Top Richmond, VA Financial Services Companies (15)
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At Capital One, we think and work like a tech company, using our digital fluency to transform everything about the customer experience. We’re bending data to our will, and turning a stodgy industry on its head. That’s reflected in our ranking as the number one business technology innovator in the U.S. in the 2016 InformationWeek Elite 100.
Veracity is made up of a group of forward-thinking entrepreneurs who saw an opportunity to come together to create a company that's a little different. Rather than merely selling services, we focus on building collaborative partnerships with our clients — from health care and financial services to associations, government, and more — by helping them reinvent the way business gets done today... and into the future. We're building user-centered, customized solutions that advance today's business with the agility to adapt and grow for the future. Our insight is improving the way employees work, customers interact, and businesses and organizations manage change and improve their bottom line. We have over 25 years of experience creating dynamic solutions for clients across a variety of channels, verticals, offices, geographies, and time zones. We are passionate about our work and about the change we are bringing to the face of business. We are future-proofing business... and we're just getting started.
The Roseline Group is a Richmond based professional services firm specializing in providing tax preparation and planning; investment management and consulting; and financial planning to individuals and their families, as well as closely held businesses. With well over 100 years of combined experience, we are able to draw on our wealth of technical knowledge and know-how in providing a holistic approach to serving clients.
Our Path to Growth in Virginia and Tennessee In 1993, The Trust Company of Virginia was founded as Virginia’s first independent trust company. In 2008 we formed TCV Financial, a holding company for The Trust Company of Virginia’s five offices and future affiliates. We opened our sixth office in Knoxville, Tennessee in 2018 and became a Tennessee chartered trust organization, operating as TCV Trust & Wealth Management. We are an independent fiduciary and fee-only wealth management firm. A trust is not required to utilize our investment expertise.
Founded in 1994 in Richmond, VA, The London Company is a majority employee-owned firm managing $31.2B in assets* across the capitalization spectrum. We apply a singular investment approach with a team-based decision-making process. *Includes model program assets (UMA) of $17.0B as of 6/30/2022. This material is not financial advice or an offer to sell any product. The information provided in this report should not be considered a recommendation to purchase or sell any particular security. Past performance is not indicative of future results. By following others on Twitter or LinkedIn, The London Company (“London”) does not make or imply an endorsement. By clicking on links to third-party sites, you will leave London’s page and property. London is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from London, which is not responsible for inaccuracies or errors. Individuals affiliated with London, and the views and opinions expressed, are their own and are subject to change with market conditions and are not meant as investment advice. The London Company, LLC disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any The London Company's associate's postings on social media.
When homes are affordable and accessible to jobs, good schools and transportation, everyone benefits. Individual lives are improved and communities as a whole grow stronger. Virginia Housing was created in 1972 by the General Assembly to help Virginians attain quality, affordable housing. We carry out this mission by working in public-private partnerships with local governments, community service organizations, lenders, Realtors, developers and many others. We provide mortgages for first-time homebuyers, as well as financing for apartment communities and neighborhood revitalization efforts. We offer free homebuyer classes, support housing counseling, and help people with disabilities and the elderly make their homes more livable. We also administer the federal Housing Choice Voucher and Housing Credit programs in Virginia. Virginia Housing is self-supporting and receives no state taxpayer dollars to fund our programs. Instead, we raise money in the capital markets, and we contribute a significant portion of our net revenues each year to help meet Virginia’s most difficult housing needs
SIMA supports employers in streamlining business operations by integrating tax & accounting, employee benefits, payroll & workforce management, retirement plans and wealth management.
WellsColeman was founded in 1945 and has been providing our clients with exceptional service ever since. We have grown into one of the leading accounting and consulting firms in the area and have served several generations of families and their businesses, helping them adapt to ever-changing business conditions. At WellsColeman, our mission is to achieve extraordinary results by inspiring and empowering our people, our clients and our community.
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground in advising, serving and providing new opportunities for its clients. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide its more than 60,000 employees in 1,200 offices across 41 countries.
As a Virginia-based, 501(c)(3) nonprofit corporation, VCDC is able to bring statewide resources to local community housing needs, play a leadership role in the development of statewide housing policy, and provide expertise required for the development of affordable housing and access to Low-Income Housing Tax Credits (LIHTC), Historic Rehabilitation Tax Credits and New Markets Tax Credits. VCDC is Virginia’s largest nonprofit investor in LIHTC properties. Special services include early training and technical support to help “grow” community-based affordable housing developers. All projects funded by VCDC have financial strength based on adequate capital reserves for each project, as well as at the fund level, and within the parent corporation. Reserves are set aside to assist properties and project sponsors and to safeguard fund investments. To date, VCDC has raised over $450 Million in capital which has been invested in a portfolio of 21 funds comprised of 178 projects of approximately 6,800 housing units.
Heritage is the destination financial partner for purpose-driven people who want to achieve more with their money. Plenty of firms can help you make money. Far fewer can help you make a difference. At Heritage, your purpose becomes our compass, leading us to creative and integrated strategies that make your goals a reality. By championing unconventional thinking, collaborative planning and personal relationships, we can help you build the wealth you need to live your purpose.
Quanta Credit Services provides digital-first collections and recoveries solutions to the lending and debt collection industries.
For more than twenty years, Virginia529 has helped millions of families and individuals plan and save for the cost of higher education through tax-advantaged 529 savings programs. Available nationwide with account owners in every state, Virginia529 is the largest 529 plan, managing more than $91 billion in assets as of December 31, 2020. In addition to being the industry leader, Virginia529 strives to make higher education more affordable and accessible, especially to students who face financial obstacles. Virginia529 also administers the national ABLEnow program. Before the implementation of this program, individuals with a disability could not save for their future out of fear for losing their benefits. This valuable program helps them plan for their financial future through tax-advantaged savings. Virginia529 is dedicated to establishing ABLEnow as a recognized leader in meeting the unique financial needs of people with disabilities. Virginia529 wouldn't be an industry leader in education and disabilities savings without our highly motivated and skilled employees. This success is only possible by recognizing the expertise and variety of experiences of each employee and working together to serve our community. Employees encourage each other to bring their whole selves to work and create time and space for open, honest conversations. Investing in our employees is the best way to invest in the future of our organization. Virginia529 is committed to employee development whether that’s professional advancement, or personal successes. Virginia529 offers a unique mix of competitive, market-based salaries and generous state benefits including healthcare, retirement, paid holidays and performance incentives. You can expect flexible work schedules, engaging with colleagues during agency-hosted activities, and a healthy work/life balance that meets your individual needs. Find Virginia529 on Facebook and join the conversation on Twitter: @Virginia529
We are a certified public accounting firm located in Richmond, Virginia. We provide a full range of accounting, financial and business development services. Our history of successful client relationships with businesses and individuals is due in part to the prompt, personal attention given to every client. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member of FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. (Cambridge and JKKR Wealthcare, LLC are two Separate entities.)
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
Work Your Passion. Live Your Purpose.
