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List of Financial Services Companies

Build pipeline with confidence. Browse LeadIQ's list of Financial Services companies and find revenue data, employee count, contact data, and more.

Company NameIndustryLocationFundingRevenueEmployees
SearchOne Advisors logo
SearchOne Advisors
Financial Services
United States, New York, New York
$25M - $50M
18
Second Avenue Capital Partners (SACP) logo
Second Avenue Capital Partners (SACP)
Financial Services
United States, Massachusetts, Needham Heights
$700M
$10M - $25M
18
Sensible Money, LLC logo
Sensible Money, LLC
Financial Services
United States, Arizona, Scottsdale
$10M - $25M
18
Shelton Financial Group logo
Shelton Financial Group
Financial Services
United States, Indiana, Fort Wayne
$25M - $50M
18
Signet Financial Management logo
Signet Financial Management
Financial Services
United States, New Jersey, Parsippany
$50M - $100M
18
Simons & Leoni Home Loans, LLC logo
Simons & Leoni Home Loans, LLC
Financial Services
United States, Florida, Tampa
$25M - $50M
18
Siuprem, Inc. logo
Siuprem, Inc.
Financial Services
United States, Georgia, Alpharetta
$25M - $50M
18
Southwest Financial Federal Credit Union logo
Southwest Financial Federal Credit Union
Financial Services
United States, Texas, Farmers Branch
$10M - $25M
18
Spring Valley Bank logo
Spring Valley Bank
Financial Services
United States, Ohio, Cincinnati
$10M - $25M
18
Sprout Financial logo
Sprout Financial
Financial Services
United States, Arizona, Phoenix
$10M - $25M
18
Squeeze logo
Squeeze
Financial Services
United States, Florida, Boca Raton
$19M
$10M - $25M
18
Statim LLC - California logo
Statim LLC - California
Financial Services
United States, California, Brea
$1M - $10M
18
Symphony Financial Services, Inc. logo
Symphony Financial Services, Inc.
Financial Services
United States, Ohio, Akron
$25M - $50M
18
T-M Financial, Inc. logo
T-M Financial, Inc.
Financial Services
United States, Kansas, Topeka
$1M - $10M
18
Tax Credit Marketplace, LLC logo
Tax Credit Marketplace, LLC
Financial Services
United States, South Carolina, Greenville
$10M - $25M
18
Tax Deferred Solutions logo
Tax Deferred Solutions
Financial Services
United States, California, Newport Beach
$10M - $25M
18
Tax Sense logo
Tax Sense
Financial Services
United States, Massachusetts, Braintree
$10M - $25M
18
Terrapin Technologies, Inc. logo
Terrapin Technologies, Inc.
Financial Services
United States, Minnesota, Bloomington
$10M - $25M
18
Tethys Technology logo
Tethys Technology
Financial Services
United States, New York, New York
$10M - $25M
18
Texas Currency Exchange logo
Texas Currency Exchange
Financial Services
United States, Texas, San Antonio
$10M - $25M
18
The Bensman Group logo
The Bensman Group
Financial Services
United States, Illinois, Bannockburn
$25M - $50M
18
The Curtis Team - NRL Mortgage logo
The Curtis Team - NRL Mortgage
Financial Services
United States, Texas, Friendswood
$10M - $25M
18
The Interchange Brokerage Company, Inc logo
The Interchange Brokerage Company, Inc
Financial Services
United States, Washington, Seattle
$25M - $50M
18
The Loan Exchange logo
The Loan Exchange
Financial Services
United States, California, Orange
$10M - $25M
18
The Portfolio Strategy Group logo
The Portfolio Strategy Group
Financial Services
United States, New York, White Plains
$10M - $25M
18
The Senex Group logo
The Senex Group
Financial Services
United States, California, Woodland Hills
$25M - $50M
18
The Wiser Financial Group logo
The Wiser Financial Group
Financial Services
United States, Michigan, Kalamazoo
$25M - $50M
18
Thomas Oliver UK logo
Thomas Oliver UK
Financial Services
United Kingdom, England, Goffs Oak
$1M - $10M
18
True Market Insiders logo
True Market Insiders
Financial Services
United States, Florida, Boca Raton
$4.9M
$25M - $50M
18
True North FCU logo
True North FCU
Financial Services
United States, Alaska, Juneau
$10M - $25M
18
TrueWealth Advising Group, Inc. logo
TrueWealth Advising Group, Inc.
Financial Services
United States, Indiana, Crown Point
$10M - $25M
18
TrustConsult Group logo
TrustConsult Group
Financial Services
Luxembourg, Luxembourg, Mühlenbach
<$1M
18
U.S. Mortgage Funding, Inc. logo
U.S. Mortgage Funding, Inc.
Financial Services
United States, Illinois, Hinsdale
$10M - $25M
18
US SIF logo
US SIF
Financial Services
United States, District of Columbia, Washington
$10M - $25M
18
UniFi EF - Bank of Ann Arbor logo
UniFi EF - Bank of Ann Arbor
Financial Services
United States, Michigan, Ann Arbor
$25M - $50M
18
Unibell Financial Inc logo
Unibell Financial Inc
Financial Services
United States, Colorado, Lakewood
$10M - $25M
18
United Professional Advisors, LLC logo
United Professional Advisors, LLC
Financial Services
United States, New York, Watertown
$10M - $25M
18
Unity Tax Partners logo
Unity Tax Partners
Financial Services
United States, Florida, Jacksonville
$25M - $50M
18
Valiant Capital logo
Valiant Capital
Financial Services
United States, Texas, Austin
$1M - $10M
18
Valiant Wealth, LLC logo
Valiant Wealth, LLC
Financial Services
United States, Iowa, West Des Moines
$850K
$25M - $50M
18
Valley Oak Financial, PLC logo
Valley Oak Financial, PLC
Financial Services
United States, Michigan, Kalamazoo
$10M - $25M
18
Vantage Mortgage Brokers - NMLS#35986 logo
Vantage Mortgage Brokers - NMLS#35986
Financial Services
United States, Oregon, Lake Oswego
$25M - $50M
18
Vestal & Wiler, CPAs logo
Vestal & Wiler, CPAs
Financial Services
United States, Florida, Orlando
$10M - $25M
18
Vyne logo
Vyne
Financial Services
United Kingdom, England, London
$16M
<$1M
18
WOTC.com logo
WOTC.com
Financial Services
United States, New York, New York
$10M - $25M
18
WSC & Company logo
WSC & Company
Financial Services
United States, North Carolina, Charlotte
$10M - $25M
18
Wall Street Alliance Group logo
Wall Street Alliance Group
Financial Services
United States, New York, New York
$10M - $25M
18
Wealth Watch Advisors logo
Wealth Watch Advisors
Financial Services
United States, Texas, San Antonio
$10M - $25M
18
Wills & Trusts Partnership logo
Wills & Trusts Partnership
Financial Services
United Kingdom, England, Thame
$1M - $10M
18
Wolf River Development Co logo
Wolf River Development Co
Financial Services
United States, Wisconsin, Keshena
$10M - $25M
18
Worth Advisors logo
Worth Advisors
Financial Services
United States, North Carolina, Charlotte
$10M - $25M
18
Worthy Property Bonds logo
Worthy Property Bonds
Financial Services
United States, Florida, Boca Raton
$342K
$10M - $25M
18
XUP Payments logo
XUP Payments
Financial Services
United States, North Carolina, Charlotte
$3M
$10M - $25M
18
amicaa logo
amicaa
Financial Services
Australia, New South Wales, Sydney
$1M - $10M
18
goEmerchant logo
goEmerchant
Financial Services
United States, Texas, Fort Worth
$25M - $50M
18
iPara logo
iPara
Financial Services
Turkey, Istanbul, Istanbul
$100M - $250M
18
mountain capital logo
mountain capital
Financial Services
United States, New York, New York
$1M - $10M
18
nextenture logo
nextenture
Financial Services
United States, Massachusetts, East Walpole
$1M - $10M
18
rebel Financial logo
rebel Financial
Financial Services
United States, Ohio, Groveport
$10M - $25M
18
sQuidcard logo
sQuidcard
Financial Services
United Kingdom, England, Surbiton
$1M - $10M
18
3W inc logo
3W inc
Financial Services
United States, Texas, Dallas
$1M - $10M
17
401(k) Specialist logo
401(k) Specialist
Financial Services
United States, New York, New York
$1M - $10M
17
60 Day Capital logo
60 Day Capital
Financial Services
United States, New York, New York
$10M - $25M
17
AFC BDC logo
AFC BDC
Financial Services
United States, Florida, West Palm Beach
$131M
$10M - $25M
17
AGED Trust logo
AGED Trust
Financial Services
United States, Florida, Longwood
$10M - $25M
17
AIR Asset Management logo
AIR Asset Management
Financial Services
United States, Illinois, Chicago
$10M - $25M
17
AMJ Financial Wealth Management logo
AMJ Financial Wealth Management
Financial Services
United States, Virginia, Leesburg
$10M - $25M
17
AOG Wealth Management Inc. logo
AOG Wealth Management Inc.
Financial Services
United States, Virginia, Reston
$100M - $250M
17
ATW Partners logo
ATW Partners
Financial Services
United States, New York, New York
$10M - $25M
17
Account Services Collections, Inc logo
Account Services Collections, Inc
Financial Services
United States, Texas, San Antonio
$10M - $25M
17
Acculynk logo
Acculynk
Financial Services
United States, Georgia, Atlanta
$10M - $25M
17
Accurate Financial logo
Accurate Financial
Financial Services
United States, Utah, Layton
$1M - $10M
17
Advanced Wealth Solutions logo
Advanced Wealth Solutions
Financial Services
United States, Maryland, Hunt Valley
$1M - $10M
17
Advantage Financial Group logo
Advantage Financial Group
Financial Services
United States, Iowa, Cedar Rapids
$50M - $100M
17
AdviceAmerica logo
AdviceAmerica
Financial Services
United States, California, Fremont
$10M - $25M
17
Albany Park logo
Albany Park
Financial Services
United Kingdom, England, Farnborough
$1M - $10M
17
Allen Trust Company logo
Allen Trust Company
Financial Services
United States, Oregon, Lake Oswego
$10M - $25M
17
Alliant Capital Advisors LLC logo
Alliant Capital Advisors LLC
Financial Services
United States, Tennessee, Brentwood
$10M - $25M
17
Altera Investments logo
Altera Investments
Financial Services
United States, Georgia, Atlanta
$10M - $25M
17
Altigro Pension Services, Inc. logo
Altigro Pension Services, Inc.
Financial Services
United States, New Jersey, Fairfield
$25M - $50M
17
Amalgamated Financial Group logo
Amalgamated Financial Group
Financial Services
United States, New Jersey, Old Bridge
$10M - $25M
17
American Capital Financial Services logo
American Capital Financial Services
Financial Services
United States, Illinois, Lisle
$25M - $50M
17
American Financial Lending, Inc. logo
American Financial Lending, Inc.
Financial Services
United States, Arizona, Phoenix
$25M - $50M
17
American Financial Network, INC logo
American Financial Network, INC
Financial Services
United States, New Jersey, Manalapan
$10M - $25M
17
American IRA, LLC logo
American IRA, LLC
Financial Services
United States, South Dakota, Sioux Falls
$25M - $50M
17
American Lake Credit Union logo
American Lake Credit Union
Financial Services
United States, Washington, Lakewood
$25M - $50M
17
Anovaa logo
Anovaa
Financial Services
United States, Pennsylvania, Malvern
$10M - $25M
17
Appital logo
Appital
Financial Services
United Kingdom, England, Finsbury Park
$6.3M
$1M - $10M
17
Apt Pay Inc logo
Apt Pay Inc
Financial Services
Canada, Ontario, Toronto
$10M - $25M
17
Arbitrage Trade logo
Arbitrage Trade
Financial Services
United States, Tennessee, Memphis
$10M - $25M
17
Area 15 Ventures, LLC logo
Area 15 Ventures, LLC
Financial Services
United States, Colorado, Castle Pines
$10M - $25M
17
Argos Capital Partners, LLC logo
Argos Capital Partners, LLC
Financial Services
United States, Missouri, St. Louis
$10M - $25M
17
Arkos Global Advisors logo
Arkos Global Advisors
Financial Services
United States, Texas, Houston
$10M - $25M
17
Arthur Consulting Group logo
Arthur Consulting Group
Financial Services
United States, California, Thousand Oaks
$10M - $25M
17
Aspire Credit Union logo
Aspire Credit Union
Financial Services
United States, North Dakota, Minot
$10M - $25M
17
Atlanta Financial logo
Atlanta Financial
Financial Services
United States, Georgia, Atlanta
$1M - $10M
17
Atlantic Xchange logo
Atlantic Xchange
Financial Services
United States, Michigan, Dearborn
$10M - $25M
17
Attucks Asset Management, LLC logo
Attucks Asset Management, LLC
Financial Services
United States, Illinois, Chicago
$10M - $25M
17
BCC Advisers logo
BCC Advisers
Financial Services
United States, Iowa, Des Moines
$10M - $25M
17
BIT Exchange logo
BIT Exchange
Financial Services
Seychelles
$250M - $500M
17

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