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Top Tennessee Financial Services Startups (25)

Market Street Partners
Financial Services
Chattanooga
35 Employees
Hiring Now

At Market Street Partners, our accountants find ways to add value and help you build your business, so you can live life beyond the numbers. It's time you look beyond the numbers, to see if your accountant provides you with the tools you need to run your business effectively and sleep soundly at night.

Market Street Partners
Kanbrick
Fintech • Software • Financial Services
2 Offices
19 Employees
Hiring Now

Kanbrick is a long-term investment partnership focused on empowering people and organizations to reach their full potential. We seek to acquire consumer and industrial businesses with strong moats and untapped potential, build them through hands-on operational improvements, and compound long-term returns. Our approach combines our experience as investors and operators. We offer founders and business owners a differentiated option and...

Kanbrick
Southeast Financial Credit Union
Franklin
95 Employees

Southeast Financial Credit Union has been serving members since 1936. Our goal is to provide members with the tools they need to be financially successful in every stage of their lives. We've helped members buy their first home, purchase or refinance their vehicles, consolidate their credit cards, invest for retirement, save for college, and more. We have 13 branch locations in...

Southeast Financial Credit Union
BLR
Financial Services
Brentwood
177 Employees

Business and Learning Resources (BLR®), a division of Simplify Compliance LLC, is an industry-leading knowledge provider in the human capital management; environment, health, and safety; learning and development; and legal markets. With over 43 years of experience, BLR provides publications, workflow platforms, and tools; over 600 eLearning courses; instructor-led training; and additional solutions to achieve compliance and maximize efficiencies, resulting...

BLR
Mercer Capital
Financial Services
Memphis
73 Employees

Mercer Capital Management, Inc. is an employee-owned business valuation firm. We offer a broad range of services, including financial reporting and tax valuation, M&A advisory, fairness and solvency opinions, ESOP and ERISA valuation services, and litigation support. Mercer Capital has experience in a broad range of industries, including, but not limited to, automotive, consumer products, distribution, energy, financial services, health care,...

Mercer Capital
Integra Software Systems
Financial Services
Franklin
31 Employees

INTEGRA has been changing the landscape of the lending technology industry for over 22 years. INTEGRA started in 1996 with mortgage technology and recently expanded to provide consumer and commercial technology for our financial institution customers. Our newest platform, EPIC, is ideal for any lender providing mortgage, consumer, and commercial loans in a 100% browser-based environment. Our sole purpose is...

Integra Software Systems
Benefit Recovery Group
Financial Services
Memphis
74 Employees

Benefit Recovery Group provides a significant cost savings by recovering dollars owed back to clients through health plan subrogation and compensation recovery services. For more than two decades, we have differentiated ourselves by offering superior legal expertise and negotiating leverage, significantly increased recoveries, a member-friendly process, a first-class customer experience, unmatched technology, and continuous innovation. Our clients now include plan...

Benefit Recovery Group
Continuum Planning Partners
Financial Services
Brentwood
26 Employees

Our clients are busy, like everyone, and you can probably relate to having different and uncoordinated pieces in your complex financial portfolio - tending to build your financial lives in silos. We’ll show you the steps to meet your goals and help you execute them. We will break down the necessary steps in order of priority, so you can make progress...

Continuum Planning Partners
Alto (altoira.com)
Fintech • Software • Financial Services • Cryptocurrency
Nashville
126 Employees
Invest in private equity, venture capital, real estate, cryptocurrency, and other alternative assets with Alto.

TAKE THE ALTERNATIVE ROUTE TO RETIREMENT Alto's holistic alternatives investment platform empowers individual investors to diversify their portfolios by investing in alternative assets that have long been enjoyed by professional investors. Offering Traditional, Roth and SEP IRAs, Alto is unlocking the power of trillions in investable retirement savings, giving investors more access to participate in alternative assets like private equity, venture...

Alto (altoira.com)
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Preferred Rate TN
Financial Services
Mount Juliet
28 Employees

Preferred Rate of TN wants to be your Lender For Life. Partnered with American Pacific Mortgage Corporation, NMLS #1850 Equal Housing Opportunity. The Haynes Team began in 2008 with brothers Chris and Clint Haynes. Partnered with Peoples Home Equity and with the support of just one processor, they started building their business in Mt. Juliet, TN. Today the top-performing branch has...

Preferred Rate TN
Green Square Capital Advisors
Memphis
18 Employees

We provide financial peace of mind to wealthy families, foundations and institutions. Our team based, boutique approach ensures that our clients receive the highest degree of personal service.

Green Square Capital Advisors
KraftCPAs PLLC
Financial Services
Nashville
198 Employees

KraftCPAs PLLC is one of the largest independent CPA firms in Tennessee. With more than 240 professionals and offices in Nashville, Chattanooga, Columbia, and Lebanon, we provide audit, tax, and accounting services, as well as a broad range of consulting services.

KraftCPAs PLLC
Jacobs Cohen
Financial Services
Nashville
16 Employees

Well, one answer is that we're great with numbers and people say we're fun to work with. The "suit and tie"​ answer would be that Jacobs, Cohen & Associates is a full service certified public accounting firm located in Nashville, TN. We're experts in offering the whole gamut of accounting services to help you and your business succeed.

Jacobs Cohen
Lumina Financial Solutions
Fintech • Financial Services
Nashville
1 Employees

We are a nationwide team of caring agents whose mission is to protect American families along life's journey. We are insurance experts

Lumina Financial Solutions
Axe Payments
Financial Services
Nashville
15 Employees

Axe Payments is a recognized leader in the payment processing industry. Nearly 20,000 businesses nationwide look to us to help facilitate merchant processing strategies that save money without causing business disruption. Our executive team has over 40 years of combined experience in payment processing technologies and services. How do we do this? We ensure our merchants receive 100% of their...

Axe Payments
LENAHAN, SMITH, & BARGIACHI, P.C.
Memphis
10 Employees

Lenahan, Smith and Bargiachi, CPA’s is a full service CPA frim located in Memphis, Tennessee. Our firm is small enough where we can maintain personal relationships with our clients while having the knowledge base to be able to handle the most complex accounting matters.

LENAHAN, SMITH, & BARGIACHI, P.C.
Confluent Strategies
Financial Services
Memphis
40 Employees

At Confluent Strategies, we help businesses leverage Equifax’s unique data, analytics, and technology to make critical decisions with greater confidence. As your strategic partner, our team of industry and market experts serves as your direct connection to Equifax, analyzing your specific needs and strategically recommending solutions that power your business.

Confluent Strategies
Shoemaker Financial
Financial Services
Germantown
113 Employees

Over 40 years ago, a team of individuals came together with a vision of creating a successful and dynamic financial firm. Since then, Shoemaker Financial has flourished by staying true to our mission: “To enable our clients and associates to define and achieve their financial dreams and goals while building relationships that last a lifetime”. Our team of over 130...

Shoemaker Financial
FMC CPAs, PLLC
Financial Services
Nashville
39 Employees

Founded in 1988, FMC has decades of experience with a variety of industries and clients. The foundation of all of our services is our communication with clients. We listen to their needs and design our services specifically to meet those needs, while also staying on top of changing economic and industry conditions. Our team has a diverse background. Many of our...

FMC CPAs, PLLC
Centerline Business Services
Financial Services
Memphis
14 Employees

We help our clients solve complex business challenges, recognize emerging opportunities and realize new efficiencies through a client-centric, consultative approach.

Centerline Business Services

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