Top Tampa Bay, FL Financial Services Companies (51)
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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.
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.
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.
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.
iink is a revolutionary homeowner's claim and endorsement management platform leveraging insurance, mortgage, and technology experts as part of your TEAM!
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.
Our friendly culture supports your career success. We’re an NMP Top Employer-awarded company dedicated to making it faster, better, and easier to get a home loan. Loan Officers, Processors, Closers, Loan Officer Assistants Experience the Planet Home Lending difference: • In-house marketing team creates custom collateral for you. • Make-sense products and the pricing to win deals. • Dedicated underwriters, processors, and closers keep your loans flowing toward closing. Call Center Agents, Collectors, and Loan Counselors When you join Planet Home Lending’s mortgage servicing center, you’re one of the team. Learn the mortgage business and help customers understand their home loans. Expand your career with training and move into another area, like operations, default management, or loan processing. You’re never limited to one position when you play for the Planet Home Lending team. Underwriters and Processors At Planet Home Lending, there’s always something new to learn. We’ll cross-train you to work with FHA, VA, USDA, jumbo, non-QM, and the next program our top-notch secondary marketing team comes up with. Who Is Planet Home Lending? Planet Home Lending is a privately held mortgage-banking firm with an $23 billion mortgage servicing portfolio and $12 billion in annual volume. We’re a top GNMA issuer, a Fannie and Freddie Seller/Servicer, and a Standard and Poor’s-rated special and prime residential servicer. Your next great job is waiting for you at our offices in Meriden, CT, Melville, NY, Tampa, FL, Columbia, MD, Irving, TX, Santa Ana, CA, or in one of our distributed retail branches throughout the United States.
Mid Atlantic Finance Company (MAF) is a non prime financial services leader with over 5 billion in funding provided to the non prime automotive industry since 1989. We are headquartered in Clearwater, Florida with an additional service center in Houston, Texas . MAF specializes in the acquisition and servicing of loan pools throughout the United States. MAF relies heavily on technology and its 300 plus team members to provide world class service to our clients, customers and partners.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
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
Crosstree is a distinguished boutique investment banking firm focused exclusively on the needs of middle-market companies within three subsectors of the life sciences and healthcare industries: pharmaceutical services, diagnostics and tools, and digital health. Since 2004, Crosstree has advised on more completed transactions in these collective subsectors than any other investment bank. The firm provides clients a full suite of advisory and capital raising services, including both buy-and sell-side mergers and acquisitions advisory, private capital raising, strategic advisory, and valuations. Crosstree's narrow industry focus provides clients the expertise common of a bulge-bracket investment banking firm to middle-market companies and investors, with unparalleled industry insights, well-established strategic relationships across the globe and superior access to capital markets. With teams in New York City and Tampa, Crosstree has advised clients throughout North America, Europe, India, China, Latin America, and Australia on transactions ranging from $25 million to more than $1 billion. All securities transactions are offered by and conducted through Crosstree Capital Securities, LLC, a broker-dealer registered with the SEC, a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and an affiliate of Crosstree Capital Partners, Inc.
Championing and supporting the entrepreneurial advisor, TruClarity actively guides you through the progressive phases of becoming and being independent. We collaborate with you, through a consultative approach, high-touch service and access to a full spectrum of solutions, to define and create a firm that helps you realize your unique goals, values and vision. We work from the person to the practice, attending to both the small details and the big decisions to help you achieve independence your way. Our Approach: Going independent takes reliable strength in decision-making, execution and commitment. We understand the scope of choices, details and emotions you will face on your path to independence. We are here to guide you with a steady hand. As your consultants, collaborators and architects, we help you proactively anticipate and thoughtfully respond to both opportunities and challenges as you design, build and grow your practice. Our Story: We founded TruClarity in 2015 to help like-minded entrepreneurs – specifically advisors going independent – launch successful businesses. Each of us has a specialized background in starting and maintaining small businesses, many of us directly in the advisory world. We know what it takes to plan, build and grow a company, and apply our entrepreneurial mindset, multidimensional skills and concierge-level service to support advisors in establishing their own firms.
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.
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.
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).
Schellman is a leading provider of attestation and compliance services. We are a globally licensed PCI Qualified Security Assessor, an ISO Certification Body, HITRUST CSF Assessor, and a FedRAMP 3PAO. Renowned for expertise tempered by practical experience, Schellman's professionals provide superior client service balanced by steadfast independence. Our approach builds successful, long-term relationships and allows our clients to achieve multiple compliance objectives through a single project team.
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.
Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas our firm currently holds $2 billion in client assets, many of which consist of real estate-related investments like residential, commercial, and rental properties, mortgage loans, tax liens, etc. We allow all other non-traditional assets, such as private placements, precious metals, foreign currency trading and futures trading. Advanta IRA ensures all elements of the facilitation of your account are performed properly and in compliance with IRS rules and regulations. We file reports on your behalf, issue statements and help you follow contribution limits and permissible transaction guidelines. You are able to focus on the more important task of identifying promising investments to add to your portfolio.
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.
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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