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Top Scottsdale, AZ Financial Services Companies (44)

eCommerce • Fintech • Hardware • Payments • Software • Financial Services
18 Offices
12,000 Employees

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
23 Offices
12,000 Employees

Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we’re helping build a financial system that is open to everyone.

Fintech • Marketing Tech • Professional Services • Financial Services
3 Offices
2,300 Employees

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score. Our people make the biggest difference. With more than 2,300 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future. We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day: Care (For everyone) Get Better (Every day) Act With Integrity (Every time) Collaborate (With everyone)

Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
20 Offices
2,800 Employees

Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source systems to our cloud platform, seamlessly enabling collaboration and deep integration into existing workstreams. The Workiva platform provides unparalleled trust, transparency, and assurance for all stakeholders. That’s why thousands of enterprises across 170 countries use the Workiva platform.

Payments • Financial Services
Scottsdale, Arizona, USA
96 Employees

BillingTree is a payment technology company that helps organizations get paid using a variety of payment channels.

Fintech • Payments • Financial Services
Scottsdale, Arizona, USA
2,194 Employees

Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Fintech • Payments • Financial Services
Tempe, Arizona, USA
124 Employees

Unlock helps everyday American homeowners that have been left behind by the traditional home and finance system. While there are many ways to tap home equity, a home equity agreement (HEA) from Unlock is unique because it was designed to help families solve their financial challenges, and in doing so help them live more successful financial lives

Cloud • Fintech • Analytics • Financial Services • Cybersecurity
4 Offices
22,000 Employees

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 22,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. New partners, enduring principles What are enduring principles? At Northern Trust, you’ll often hear them referenced. But it’s much more than a catchphrase – it’s what guides our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.

eCommerce • Fintech • Payments • Software • Financial Services
6 Offices
1,200 Employees

NorthAB, LLC (North) and its subsidiaries are committed to helping entrepreneurs grow their businesses. As an end-to-end payment solutions company, we provide everything business owners need to get paid, whether they serve customers in a physical storefront, online, or both. We pride ourselves on being large enough to offer customized solutions to our enterprise-level clients while remaining agile enough to take an award-winning, hands-on approach to personal service that our merchants won’t find anywhere else. At North, we point the way to smarter, faster, and just plain better payment solutions. Let’s go North, together!

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Financial Services
Scottsdale, Arizona, USA
21 Employees

Johnson Goff & Company PLLC was formed in 1976 in Scottsdale, Arizona. We have helped many individuals and small businesses succeed over the years and would welcome the opportunity to serve you also. We know that many people associate CPA or Accountant with the word Tax, however, we do so much more. Looking at the entire picture of your personal or small business financial condition is vital in planning a strategy for your future success. As professional consultants, we are here to help you with personalized and friendly help.

Fintech • Financial Services
8 Offices
2,007 Employees

Cenlar is proud to be the nation’s leading mortgage loan subservicer. As a federally chartered wholesale bank, we deliver servicing solutions that are unrivaled in quality, innovation and flexibility for banks, thrifts, credit unions and mortgage companies – some of the most recognized names in financial services today. After the origination of a mortgage loan, we care for all of the ongoing, day-to-day management of the loan from monthly payments to escrow and taxes. We know that our success depends on our people. Within our inclusive, dynamic and values-driven culture, we work side by side with a strong sense of purpose and a dedication to getting it right – down to the smallest detail. Cenlar always wants to get to know highly talented individuals who wish to make meaningful contributions to our business and grow their careers with us. We are committed to supporting the development of our employees through robust training and education opportunities, including industry certification and tuition reimbursement. And as an employee-owned company, as Cenlar continues to grow, together we all succeed.

Financial Services
Tempe, Arizona, USA
450 Employees

"Mortgages Simplified” describes what we do best. We take pride in making the mortgage process simple, quick, and easy — from start to finish. What set's On Q Financial, Inc. apart from the competition is our consultative approach to mortgage financing. We take into account our client's short and long-term financial goals when offering guidance to their selection of a mortgage product. Our clients can count on expert advice, high quality service and dependability in every interaction with On Q Financial, Inc. On Q Financial, Inc. is an Equal Housing Lender, NMLS 5645. https://www.nmlsconsumeraccess.org/ All Videos are property of On Q Financial, Inc. Any reproduction or republication of all or part of a video is expressly prohibited, unless On Q Financial has explicitly granted its prior written consent to the user.©

Financial Services
Scottsdale, Arizona, USA
139 Employees

Cardone Venture's mission is to help business owners achieve their personal, professional, and financial goals, through the growth of their businesses.

Fintech • Payments • Financial Services
Scottsdale, Arizona, USA
1,239 Employees

Nuvei (Nasdaq: NVEI) (TSX: NVEI) is tomorrow’s payment platform. Designed to accelerate customers’ business, Nuvei’s modular, flexible and scalable technology allows leading companies to accept next-gen payments, offer all payout options and benefit from card issuing, banking, risk and fraud management services. Connecting businesses to their customers in more than 200 markets, with local acquiring in 46 markets, 150 currencies and more than 550 alternative payment methods, including cryptocurrencies, Nuvei provides the technology and insights for customers and partners to succeed locally and globally with one integration.

Financial Services
Scottsdale, Arizona, USA
494 Employees

Our clients, our teammates, and our communities have been the pillars of Homeowners Financial Group since our founder and CEO, Bill Rogers, started the company in Arizona in 2004. Each pillar is represented in our initials: H is for Homeownership F is for Family G is for Giving Back Today, we have branches across the country, and we’re more focused than ever on our “why.” MISSION We exist to improve the lives we touch. People are the reason for everything we do and achieve. VISION To be the benchmark for excellence in the U.S. mortgage industry by valuing the successes of our employees and elevating our clients and their communities. VALUES At Homeowners we are: H - Honorable - We approach everything we do with the highest ethics and integrity. O - Open - Our leaders are always accessible, communicate openly to our people, and welcome their input and ideas. M - Motivated - Our people are driven to excel and our compensation plan rewards results. E - Empowered - Our leaders provide our people with the tools they need to be successful. O - Owners - Our people are self-directed and accountable for making their own decisions. W - Winners - Our leaders lead by example, position our people to win, and instill confidence in them so we can achieve great things together. N - Noble - We value our customers as our highest priority and understand our mission is to best serve their needs and goals. E - Encouraged - Our people are encouraged to use their unique talents to apply their personal stamp on their areas of expertise. R - Recognized - Our people are appreciated and awarded for the quality of their work and dedication. S - Service-Minded - We maintain an awareness of the needs of our communities and an ongoing commitment to service. You’ll want to work here because everything is designed to position you for maximum success. You won’t want to work anywhere else because of our culture. Once you experience it, you’ll see how special it is in our industry.

Financial Services
Scottsdale, Arizona, USA
200 Employees

The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn’t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry’s most respected strategy and technology consultants, Cornerstone’s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone’s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. From strategy to execution – Cornerstone Advisors.

Financial Services
Scottsdale, Arizona, USA
16 Employees

Laffer Tengler Investments* is a talented team of professionals that takes a strategic, data-driven approach to managing your assets. That kind of thinking builds better, stronger portfolios—and helps us focus on the best possible outcome for you. Our approach is simple—you work directly with our most experienced professionals. Here, you have direct access to our CEO, Chief Investment Officer, and Portfolio Managers, so you can move straight toward finding the right strategy to achieve your objectives. You will have the confidence of knowing your account is managed through creative liquidity management, individually structured income portfolios and active quantitative equity risk management in pursuit of market returns. We focus on what matters to you, and we’re transparent in how we work and what we charge. Advisory services are offered through Laffer Tengler Investments, Inc. All investments include risk, including the possibility of loss of principal. Laffer Tengler Investments is a ButcherJoseph company.

Financial Services
Scottsdale, Arizona, USA
30 Employees

Eventus Advisory Group is a CFO-services firm that provides finance and accounting expertise and capital advisory services to small and medium-sized companies, both public and private. Our mission is to complement the core competencies of our clients with valuable corporate finance expertise and to provide avenues for financial resources. We help our clients meet their internal financial reporting needs, as well as their regulatory requirements so that they are prepared for the financial reporting challenges and opportunities that regulatory bodies and the marketplace present. We work with the CEO, CFO and executive teams of companies to offer a wide variety of services that enable our clients to grow and to achieve their objectives. For almost twenty years, our principals have been active in the operational and financial aspects of public and private companies, from assisting them with executing and developing their business plan through all of the appropriate finance and accounting infrastructure. We help clients on capital planning by advising on the structure of equity and debt financings for private or institutional capital. Additionally, we take an active role for our public clients by managing all of their SEC compliance in the preparation of registration statements, filing of quarterly and annual reports with the SEC and managing board and stockholder meetings. Our professionals bring business operations and financial experience that provide practical business-oriented solutions to our clients’ issues, while meeting clients’ objectives effectively and efficiently, including leveraging our relationships within the capital markets

Financial Services
Scottsdale, Arizona, USA

wned by Early Warning Services, a financial services company, Zelle is a person-to-person payment application that sends money quickly. This application enables users to send money with an email address or phone number regardless of the sender or recipient's banks.

Greentech • Financial Services
5 Offices
638 Employees

GoodLeap is a sustainable home solutions marketplace. We provide simple, fast, and frictionless point-of-sale technology for countless mission-driven professionals serving millions of people who want to upgrade their homes and save money. Our platform offers flexible ways for consumers to pay for a wide range of sustainable products, including solar panels, battery storage, smart home devices, modern HVAC systems, energy efficient windows, upgraded roofing, water-saving turf, and more. We are committed to caring for the planet, building lasting relationships with our valued partners and customers, and delivering cutting-edge technology that enables more people to embrace a sustainable lifestyle.