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

At Chazin & Company, mission-driven accounting is our business, but non-profits are our passion. This passion, coupled with years of practical experience, has made Chazin & Company a premier provider of virtual accounting and finance solutions. What is “mission-driven accounting?” It’s simple—your mission drives our accounting approach. Chazin & Company combines a non-profit’s mission with our highly qualified nonprofit accounting professionals...

GIC Group integrates experience and strength in research, analysis, and marketing with financial services and asset management. We offer the agribusiness and biotechnology industries a complete skill set to provide access to global and domestic markets, add value to current agribusiness activities, and identify new markets.

The SHS difference is about client focused customer service. We pick up the phone! No Auto-attendants! No dialing multiple extensions! Payroll is complicated so in today's automated world, it's nice to talk to a real live person.

Flightpath Finance provides CEOs and Founders with a Connected Financial Model to forecast their company revenue, expenses and cash, and track the performance against the budget. Our goal is to provide companies an always up-to-date financial playbook that helps our customers to make smarter decisions and accelerate their growth. For more information, visit flightpathfinance.com

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...

HASI (NYSE: HASI) is a leading climate positive investment firm that actively partners with clients to deploy real assets that facilitate the energy transition. With more than $9 billion in managed assets, our vision is that every investment improves our climate future.

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. Our original, innovative research sets the foundation. Our customized solutions set us apart. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension...

Rosen, Sapperstein & Friedlander, LLC (RS&F) is the leading CPA firm providing business advisory, accounting, and tax services for family offices, ultra-high net worth families, and middle-market organizations. Our team includes outstanding professionals who service clients with passion, focus, and entrepreneurial spirit. RS&F performs advisory, tax, audit, forensic accounting, business valuation, and accounting services. We work with clients in a...

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...

ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments that deliver financial, social and environmental returns. Our impact investment strategies, donor advised fund and knowledge resources provide a dynamic platform for wealth managers and the clients they serve to advance social or environmental change through investment. ImpactAssets seeks to shine a spotlight on and...

DataTribe is co-building the next generation of commercial Cybersecurity, Analytics and Big Data products with game-changing technology and teams coming out of the Intelligence Community and research labs in the Washington, D.C. area.

Viamericas offers money transfer, bill payment, check processing and top-up services at agent locations across the United States, and a network of thousands of pay-out locations throughout Latin America, India and Asia. Viamericas provides easy, fast and safe international payments and superior customer service.

Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 650 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature and other creative and performing arts. The Firm has 10...

We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they...

The Oakleaf Group is an advisory firm with expertise in risk analytics and financial modeling for the mortgage and financial services industries. We work to tailor solutions to match the needs of our clients and industry standards, combining customer knowledge with domain expertise and operational flexibility. Our culture of client-focus and responsiveness, coupled with continual process improvement and quality, position...

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...

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

Sunwater Capital invests in real estate, proptech, healthcare, and information. Real estate Sunwater invests across most real estate asset classes, including existing properties, value-added assets, ground-up development projects, and complementary asset managers. Information Sunwater invests in businesses that commercialize data and analytics in diverse industries. Healthcare Sunwater invests in healthcare technology and services businesses that are driving superior outcomes through new business models, data, and...