Top Tampa Bay, FL Financial Services Companies (52)
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Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.
Together, we've turn ambition into action. For more than three decades, Citadel has captured undiscovered market opportunities in markets around the world by empowering extraordinary people to pursue their best and boldest ideas. We strive to identify the highest and best uses of capital to generate superior long-term returns for the world’s preeminent public and private institutions.
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
vcita is an all-in-one business management platform designed especially for micro and small, service-based businesses, helping them build a business they are proud of. From delivering unparalleled customer experiences to organizing and putting tedious tasks on autopilot, vcita users can make the most of their day and wow their clients. The platform includes a powerful CRM, online scheduling, billing and invoicing capabilities, email and SMS marketing, website widgets to capture leads and much more. vcita is the proud home to WiseStamp, email signature solution for both small and large companies. WiseStamp help over 850,000 businesses and professionals worldwide to promote their businesses daily and become more visible.
We’re making a positive, irreversible change in the world of finance. Together. People on every continent around the world are choosing Wise to help them live, travel and work internationally. We’re the fairest, easiest way to send money overseas. Built by and for people who live global lives, we make sending money abroad up to 8 times cheaper than the bank. This is money without borders - instant, convenient, transparent and eventually free. For our customers, using Wise is as simple as sending money from A to B, but behind our app and website is a complex engine of currencies and routes, that’s being designed, built and powered by our talented teams in cities around the world. We’re just at the beginning of our story and we’re growing at an incredible pace. We won’t stop until anyone, anywhere can send, spend and receive money wherever they are, whatever they’re doing. There’s still heaps to do and we can’t do it alone.
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North American Bancard Holdings, LLC (NAB) and its family of companies are committed to making it as easy as possible for you to grow your business through innovations in credit card processing, ecommerce, mobile payments, back-end business solutions, and more. Throughout our growth, we've stayed agile in order to stay at the forefront of the ever-changing payments landscape. While we are large enough to offer customized solutions to enterprise-level clients we're still nimble enough to take an award-winning, hands-on approach to personal service you just won't find anyplace else. NAB by the numbers: We are the nation's 6th largest independent acquirer. We are home to a dedicated team of more than 1,000 employees. We partner with hundreds of thousands of satisfied merchants. We help those merchants process more than $45 billion in transactions annually.
Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), a broker/dealer - Member FINRA, SIPC, and Registered Investment Advisor. Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor http://www.finra.org/ http://www.sipc.org Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 116116-0319
Hacker, Johnson & Smith PA is a firm of certified public accountants. The Firm was founded in 1974 and has grown due to our excellent reputation for providing superior service. We currently have offices in: Tampa, Fort Lauderdale and Orlando. Our Firm is registered with the Public Company Accounting Oversight Board (PCAOB) and is also a member of both the Center for Public Company Audit Firms and the Employee Benefit Plan Audit Quality Center sections of the American Institute of Certified Public Accountants (AICPA). Our services are generally limited to pending independent audit services and tax services for those audit clients. We understand that whether or not you're an entrepreneur starting a new business or a publicly held company your needs are similar. We have developed an expertise in a number of different industries, including SEC reporting public companies. Our philosophy remains quite simple, to become thoroughly familiar with your operations so we can provide the most efficient and cost effective audit and tax services. We believe this "personal touch" separates us from other firms and we urge you to seek the opinion of those we serve.
Trellance is a leading provider of business analytics and talent services for credit unions, helping them meet the financial needs of today’s digital consumer. With a comprehensive suite of data science solutions, staff augmentation and professional services, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience. As credit unions’ tech partner, Trellance brings them to the next frontiers of fintech, filled with powerful tools such as artificial intelligence and machine learning. Data In. Insights out. Learn more at Trellance.com.
ARK Investment Management LLC (ARK Invest) holds a precision lens on thematic investing. We focus on disruptive innovation and identify themes that will enhance productivity and create wealth. ARK seeks to research and invest in technologically enabled innovation that cuts across economic sectors and changes the way our world works. Our current themes include Industrial Innovation, Next Generation Internet, FinTech, and the Genomic Revolution. We believe innovation is key to growth and ultimately wins out in an equity market. ARK manages an in-house research team allowing identification of secular shifts prior to their market reflection. ARK's unique research ecosystem leverages multiple data streams, both internal and external, that result in original analysis. Our research is made available on our website and we invite everyone to participate in our discussions around thematic investing in innovation. For more information please visit: http://ark-invest.com
Engage fi was founded on the principle of putting ourselves in our clients’ shoes to understand their needs, their business objectives, and their definition of success. What sets us apart from other options is our focus on the client, and a little bit more: more transparency, more innovation, more savings, more incentives, more fun, more collaboration. We take pride in our people, process, and tools guaranteeing that your experience with engage fi will surpass your expectations. Our emphasis on the education, efficiency, and effectiveness needed to drive the growth of our industry will align to the needs of the consumer and your internal team. Our collective experience working for and with vendors and financial institutions in the past gives us tremendous insight into the capabilities of the vendors that our clients work with. We aim to leverage our knowledge and tools to save time, improve efficiency, and provide the pricing leverage the financial institution needs. With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators, and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
The mission behind TradeSmith is to put easy-to-use, technology-based tools into the hands of individual, self-directed investors. TradeSmith began as a simple way to track portfolios using trailing stops, and has evolved to become a powerful suite of risk-management and portfolio analysis tools. TradeStops®, our flagship product, allows you to manage your portfolio with hedge fund-level insights specifically designed for the individual investor. Ideas by TradeSmith brings our most successful and proven investment strategies directly to your fingertips. Crypto by TradeSmith puts our crypto algorithms to work for you. These algorithms and research tools help you navigate the volatile world of cryptoasset investing – for greater profits with less risk. Publisher Services are offered to financial newsletter publishers for content-enhancement including portfolio tracking, custom charts, and widgets.
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
Benchmark International is a global M&A firm that provides business owners with creative, value-maximizing solutions for growing and exiting their businesses. Benchmark International has handled over $8.25 billion in transaction value across various industries from offices across the world. With decades of M&A experience, Benchmark International’s transaction teams have assisted business owners with achieving their objectives and ensuring the continued growth of their businesses. The firm has also been named the Investment Banking Firm of the Year by The M&A Advisor and the #1 Sell-side, Privately Owned M&A Advisor in the World by Pitchbook’s Global League Tables.
What’s the big difference between Megastar Advisors and other IMOs? It’s simple, really. They hand you off-the-shelf programs and send you on your way. We don’t. Megastar was founded by producers who do what you do, every day. And we don’t think it’s fair to have you spend time and money on marketing systems or ideas before we’ve fully tested them in our own financial services office. Our success is proven. When you consider our Megastar founders rank in the nation’s top 1% of producers, that’s a track record few IMO’s can claim. And there’s another big difference – we provide you with dynamic, ongoing support every step of the way. No empty promises. No meaningless bells and whistles. No excuses. Megastar has redefined the way advisors are supported and trained. When we say we’re here for you, we mean we’re just a phone call away. When we talk about one-on-one training, we mean rolling up our sleeves and working with you, face to face. And when we say we’re dedicated to improving your bottom line, we back it up by assigning you an exclusive sales territory the moment you come aboard. This is the Megastar Experience.
We are an independent registered investment advisor, focused on helping you simplify the complexity of managing, growing and protecting your wealth. We look to counsel our clients on every financial decision in their lives and with their businesses, by fostering a family-like culture that truly deepens the relationship between their families and our team. We do this by carefully listening, building confidence, and creating peace of mind through a caring, trusting rapport. Based in St. Petersburg, Florida, with clients in nearly 40 states across the U.S., Cyndeo Wealth Partners provides financial planning and investment management services, backed by family office-level personal service. Our clientele includes executives and entrepreneurs, landowners and professional athletes, business owners and multigenerational families, as well as those facing financial challenges on their own, due to divorce or death of a loved one. Whatever their path, each client seeks out the stewardship and counsel of our team to help prepare them for the future. One of the value-added ways in which we serve our clients is through meaningful introductions. Our team pro-actively networks among our professional and personal circles to connect people with each other and to create exclusive opportunities, leading to distinctive outcomes. The promise we make to all our clients is one of integrity. We will put your interests first and above those of the firm’s, and we will honor our relationship every day. We will always be available to listen, to learn and understand, and to help you when needed. We will be family.
Founded in 1989, Amscot Financial, Inc. is an American financial services company headquartered in Tampa, Florida. We provide consumer financial services through a network of 237 retail branches located exclusively within Florida. Our core services include check cashing, bill payment, prepaid access cards, short-term cash advances, money orders, ATMs in every branch, wire transfers, notary services, fax services, and postage. Amscot’s brand is The Money Superstore. Many Amscot branches are open 365 days a year with longer hours, providing convenient access to financial services. We operate retail branches in 20 Florida counties including Hillsborough, Pinellas, Pasco, Hernando, Polk, Hardee, Highlands, Manatee, Sarasota, Orange, Osceola, Seminole, Lake, Volusia, Brevard, Marion, Citrus, Flagler, Broward and Miami-Dade counties. Our commitment to our customers, employees and the communities in which we operate has contributed to our success as a great place to work and where consumers can find a variety of financial services options.
At Platinum Auto Finance, we believe people should be at the center of every decision … whether that’s offering a second chance to hard-working families or taking the time to problem-solve with our dealer partners. Based in Clearwater, Florida, we are a regional lender primarily doing business in Florida, as well as North and South Carolina. We finance mostly used vehicles, from subprime to near-prime, through both independent and franchised dealers. Platinum Auto Finance is always looking for passionate, resourceful individuals to add to our team. Are you ready to plug in to a diverse, inclusive workplace where your talents are appreciated? Come join us! Email your resume to [email protected].
Tampa Bay Wave is a 501(c)(3) nonprofit organization that drives opportunity & prosperity in Tampa Bay by helping entrepreneurs build, launch, and grow breakout tech businesses. Wave’s nationally-recognized Accelerator programs provide tech entrepreneurs with the resources they need to scale their startups, including access to our 200+ mentors, 400+ investors, and exclusive events with key stakeholders in the tech community. In early 2018, Wave collaborated with The Nielsen Foundation to launch the TechDiversity Accelerator program, which is a 90-day program designed for early-stage tech companies 51% owned, controlled, and operated by a minority; woman; veteran or lesbian, gay, bisexual, or transgender person; or combination thereof. In addition to our accelerator programs, Wave hosts several specialty programs including the Women Entrepreneurs Forum, Veteran Entrepreneurs Forum, and Friends of Wave. Wave is also the only Florida-based accelerator program that is an official member of the Global Accelerator Network (GAN).
BLX GROUP – Serving Public Finance, Non-Profit, Higher Education and Health Care Clients Since 1989 BLX Group lives by its commitment to optimal results. We have the capabilities and experience to provide the financial and technical services required to efficiently and effectively manage debt offerings from conception to final redemption. Our expertise is wide-ranging and includes arbitrage rebate, continuing disclosure, post-issuance compliance, investment advisory, financial advisory and more. We possess the knowledge, experience and dedication necessary to deliver outstanding solutions for complex debt, derivative and/or compliance issues. BLX professionals have provided pre and post-issuance compliance consulting services for literally thousands of debt offerings by hundreds of local governments and not-for-profit entities for more than 20 years. To start a conversation on how we can assist you, please visit our website at blxgroup.com. SERVICES WE OFFER • Arbitrage Rebate • Continuing Disclosure • Post-Issuance Compliance • Swap Advisory Services • Financial Advisory Services • Structured Products • BLXBid™ Northeast — Alan Bond, Amy Kron Southeast and Midwest — Erik Dingwall Texas — Sandee Stallings Arizona and Pacific Northwest — Robin Schlimgen California — Glenn Casterline, Nancy Kummer
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