Top Columbus, OH Financial Services Companies (55)
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 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....
Mosaic is the AI-driven deal modeling platform for private markets, used by leading investors and advisors. It automates and standardizes core deal analyses to help investment teams move faster and reduce spreadsheet risk.
Founded in 1896, Northwest Bank is a full-service financial institution offering a complete line of business and personal banking products, employee benefits, and wealth management services. It is committed to serving its customers and communities, embodying a philosophy where people make the difference.
Schellman is a leading provider of attestation and compliance services. We are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, Schellman's professionals provide superior client service balanced by steadfast independence. Our approach builds successful, long-term relationships and allows our clients to achieve multiple...
Founded in 1887, Farmers National Banc Corp. is a diversified financial services company headquartered in Canfield, Ohio, with over $5.0 billion in banking assets. Farmers National Banc Corp.’s wholly-owned subsidiaries are comprised of The Farmers National Bank of Canfield, a full-service national bank engaged in commercial and retail banking with 64 banking locations throughout Ohio and Pennsylvania; Farmers Trust Company,...
Goosehead Insurance is an innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States. Founded in 2003, the company focuses on providing extraordinary value by offering a broad choice of products and a world-class service experience, representing over 200 insurance companies that underwrite both personal and commercial lines.
We know why we’re here: to put you first. We do it by building long-term relationships with our customers and our employees. By reaching out to the communities we live and work in. By listening and helping to find the best solutions to get you to your financial goals. Our success is built on creating an authentic community banking experience, delivered...
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...
Banking is about relationships more than money. We’re a family of successful community banking teams led by strong, local leadership. We connect the convenience and resources of a national bank with hands-on, personalized service. Our commitment to serving with integrity and reliability has led to relationships that last generations. Our size and strength give customers flexible, banking options and convenience...
Founded in 1870, WesBanco, Inc. (www.wesbanco.com) is a diversified and balanced financial services company that delivers large bank capabilities with a community bank feel. Our distinct long-term growth strategies are built upon unique sustainable advantages permitting us to span eight states with meaningful market share. Built upon our ‘Better Banking Pledge’, our customer-centric service culture is focused on growing long-term...
Economic and Community Development Institute (ECDI) is a Columbus, Ohio-based 501(c)(3) nonprofit economic development organization and Community Development Financial Institution. Founded in 2004, it supports entrepreneurs and small businesses through responsible lending, training, mentoring, counseling, networking, and business-development programs. Its mission is to invest in people and create measurable, enduring social and economic change while expanding inclusive entrepreneurship across Ohio...
Blue Trust is a fee-only wealth management firm that integrates financial expertise with biblical wisdom. It provides comprehensive financial planning, investment management, and trust services to individuals and families, helping them steward their wealth with clarity and purpose. As a division of Thrivent Trust Company, it serves clients with complex financial needs across generations, focusing on aligning financial decisions with...
Bread Financial is a tech-forward financial services company providing simple, personalized payment, lending and saving solutions. The company creates opportunities for its customers and partners through digitally-enabled choices that offer ease, empowerment, financial flexibility and exceptional customer experiences. Driven by a digital-first approach, data insights and white-label technology, Bread Financial delivers growth for its partners through a comprehensive product suite,...
State Teachers Retirement System of Ohio is one of the nation’s leading retirement systems, serving about 500,000 active, inactive and retired Ohio public educators. With investment assets of $98.1 billion (including short-term investments) as of June 30, 2021, STRS Ohio is one of the largest public pension funds in the country.
CFBank is a boutique commercial bank offering a range of banking products and services, including commercial lending, equipment financing, private banking, mortgage lending, and deposit solutions for businesses and individuals. It emphasizes tailored financial strategies and relationship-first service.
We can help you reach your goals and achieve your dreams by assisting you with insurance protection, investments and retirement planning. We're here for you. Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. has grown into a diversified family of financial services companies that includes the following: *The Western and...
Atlas Advisors is an independent investment banking firm specializing in mergers and acquisitions, corporate finance advisory, and capital raise, providing objective advice and creative solutions to clients.
Pitney Bowes (NYSE:PBI) is a global shipping and mailing company that provides technology, logistics, and financial services to more than 90 percent of the Fortune 500. Small business, retail, enterprise, and government clients around the world rely on Pitney Bowes to remove the complexity of sending mail and parcels. For additional information visit Pitney Bowes at www.pitneybowes.com.
Lendmark Financial Services is a community-based consumer finance company that specializes in providing direct and indirect personal loans, automobile loans, debt consolidation loans, and merchant retail sales financing services. Lendmark has 500+ branch locations in 19 states. Our hybrid branch plus online digital experience allows us to offer the best personalized service to help meet your financial needs for planned...
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