Top Atlanta, GA Financial Services Companies (91)
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
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Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.
Upgrade offers affordable responsible credit and payment products to everyday consumers. Our innovative financial products help our customers move their finances in the right direction and put more money in their pocket.
At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,300 associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 55,900+ clients.
Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.
Entersekt provides transaction authentication to financial institutions that is both secure and free from unnecessary friction. Our single, cross-channel platform empowers these institutions to build great user experiences for their customers, helping to drive revenue growth without adding further costs and complexities to their ecosystems. For over a decade, we have enabled some of the world’s most prominent financial brands with the tools and confidence to conquer fraud, compliance, disparate customer journeys, and the related bottom-line impact of reputational damage and customer loss. Backed by companies like US-based Accel-KKR, one of the world’s top private equity firms, Entersekt continues to innovate and expand its global footprint. For more information, visit entersekt.com.
CRIF Select Corporation has the pleasure of serving some of the most successful financial institutions and auto dealerships in the country. CRIF Select combines innovative technology, services and consulting to enable clients to be leaders in the the indirect lending industry. This is achieved with knowledgeable and passionate people, strong partner cooperation and long-term interactive client relationships. We specialize in helping our clients create, maintain and grow their indirect lending programs through CRIF Select technology and services. Loan Origination System, Dealer Market Management and Loan Package Processing & Fulfillment allow you to offer a complete solution to the market, and scale your business without having to hire additional staff.
Porsche Financial Services, Inc. (PFS) is the dedicated financial services company for Porsche Cars North America and provides custom financial solutions and products to Porsche customers and dealers in the US and Canada. In 2012, PFS expanded its North American operations and became the financial services provider for the exclusive brands of the VW Group- Bentley, Lamborghini and Bugatti. As an integrated premium financial services provider, every new product- whether it be a leasing offer or a service offer- contains the DNA of some of the world’s most exclusive vehicle manufacturers.
Domain Capital Group, LLC is an Atlanta, Georgia-based investment firm delivering investment services across a diverse platform of private markets and alternative asset classes: Real Estate; Natural Resources; Media, Entertainment & Technology; and Credit & Special Situations. Our clients are public and private pension plans, corporations, foundations, endowments, and high-net-worth individuals. Through partnership with our investors, we focus on developing customized solutions that are aligned with investment goals and strive to be strategic and responsive throughout the investment process. This supports our clients and their individual investors in realizing the value of long-term financial planning with diversified funds management. With a combination of deep experience and a tailored investment focus, Domain believes it is well positioned to identify potential investment opportunities and deliver a fully integrated investment approach, including contractual negotiations, due diligence, transaction structuring and asset supervision throughout the duration of the investments.
Paya is a leading provider of integrated payment and frictionless commerce solutions that help customers accept and make payments, expedite receipt of money, and increase operating efficiencies. The company processes over $40 billion of annual payment volume across credit/debit card, ACH, and check, making it a top provider of payment processing in the US. Paya serves more than 100,000 customers through over 2,000 key distribution partners focused on targeted, high-growth verticals such as healthcare, education, non-profit, government, utilities, manufacturing, and other B2B end markets. The business has built its foundation on offering robust integrations into front-end CRM and back-end accounting systems to enhance customer experience and workflow. Paya is headquartered in Atlanta, GA, with offices in Reston, VA, Fort Walton Beach, FL, Dayton, OH, Mt. Vernon, OH, Dallas, TX, and Tempe, AZ.
JMS proudly provides delivery of unclaimed property consulting services through a channel of seasoned unclaimed property professionals, with diverse professional backgrounds. We have attorneys, CPAs and statisticians as part of our firm's professional network. We specialize exclusively in the area of unclaimed property, with a combined 50+ years of experience to draw upon. With this type of professional diversity, not only can we provide insight into the various unclaimed property compliance issues that could impact your organization, but also how those issues affect your other business processes and objectives. Our Vision To be the provider of choice for all matters of unclaimed property, and develop a clientele that appreciates and embraces our core values. Our Mission To help our clients mitigate risk and capitalize on opportunities resulting from accurate and properly managed unclaimed property compliance. Core Values •Straightforward – we are honest and direct in our interactions with you •Pragmatic – our solutions are tailored to your situation; we strive to find the right balance for your budget and particular consulting needs •Adaptable – we don’t believe in problems, only solutions waiting to happen; we put our creativity and undeterable passion to work for you while achieving the highest degree of accuracy possible •Determined – we align our consultation with your interests, and will zealously defend those interests as if they were our own •Responsive – we believe in constant communication with our clients to ensure that we are delivering on our promises to your satisfaction
Global Payments Integrated helps businesses succeed by delivering secure and personalized payment solutions, allowing developers of business management solutions to accept payments through their systems and add value to their software. While many processors offer payments tied to antiquated platforms designed to support stand-alone systems, the Global Payments Integrated platform provides custom, scalable and fast payment solution integration – accommodating the swiftly-shifting ways consumers pay for goods and services. With this visionary payment processing platform, Global Payments Integrated helps business management software companies grow their business through our embedded commerce services, bolster customer loyalty with unique payments solutions, and improve profitability. globalpaymentsintegrated.com
Ryze is a new type of checking account that lets you spend, invest, earn, and bank on cash and crypto
Angel Oak Lending LLC is an affiliate and parent holding company of Angel Oak Home Loans LLC and Angel Oak Mortgage Solutions LLC. Angel Oak Lending provides back-end operational support to Angel Oak lending entities.
Smith and Howard is a tax, accounting and advisory firm headquartered in Atlanta with a national reach and a reputation for doing more than expected. Our team of enterprising advisors are driven by creating extraordinary value for our clients, people and community. While many advisors say clients are their priority, Smith and Howard lives and breathes a promise of personal, responsive client service. Today, our family of companies is expanding and our client resume includes highly successful, profitable and entrepreneurially-driven individuals and businesses from around the country and the world. The professionals on our team are high caliber individuals who enjoy the nuances of our work and are looking for opportunities to put their acumen and creativity to work in growing careers. Explore our page and visit our website to learn more about who we are and what we do!
Capital Directions is one of Atlanta's largest wealth management firms and we focus on providing financial leadership to successful professionals and their families. In addition, we provide coaching and third-party asset management services to CPA firms throughout the country. We have been recognized by Schwab Institutional as one of the fastest growing firms and best managed firms over the past 10 years. Capital Directions was also named on the Financial Times’ FT 300 List for 2020. Our purpose is to lead our clients to the achievement of their goals while growing firm profitability to create opportunities for all team members. Our core operating principles are: We always put the client's interest ahead of our own. We value profitability over growth We respect and recognize each team member's contribution
VSoft is a leading provider of banking and payment solutions to financial institutions of all sizes worldwide. Founded in 1996 in Atlanta, we serve more than 2,600 institutions on multiple continents, while successfully managing significant growth. Our keys to success have been our outstanding associates located in the U.S. and in India, who have developed, sold and supported innovative solutions. VSoft's original founders remain in leadership today. We are also privileged to have customers ranging from community to global financial institutions who have participated in our growth by providing valuable guidance on their needs and strategic direction. At VSoft we believe that listening carefully to our clients and striving to exceed their expectations are vital to our continued success.
We are a group of investment advisors that believes wealth should provide opportunities, not anxiety. That’s why we’ve spent the last 25 years helping individuals and families achieve confidence and peace of mind with their finances so they can enjoy the life they love. At Buckhead Capital Management we will guide you to the right investment strategy and expertly manage your portfolio for you. You’ll be relieved knowing a trusted financial advisor is investing your money wisely. Buckhead Capital Management is an employee-owned investment management firm located in Atlanta, Georgia. Our staff has over 200 years of combined experience in the field. We manage assets for Individuals, Corporations, Foundations, Endowments, Public Funds, and Taft Hartley Funds. When you work with one of our advisors, you will finally stop feeling uncertain about your finances and find confidence that you are on a solid path to financial peace of mind.
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