Top Orlando, FL Financial Services Companies (20)
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Capco, a Wipro company, is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance, proven expertise, and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead, we work in close collaboration to understand the issues, and craft disruptive, bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations, and we take ownership and accountability for the solutions we design, build, and deliver.
Digital Risk, an Mphasis company, is the largest independent provider of Risk, Compliance and Transaction Management solutions for the complex and dynamic financial services market. The individual talents of our thousands of analysts are amplified by the company’s proprietary technology and advanced analytics performed using the Making Mortgages Safe™ solutions suite. These proprietary platforms are the result of the analysis of over $100 billion in mortgage loans. We provide: • Comprehensive platform servicing the entire mortgage life cycle • Best in class patent-pending analytics and business rule and workflow technology • Market leading size and scale • One-stop risk management platform with open architecture and plug-and-play toolset • Platform flexibility facilitating horizontal and vertical expansion • State-of-the-art paperless document management system
CNL Financial Group (CNL) is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets. CNL is headquartered in Orlando, Florida.
Ferrell & Kelly, CPAs is a growing tax service and accounting firm located in Winter Park, Florida. We offer tax planning and consulting, tax preparation, and accounting/bookkeeping services to individuals and businesses, particularly privately owned or closely-held companies. Together with our investment advisory affiliate Ferrell Wealth Management, Inc. we provide comprehensive, cohesive services to meet most business and personal financial needs. At Ferrell & Kelly, we realize that this is not a “one size fits all” world… and we deliver our services accordingly. We have carefully built a reputation on personalized attention and exceptional customer service. Our knowledgeable professionals consistently provide services that are timely, effective and competitively priced. The collective experience of our professionals gives the firm the expertise to serve a concentration of clients in Entrepreneurial, Real Estate, Multi-state, Healthcare, Legal and Professional Services.
LSQ is the leader in working capital finance and payment solutions, combining the fastest and easiest to use platform, on-demand payments, and a data-driven understanding of credit and risk to help businesses and suppliers maximize liquidity and minimize risk. LSQ is a market leader and pioneer in working capital finance and payments solutions. For more than 25 years, LSQ has leveraged innovative technology, credit and risk expertise, and proprietary data to empower thousands of businesses to optimize their working capital, automate and accelerate payments, and mitigate risk. Every year, LSQ accelerates billions of dollars in payments to businesses and their suppliers. LSQ’s mission is to simplify access to working capital so all businesses can obtain the funds they need to grow and thrive. LSQ is headquartered in Orlando, Florida. Learn more at www.lsq.com.
Welcome to Grennan Fender. At Grennan Fender we don’t just crunch numbers, we examine each aspect of a client’s finances to increase success and profitability. Our philosophy is simple: provide the client with the best accounting and auditing service in Orlando that are available, at a reasonable cost, and a long-term relationship will flourish. A leading full service accounting and assurance firm based in Central Florida, Grennan Fender has clients spanning the country. We provide a wide array of innovative accounting services for our clients, including tax, audit, consulting and tax planning to meet both individual and business needs. We know that the needs and demands of our clients are ever-changing, and we are committed to be on the leading edge of our profession, with continual training and technological development.
Headquartered in Orlando, Florida, Enotiva Lending Solutions Inc is a full-service mortgage Broker offering a wide range of mortgage products for customers from all walks of life. Our primary concern is our customers’ satisfaction. Every interaction you’ll experience with our dedicated mortgage professionals will be one that puts you, the customer, front and center. We’ll take the time to listen to you, understand your financial goals, and even get to know you on a personal level. Our service to you is tailored to fit your needs; so one-size-fits-all service isn’t something we do for anyone. You’ll never feel like just a number when you do business with us. Our employees all share the same passion for helping others, and that reflects in their work. Nobody gives you the personal service that Enotiva lending Solutions Inc. gives you. Work with us and experience what home should feel like. Enotiva lending Solutions Inc’ dedicated staff of mortgage professionals has one major goal in mind: your satisfaction. To us, home mortgages aren’t just loans—they are avenues to create stability, wealth and security for your entire family for the rest of your life. Enotiva lending Solutions Inc is committed to helping our customers discover what home should feel like. We listen to each of our customers are create a personalized financial plan for each and every one of them. We strive to assure that our customers are never treated as numbers but as the unique and valuable people that they truly are. We are dedicated to excellence and professionalism, but most of all, we’re devoted to humanism. This is why we go above and beyond for each customer and regularly contributing to charitable causes throughout the community. Visit us online at www.enotiva.com today.
At Home1st Lending LLC , we treat each customer as an individual, not a number. We don't place you into a loan profile formula created by the banking industry. We use "common sense" and will help you obtain the best loan possible. We represent a wide range of "A" rated lenders with first quality rates to private "hardship" lenders. We work with more than 60 of the biggest lenders in the industry. This allows us to get you the best rates on all types of loan programs including: Fannie Mae and Freddie Mac H.A.R.P. 2.0, Conventional, Jumbo, FHA, VA, USDA, Reverse Mortgages & Commercial.
International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934. From our offices in Orlando, we serve thousands of clients -- in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. We pride ourselves on our independent analysis and work with clients who seek to enhance their returns and lower their portfolio risk through global diversification and proper asset allocation strategies. At IAA Capital Markets, we pride ourselves in our tailored, personal approach to institutional investing and independent analysis as specialists in global financial markets. Further, our institutional clients benefit from access to a wide array of global investment opportunities. With Pershing (the industry's largest global business solutions provider) as our clearing agent, clients can be assured of access to the latest technology in trade execution and operational support. As specialists in global financial markets, we enable investors to capitalize on a wide array of investment opportunities around the world, including domestic and foreign stocks, bonds, mutual funds, options, insurance, annuities, sophisticated retirement and estate planning services.
CNO Financial Group, Inc. (NYSE: CNO) secures the future of middle-income America. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands, including Bankers Life, Colonial Penn and Washington National. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and $35 billion in total assets. Our 3,400 associates, 5,000 exclusive agents and 4,000 independent partner agents guide individuals, families and businesses through a lifetime of financial decisions. We are financially strong and well positioned for continued growth. At CNO, we're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences. If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you.
Harding Bell International specialise in representing international investors, foreign and domestic businesses and individual US taxpayers before the US Internal Revenue Service (IRS), State and local County taxing authorities. The firm is based in Central Florida, representing thousands of offshore property investors and rental property homeowners from over 60 countries with a combined portfolio of hundreds of millions of US $'s. Harding Bell International is proud to provide clients with an education and understanding of US property ownership and tax compliance as well as providing tax planning, accounting and income tax preparation services to domestic individuals and business. Our team of CPAs, Enrolled Agents, IRS Registered Tax Return Preparers and IRS approved Certifying Acceptance Agents are proficient in all aspects of US federal, state and local tax and licensing requirements.
Addition Financial is a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. We exist solely for the benefit of our members, and we return our profits to them in the form of lower loan rates, higher dividends on savings, and lower fees. Our members have built Addition Financial into a billion dollar institution, rated 5-stars for our strength and security. And in return, Addition Financial has been there for our members and the communities we serve throughout Central Florida, since 1937.
OUR HISTORY Attorneys' Title Insurance Fund, Inc. has provided extensive support for the real estate practices of Florida since 1948. In July 2009, they joined with Old Republic National Title Insurance Company to form the joint venture Attorneys' Title Fund Services ("The Fund"). Together, these entities are able to provide technology, education, marketing support and underwriting to Florida real estate attorneys. OUR MISSION The Fund strives to preserve and facilitate the real estate practices of its Members in their protection of the public through quality, competitive and innovative products; services and education; maintaining The Fund's profitability; and recognizing the value of our employees, without whom we could not accomplish our mission. OUR PHILOSOPHY "Our Way of Life" There are four essential core elements of Customer Service Excellence The Fund believes in: Respect, Accountability, Service Excellence and Focused Leadership. By implementing these elements, internally and externally, The Fund provides CSE with the vision of enhancing its long-term partnerships and earning the support, trust and loyalty of our Members and employees. Customer Excellence is not just our practice; it's our way of life. Fund "Life" Qualities: - Every employee recognizes that he/she contributes to customer service, serving both internal and external customers. - Every employee plays a primary role in supporting Fund Member Agents and The Fund's Mission. - Every employee has the latitude and responsibility to treat a customer's problems as his/her own and to recognize that every customer contact is an opportunity to enhance our image and relationships. - The customer's perspective will always be considered by The Fund.
Round Table Resource Group is a full-service back office support team that works behind the scenes as an extension of your team. We have a dedicated staff of professionals with many years of experience in the industry holding numerous certifications in Human Resources, Payroll, and Financial specialties. Our support is transparent, professional and entirely seamless with a fee that includes all services. Founded in 2015 Round Table Resource Group uses the latest technology to increase the efficiency of our staff and decrease your workload.
AndCo Consulting delivers customized institutional consulting services to meet each client’s unique needs. We offer a full range of investment consulting services for all types of institutional plans including defined contribution, deferred compensation, defined benefit, non-qualified, OPEB, VEBA, operating reserves and endowment and foundations. AndCo was founded on the belief and conviction that only an independent institutional consulting firm can put their clients first in every situation. In a progressively challenging and dynamic world where investment advisors often act in their own best interests, AndCo stands out as truly objective and strives to be conflict free. Our goal is that our clients view us as an extension of their own team. We want to be the first call on all related matters to help guide and facilitate a prompt response or solution. The name AndCo is a reflection of our organization’s mantra that clients are first in every action and every decision, every day. We are CLIENTS AndCo. Without putting clients first, we are incomplete. Content is for informational purposes only and should not be regarded as investment advice. Links to 3rd parties do not represent an endorsement on behalf of AndCo. Links to unaffiliated 3rd party websites are provided solely for your convenience and AndCo exercises no control over these pages. Opinions expressed in these sites are those of the authors and not of AndCo. AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
RedChip is the world leader in investor relations, financial media, and research for microcap and small-cap stocks. Founded in 1992, and headquartered in Orlando, Florida, with affiliates in New York and Pittsburgh, RedChip has helped hundreds of companies achieve their capital markets goals. RedChip has been ranked by Inc. magazine as one of the fastest growing privately held investor relations firms in the U.S. RedChip represents 70+ emerging growth companies in a variety of industries including Business Services, Esports Gaming, Consumer Goods, High Tech, Industrials, Mining and Minerals, Electric Vehicles, Drones, Crypto, and EdTech. Our unique platform combines traditional investor relations services with multi-media marketing. Our weekly TV show, the RedChip Money Report®, which airs on Bloomberg 7 P.M. Eastern every Saturday, delivers insightful commentary on small-cap investing, interviews with Wall Street analysts, financial book reviews, as well as featured interviews with executives of public companies. Our traditional investor relations platform includes retail and institutional road-shows in 10 U.S. cities, press-release writing, strategic counsels, management of quarterly conference calls, script writing, power-point presentation development, and more.
Abe.ai (an Envestnet | Yodlee solution) builds artificial intelligence (AI)-powered virtual assistant products & infrastructure for the finance industry. Financial institutions of every size--from small credit unions to the largest banks--use our software to create AI-powered human-like experiences to scale proactive support and engagement with their consumers. Our solutions allow financial institutions to engage with their consumers via rapidly-growing channels like voice devices and messaging systems to conduct a wide variety of financial tasks and transactions. Founded with the vision of creating simplicity and convenience in everyone’s financial lives, Abe's conversational banking platform offers financial institutions a fully customizable, all-in-one banking solution to engage consumers. Emphasizing a great user experience, Abe is easy to deploy and maintain so financial institutions can get to market within weeks - not months or years.
Maple Street provides the revolutionary Vendor Advantage System™ for credit unions and community banks. Our clients outsource vendor management to us to meet compliance requirements, and much more: Our clients also reduce vendor expenses, improve vendor performance, and better manage risk. Maple Street developed a system approach to vendor management to meet these goals, combined with our services to manage contracts and vendor relationships, meet vendor management compliance requirements, and negotiate better prices and fair contract terms. The Vendor Advantage System™ includes vendor planning, vendor selection and renewal services, contract negotiation services, and vendor performance measurement. The Vendor Advantage System™ delivers results, saving our clients millions of dollars while holding vendors accountable to deliver the results they promise. Our clients are able to focus their time and resources on what is important: serving customers. We proudly serve over 140 credit unions and community banks, ranging in asset size for $40 million to $7 billion, since 2003.
In a world where personal financial issues become increasingly complex, we can help discern the true from the false, the practical from the useless, the probable from the merely possible, and the applicable from the merely interesting. Your family’s unique circumstances can be better served with such expertise. We are investors, not speculators. We manage our clients' investment portfolios but we do not “play the market,” try to time the market or otherwise gamble with our client’s money. We are realistic. We do not believe in following investment gurus. We consider the mainstream financial media as mostly a source of entertainment and not a meaningful aid to sound decision-making. We are paid only by our clients to perform our duties as fiduciaries. There are no sales incentives, contests, kickbacks, or any other third-party compensation. We are compensated based upon how your portfolio performs, and are not paid based on transactions. We are not restricted to a list of products selected by an employer, such as a bank, insurance company or brokerage firm. This maximizes our objectivity. You should never wonder if what we recommend is in your best interest or ours. We get paid only for as long as you want us to advise you. Our fees are fully disclosed. In each quarterly report, you will receive a fee calculation, so you know exactly what you are paying us. We seek to minimize all of your other costs whenever it is advisable and possible to do so.
NACM South Atlantic is the leading provider of commercial credit services including: • Business Credit Reports • Notice to Owner • Commercial Collections • Industry Credit Group Meetings. • Recording Fast (eRecording Service) NACM South Atlantic provides service throughout the southeast with our headquarters located in Orlando Florida.
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