Top Charlotte, NC Financial Services Companies (51)

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...

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,...

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...

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...

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...

Based in Charlotte, DebtBook helps finance teams in local government, higher education, and healthcare manage their debt, leases, and subscriptions in the cloud, driving efficiency, collaboration, transparency, and informed decision-making within their organizations. Built by the industry and for the industry, DebtBook enables organizations to easily implement new accounting standards, such as GASB 87 and GASB 96, and maintain ongoing...

At Ally Assist, we make finding and managing the best therapy assistants (TAs) and Allied Health Professionals (AHPs) simple and human through our easy-to-use online platform and our caring and compassionate team. Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and...

Global Endowment Management (GEM) is a leading outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments, foundations, and other long-term investors. For over fifteen years GEM has stewarded the financial assets of our clients to enable them to fulfill their missions. GEM's history is deeply rooted in endowment-style investing, with today's approach modernized to offer custom solutions tailored...

Sterling Capital Management LLC, founded in 1970, is the institutional investment management arm of Truist Financial Corporation. Headquartered in Charlotte, NC, Sterling provides investment advisory services through mutual funds, separately managed accounts, model portfolios, and other commingled vehicles offered through a variety of intermediary and managed account platforms. Sterling’s six distinct investment teams provide a full complement of fixed income,...

When we started Cardinal Financial, we set out with the intention of creating a better mortgage experience. We wanted to reimagine and modernize the way home loans are obtained by bringing increased transparency, simplicity, and speed into an industry that has oftentimes lacked all three. Fast-forward to present day and we’re still the same group of innovative thinkers who want...

XUP, short for transactions “up”, is a vertically focused payment platform that provides a seamless connection between financial services, processors, merchants, and ultimately customers. XUP combines years of industry experience with deep payments and technology expertise to bring payment processing solutions to Healthcare, Commercial Real Estate, and Technology markets. Our products are designed and built with one guiding principle in mind:...

Founded in 1999, Adhesion Wealth is a pioneer and industry leader in creating integrated, single-source managed account solutions customized to meet your business needs. Our intuitive tools help advisors provide SMA and UMA portfolios, bringing increased scale and flexible solutions to the forefront of your practice to help you provide better outcomes. Adhesion's multi-custodial UMA platform helps you provide clients with...

Lucrum Consulting, Inc works with business owners and accounting teams of mid-sized, locally owned companies to create, measure and manage their financial resources – leveraging them to their greatest impact.

Falfurrias Capital Partners is a Charlotte-based private equity investment firm that acquires or invests in lower, middle-market businesses. The firm was founded in 2006 by Hugh McColl, Jr., the former Chairman and CEO of Bank of America, and Marc Oken, the former CFO of Bank of America.

Bridgemark Strategies is a comprehensive independent consultancy for financial advisors and financial advisory firms who are seeking strategic planning, execution and advice in Broker-Dealer change, RIA evaluation or succession planning including mergers or acquisitions for their firm.

Scharf Pera & Co., PLLC is a Charlotte area firm of highly trained certified public accountants and consultants. More than just another office of bean-counters and number-crunchers, ours is a team of business owners and professionals who understand the many demands on businesses and individuals. We don’t hire one-dimensional tax preparers, and we don’t take a narrowly focused approach to...

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...

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...

Bourne Partners is a financial services firm specializing in the pharma, pharma services and consumer health sectors. Located in Charlotte, North Carolina, the company offers investment banking and advisory services, as well as direct investment opportunities. As owners and operators with over 15 years of experience, Bourne Partners strives to enrich the lives and improve the health and well-being of...