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Top Tennessee Financial Services Startups (29)

Centerline Business Services
Financial Services
Memphis, Tennessee, USA
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
Confluent Strategies
Financial Services
Memphis, Tennessee, USA
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
FMC CPAs, PLLC
Financial Services
Nashville, Tennessee, USA
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
Continuum Planning Partners
Financial Services
Brentwood, Tennessee, USA
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
Shoemaker Financial
Financial Services
Germantown, Tennessee, USA
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
Alto (altoira.com)
Fintech • Software • Financial Services • Cryptocurrency
Nashville, Tennessee, USA
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)
Citizens National Bank
Financial Services
Sevierville, Tennessee, USA
119 Employees

Our Vision: To be the premier provider of financial services in the markets we serve. Our Mission: The mission of Citizens National Bank is to provide a positive and distinctive banking environment by exceeding Our Clients'​ expectations with every interaction; serving Our Communities with an unwavering commitment, economically or otherwise, as a proud corporate citizen; ensuring Our People have the opportunity to grow...

Citizens National Bank
Southeast Financial Credit Union
Franklin, Tennessee, USA
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
Mercer Capital
Financial Services
Memphis, Tennessee, USA
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
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StrategyCorps
Financial Services
Brentwood, Tennessee, USA
62 Employees

At StrategyCorps, we give financial institutions the power to be present in the lives of modern consumers. Our BaZing mobile app enhances your checking account with rewards like local discounts, cell phone protection, roadside assistance and other in-demand services that bring value to customers. With our CheckingScore analytics, banks and credit unions can easily understand the financial contribution of each customer....

StrategyCorps
BLR
Financial Services
Brentwood, Tennessee, USA
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
KraftCPAs PLLC
Financial Services
Nashville, Tennessee, USA
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
Preferred Rate TN
Financial Services
Mount Juliet, Tennessee, USA
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
North American Credit Services
Chattanooga, Tennessee, USA
118 Employees

North American Credit Services, Inc. specializes in the professional collection of healthcare receivables. As leaders in the collection industry, we focus on maintaining professional standards and utilizing advanced technology. We are able to get quick results that have an immediate and positive impact on your bottom line. Our highly knowledgeable and experienced staff is able to serve your revenue collection needs....

North American Credit Services
Benefit Recovery Group
Financial Services
Memphis, Tennessee, USA
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
mozaic.io
Fintech • Payments • Software • Financial Services
2 Offices
28 Employees

Mozaic.io is a global payment platform for multi-party payouts. Based in Chicago and Nashville, Mozaic is the world's only split payments API providing smart contracts that automates split income among creative teams on any project, anywhere. It's Mozaic's mission to make compensation as equally distributed as talent is.

mozaic.io
AltoIRA
Fintech • Software • Financial Services
Nashville, Tennessee, USA
63 Employees
Hiring Now

REIMAGINE RETIREMENT INVESTING AltoIRA offers an easy-to-use investing platform that empowers everyday investors to diversify their IRAs by investing in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Offering traditional, Roth, SEP and Crypto IRAs, Alto is bringing alternative investments to the mainstream. Everyday investors can now easily and cost-effectively access their retirement savings to invest...

AltoIRA
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
Lumina Financial Solutions
Fintech • Financial Services
Nashville, Tennessee, USA
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
LENAHAN, SMITH, & BARGIACHI, P.C.
Memphis, Tennessee, USA
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.

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