Top Charlotte, NC Financial Services Companies (51)

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...

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.0 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....

Crypto creates economic freedom by ensuring that people can participate fairly in the economy, and Coinbase (NASDAQ: COIN) is on a mission to increase economic freedom for more than 1 billion people. We’re updating the century-old financial system by providing a trusted platform that makes it easy for people and institutions to engage with crypto assets, including trading, staking, safekeeping,...

Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and...

Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting...

Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future...

First Tryon Advisors* is a full service financial advisory practice now serving the needs of state and local governments, independent K-12 schools, colleges & universities, utility systems, not-for-profit associations/foundations, charter schools, healthcare organizations, senior living communities, school districts, economic development agencies and transportation clients. While we are focused in the Southeast and Mid-Atlantic regions, in total we serve over 380...

At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to...

Our business provides an opportunity for people from all backgrounds to be in business for themselves, control their time and income, create wealth, and enjoy a great quality of life. We have a team of over 65 Regional Vice Presidents and 1,800 representatives whose mission is to help middle income families and small businesses become financially secure. We believe that financial...

Horizon is a leading provider of modern goals-based investment management. We work in partnership with financial advisors to deliver investment strategies that align clients’ wealth with their life goals. OUR MISSION: Provide goals-based investment management strategies that will empower financial advisors to help their clients achieve their most important financial objectives throughout life. True investment success is all about meeting the most...

Wyndham Capital Mortgage’s corporate culture empowers our employees. We strive to facilitate a greater sense of purpose in your jobs and lives, and your involvement will translate directly into continuous improvement in our systems and processes. In an empowered organization, you bring your best ideas and initiatives to the table with a sense of excitement, ownership and pride. We also...

Commercial Credit Group Inc., a wholly-owned subsidiary of Commercial Credit, Inc. is an independent, commercial equipment finance company that provides secured loans and leases to small and mid-sized businesses in the construction, fleet transportation, waste, and machine tool and fabrication industries. The company’s sales force is located throughout North America and sources transactions through end-users, equipment vendors, and manufacturers with...

Advanced Markets Group (AMG) was established in 2006. AMG developed its Direct Market Access (DMA) model enabling qualified individuals and institutions to trade directly on prices streamed live by the world’s leading FX banks and ECN platforms, all via a robust technology infrastructure with front-end and FIX API trading interfaces. Advanced Markets does not maintain a dealing desk, does not...

Pensford was formed in April 2009 with the intent of leveling the playing field for derivatives between borrowers and banks. Founded by experienced derivative professionals, Pensford brings the same expertise the bank has representing it to the borrower’s side of the table. Since its inception in 2009, Pensford has helped execute over $4 Billion in derivative transactions, all at substantial savings...

BlackWood is a professional services firm that offers back-office finance and accounting services, including the CFO function, on a scalable basis to small/mid-sized businesses, start-ups, fast-growth companies, and non-profits. Our solution allows clients, on an outsourced basis, to plug into our full-scale and experienced finance and accounting '​'department'​'​ and draw out exactly what they need and when they need it. Our...

Credit Karma is focused on championing financial progress for over 110 million members in the U.S., Canada and U.K. While we're best known for pioneering free credit scores, our members turn to us for resources as they work toward their financial goals. This includes tools for credit and identity monitoring, credit card recommendations, shopping for loans (car, home and personal),...

At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research...

Deephaven Mortgage® LLC. All rights reserved. This material is intended solely for the use of licensed mortgage professionals. Distribution to consumers is strictly prohibited. Program and rates are subject to change without notice. Not available in all states. Terms subject to qualification. NMLS #958425 Disclosures & Licenses: https://deephavenmortgage.com/disclosures-and-licenses/ NMLS Consumer Access: http://nmlsconsumeraccess.org/

We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...

Founded in 2009 in Charlotte, NC, with the aim of making a difference in the lives of our clients, Premier Lending, Inc. helps make the dream of owning a home a reality for everyone. By partnering with us, you can put your trust in what we like to call The Premier Promise. PROCESS: Keys in hand in 21 days! With upfront underwriting,...