Top Jacksonville, FL Financial Services Companies (24)

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...

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...

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,...

EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service,...

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...

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...

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...

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...

Arena Investors is an institutional asset manager that provides creative solutions for those seeking capital in special situations. Arena brings decades of experience, a track record of comfort with complexity, the ability to deliver within time constraints, and the flexibility to engage in transactions that cannot be addressed by banks and other conventional financial institutions. Arena’s mandate is global, and also...

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.

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.

oanCare,LLC, is a leading national provider of full service subservicing and interim subservicing to the mortgage industry and has offered its expertise and best practices in providing servicing solutions for others since 1991. At the present time, LoanCare subservices over 1.8 million loans in 50 states, approximating $390 billion in loan balances. LoanCare has a seasoned loan servicing team with...

Greenshades delivers in-house payroll, HR, and tax solutions that integrate directly with your ERP—no outsourcing required. Our platform supports complex payroll and compliance scenarios, including shift differentials, multi-jurisdictional taxes, and garnishments, with automated checks and expert-backed accuracy. By blending in-house control with cloud-based flexibility, Greenshades tailors the payroll experience to your business processes—adapting effortlessly to your unique needs and existing...

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...

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...

Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had...

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...

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...

Founded in 1988, U.S Auto Credit is a well-respected, indirect lending source for over 2800 independent and franchise dealers. We currently operate in eight states throughout the southeastern U.S. Our company is a division of Duval Motor Company, a private, family-owned business that was founded in Jacksonville, Florida nearly 100 years ago. With that many years in the automotive business, we...

Fidelity National Financial, Inc. (NYSE: FNF) is a leading provider of title insurance and transaction services to the real estate and mortgage industries. Ranked #238 on the FORTUNE 500(r) list for 2022, FNF is the nation's largest title insurance company through our title insurance underwriters (Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title Insurance of...