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Consulting • Financial Services
Portland, Oregon, USA
5 Employees

Hamstreet & Associates, LLC is a company based out of One SW Columbia Street, Portland, Oregon, United States.


Financial Services
San Antonio, Texas, USA
55 Employees

1 in 2 people are short less than $50 before payday. This leads to stress, no savings, and the possibility for overdraft fees and payday loans. FloatMe offers a mobile app to help millennials cover cash gaps and improve their finances. Our product is accessed via a mobile app available on both iOS and Android. Our mission is to help people make better financial decisions. We were established in 2018 and are headquartered in San Antonio, Texas, with additional locations in Austin, Texas and Cleveland, Ohio.


Financial Services
Kansas City, Missouri, USA
78 Employees

Enriching Lifelong Relationships. Relationships are built on a foundation of trust and integrity. At National Advisors Trust Company, we strive to deliver quality trust solutions while Enriching Lifelong Relationships with our trusted advisors and the clients they serve. At the end of the day, our goal is to safeguard an advisor’s most important asset--the relationship they have with their client. Our directed trustee model, coupled with nationwide trust administrative services, ensures advisors own the client relationship and all investment activities; NATC becomes a non-competitive extension of the wealth management team. NATC is a wholly-owned subsidiary of National Advisors Holdings, Inc. Founded in 2001, NATC has over $10 billion in assets under administration and continues to be the largest independent trust company in the United States. NATC is owned by Registered Investment Advisors, regulated by the Office of the Comptroller of the Currency (OCC) and is a member of the FDIC.


Fintech • Financial Services
14 Offices
258 Employees

Sound provides authentic and trusted financial support and services with full-service branches around the Puget Sound. A Northwest original since 1940, we’re one of Washington State’s largest credit unions, driven by the purpose of standing with members, employees and the community through all waves of life. If you're passionate about helping people with real-life needs, you’ve come to the right place. Sound Credit Union offers competitive wages, generous benefits, and a great workplace environment. We look for team members who interact with people in a caring manner, have a can-do approach, look for ways to say “yes,” and who would never say “that’s not my job.” If you believe “customer service” is not a department, but rather an attitude, we invite you to apply.


Financial Services
Dallas, Texas, USA
14 Employees

Smith Group Asset Management is a business of Cantor Fitzgerald Investment Advisors. Based in Dallas, Texas we are dedicated to providing high quality investment management service to a limited number of institutional and high net worth clients. The firm's team of experienced investment professionals, all of whom possesses advanced degrees and/or hold the Chartered Financial Analyst designation, implements a repetitive, multi-step engineering approach to portfolio management. The firm takes a team-based approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their earnings, valuation and quality focused stock selection process will produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time. To view recent publications by the Smith Group Asset Management team, please visit www.smithasset.com


Financial Services
San Jose, California, USA
113 Employees

We’re just what you’d expect in a financial institution and more than you ever imagined. For more than 70 years, we’ve focused our attention on providing members with the best financial solutions possible. With more than 50,000 members, Santa Clara County Federal Credit Union—more commonly known as County Federal—remains steadfast in our commitment to county, city and school employees and the affiliated organizations that support them. We provide this family of organizations with exceptional service based on a philosophy we call the County Federal Experience. It revolves around our innovative products and solutions, coupled with our empathetic approach that empowers, enriches and enhances our members’ financial lives. With services like online bill pay, mobile check deposit, and so much more, you can get access to precisely what you want in whatever manner that suits your need. Our members can take advantage of our entire line of products—and work with our seasoned financial experts throughout the entire process. County Federal has been able to develop outreach programs to benefit those in our community. We have helped many young members reach their educational goals through our scholarship program. We also dedicate time and money to various non-profit organizations within our field of membership. At County Federal, you’ll know right away that you aren’t just a customer, you’re a member. And that means preferred rates, a comprehensive line of products and services—and the kind of personal service that builds Relationships for Life. County Federal was originally chartered in the State of California under the name Santa Clara County Employees Credit Union. County Federal serves Santa Clara County employees, but also San Benito County, many cities within Santa Clara County, Santa Clara County Office of Education, Valley Medical Center and many other agencies, companies and non-profit organizations affiliated with the County.


Financial Services
Lake Mary, Florida, USA
52 Employees

At Home1st Lending LLC , we treat each customer as an individual, not a number. We don't place you into a loan profile formula created by the banking industry. We use "common sense"​ and will help you obtain the best loan possible. We represent a wide range of "A"​ rated lenders with first quality rates to private "hardship"​ lenders. We work with more than 60 of the biggest lenders in the industry. This allows us to get you the best rates on all types of loan programs including: Fannie Mae and Freddie Mac H.A.R.P. 2.0, Conventional, Jumbo, FHA, VA, USDA, Reverse Mortgages & Commercial.


Insurance • Financial Services
Rogers, Arkansas, USA
105 Employees

Your "one-stop shop"​ for financial services. When you choose First Western, you get everything you need to manage your finances, protect your family and grow your wealth. Since 1910, we’ve been serving Arkansas with outstanding financial services delivered with the personal touch. Today, we’re still independent and owned by our employees. Ready to switch banks for the last time? Come by today! You’ll quickly discover “there’s a reason we’re first.” MEMBER FDIC EQUAL HOUSING LENDER INSURANCE AND INVESTMENTS: NOT A DEPOSIT / NOT FDIC-INSURED / NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY / NOT GUARANTEED BY THE BANK / MAY GO DOWN IN VALUE


Artificial Intelligence • Fintech • Machine Learning • Financial Services
Burbank, California, USA
51 Employees

The world’s most innovative lenders rely on ZestFinance to do more profitable lending through machine learning. Our Zest Automated Machine Learning (ZAML™) software is the only solution for explainable AI in credit, and we automate risk management so our customers can focus on lending safely to more people. Our mission is to make fair and transparent credit available to everyone, and we thrive on solving hard problems that have a big impact on people's daily lives. Applying Google-like math to improve credit decisions, we use machine learning and data science to help companies make more accurate credit decisions. The company was founded in 2009 by Douglas Merrill, who was formerly CIO at Google. Currently, ZestFinance is one of the fastest growing U.S. financial technology startups. We built ZAML to accelerate our mission by powering credit and underwriting at global financial firms. ZAML consumes vast amounts of data to more accurately identify good borrowers, enabling higher repayment rates for lenders and lower-cost credit for consumers. ZestFinance is determined to hire crazy smart people who are different from each other to create broad thinking, lots of different ideas, and by extension, build the best team possible. We’re growing fast, and we’re looking for exceptional, caring, “Zesty” people to join our team. Our culture is special to us, and we’re proud of it. We thrive on diversity in our workplace, and we offer awesome benefits. If you want to solve hard problems and make people’s lives better, talk to us!


Financial Services
Denver, Colorado, USA
25 Employees

Founded in 2006 and based in Denver, CO, Platte River Equity is a private equity firm focused on investments in established lower middle market operating companies in targeted industrial sectors where it has substantial operating and investing experience. Platte River utilizes conservative capital structures in order to invest in future growth opportunities and withstand changing economic environments. The firm also provides significant on-going support to its portfolio companies through dedicated resources across functional areas. The firm has raised funds with committed capital in excess of $1.3 billion and is currently investing out of its $625 million fourth fund. Platte River's employees are the largest collective investor across its funds, deeply aligning the firm with its investors and portfolio company management teams.


eCommerce • Fintech • Payments • Financial Services
San Francisco, California, USA
498 Employees

Fast was created to solve the broken e-commerce checkout process that wastes untold time for consumers and costs merchants billions of dollars in lost sales. Fast Login and Fast Checkout enable a one-click sign-in and purchasing experience that makes it easier for people to buy and merchants to sell. Enter your information once, and you’ll never have to fill out cumbersome forms or remember a password again. Fast works on any browser, device or platform for consistent, stress-free purchasing. We invest heavily in user privacy and security, with a Zero Fraud Guarantee on chargebacks for sellers.


Financial Services
St Paul, Minnesota, USA
57 Employees

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


Fintech • Mobile • Software • Financial Services
Palo Alto, California, USA
264 Employees

Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets. Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love. Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia. Want to help us re-architect the financial industry?


Retail • Financial Services
Corte Madera, California, USA
788 Employees

Bay Equity is a full-service retail mortgage lender. Founded in the heart of San Francisco’s financial district in 2007, the company recently moved to new corporate headquarters in Corte Madera, CA. Bay Equity Home Loans is currently licensed in 42 states and is expanding across the nation with retail branches in 27 states. Bay Equity is family owned and operated. The company is a long time supporter of the Warrior Foundation-Freedom Station, donating a portion of the proceeds from each FHA and VA loan funded. Bay Equity has hired accomplished mortgage and financial professionals at all levels and has proudly assembled a highly experienced staff of corporate executives and operations professionals. Bay Equity has a great culture, full agency approval (Fannie, Freddie, Ginnie), a robust marketing platform, exceptional IT and HR support and is looking for top mortgage professionals and branches to join the team. For more information contact Casey McGovern, [email protected] Bay Equity LLC, NMLS #76988. www.bayequityhomeloans.com http://www.nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/76988


Financial Services
Jersey City, New Jersey, USA
12 Employees

An innovative provider of customizable prime brokerage technology solutions for financial institutions


Financial Services
Stamford, Connecticut, USA
353 Employees

Our Founder and Chief Investment Officer, Paul Tudor Jones II, is one of the pioneers of the modern-day hedge fund industry. Paul began his career in the cotton pits before forming the Tudor Group in 1980. Paul was eager to create a firm differentiated by a steadfast dedication to client objectives and guided by strong ethics and values. In the nearly four decades since, Tudor has grown into a global investment firm with offices in Connecticut, New York, Palm Beach, London, Singapore and Sydney. While we are best known for our rich history in discretionary macro trading, we also have significant experience and capabilities in model-driven and systematic investment approaches. We believe that firms must continually innovate in order to compete in rapidly evolving markets. As such, we commit significant resources to research and development across a variety of strategies in order to expand our edge. Ultimately, we seek to generate consistent returns for both client and proprietary capital through the use of best-in-class research, trading, and investment techniques. Tudor understands that organizational excellence begins with people. We seek highly motivated professionals who share a passion for the markets and for testing the boundaries of conventional wisdom. We are self starters who are entrepreneurial, deeply engaged in the markets, pioneers in the use of technology, performance-driven, and prudent in the face of risk. If you are interested in engaging with us in such pursuits, we'd welcome the opportunity to speak with you about career opportunities.


Financial Services
New York, New York, USA
25 Employees

When you join Hopscotch, you're joining a movement that's challenging conventional ways of doing business and empowering you to create success on your own terms. We believe the flow of money between businesses should be seamless. As former small business owners ourselves, we know the headaches that come with getting paid and making payments to service providers. We offer business profiles that are easy to navigate plus payment options that are fast and secure—the result? An unmatched payments experience for your business.


Analytics • Business Intelligence • Financial Services
Tampa, Florida, USA
205 Employees

Trellance is a leading provider of business analytics and talent services for credit unions, helping them meet the financial needs of today’s digital consumer. With a comprehensive suite of data science solutions, staff augmentation and professional services, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience. As credit unions’ tech partner, Trellance brings them to the next frontiers of fintech, filled with powerful tools such as artificial intelligence and machine learning. Data In. Insights out. Learn more at Trellance.com.


Financial Services
Ponte Vedra, Florida, USA
166 Employees

Navitas, a wholly-owned subsidiary of United Community Bank, provides equipment financing solutions to small and medium sized businesses. We deliver creative lending solutions directly and through developing referral programs with equipment vendors, third party brokers, and strategic alliances.


Financial Services
Nashville, Tennessee, USA
138 Employees

REIMAGINE RETIREMENT INVESTING AltoIRA offers an easy-to-use investing platform that empowers everyday investors to diversify their IRAs by investing in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Offering traditional, Roth, SEP and Crypto IRAs, Alto is bringing alternative investments to the mainstream. Everyday investors can now easily and cost-effectively access their retirement savings to invest in assets once reserved solely for high-net-worth individuals. Investors can use their Alto IRA to invest in opportunities from their own private network or participate in deals offered by Bitwise, DiversyFund, Fundr, Masterworks, Republic, Vint, and numerous other investment platform partners. Americans can now access tens of trillions of dollars in retirement savings to invest in what they want.