Top Tampa Bay, FL Financial Services Companies (52)
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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.
vcita is an all-in-one business management platform designed especially for micro and small, service-based businesses, helping them build a business they are proud of. From delivering unparalleled customer experiences to organizing and putting tedious tasks on autopilot, vcita users can make the most of their day and wow their clients. The platform includes a powerful CRM, online scheduling, billing and invoicing capabilities, email and SMS marketing, website widgets to capture leads and much more. vcita is the proud home to WiseStamp, email signature solution for both small and large companies. WiseStamp help over 850,000 businesses and professionals worldwide to promote their businesses daily and become more visible.
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.
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.
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.
iink is a revolutionary homeowner's claim and endorsement management platform leveraging insurance, mortgage, and technology experts as part of your TEAM!
Mid Atlantic Finance Company (MAF) is a non prime financial services leader with over 5 billion in funding provided to the non prime automotive industry since 1989. We are headquartered in Clearwater, Florida with an additional service center in Houston, Texas . MAF specializes in the acquisition and servicing of loan pools throughout the United States. MAF relies heavily on technology and its 300 plus team members to provide world class service to our clients, customers and partners.
Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing toward closing. Call Center Agents, Collectors, and Loan Counselors When you join Planet Home Lending’s mortgage servicing center, you’re one of the team. Learn the mortgage business and help customers understand their home loans. Expand your career with training and move into another area, like operations, default management, or loan processing. You’re never limited to one position when you play for the Planet Home Lending team. Underwriters and Processors At Planet Home Lending, there’s always something new to learn. We’ll cross-train you to work with FHA, VA, USDA, jumbo, non-QM, and the next program our top-notch secondary marketing team comes up with. Who Is Planet Home Lending? Planet Home Lending is a privately held mortgage-banking firm with an $23 billion mortgage servicing portfolio and $12 billion in annual volume. We’re a top GNMA issuer, a Fannie and Freddie Seller/Servicer, and a Standard and Poor’s-rated special and prime residential servicer. Your next great job is waiting for you at our offices in Meriden, CT, Melville, NY, Tampa, FL, Columbia, MD, Irving, TX, Santa Ana, CA, or in one of our distributed retail branches throughout the United States.
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
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.
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
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.
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.
Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $8.25 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the #1 Sell-side, Privately Owned M&A Advisor in the World by Pitchbook’s Global League Tables.
We are a full-service Accounting firm licensed in FL. We offer a broad range of services for business owners, executives, and independent professionals. Please visit our website www.anacpa.com for more detailed information.
CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team. Our CFO accounting and advisory services (CAAS), seek to modernize organization's financial infrastructure to better understand, plan, and react to financial information. We implement cloud-based and paperless financial systems so information is readily available and documents are electronically and securely maintained. The collaborative and proactive approach we take leads to stronger client relationships and constant visibility into finances. Our services: - Virtual CFO - Controllership Services - Back-Office Accounting - Business Process Design - Cloud base solutions - Metrics and KPIs Call us today for a free consultation, and let us show you how powerful your business can be!
Bayview Solutions, LLC. is a leading presence within the Accounts Receivable Management Industry. We offer solutions to fit every business model, whether you are a lender originating your own loans, a collection agency, or a debt buyer/seller/investor. Our Clients benefit from our full-service support, guidance, and years of industry experience. We have streamlined the buying and selling process into a simplified, stress-free, and secure service. We ensure privacy and proper data management by participating in an annual compliance audit to maintain our SOC 2 Type 2 certification. We are also proud supporters and active members of the RMAI, ACA, and FCA.
BayFirst National Bank is locally owned and operated since 1999, we serve the communities of Tampa Bay with high quality banking services delivered in a personalized, friendly manner. We strive to set BayFirst apart as the leading provider of community banking services in the region. To accomplish this goal, we understand that our employees must be our most critical resource. At BayFirst, we believe that recruiting strong talent is the key to being Tampa Bay’s premier community bank. As such, we are committed to providing our team career development opportunities, competitive compensation and generous benefits. We’re confident you will find our benefits package to be among the best available. Still, we continuously explore ways to enhance our compensation and benefits, improve opportunity and build the strongest team possible. Career opportunity and competitive compensation are essential elements of a satisfying workplace. However, we believe the culture and professional atmosphere of an organization are just as important. At BayFirst, we are all working toward the common goal of building a stronger and better institution. We encourage open communication in an environment of mutual respect. Member FDIC l Equal Housing Lender l NMLS# 806183
BLX GROUP – Serving Public Finance, Non-Profit, Higher Education and Health Care Clients Since 1989 BLX Group lives by its commitment to optimal results. We have the capabilities and experience to provide the financial and technical services required to efficiently and effectively manage debt offerings from conception to final redemption. Our expertise is wide-ranging and includes arbitrage rebate, continuing disclosure, post-issuance compliance, investment advisory, financial advisory and more. We possess the knowledge, experience and dedication necessary to deliver outstanding solutions for complex debt, derivative and/or compliance issues. BLX professionals have provided pre and post-issuance compliance consulting services for literally thousands of debt offerings by hundreds of local governments and not-for-profit entities for more than 20 years. To start a conversation on how we can assist you, please visit our website at blxgroup.com. SERVICES WE OFFER • Arbitrage Rebate • Continuing Disclosure • Post-Issuance Compliance • Swap Advisory Services • Financial Advisory Services • Structured Products • BLXBid™ Northeast — Alan Bond, Amy Kron Southeast and Midwest — Erik Dingwall Texas — Sandee Stallings Arizona and Pacific Northwest — Robin Schlimgen California — Glenn Casterline, Nancy Kummer
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