Top Maryland Financial Services Companies (67)

At Morningstar, we believe in building great products in-house in a highly collaborative, agile environment where we focus on technical excellence, the user experience, and continuous improvement. Our technologists represent a range of skills and experience levels, but they all view their work as a craft and push technology’s boundaries.

FSM provides accounting, finance and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices, and VCs

Founded in 2002 by a group of leading experts in the consumer finance industry, Mariner Finance was established to provide customers with creative, flexible, and convenient lending options. At the core of Mariner Finance is the principle that superior customer service is the driving force behind building lasting relationships. Mariner Finance, with its affiliates and subsidiaries, now features nearly 500 branches...

Obran is a cooperative conglomerate corporation. We acquire and hold profitable small to medium size businesses and real estate on behalf of our worker-owners. We believe that everyone should own their most precious asset: their time. Through our portfolio of small businesses and real estate holdings, Obran Cooperative empowers our workers with ownership and education. Our unique holding cooperative structure allows...

Based in Bethesda, MD Goldin Group is a nationally recognized CPA firm providing a one-stop-shop for financial and advisory services. Goldin Group CPAs specializes in the combination of cloud-based technology with CPA services to nonprofit organizations. Our deep industry expertise has allowed us to support the long-term success of local, regional, and national nonprofit organizations. Goldin Group’s boutique CPA firm...

Forbright Bank (www.forbrightbank.com) is a full-service bank, commercial lender, and asset manager committed to accelerating the transition to a sustainable, clean energy economy. As the need to build a more sustainable, low-carbon economic system grows increasingly urgent, we are dedicating half of our assets to financing the companies, investors, and innovators driving that change. We also will empower our depositors...

A2F Consulting is a US and Germany based boutique consulting firm and provides a broad range of advisory services on financial and private sector development, including policy advice, economic studies and surveys, assessments and evaluations of institutions and programs across the globe. The company was established in 2007. Our teams consist of highly experienced experts in financial and public sector...

Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing...

Lescault and Walderman, Inc. is a national business services consulting firm that has been offering a wide variety of Accounting and Consulting Services since 2006. We provide customized and innovative business management solutions to small and medium-sized businesses across various industries. Our Accounting Services include basic bookkeeping services (such as accounts payable/receivable, reconciliations, and reporting) and virtual CFO services (such...

EagleStone Tax & Wealth Advisors is an integrated tax and investment advisory company serving clients primarily in the Washington, DC – Baltimore metropolitan areas. Eaglestone also services clients located both nationwide and internationally. We provide a full spectrum of investment management, financial planning, wealth advisory, accounting, and tax planning services*. Our comprehensive and integrated approach, where we review the implications...

Sunstone Credit is on a mission to democratize access to solar for small and medium sized businesses (SMBs). Sitting at the intersection of climate, finance and technology, Sunstone has built a best-in-class technology platform and partnered with leading financial institutions and a national network of solar developers to provide SMB borrowers access to simple, affordable and easy-to-understand solar loan products...

Welcome to Sullivan & Company, CPAs. Since 1980, we have worked to deliver solutions for helping our business and individual clients become more successful professionally and financially. We offer a broad range of services for business owners, executive and independent professionals. At Sullivan & Company, we challenge our clients to meet and surpass their business objectives. Our method is a straightforward...

StarCompliance is the world's leading provider of compliance software to the global financial industry. Our clients include asset managers, broker-dealers, private equity firms, insurance providers, investment banks, and diversified financial institutions. Our scalable, easy-to-use solutions provide a 360-degree view of employee and business activity to help firms monitor and reduce risk, meet regulatory obligations, gain efficiencies, and drive employee adoption....

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and...

Member FDIC. Shore United Bank is a full-service community bank with a rich history dating back to 1876. In excess of one billion in assets, we offer innovative financial services delivered with the personal touch you expect from a community bank. We serve a broad geographic area with branches in Maryland, Delaware and Virginia, and we also provide a comprehensive...

The largest accounting and advisory firm for insurance agency owners in the country providing a one-

At TydeCo, we believe business should be simpler, smarter, and a whole lot better. That’s why we provide end-to-end HR, payroll, finance, and technology solutions designed to handle the heavy lifting while you focus on what lights you up. Think of us as your behind-the-scenes crew: setting up smooth systems, managing the details, and equipping your team with the tools they...

Enterprise Community Investment (“ECI”) is a national leader in providing investment capital and development services for affordable housing and community revitalization. ECI operates as part of the Enterprise family of companies, which includes Enterprise Community Partners, Inc., a national Section 501(c)(3) charitable organization. Enterprise’s mission is to create opportunity for low- and moderate-income people through affordable housing in diverse, thriving...

Provision® IAM is a role-based identity access management (IAM) solution explicitly created with the unique needs of community banks and credit unions in mind. No other comparable system can effectively and affordably integrate your systems into an automated and centralized solution, with the built-in workflows you need to do business. Provision IAM provides both identity management and governance and actively...

MidCap Financial is a middle market-focused, specialty finance firm that provides senior debt solutions to companies across all industries. We provide a broad array of products intended to finance growth and manage working capital. Since our founding in 2008, we have been working with management teams and private equity sponsors to deliver thoughtful and cost effective debt solutions. Companies need...