outcomes. The promise we make to all our clients is one of integrity. We will put your interests first and above those of the firm’s, and we will honor our relationship every day. We will always be available to listen, to learn and understand, and to help you when needed. We will be family.
Crosstree is a distinguished boutique investment banking firm focused exclusively on the needs of middle-market companies within three subsectors of the life sciences and healthcare industries: pharmaceutical services, diagnostics and tools, and digital health. Since 2004, Crosstree has advised on more completed transactions in these collective subsectors than any other investment bank. The firm provides clients a full suite of advisory and capital raising services, including both buy-and sell-side mergers and acquisitions advisory, private capital raising, strategic advisory, and valuations. Crosstree's narrow industry focus provides clients the expertise common of a bulge-bracket investment banking firm to middle-market companies and investors, with unparalleled industry insights, well-established strategic relationships across the globe and superior access to capital markets. With teams in New York City and Tampa, Crosstree has advised clients throughout North America, Europe, India, China, Latin America, and Australia on transactions ranging from $25 million to more than $1 billion. All securities transactions are offered by and conducted through Crosstree Capital Securities, LLC, a broker-dealer registered with the SEC, a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and an affiliate of Crosstree Capital Partners, Inc.
WE’RE ALL ABOUT GIVING BACK— TO OUR MEMBERS, COMMUNITY, AND EMPLOYEES. Supporting the goals of our employees as well as our neighbors and outreach partners At GTE Financial, you’ll enjoy much more than a career. You’ll experience something truly unique: a friendly, committed community of employees who are dedicated to your success—and to the advancement of the businesses, neighbors, friends, and outreach partners that give our work meaning. Established as a not-for-profit cooperative and a federal credit union in 1935, we are one of the region’s largest locally owned and operated financial institutions. We care deeply about your well-being, and that of the people we serve. You’ll see that commitment in: 401 (k) company match up to 7% Full- time employees accrue 4 weeks of PTO a year 11 paid holidays annually 1 day of paid Volunteer Time Off to support charities and service organizations And much more… • Exceptional compensation: - Competitive base and incentive pay - Eligibility for annual bonus based on performance • An outstanding benefits package: - Medical - Dental - Vision - Flexible spending account - Additional insurance - Employee assistance program - 401 (k) company match up to 7% - Corporate wellness programs o Wellness Time Off o Wellness Reimbursement Program • Work/life balance: - Full and part-time employees accrue PTO each pay period - 11 paid holidays annually - 1 day of paid Volunteer Time Off to support charities and service organizations • Workplace accolades we have earned: - Tampa Bay Times list of Tampa Bay’s Top Workplaces: o an award based on feedback from our employees • The career-development programs we offer: - GTE University featuring internal training programs - Leadership development programs - Generous tuition reimbursement • Our philanthropic efforts throughout the communities we serve: - Corporate charitable efforts - Monthly charities - Holiday charities - GTE Cares Program - GTE Foundati
ARK Investment Management LLC (ARK Invest) holds a precision lens on thematic investing. We focus on disruptive innovation and identify themes that will enhance productivity and create wealth. ARK seeks to research and invest in technologically enabled innovation that cuts across economic sectors and changes the way our world works. Our current themes include Industrial Innovation, Next Generation Internet, FinTech, and the Genomic Revolution. We believe innovation is key to growth and ultimately wins out in an equity market. ARK manages an in-house research team allowing identification of secular shifts prior to their market reflection. ARK's unique research ecosystem leverages multiple data streams, both internal and external, that result in original analysis. Our research is made available on our website and we invite everyone to participate in our discussions around thematic investing in innovation. For more information please visit: http://ark-invest.com
Championing and supporting the entrepreneurial advisor, TruClarity actively guides you through the progressive phases of becoming and being independent. We collaborate with you, through a consultative approach, high-touch service and access to a full spectrum of solutions, to define and create a firm that helps you realize your unique goals, values and vision. We work from the person to the practice, attending to both the small details and the big decisions to help you achieve independence your way. Our Approach: Going independent takes reliable strength in decision-making, execution and commitment. We understand the scope of choices, details and emotions you will face on your path to independence. We are here to guide you with a steady hand. As your consultants, collaborators and architects, we help you proactively anticipate and thoughtfully respond to both opportunities and challenges as you design, build and grow your practice. Our Story: We founded TruClarity in 2015 to help like-minded entrepreneurs – specifically advisors going independent – launch successful businesses. Each of us has a specialized background in starting and maintaining small businesses, many of us directly in the advisory world. We know what it takes to plan, build and grow a company, and apply our entrepreneurial mindset, multidimensional skills and concierge-level service to support advisors in establishing their own firms.
Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas our firm currently holds $2 billion in client assets, many of which consist of real estate-related investments like residential, commercial, and rental properties, mortgage loans, tax liens, etc. We allow all other non-traditional assets, such as private placements, precious metals, foreign currency trading and futures trading. Advanta IRA ensures all elements of the facilitation of your account are performed properly and in compliance with IRS rules and regulations. We file reports on your behalf, issue statements and help you follow contribution limits and permissible transaction guidelines. You are able to focus on the more important task of identifying promising investments to add to your portfolio.
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