Top Grand Rapids, MI Financial Services Companies (9)
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital. Discover more at www.Acrisure.com.
Founded in 1949, Beene Garter quickly established a presence in the Grand Rapids community. We became known as West Michigan’s largest independently owned certified public accounting and business consulting firm. In 2022, Beene Garter merged with Doeren Mayhew, the 60th largest U.S. certified public accounting and advisory firm. Together, we bolster our existing service line offerings and industry expertise, while also broadening technical and industry capabilities beyond our current reach. With more than 500 people in nine offices in Michigan, Texas, Florida, North Carolina and Europe, we focus on providing a unique client experience matched with the expertise and knowledge you expect.
Xtend is a Credit Union Service Organization (CUSO) that was founded in 2002. We were imagined and created in Grand Rapids, Michigan. We can proudly say we are collectively owned by our clients, and we act as a shared resource for over 300 credit unions across the United States. We offer a wide range of products and services from our departments: Communications, Data Analytics, Contact Center, Bookkeeping, and Shared Branching. We are all about extending a helping hand including, driving leads and member engagement, analyzing your data, servicing members via phone or chat, and working the back-office.
We are an independent, fee-only wealth management firm offering integrated investment management and financial planning services to a select group of personal and institutional clients. We base our advice on a thorough understanding of our clients and their unique needs, concerns, hopes and opportunities. Our education and experience, as well as our association with other best-in-class financial professionals, enable us to match the right advice to our clients' goals. We use an academic approach to investment management founded on asset allocation, broad diversification, discipline and structure.
Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm. We work for – and are solely compensated by – our clients; those are the only interests we serve. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. See disclosures here: https://ritholtzwealth.com/social-media-disclosures
Hungerford Nichols CPAs + Advisors has proudly served the tax, accounting and business advisory needs of our community for 80 years. Locally owned and controlled since our inception in 1941, Hungerford Nichols has withstood the challenges of many economic cycles in an ever changing regulatory environment. This is reflected in our culture and our people, who have a strong dedication to excellence in serving our clients and our community. As a result, we have been privileged to enjoy sustainability, growth and success. Our long standing mission is to implement strategies that enhance the well-being of our clients, employees, affiliates and our community. We pride ourselves on listening to our clients. This enables us to share effective “good ideas” to help organizations grow and thrive. Their success allows us to create opportunities for our employees and give back to our community. Civic involvement is one of our core values. We view it as our responsibility to give back to the community in which we live and work. We embrace our service to over 100 area not-for-profit organizations, volunteering over 3,600 hours annually. Many on our team serve on finance committees or as board members. Thank you for being a valued part of our history and our future. Hungerford Nichols CPAs + Advisors
Calder Capital, LLC is a lower middle market M&A Advisory Firm focused on representing sellers of industrial, distribution, and business services companies with enterprise value from $1MM-$250MM; and strategic buyers seeking platform and bolt-on acquisitions in the same market segments. Our core focus is to bring the market to our clients. For seller clients, this means confidential and aggressive marketing to attract significant interest from qualified buyers. We are focused on administrative automation and streamlined processes to maximize competitive offers. For buyer clients, we use the same focused, aggressive, and smart automation and outreach to maximize the number of off-market sellers that are introduced to our clients. The results are clear; year-over-year growth and record-breaking progress in transactions closed and satisfied clients. Calder offers a very fast-paced and entrepreneurial environment where the learning and growth of our staff and associates are prioritized, and the truth is expected. Learning and growth are not a one-way street, however. Staff is expected to critically think, solve problems, and think on their feet. The truth and abiding by a code of ethics are of preeminent importance. Our team feels compelled to make difference, to impact prospects, clients, and Calder's business positively, even if that means periodic discomfort.
Vander Ploeg, Bergakker & Associates We offer a variety of services to our clients, including: • Accounting and Auditing • Tax Planning • Tax Reporting • Business Consulting • Business Valuations Key Points in Our Statement of Values and Culture • A commitment to quality for all of our work • Integrity in all that we do • Kindness – for our clients, our co-workers, and our community stakeholders • Responsiveness to our client’s needs • A healthy balance of work and family commitment We provide an alternative to the big firm environment. Our atmosphere is fun, straightforward, and family friendly. We intend to keep our operation simple and focused on the needs of our clients. We intend to earn our clients’ trust by responding quickly to their needs, providing services that meet our clients’ standard for quality, and being proactive in addressing and solving our clients’ business issues. We want our clients to be our friends. We intend to earn our staff’s loyalty by meeting their needs for valued work, providing fair compensation, and recognizing and appreciating effort. We believe that faith, family, and friends are fundamental human forces that must be met at home and at work.
CU*Answers was founded 50 years ago and is a 100% credit union-owned CUSO located in Grand Rapids, Michigan. We build core solutions, not just core software. CU*Answers offers a wide variety of services for credit unions including its flagship CU*BASE processing system in both an online (SaaS) and in-house environment; self-service options featuring the It’s Me 247 Online Banking product, member check processing and direct deposit processing services. CU*Answers provides combined services to over 270 credit unions nationally representing over 2 million members and $23 billion in credit union assets. For more information about how “We Make Credit Unions Go” please visit CU*Answers at www.cuanswers.com.
