Top Charleston, SC Financial Services Companies (5)

Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source...

As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers....

Since our inception in 2000, our concern for our clients has been the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial goals and what's really important. The value we provide our clients is our independent advice and a team-oriented approach to providing a personalized financial...

Founded in 2009, Ivy Asset Group, LLC (“Ivy”) is an alternative credit manager that seeks to provide financing solutions across the credit spectrum to lower-middle markets businesses. Through Ivy’s family of Private Credit funds, it lends to companies with EBITDA up to $35 million. Ivy primarily invests through asset based and cash flow lending transactions in portfolio companies with highly...

FINRA Broker Dealer working with small to middle market companies to gain access to capital for growth, restructuring debt., M&A, and planned exit strategies. We assist our client's pursuit of their financial goals by building trusting relationships and utilizing our expertise in the transactional process while providing individually tailored services and solutions.