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Financial Services
New York, NY, US
2,833 Employees

Oppenheimer & Co. Inc. is a leading national investment boutique with over a century of tradition. Oppenheimer’s culture of providing innovative, customized solutions to our clients sets us apart from our competitors. Oppenheimer is proud of its reputation as a Firm that helps individuals, families, corporate executives, foundations and endowments, charities, pension plans businesses, and institutions. We occupy a unique position in the industry, thanks to the dedication, expertise, and creativity of our people. Oppenheimer Financial Advisors draw on the extensive resources and expertise of nearly 1,900 other professionals, including those in Equity Research, Capital Markets, and Investment Banking. Oppenheimer Asset Management Inc., Oppenheimer Life Agency Ltd., Oppenheimer Trust Company of Delaware and Oppenheimer & Co. Inc. are wholly owned subsidiaries of Oppenheimer Holdings Inc., an integrated financial holding company. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.


Consulting • Financial Services
Austin, TX, US
250 Employees

Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that offers a full suite of services and solutions to help companies navigate the complexities of growth and change. We work with the C-Suite—with a focus on finance, risk and technology leaders—to provide strategic resources and support critical business transitions. Our services are geared to organizations in transition, including firms experiencing high-growth, meeting compliance objectives, or transforming to meet strategic benchmarks or an M&A opportunity. Whether an organization needs interim expertise to improve infrastructure and processes, or strategic management of a major transition or transaction, Bridgepoint’s team of 140+ qualified professionals can help. OUR SERVICES • Financial Consulting • Technology Consulting (specialize in NetSuite & Salesforce) • Private Equity Advisory • Startup Services • Risk & Compliance • Professional Search HOW WE HELP COMPANIES • Growth, transition and transaction complexities • IT systems and infrastructure optimization • Operational and regulatory compliance • Gaps in critical resources or expertise We have offices in Austin, Dallas and Houston. Visit www.BridgepointConsulting.com to learn more about us.


Financial Services
New York, NY, US
30 Employees

Parallel is an investor identity company. We work directly with investors and investment platforms to simplify the onboarding and verification process. Investors who are already using Parallel are able to sign up and share all of their investor credentials with a single click. We work with both individuals and entities and have a whole suite of identity products to help make our partner’s onboarding processes better.


Financial Services
Phoenix, AZ, US
28 Employees

Oceanview Life and Annuity Company focuses on providing high-quality retirement products and services to its policyholders and maintaining financial protection over the life of their policies. Oceanview offers fixed annuities that are distributed through networks of agents, banks, and broker-dealer intermediaries in select states. Oceanview has partnered with Oceanview Asset Management, LLC, a wholly-owned subsidiary of Bayview Asset Management, LLC (“Bayview”), to serve as Oceanview’s investment manager. In May 2018, Bayview raised $1 billion of equity capital from institutional investors to fund Oceanview. Bayview, headquartered in Coral Gables, FL, is an investment management firm primarily focused on mortgage credit. Bayview has a proven track record of investing since 1995 and manages Oceanview’s portfolio with an emphasis on high-quality mortgages and other related assets. As of June 30, 2021, Bayview oversees approximately $14.9 billion in assets under management.


Fintech • Payments • Software • Financial Services
US
180 Employees

At MineralTree, a Global Payments Company we look for new ways to improve and automate key financial processes. First up—traditional accounts payable. Tedious, time-consuming, and inefficient, AP needed disrupting. We founded MineralTree in 2010 to transform AP with our groundbreaking, end-to-end AP automation solution. Customer after customer, year after year, innovation after innovation—we are continually changing the way companies pay their vendors, making the process easy, impactful, and profitable! With our award-winning solution, companies such as Amazon, Salesforce, Amway, Boston Celtics, Baltimore Ravens, BrightView Health, and the Southern Company have shifted accounts payable from a source of inefficiency and fraud risk to a secure and strategic profit center. We provide modern, secure, easy-to-use Accounts Payable (AP) and payment automation solutions to organizations that have a painful number of invoices and payments. By uniting technology and passionate people, we make the process of business payments easy, impactful, and profitable. Our solutions combine ease of use with robust capabilities that drive meaningful insights, transforming the back office into a strategic partner of the corner office. Making businesses proud of their back office is our purpose. In October 2021, MineralTree was acquired by Global Payments Inc. (GPN:NYSE). Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success, and we are proud to deliver best-in-class payment technology and software solutions.


Fintech • Financial Services
18 Offices
309 Employees

Our Mission: To exceed your expectations in our delivery of innovative financial solutions to help you achieve your maximum economic potential. Core Values: Be Great. Be Engaged. Be Open. Be Nice. Our History: In 1958, Chanute Military Credit Union opened its doors on the Chanute Air Force Base in Rantoul, Illinois to serve military personnel and their families. With the government's announcement of plans to close the Chanute Air Force Base, plans were made to expand the credit union in order to continue to serve those faithful military members. As a result, the field of membership was expanded and we changed our name to Credit Union 1 in 1982. In 1999, we combined forces with Paysaver Credit Union, headquartered in Lombard, Illinois. Today we serve over 87,000 members throughout the state of Illinois and Indiana, as well as worldwide. Become a Member: Becoming a member at Credit Union 1 is easy! To be eligible for membership in the credit union, you must be an individual or entity qualifying within our field of membership. All it takes is a $5.00 one time membership fee and a $5.00 initial deposit. With your membership, you will have access to all of our products and services. Apply online, call 800.252.6950, or stop by our nearest branch location today. We look forward to serving you! Accounts insured up to $250,000. By members' choice this institution is not federally insured. What is a Credit Union? A credit union is a not-for-profit financial cooperative, owned by members like you! Since we're not in business to make a profit, you benefit with lower loan rates and a higher return on savings.


Financial Services
Irving, TX, US
290 Employees

Enlightened by 35 years of financial services experience, BSI Financial develops technology that is revolutionizing the way that mortgage lenders, investors and consumers interact and exchange in the $16 trillion U.S. mortgage marketplace. Our cloud-based, open-API and AI-driven platform automates loan boarding, creates transparency in loan monitoring and provides real-time investor reporting. Our big data approach to mortgage quality management provides exception reporting on loan file integrity, alerting operations teams to remediation priorities, pre-empting borrower complaints and regulatory scrutiny. This is applied daily to our servicing portfolio and offered as a RegTech SaaS solution by our affiliate, Bizzy Labs. We offer borrowers the convenience of a mobile application that provides payment options, handles loan document requests and enables digital interaction with customer service. This elevates customer satisfaction and retention, creating value for loan originators and investors. BSI Financial is managed by a talented team of mortgage professionals with industry expertise, digital technology development experience and extensive regulatory understanding. Our culture-driven approach to innovation and problem-solving keeps us at the forefront of industry modernization. Our business model has made us one of the fastest growing mortgage servicers in the industry.


Agency • Financial Services
Itasca, IL, US
70 Employees

Brown & Joseph is a national business-to-business debt collection agency based in the Chicago area. We set the highest standards for licensure, compliance, bonding and insurance coverages that exceed state and federal mandates. Our diverse portfolio of specialized debt recovery and receivable management services are unrivaled by conventional collection agencies. Find out what we can do for you. Contact us today!


Financial Services
Greenville, SC, US
725 Employees

Heights Finance provides installment loans and related products designed to help hardworking, everyday people get the money they need to help make ends meet. Heights Finance has become one of America’s leading consumer finance companies. Today we have over 400 branches, each staffed with friendly, knowledgeable loan specialists who pride themselves on helping customers get the money they need, and treating each and every person with the respect they deserve. Heights Finance most important resource is our people. Working here means you are not just an employee, but you will be part of a team that shares common goals and mutual success. This is where you work if you want to make a difference in your own life, your customer’s lives and the lives of others in your community. Eligible employees can access our benefits program that includes a 401(k) and health coverage for you and your dependents.


Fintech • Financial Services
San Francisco, California, US
45 Employees

GoingVC is built around the idea of making venture capital education, investing, networks, and talent more accessible to those with the desire to succeed. GoingVC’s flagship program has trained several hundreds of members and alumni globally in the business of VC, and its angel education program provides access to vetted angel investment opportunities, tools, and frameworks to help them become more effective investors. GoingVC also funds early-stage startups through GoingVC Partners, which has invested in companies backed by leading venture capital firms including Insight Venture Partners, Bain Capital Ventures, Founders Fund, and many more

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Fintech • Payments • Software • Financial Services
3 Offices
900 Employees
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Artificial Intelligence • Enterprise Web • Fintech • Software • Financial Services
8 Offices
30 Employees
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Fintech • Financial Services
2 Offices
1400 Employees
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Fintech • Mobile • Social Impact • Financial Services
New York, NY, US
99 Employees
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Fintech • Financial Services
8 Offices
1825 Employees
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Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
38 Offices
13000 Employees
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Information Technology • Professional Services • Retail • Software • Consulting • Financial Services • Agriculture
14 Offices
2000 Employees
Square Thumbnail
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
15 Offices
12000 Employees
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Fintech • Mobile • Payments • Software • Financial Services
12 Offices
6000 Employees

Fintech • Payments • Financial Services
Plymouth Meeting, PA , US
466 Employees

AllianceOne offers the financial strength, imagination, technological sophistication, and a work ethic that is the envy of our industry. We define our services in terms of your goals. Our success is measured by your satisfaction. As one of the leading accounts receivable providers today, we offer a complete range of collection and contact center solutions designed to meet our clients diverse needs. The realities of managing debt has become increasingly more sophisticated due to declining contact rates and increased account handling requirements. With a robust compliance management system and a tenured operational team, we know how to connect with consumers in payment jeopardy, minimize conflict, and bring the situation to a resolution


Financial Services
San Francisco, CA, US
292 Employees

Xoom, A PayPal Service is a leading digital money transfer provider that enables consumers to send money, pay international bills, or reload phones for family and friends around the world. We offer a superior way to transfer money in a secure, fast and cost-effective way. Our mission is to deliver the fastest, most transparent, and pro-consumer digital money services available across our mobile, tablet and computer platforms. With Xoom, consumers can send money to friends and family in countries across Africa, Asia, Europe, India, Latin America, Middle East and Australia. Xoom was founded in 2001, went public in February 2013 and on November 12, 2015 was acquired by PayPal Holdings, Inc. To learn more about our career opportunities visit www.paypal.com/jobs and search under Xoom. Our teams are primarily located in San Francisco, CA and Guatemala City, Guatemala.


Fintech • Information Technology • Real Estate • Financial Services
Dallas, TX, US
40 Employees

Nada is democratizing the $23 trillion home equity market by reimagining the complicated transactional ownership model, fractionalizing homeowner equity and allowing anyone to invest in real estate for as little as $250. Its platform is the first to offer banking, investing, and financial services built for real estate. Consumers can fund their Nada Visa debit card with home equity, invest in the top cities, and trade shares in real estate funds all on one platform. Delivering innovation through financial products and technology since 2019, Nada is backed by Capital Factory Ventures, Insight Capital, VM Ventures, and The University of Texas at Austin.


Financial Services
Omaha, NE, US
8,400 Employees

At TD Ameritrade we help individual investors pursue their financial goals through our brokerage subsidiaries. For more than 40 years we have been serving individual investors – from the first-time investor to the sophisticated trader, and from the “do-it-yourself” to the “do-it-for-me” investor. We offer a broad range of investment tools and services – all at a great value. We engage with our clients in many different ways including online, on-the-go via mobile applications, over the phone or through independent registered investment advisors. Our clients choose how they want to work with TD Ameritrade – not the other way around.


Fintech • Financial Services
2 Offices
1,198 Employees

Headquartered in Lewisville, TX, Stearns Lending, LLC and its affiliated entities have provided 31 years of mortgage lending services throughout the United States where licenses are held. Stearns’ business channels include wholesale and financial institution groups.


Financial Services
Lake Mary, FL, US
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.


Fintech • Payments • Financial Services
Columbus, Georgia, US
4,707 Employees

Synovus is a full-service, top-performing mid-cap bank with over $57 billion in assets and $7.3 billion in capital and has been named one of Newsweek’s Most Trustworthy Companies. Our purpose is to enable people to reach their full potential, and we pursue that aspiration in all the communities we serve across the Southeast and beyond. Whether you’re a prospect, client, or team member, we know you have goals you want to reach. We’ll help you get there


Real Estate • Software • Financial Services
New York, NY, US
104 Employees

We are Roc360. Financial Services Platform for Residential Real Estate Investors.


Fintech • Payments • Financial Services
Miami, FL, US
100 Employees

Member of the Visa family since its acquisition in November 2020, YellowPepper’s proven platform enables issuers to easily launch card and account agnostic real-time payments solutions (P2P, P2M, and Cross-Border, among others) while providing value added services such as tokenization, identity validation and risk tools to deliver a complete transaction and service offering. Operating in 11 countries, the Miami-based global company currently serves 50 clients and 6 million monthly active users. For more information, please visit www.yellowpepper.com


Fintech • Security • Financial Services • Cybersecurity
US
131 Employees

The Financial Services Information Sharing and Analysis Center (FS-ISAC) is the only global cyber intelligence sharing community solely focused on financial services. Serving financial institutions and in turn their customers, the organization leverages its intelligence platform, resiliency resources, and a trusted peer-to-peer network of experts to anticipate, mitigate and respond to cyber threats. FS-ISAC members represent over $35 trillion in assets under management with users in more than 70 countries. Headquartered in United States, the organization has offices in the United Kingdom and Singapore.