Top Michigan Financial Services Companies (30)
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli...
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...
NorthAB, LLC (North) and its subsidiaries are committed to helping entrepreneurs grow their businesses. As an end-to-end payment solutions company, we provide everything business owners need to get paid, whether they serve customers in a physical storefront, online, or both. We pride ourselves on being large enough to offer customized solutions to our enterprise-level clients while remaining agile enough to...
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,...
Buying a home is more costly than ever, yet big lenders continue to get away with inflated rates and ridiculous fees. Tomo Mortgage is putting a stop to it. We’re a mortgage company that uses AI to automate the most annoying and frustrating parts of the home buying process. It’s why we’re a lot faster, less frustrating, and way less...
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At InvestNext, we’re on a mission to transform the process in which investment firms raise and manage capital. Founded in Detroit, Michigan – InvestNext was established in 2016. At the time, we saw a major flaw in the industry. Investing as a whole operated within a black box, with countless hours spent on activities that made fundraising, investment management, and...
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...
Schechter is a boutique, third generation wealth advisory and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. Our multi-disciplined team consists of one or more JDs, CPAs, LLMs,...
Fortis delivers comprehensive payment solutions and commerce enablement to software partners and developers, processing billions of dollars annually. The company’s mission is to forge a holistic commerce experience, guiding businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves commerce closer to invisible with a proprietary platform that supports and strengthens...
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...
Automotive Credit Corporation, headquartered in Southfield, Michigan, is a regional automobile finance company focused on the sub-prime market. Automotive Credit Corporation purchases installment contracts from both independent and franchised automobile dealers for consumers with limited or challenged credit histories who are unable to obtain financing from traditional sources. Founded in Michigan in 1992, ACC has partnerships with hundreds of dealers throughout...
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...
At UWM, we’re dedicated to making dreams come true for our team members, our broker partners and homebuyers nationwide — an approach that’s led us to become the #1 mortgage lender in America and sustain a decorated, award-winning culture. We’re constantly searching for curious and creative minds, from entry level to seasoned veterans, and will embrace your expertise, enable you...
When it comes to optimizing secondary execution, experience matters. Since 2001, Vice Capital Markets has successfully managed interest rate risk and maximized profitability on over half a trillion of MBS trades and mortgage-related transactions for lenders of all sizes. With an average of 10+ years’ experience behind each of the traders on their team, Vice Capital has helped its clients...
Medlife Medical Billing empowers healthcare providers with expert revenue cycle management tailored to their unique needs. From medical billing and denial resolution to patient statement services and out-of-network claims, we ensure every step of the billing process is optimized for efficiency. Our proactive denial management identifies recurring issues, reducing future rejections and boosting cash flow. With meticulous medical transcription, we...
Regal Financial Group is a full-service financial firm specializing in retirement planning, investment management, and multi-generational planning. We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather...
You will not find more passionate servicing professionals than at Celink. Our team is dedicated to our clients, their borrowers, and the reverse mortgage industry-at-large. Celink is the nation’s largest independent subservicer of reverse mortgages, licensed to service reverse mortgages in all 50 states, plus the District of Columbia, Puerto Rico and the U.S. Virgin Islands. We are well-positioned, both financially...
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,...
ChoiceOne has always taken the lead in providing innovative services and technology. The bank’s customers have come to rely on digital banking including mobile banking, mobile deposits, innovative payroll solutions, online loan applications, online account opening, and digital mobile savings tools. ChoiceOne serves corporations, partnerships, and individuals located primarily in the Kent, Muskegon, Newaygo, Ottawa, Lapeer, St. Clair, Macomb, and Oakland...
