Top Maryland Financial Services Startups (40)
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.
Grove Point Financial was incorporated in 1984 and operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to more than 500 registered representatives across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values...
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...
Turning Point Financial is a full-service financial services firm where the advisors offer value-driven solutions: retirement planning; retirement income strategies; college savings plans; estate planning; tax maximization strategies for individuals and small businesses; life insurance solutions ("independent" means we shop for the best value!); long term care and disability income insurance. In the investment world things can get complicated very...
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...
Apex Home Loans, Inc. is a local mortgage lender headquartered in Montgomery County, MD. Apex focuses on delivering superior customer experiences and takes pride in helping people achieve their dream of owning a home. We’re like you: fellow homeowners, active community members, and family-focused individuals. Apex selects flexible financing solutions for homebuyers and homeowners—all while retaining complete in-house control over...
Clearview Group is a CPA and Management Consulting Firm serving public, private, and non-profit organizations of all sizes. Founded on the core principles of transparency and superior performance, we have leveraged our years of serving clients to quickly gain traction in the marketplace. Our leadership team is well known for creating an environment that attracts and retains the very best...
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...
We create the advanced software solutions that turn mortgage loan officers from heroes into superheroes, making every client's dream of homeownership a reality. The best part of a loan officer’s job is seeing a client’s face light up when they are told “yes”. When a mortgage application is approved and life in their dream home comes into full view, it’s a...
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.
Founded in 2021, Method enables real-time access to user financial data and enables seamless liability repayment. Method’s mission is to make personal finance more autonomous. With Method’s APIs, financial institutions, credit unions, banks, and financial management apps can embed loan repayment, data, balance transfers, and bill pay automation into their user journey. As a result, Method is improving accessibility and...
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...
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...
ProFunds, founded in 1997, is a premier provider of a diverse lineup of mutual funds offering trading flexibility to all shareholders. In addition to classic index funds, ProFunds offers leveraged and inverse funds that track a variety of broad market, sector and non-equity benchmarks. Together with ProShares, which launched the first U.S. leveraged and inverse exchange traded funds (ETFs) in...
Calibre CPA Group is a full-service accounting and advisory firm with big capabilities. We focus on helping tax-exempt organizations and business enterprises nationwide make a difference through proactive and value-added accounting, audit, taxation, forensic and risk advisory, and payroll compliance services. With offices in metropolitan Washington, DC, New York, NY, Chicago and Mokena, IL, and Los Angeles, CA, our more than...
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...
The largest accounting and advisory firm for insurance agency owners in the country providing a one-
FSM provides accounting, finance and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices, and VCs
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...
Maryland Economic Development Corporation is an instrumentality of the State of Maryland created by the General Assembly to serve as a statewide economic development engine. MEDCO has real estate development and bond issuance powers as well as the ability to collaborate and create contemporary financial solutions to bring projects to life. MEDCO works vigorously to increase business activity, advance economic development,...
