Top St. Petersburg, FL Financial Services Companies (13)
PSCU, the nation’s premier payments credit union service organization (CUSO), supports the success of more than 1,900 financial institutions representing more than 6.9 billion transactions annually. Committed to service excellence and focused on innovation, PSCU’s payment processing, risk management, data and analytics, loyalty programs, digital banking, marketing, strategic consulting and mobile platforms help deliver possibilities and seamless member experiences. Comprehensive, 24/7/365 member support is provided by contact centers located throughout the United States. The origin of PSCU’s model is collaboration and scale, and the company has leveraged its influence on behalf of credit unions and their members for more than 40 years. Today, PSCU provides an end-to-end, competitive advantage that enables credit unions to securely grow and meet evolving consumer demands.
We are venture builders, not venture capitalists. We invest more than just funds; we invest our knowledge and experience, our ideas and our infrastructure. Our approach to transforming industries has always been the same. We identify high growth sectors, typically undergoing some market, technology or regulatory discontinuity, and look to build scalable platforms that satisfy a real customer need. We aim to build profitable companies, with sustainable business models. Working alongside entrepreneurs and co-founders, we support our ventures from startup to scale to exit, giving them access to the global networks and business development services they need to grow. This support is bolstered by the innovation partnerships we forge with big businesses. Our digital expertise helps them be more agile, while their global scope helps our ventures scale faster. Founded in 1998 Blenheim Chalcot traces its roots back to Netdecisions, the internet services group. Already back then we set out to build companies to transform industry sectors. And since then we’ve become the UK’s leading venture builder, with portfolio sales of over £350m, more than 3,000 employees, and a successful track record of over 40 companies. We operate internationally with offices in: - London, UK (HQ) - Mumbai, India - Tampa, USA - Cape Town, South Africa
Velera, formerly PSCU/Co-op Solutions, is the nation’s premier payments credit union service organization (CUSO) and an integrated financial technology solutions provider. With over four decades of industry experience and a commitment to service excellence and innovation, our company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Velera leverages its expertise and resources on behalf of credit unions and their members, offering an end-to-end product portfolio.
We are an independent registered investment advisor, focused on helping you simplify the complexity of managing, growing and protecting your wealth. We look to counsel our clients on every financial decision in their lives and with their businesses, by fostering a family-like culture that truly deepens the relationship between their families and our team. We do this by carefully listening, building confidence, and creating peace of mind through a caring, trusting rapport. Based in St. Petersburg, Florida, with clients in nearly 40 states across the U.S., Cyndeo Wealth Partners provides financial planning and investment management services, backed by family office-level personal service. Our clientele includes executives and entrepreneurs, landowners and professional athletes, business owners and multigenerational families, as well as those facing financial challenges on their own, due to divorce or death of a loved one. Whatever their path, each client seeks out the stewardship and counsel of our team to help prepare them for the future. One of the value-added ways in which we serve our clients is through meaningful introductions. Our team pro-actively networks among our professional and personal circles to connect people with each other and to create exclusive opportunities, leading to distinctive outcomes. The promise we make to all our clients is one of integrity. We will put your interests first and above those of the firm’s, and we will honor our relationship every day. We will always be available to listen, to learn and understand, and to help you when needed. We will be family.
Manning & Napier provides a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services that complement our investment process. Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party Advisors. For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.
Bayview Solutions, LLC. is a leading presence within the Accounts Receivable Management Industry. We offer solutions to fit every business model, whether you are a lender originating your own loans, a collection agency, or a debt buyer/seller/investor. Our Clients benefit from our full-service support, guidance, and years of industry experience. We have streamlined the buying and selling process into a simplified, stress-free, and secure service. We ensure privacy and proper data management by participating in an annual compliance audit to maintain our SOC 2 Type 2 certification. We are also proud supporters and active members of the RMAI, ACA, and FCA.
Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
ARK Investment Management LLC (ARK Invest) holds a precision lens on thematic investing. We focus on disruptive innovation and identify themes that will enhance productivity and create wealth. ARK seeks to research and invest in technologically enabled innovation that cuts across economic sectors and changes the way our world works. Our current themes include Industrial Innovation, Next Generation Internet, FinTech, and the Genomic Revolution. We believe innovation is key to growth and ultimately wins out in an equity market. ARK manages an in-house research team allowing identification of secular shifts prior to their market reflection. ARK's unique research ecosystem leverages multiple data streams, both internal and external, that result in original analysis. Our research is made available on our website and we invite everyone to participate in our discussions around thematic investing in innovation. For more information please visit: http://ark-invest.com
BayFirst National Bank is locally owned and operated since 1999, we serve the communities of Tampa Bay with high quality banking services delivered in a personalized, friendly manner. We strive to set BayFirst apart as the leading provider of community banking services in the region. To accomplish this goal, we understand that our employees must be our most critical resource. At BayFirst, we believe that recruiting strong talent is the key to being Tampa Bay’s premier community bank. As such, we are committed to providing our team career development opportunities, competitive compensation and generous benefits. We’re confident you will find our benefits package to be among the best available. Still, we continuously explore ways to enhance our compensation and benefits, improve opportunity and build the strongest team possible. Career opportunity and competitive compensation are essential elements of a satisfying workplace. However, we believe the culture and professional atmosphere of an organization are just as important. At BayFirst, we are all working toward the common goal of building a stronger and better institution. We encourage open communication in an environment of mutual respect. Member FDIC l Equal Housing Lender l NMLS# 806183
Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), a broker/dealer - Member FINRA, SIPC, and Registered Investment Advisor. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor http://www.finra.org/ http://www.sipc.org Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 116116-0319
Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
