Top Jacksonville, FL Financial Services Companies (23)
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Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
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Canoe offers first-of-its kind AI technology powering the future of alternative investments. Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their business. Since the beginning, we’ve maintained a focused, client-first approach to building and enhancing our technology and will continue to do so. By introducing automation to alternatives document collection and data management workflows, institutional investors, wealth managers, and general partners are seeing dramatic improvements in data accuracy and access, team efficiency, and client satisfaction.
We believe that a client’s satisfaction with a service provider will be dictated by the individuals personally serving them. Pivot CPAs takes pride in hiring and developing people with exceptional skills and talent. We offer a diverse and collaborative environment that respects individual needs and promotes ongoing development. Pivot CPAs sets high professional standards, and we recruit based on those standards. In the end, chemistry and trust are key ingredients for a successful long term relationship. Contact us to arrange an introductory, no obligation meeting to find out if we measure up and how we may be of service to you.
New Management Services is a Financial Services company located in 12276 San Jose Blvd. Jacksonville, FL 32223
At Macquarie, we aim to bring together the best of financial services and technology for our people and clients – whether that’s utilizing our technology platforms for our people to work and collaborate or enabling our team to place trades, manage clients or improve the way we do things.
Founded in 2005, LoanLogics is a provider of mortgage audit software, income calculation and verification technology, and document processing automation. This data-driven digital technology improves the transparency and accuracy of the mortgage process and improves the quality of loans. The company’s capabilities and audit services help residential mortgage lenders, servicers, insurers and investors validate compliance, improve profitability and manage risk during the manufacture, sale and servicing of loan assets. LoanLogics leverages the latest methodologies in cloud computing and machine learning technology to deliver greater value for clients.
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/ Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it. SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com
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, and the most ambitious people to work for us. Join us. #AchieveAmbitions
Empowering educators and school system employees to retire with financial dignity since 1999. Female founded. Female led. Through over 20 years of experience, ValuTeachers has become one of the best regarded names in the 403(b) industry,. We employ more than 600 financial service representatives in as many as 7,000 school systems nationwide. We are honored to know that nearly 130,000 educators and school system employees currently trust us to guide them and their retirement plans. Today, we are as motivated today as we were 20 years ago to make positive impacts. In addition to providing industry-best guidance for our current clients, we are committed to reaching the 75% of our nation’s teachers and school system employees who are still not preparing for their retirement.
Navitas, a wholly-owned subsidiary of United Community Bank, provides equipment financing solutions to small and medium sized businesses. We deliver creative lending solutions directly and through developing referral programs with equipment vendors, third party brokers, and strategic alliances.
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Retirement Solutions Specialists provides qualified retirement plan consultation and administration for owner-only, small businesses, corporations, public entities and non-profit organizations throughout the southeast. Mission Statement: Partnering with our clients, plan sponsors and participants to Achieve their Retirement Vision through a high-touch, proactive and consultative relationship. It is our goal to develop a retirement solution that will maximize the contributions and tax-deferral for our client business owners. We specialize in plan design and offer unbiased, independent advice to our clients. Once the plan has been designed, we assist our clients with a thorough and objective vendor selection. The types of plans we specialize in include: Profit Sharing (Age-Weighted and New Comp) 401(k) including Traditional and Safe Harbor Traditional Defined Benefit Plans Cash Balance Defined Benefit Plans DC/DB Combo Plans Owner-Only Plans ERISA 403(b) Plans Self-Direct Brokerage 401(k) accounts Standard services and administration include: Plan design analysis, consultation and vendor selection Participation with employee enrollment meetings All necessary Plan and Trust documents Summary Annual Reports Summary Plan Description ADP/ACP discrimination and required compliance tests Signature ready Form 5500 and related Schedules
VyStar Credit Union is the second-largest credit union headquartered in Florida and now serves over 770,000 members with assets totaling $11 billion. VyStar is the largest mortgage lender in Northeast Florida and one of the major employers in the region with over 2,000 employees. VyStar membership is open to everyone who lives or works in the 49 contiguous counties of Central to North Florida, 10 Southern Georgia counties, and past and present military members and their families all over the world. Today, the driving VyStar philosophy continues to be offering highly competitive pricing, giving members high-yielding savings products, low loan rates, and low-or no-fee financial services. This commitment makes finding affordable, quality financial products and services a reality for our members. This page is a moderated channel, meaning all comments will be reviewed for appropriate content. Please show respect to those you are addressing when submitting comments. Comments that are off-topic or include abusive or vulgar language, spam, hate speech, personal attacks, advertisements, or endorsements of products or similar content will be deleted. We reserve the right to determine which comments are acceptable for this page. We will, however, post and attempt to comment on legitimate questions and concerns.
Small Batch Standard is the premier financial agency built to serve the craft brewing industry. We help craft breweries grow profits through outsourced accounting, tax planning and filing, and growth consulting.
SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, we help firms minimize risk, work together seamlessly with our clients, and help shape the future of investment management. For more information on SS&C Advent products visit www.advent.com
A revolutionary alternative to the legacy business model, Nymbus has disrupted the financial services market by enabling risk-free solutions for digital innovation and growth. With Nymbus, any size financial institution can quickly launch a full-service digital bank, convert an existing bank or credit union to our award-winning technology and services ecosystem, and innovate with new financial solutions to massive scale at a safe, deliberate pace. Whichever growth strategy is right for you, Nymbus buys back decades of lost time to engage and support the entire digital customer journey.
Sound Payments creates simplified, cost-effective technology solutions in the payments, financial services and health industries. We are innovators who offer the best in software development, state-of-the-art equipment, unparalleled technical and customer service delivery, training, advanced security and compliance -- all through cost-effective and flexible subscriptions.
The mortgage industry is broken. The origination process takes too long. It’s frustrating, and is far too expensive for consumers. So we’re fixing it. Our technology-driven platform is changing the face of the mortgage industry. Between our 13 day app to clear to close timeline (which is a full MONTH faster than the industry average), our unmatched level of communication and transparency, our custom built CRM and Loan Origination Platform, we’re making a splash. Our origination efficiency also saves our consumers money. $1,562.50 on average! Our low overhead allows us to pay our loan originators top dollar as well!
Financial Solution Advisors, PLLC is a Jacksonville, Florida based accounting firm focused on tax planning and tax preparation in the middle market business environment. We are CPA firm leading the industry with the best practices and use of new technologies. We take a proactive approach with all clients needs and seek to exceed our clients’ service expectations every chance we get. We also provide a wide array of supplemental accounting services for middle market companies and successful business owners who wish to increase the return in their business and investments.
Triad Financial Services, Inc. NMLS ID #1063 (www.nmlsconsumeraccess.org)is one of the oldest and most trusted lenders in the manufactured home industry with over 60 years of lending experience. Triad is trusted by customers, dealers, lending institutions and realtors alike and has helped tens of thousands of families realize their American Dream of homeownership. As one of the very top consumer lenders in the nation, our goal is to be the friendliest, hardest working, service-oriented companies in the business. Triad is headquartered in Jacksonville, FL with full-service branch offices in Bourbonnais, IL and Anaheim, CA. We currently provide financing in 47 states and can serve your needs through our extensive network of regional management and field offices. 13901 Sutton Park Dr S Ste. 300, Jacksonville, Florida 32224, United States - NMLS #1063
Autoscribe Corporation is a leading financial services company and payment processor. With more than two decades of innovation and leadership in the financial technology industry, Autoscribe offers a full suite of tools through PaymentVision and Lyons Commercial Data to help their customers grow their business, simplify payment processing, mitigate risk, and ensure compliance. Recently named to the Inc. 5000 as one of the fastest growing private companies in the nation, Autoscribe has thousands of customers and processes more than $1 billion in transactions annually. Our mission is simple: to build lasting relationships through trust while providing customized, compliant, and secure financial technology solutions. About PaymentVision PaymentVision is a biller-direct, PCI-certified, electronic payment gateway provider. PaymentVision offers clients the unified ability to accept ACH, check, and credit or debit card payments, by phone, or through Internet channels. PaymentVision solutions handle billions of dollars for thousands of financial institutions, large and small nationwide including, credit unions, banks, and consumer finance and collection agencies. For more information, please visit http://www.paymentvision.com; follow PaymentVision on Twitter @PaymentVision or on Facebook at http://www.facebook.com/paymentvision; or call 800-345-7243. About Lyons Commercial Data Lyons Commercial Data is a leading provider of quality U.S. and Canadian financial institution data, including all current ABA routing numbers and other information critical to transaction processing. Lyons Commercial Data also offers proven solutions to financial institutions, payment processors, and other businesses, to assist them in optimizing their ACH processes, managing risk, and fraud mitigation. For more information, please visit http://www.lyonslive.com; or call 800-684-0388
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