Top Cleveland, OH Fintech Companies (23)
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Kickstart Accounting, Inc. is a virtual accounting firm that delivers full-service bookkeeping, accounting and CFO services designed to take accounting off small business owners’ plates and get the support they need to understand their numbers. We combine the power of clean bookkeeping with accounting consulting (budgeting & cash planning) to bring extreme clarity and support to our clients so they can grow their business.
airCFO is a cloud-based accounting, fractional cfo, and tax partner for startups across the United States. Our team helps you know what's ahead, and keeps your back-office in order so your team can focus on what they do best. We have experience with the traditional back office tasks of accounting such as bookkeeping, AR/AP management, revenue recognition (etc.), and CFO level finance services such as financial modeling, analysis, and budget creation. We also have taken many companies through financing rounds and M&A transactions. airCFO has partnered with over 150 startups across the nation from San Francisco to New York City.
Crowe LLP is a public accounting, consulting and technology firm with offices around the world. Crowe uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory and consulting services. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
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.
Earning a college or graduate degree is a life-changing achievement. Now you are ready to start a career and pursue your dreams. Unfortunately, you may be held back by student loans with high interest rates. We launched Splash Financial in 2013 when we saw our friends and family struggling with their student loans. Large loan balances with high interest rates led to big monthly payments for many years, so we figured there had to be a better way. Today, Splash is a leading student loan refinancing marketplace and technology platform that partners with credit unions and banks to help consumers save money on their student loans. With over 100,000 accounts and over $6 Billion in refinancing requests, Splash is one of the national leaders in refinancing student loans.
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
TFS Financial Corporation operates as a holding company for Third Federal Savings and Loan Association of Cleveland.
MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.
Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis, including tax recovery, consulting, advocacy, compliance, and technology services. Ryan is a seven-time recipient of the International Service Excellence Award from the Customer Service Institute of America (CSIA) for its commitment to world-class client service. Empowered by the dynamic myRyan work environment, which is widely recognized as the most innovative in the tax services industry, Ryan’s multidisciplinary team of more than 2,500 professionals and associates serves over 14,000 clients in more than 50 countries, including many of the world’s most prominent Global 5000 companies.
Cowen Inc. (“Cowen” or the “Company”) is a diversified financial services firm that operates through two business segments: a broker dealer and an investment management division. The company’s broker dealer division offers investment banking services, equity and credit research, sales and trading, prime brokerage, global clearing and commission management services. Cowen’s investment management segment offers actively managed alternative investment products. Cowen Inc. focuses on delivering value-added capabilities to our clients in order to help them outperform. Founded in 1918, the firm is headquartered in New York and has offices worldwide. Learn more at Cowen.com
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
We print Large Colored Entry Arrows on your chart showing what direction to trade AND when to enter.
Huntington Bancshares Incorporated is a $175 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle‐market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates more than 1,200 branches in 12 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information.
Inspherion builds confidence and conviction in critical return on investment (ROI) decisions.
eFuneral offers online resources for caregivers and those facing end-of-life decisions.
Transforming patient financial engagement
Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Our differentiated model is comprised of ten autonomous investment franchises, each with an independent culture and investment approach. Additionally, we offer a Solutions Platform, featuring our VictoryShares ETF brand. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. We offer a diverse array of independent investment approaches and innovative investment vehicles designed to drive better investor outcomes. This includes actively managed mutual funds and separately managed accounts, rules-based and active ETFs, multi-asset class strategies, custom solutions and a 529 College Savings Plan. We are headquartered in San Antonio, TX, with offices in Cleveland, Cincinnati and Rocky River, OH; San Francisco, CA; Denver, CO; Birmingham, MI; New York, NY; Boston, MA; and Des Moines, IA. Additionally, we have investment professionals in London, Hong Kong and Singapore. To learn more about Victory Capital, visit our website: https://www.vcm.com
InStoreFinance.com offers software programs allowing retail stores to increase sales by financing customers via online payment portals.
Align Capital Partners is a growth-oriented private equity firm that partners with business owners and management teams to create shared success. ACP manages $775 million in committed capital with investment teams in Cleveland and Dallas. ACP brings experience and resources to help lower-middle market companies accelerate their growth, to the benefit of management, employees, and the firm’s investors. ACP makes control investments in differentiated companies within the business services, technology, specialty manufacturing / distribution, and healthcare sectors.
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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