Top 40 Financial Services Companies in Alpharetta

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Below is the list of Top 40 Financial Services Companies in Alpharetta ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Alpharetta

1. Ronald Blue Trust

Industry: Financial Services

Location: Alpharetta, Georgia

Website: ronblue.com

Company Founded: 2017

Company Size: 201-500

Company Address: 1125 Sanctuary Parkway, Alpharetta, Georgia, United States

Ronald Blue Trust Contact Details

Name Title LinkedIn Phone Email
Robert Cox Investment Operations Specialist
Jeremy Weaver Private Wealth Advisor
Joel Robinson Operations Manager
Lakenya Chancey Client Service Associate
Julie Walker Senior Financial Planner
Carolyn Labella Financial Planner
Rebecca Core Client Service Associate
Requires/Intent and 52 more Employees
Marketing Services
ESG & Sustainable Finance Consulting
Financial Forecasting & Modeling
and more

2. Vesta Corporation

Industry: Financial Services

Location: Alpharetta, Georgia

Company Founded: 1995

Company Size: 501-1000

Company Address: 4400 Alexander Drive, Alpharetta, Georgia, United States

Vesta Corporation Contact Details

Name Title LinkedIn Phone Email
Robert Cuttle Vice President
Lewis Brown Executive Vice President
Anthony Appel Vice President Of Security, Iso
Karen Webster Director Of Human Resources
Kelly Birchler Human Resources Manager
Caroline Eldridge Marketing Intern
Pmpâ Sarah L. Friman It Project Manager
Requires/Intent and 32 more Employees
Cybersecurity & Data Protection
Branding & Public Relations
Data Analytics & Business Intelligence
Accounting Services
and more

3. Priority Payment Systems

Industry: Financial Services

Location: Alpharetta, Georgia

Website: prioritypaymentsystems.com

Company Founded: 2005

Company Size: 501-1000

Priority Payment Systems Contact Details

Name Title LinkedIn Phone Email
Steve Parks Vice President Of Sales
Jessica Martin Marketing Manager
Dj Gardner District Sales Manager
Timothy Banks Integrationhero
Steve Parks Vice President Of Sales
Xavier Collier Chargeback Analyst
Jeanette Thomas Iso Agent And Business Development
Requires/Intent and 35 more Employees
IoT-enabled Smart Banking Solutions
Accounting Services
Insurance & Underwriting Services
and more

4. Acceptance Capital Mortgage

Industry: Financial Services

Location: Alpharetta, Georgia

Website: acceptancecapital.com

Company Founded: 2002

Company Size: 51-200

Company Address: 5470 Mcginnis Village Place, Alpharetta, Georgia, United States

Acceptance Capital Mortgage Contact Details

Name Title LinkedIn Phone Email
Derek Richards Branch Manager
Bobbie Brooks Senior Loan Officer And Branch Manager
Lydia Shina Branch Manager
Abby Smithhart Mortgage Banker
Tracy Price Loan Originator
Joyce Woods Mortgage Loan Officer
Tyler Weaver Mortgage Banker Nmls # 1395803
Requires/Intent and 27 more Employees
Credit Rating & Analysis
ESG & Sustainable Finance Consulting
Risk Assessment & Mitigation
and more

5. Northpoint Commercial Finance

Industry: Financial Services

Location: Alpharetta, Georgia

Website: northpointcf.com

Company Size: 51-200

Company Address: 11675 Rainwater Drive, Alpharetta, Georgia, United States

Northpoint Commercial Finance Contact Details

Name Title LinkedIn Phone Email
Brian Marfiz Director Of Business Development
John Durnien Senior Vice President Business Development
Robert Wagner Senior Vice President
Tommy Fox Vice President Business Development-national Accounts
Tiffany Thornley Director Of Business Development
Dylan Goldhagen Credit Administrator
Requires/Intent
Tax Planning & Strategy
Mortgage & Loan Processing
ESG & Sustainable Finance Consulting
Hedge Fund & Private Equity Consulting
and more

6. Merchant E-solutions

Industry: Financial Services

Location: Alpharetta, Georgia

Website: merchante-solutions.com

Company Founded: 1999

Company Size: 201-500

Company Address: 1150 Sanctuary Parkway, Alpharetta, Georgia, United States

Merchant E-solutions Contact Details

Name Title LinkedIn Phone Email
Michelle Hankston Director Vendor Management
Reid Hornbacher Commercial Payments Counsel
Janet Alholwany Pricing And Interchange Analyst At Merchant E-solutions
Adam Lovett Merchant Services Sales Representative
Marsha Dearmond Director Card Brand Release Management
Amy Shaver Account Executive
Kyle Sims Product Support Specialist
Requires/Intent and 7 more Employees
Business Strategy & Growth Consulting
Investment Advisory
Treasury & Cash Flow Management
Blockchain & Cryptocurrency Solutions
and more

7. Ingo Money, Inc.

Industry: Financial Services

Location: Alpharetta, Georgia

Website: ingomoney.com

Company Founded: 2001

Company Size: 201-500

Company Address: 11545 Wills Road, Alpharetta, Georgia, United States

Ingo Money, Inc. Contact Details

Name Title LinkedIn Phone Email
Lisa Mcfarland Executive Vice President And Chief Product Officer
Frederick Fisher Senior Software Engineer
Esau Silva Senior Software Engineer
Nathan Vogel Software Engineer
Requires/Intent
Mortgage & Loan Processing
Data Analytics & Business Intelligence
and more

8. Artefacts Systems

Industry: Financial Services

Location: Alpharetta, Georgia

Website: artefactsys.com

Company Size: 11-50

Company Address: 11380 Southbridge Parkway, Alpharetta, Georgia, United States

Artefacts Systems Contact Details

Name Title LinkedIn Phone Email
Srinivas Sathyanarayana Head Of New Sales
Requires/Intent
Loan Origination & Servicing Platforms
Technology Consulting
and more

9. Southpoint Financial Services

Industry: Financial Services

Location: Alpharetta, Georgia

Website: spfs.com

Company Founded: 1997

Company Size: 51-200

Company Address: 5955 Shiloh Road East, Alpharetta, Georgia, United States

Southpoint Financial Services Contact Details

Name Title LinkedIn Phone Email
Randall Harper Mortgage Loan Officer
Kerchia Calloway Loan Originator
Bob Skillings Financial Advisor
Lorraine Mouery Regional Vice President
Amy Fagan Mortgage Consultant
Rebecca Hagewood De Forward And Reverse, Lapp Mortgage Underwriter
Requires/Intent
Mortgage & Loan Processing
Hedge Fund & Private Equity Consulting
Cybersecurity & Data Protection
and more

10. Priority Commercial Payments

Industry: Financial Services

Location: Alpharetta, Georgia

Website: prioritycommercialpayments.com

Company Size: 501-1000

Company Address: 2001 Westside Parkway, Alpharetta, Georgia, United States

Priority Commercial Payments Contact Details

Name Title LinkedIn Phone Email
Stephen Tackett Svp, Product And Service
Requires/Intent
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
and more

11. Kalos Financial

Industry: Financial Services

Location: Alpharetta, Georgia

Website: kalosfinancial.com

Company Founded: 1997

Company Size: 11-50

Company Address: 11525 Park Woods Circle, Alpharetta, Georgia, United States

Kalos Financial Contact Details

Name Title LinkedIn Phone Email
Jammie Avila Registered Representative
Kyle Kirwan Registered Representative
Requires/Intent
Financial Auditing & Reporting
Treasury & Cash Flow Management
and more

12. Priority Technology Holdings

Industry: Financial Services

Location: Alpharetta, Georgia

Website: prth.com

Company Founded: 2005

Company Size: 501-1000

Company Address: 2001 Westside Parkway, Alpharetta, Georgia, United States

Priority Technology Holdings Contact Details

Name Title LinkedIn Phone Email
Eta Eric L. Meyers Vice President Isv - Integrated Partners
Requires/Intent
Accounting Services
Data Analytics & Business Intelligence
Banking & Payment Processing
Mortgage & Loan Processing
and more

13. Presidential Financial Corporation

Industry: Financial Services

Location: Alpharetta, Georgia

Website: presidentialfinancial.com

Company Founded: 1981

Company Size: 51-200

Company Address: 3460 Preston Ridge Road, Alpharetta, Georgia, United States

Presidential Financial Corporation Contact Details

Name Title LinkedIn Phone Email
K Randy Roper Board Member
Requires/Intent
Quality Control & Assurance
Credit Rating & Analysis
Banking & Payment Processing
Wealth Management
and more

14. Midfirst Business Credit

Industry: Financial Services

Location: Alpharetta, Georgia

Website: midfirstbusinesscredit.com

Company Founded: 1981

Company Size: 51-200

Company Address: 3460 Preston Ridge Road, Alpharetta, Georgia, United States

Midfirst Business Credit Contact Details

Name Title LinkedIn Phone Email
Paul Krantz Senior Vice President
Requires/Intent
Digital Payment & Subscription Solutions
IoT-enabled Smart Banking Solutions
and more

15. Tactical Financial Consulting

Industry: Financial Services

Location: Alpharetta, Georgia

Website: tacticalfinancialconsulting.com

Company Founded: 2005

Company Size: 1-10

Tactical Financial Consulting Contact Details

Name Title LinkedIn Phone Email
Brian Shea Owner, Financial Services Professional
Requires/Intent
Cloud Computing Solutions
Cybersecurity & Data Protection
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
and more

16. Gro Solutions Inc.

Industry: Financial Services

Location: Alpharetta, Georgia

Website: grobanking.com

Company Founded: 2015

Company Size: 11-50

Company Address: 11175 Cicero Drive, Alpharetta, Georgia, United States

Gro Solutions Inc. Contact Details

Name Title LinkedIn Phone Email
Heather Mccarty Implementation Engineer And Technical Trainer
Jarod Trecker Scrum Master Lll
Sonora Nolan-rapatz Grow Technician
Abrar Hall Mrs
Katie Meehan Delivery Manager
Requires/Intent
Financial Forecasting & Modeling
HR & Talent Acquisition
Wealth Management
and more

17. Credit Union Loan Source

Industry: Financial Services

Location: Alpharetta, Georgia

Website: culsllc.com

Company Founded: 2004

Company Size: 51-200

Credit Union Loan Source Contact Details

Name Title LinkedIn Phone Email
Kim Fiant Dealer Relationship Manager
Rebecca Myers Dealer Relationship Manager
Devoughn Butler Senior Credit Analyst
Culo Merda Janitor
Requires/Intent
Wealth Management
Cybersecurity & Data Protection
Legal Compliance & Advisory
Risk Assessment & Mitigation
and more

18. Mainstream Merchant Services

Industry: Financial Services

Location: Alpharetta, Georgia

Website: mainstreamms.com

Company Founded: 2007

Company Size: 51-200

Company Address: 1000 Mansell Exchange West, Alpharetta, Georgia, United States

Mainstream Merchant Services Contact Details

Name Title LinkedIn Phone Email
Bonnie Routh Senior Account Executive
Douglas Beabout Account Executive
Joanne Owen Account Exective
Tim Alexander Sales Manager Midwest
Craig Stephens Account Executive
Craig Stephens Account Executive
Ricardo Gomez Account Executive
Requires/Intent and 2 more Employees
Compliance & Regulatory Advisory
Business Strategy & Growth Consulting
Digital Payment & Subscription Solutions
Accounting Services
and more

19. Taxconnex

Industry: Financial Services

Location: Alpharetta, Georgia

Website: taxconnex.com

Company Founded: 2006

Company Size: 11-50

Company Address: 3600 Mansell Road, Alpharetta, Georgia, United States

Taxconnex Contact Details

Name Title LinkedIn Phone Email
Barrett Cameron Tax Operations Manager
Requires/Intent
Branding & Public Relations
ESG & Sustainable Finance Consulting
and more

20. Customer Focused Strategies

Industry: Financial Services

Location: Alpharetta, Georgia

Website: customerfocusedstrategies.com

Company Founded: 1999

Company Size: 11-50

Company Address: 10945 State Bridge Road, Alpharetta, Georgia, United States

Customer Focused Strategies Contact Details

Name Title LinkedIn Phone Email
Tina Altamura Manager
Requires/Intent
Marketing Services
Banking & Payment Processing
Risk Management & Compliance
and more

21. Ridge Capital Management, Llc.

Industry: Financial Services

Location: Alpharetta, Georgia

Website: ridgecapitalmanagement.com

Company Founded: 1996

Company Size: 1-10

Company Address: 1725 Windward Concourse, Alpharetta, Georgia, United States

Ridge Capital Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Brice Thompson Senior Financial Advisor
Requires/Intent
Performance Tracking & KPI Analytics
Cloud Computing Solutions
Asset Management
and more

22. Premier Benefits Group, Inc

Industry: Financial Services

Location: Alpharetta, Georgia

Website: pbg-inc.com

Company Size: 11-50

Company Address: 3536 Old Milton Parkway, Alpharetta, Georgia, United States

Premier Benefits Group, Inc Contact Details

Name Title LinkedIn Phone Email
Dean Johnson Benefit Specialist
Requires/Intent
Investment Advisory
Mergers & Acquisitions Advisory
and more

23. Loanmax Title Loans

Industry: Financial Services

Location: Alpharetta, Georgia

Website: loanmaxtitleloans.net

Company Size: 11-50

Company Address: 3440 Preston Ridge Road, Alpharetta, Georgia, United States

Loanmax Title Loans Contact Details

Name Title LinkedIn Phone Email
Shane Brown Csr
Jacqueline Palmertree Manager
Shelba Coleman Csr
Natasha Thomas Csr
Brad Upton Collections
Rie Hiratsuka Store Manager
Arie Minor Customer Service Representative
Requires/Intent and 35 more Employees
Tax Planning & Strategy
Securities Trading & Brokerage
Omnichannel Customer Support
Financial Planning & Retirement Solutions
and more

24. Milend, Inc

Industry: Financial Services

Location: Alpharetta, Georgia

Website: milend.com

Company Founded: 1995

Company Size: 51-200

Company Address: 8995 Westside Parkway, Alpharetta, Georgia, United States

Milend, Inc Contact Details

Name Title LinkedIn Phone Email
Rene Hill Underwriter
Requires/Intent
Financial Planning & Retirement Solutions
Document Management & E-signature Solutions
Cloud Computing Solutions
Debt Collection & Recovery
Branding & Public Relations
and more

25. Supreme Lending Southeast

Industry: Financial Services

Location: Alpharetta, Georgia

Website: supremesouth.com

Company Founded: 2011

Company Size: 51-200

Supreme Lending Southeast Contact Details

Name Title LinkedIn Phone Email
Naida Rivera Mortgage Loan Officer
Naida Rivera Mortgage Loan Officer
Requires/Intent
HR & Talent Acquisition
Customer Relationship Management (CRM)
and more

26. Hegemon Financial Group

Industry: Financial Services

Location: Alpharetta, Georgia

Website: hegemonfinancialgroup.com

Company Founded: 2013

Company Size: 10001+

Company Address: 11405 Old Roswell Road, Alpharetta, Georgia, United States

Hegemon Financial Group Contact Details

Name Title LinkedIn Phone Email
Adeniyi Okomoda Financial Needs Analyst
Swetha Bollaram Regional Marketing Director
Requires/Intent
Financial Planning & Retirement Solutions
Document Management & E-signature Solutions
Omnichannel Customer Support
Tax Planning & Strategy
Customer Relationship Management (CRM)
and more

27. Mwaa

Industry: Financial Services

Location: Alpharetta, Georgia

Website: midwestacquirers.com

Company Founded: 2003

Company Size: 11-50

Mwaa Contact Details

Name Title LinkedIn Phone Email
Sudhakar Lakkoju Technical Lead
Requires/Intent
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
Employee Training & Workforce Development
and more

28. Merit Financial Advisors

Industry: Financial Services

Location: Alpharetta, Georgia

Company Founded: 2012

Company Size: 51-200

Company Address: 2400 Lakeview Parkway, Alpharetta, Georgia, United States

Merit Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Crista Roemen Client Development Manager
Requires/Intent
Risk Assessment & Mitigation
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
and more

29. Eaton Hudson

Industry: Financial Services

Location: Alpharetta, Georgia

Website: eatonhudson.com

Company Founded: 2001

Company Size: 11-50

Company Address: 12600 Deerfield Parkway, Alpharetta, Georgia, United States

Eaton Hudson Contact Details

Name Title LinkedIn Phone Email
Ken Richardson Executive Vice President
Requires/Intent
IoT-enabled Smart Banking Solutions
Online Advertising & SEO
Mobile App Development For Financial Services
Hedge Fund & Private Equity Consulting
and more

30. Evance Processing Inc.

Industry: Financial Services

Location: Alpharetta, Georgia

Website: evanceprocessing.com

Company Size: 51-200

Company Address: 950 North Point Parkway, Alpharetta, Georgia, United States

Evance Processing Inc. Contact Details

Name Title LinkedIn Phone Email
David Jackson Account Retention Specialist
Requires/Intent
Business Strategy & Growth Consulting
Mobile App Development For Financial Services
and more

31. Norman & Associates

Industry: Financial Services

Location: Alpharetta, Georgia

Website: normanandassoc.com

Company Founded: 2001

Company Size: 11-50

Company Address: 6230 Shiloh Road, Alpharetta, Georgia, United States

Norman & Associates Contact Details

Name Title LinkedIn Phone Email
Dennis Norman Chief Executive Officer And Managing Principal
Jim Norman Owner
Mike Norman President
Requires/Intent
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
Cloud Computing Solutions
Automation & Workflow Optimization
and more

32. Richard James & Assoc

Industry: Financial Services

Location: Alpharetta, Georgia

Website: richardjamesinc.com

Company Size: 1-10

Company Address: 205 Tawneywood Way, Alpharetta, Georgia, United States

Richard James & Assoc Contact Details

Name Title LinkedIn Phone Email
Yolanda Mason Sales Representative
Requires/Intent
Insurance & Underwriting Services
Performance Tracking & KPI Analytics
Blockchain & Cryptocurrency Solutions
and more

33. Bridge2 Solutions

Industry: Financial Services

Location: Alpharetta, Georgia

Company Founded: 2006

Company Size: 11-50

Company Address: 5900 Windward Parkway, Alpharetta, Georgia, United States

Bridge2 Solutions Contact Details

Name Title LinkedIn Phone Email
Korine Edwards Apple And Events Representative
Requires/Intent
AI-powered Financial Insights
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
and more

34. Bay Equity Home Loans - Southeast

Industry: Financial Services

Location: Alpharetta, Georgia

Website: bayequityhomeloans.com

Company Size: 1001-5000

Company Address: 11475 Great Oaks Way, Alpharetta, Georgia, United States

Bay Equity Home Loans - Southeast Contact Details

Name Title LinkedIn Phone Email
Monica Garcia Administrative Assistant
Requires/Intent
Corporate Finance Strategy
Blockchain & Cryptocurrency Solutions
AI-powered Financial Insights
and more

35. Trans National Group

Industry: Financial Services

Location: Alpharetta, Georgia

Website: transnationalgroup.net

Company Size: 11-50

Company Address: 3775 Mansell Road, Alpharetta, Georgia, United States

Trans National Group Contact Details

Name Title LinkedIn Phone Email
Marcy Raskind Vice President
Requires/Intent
API Integration For FinTech
Mergers & Acquisitions Advisory
Compliance & Regulatory Advisory
Asset Management
and more

36. Novera Payment Solutions

Industry: Financial Services

Location: Alpharetta, Georgia

Website: noverapaymentsolutions.com

Company Size: 11-50

Novera Payment Solutions Contact Details

Name Title LinkedIn Phone Email
Androw Toma Merchant Services
Requires/Intent
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
Technology Consulting
and more

37. Massie R&d Tax Credits

Industry: Financial Services

Location: Alpharetta, Georgia

Website: massietaxcredits.com

Company Founded: 2004

Company Size: 11-50

Massie R&d Tax Credits Contact Details

Name Title LinkedIn Phone Email
Amanda Marie Idk
Requires/Intent
Credit Rating & Analysis
Data Analytics & Business Intelligence
Investment Advisory
Customer Relationship Management (CRM)
Performance Tracking & KPI Analytics
and more
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Alpharetta Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Robert Cox Ronald Blue Trust Investment Operations Specialist
2 Jeremy Weaver Ronald Blue Trust Private Wealth Advisor
3 Joel Robinson Ronald Blue Trust Operations Manager
4 Lakenya Chancey Ronald Blue Trust Client Service Associate
5 Julie Walker Ronald Blue Trust Senior Financial Planner
6 Carolyn Labella Ronald Blue Trust Financial Planner
7 Rebecca Core Ronald Blue Trust Client Service Associate
8 Robert Cuttle Vesta Corporation Vice President
9 Lewis Brown Vesta Corporation Executive Vice President
10 Anthony Appel Vesta Corporation Vice President Of Security, Iso
11 Karen Webster Vesta Corporation Director Of Human Resources
12 Kelly Birchler Vesta Corporation Human Resources Manager
13 Caroline Eldridge Vesta Corporation Marketing Intern
14 Pmpâ Sarah L. Friman Vesta Corporation It Project Manager
15 Steve Parks Priority Payment Systems Vice President Of Sales
16 Jessica Martin Priority Payment Systems Marketing Manager
17 Dj Gardner Priority Payment Systems District Sales Manager
18 Timothy Banks Priority Payment Systems Integrationhero
19 Steve Parks Priority Payment Systems Vice President Of Sales
20 Xavier Collier Priority Payment Systems Chargeback Analyst
21 Jeanette Thomas Priority Payment Systems Iso Agent And Business Development
22 Derek Richards Acceptance Capital Mortgage Branch Manager
23 Bobbie Brooks Acceptance Capital Mortgage Senior Loan Officer And Branch Manager
24 Lydia Shina Acceptance Capital Mortgage Branch Manager
25 Abby Smithhart Acceptance Capital Mortgage Mortgage Banker
26 Tracy Price Acceptance Capital Mortgage Loan Originator
27 Joyce Woods Acceptance Capital Mortgage Mortgage Loan Officer
28 Tyler Weaver Acceptance Capital Mortgage Mortgage Banker Nmls # 1395803
29 Brian Marfiz Northpoint Commercial Finance Director Of Business Development
30 John Durnien Northpoint Commercial Finance Senior Vice President Business Development
31 Robert Wagner Northpoint Commercial Finance Senior Vice President
32 Tommy Fox Northpoint Commercial Finance Vice President Business Development-national Accounts
33 Tiffany Thornley Northpoint Commercial Finance Director Of Business Development
34 Dylan Goldhagen Northpoint Commercial Finance Credit Administrator
35 Michelle Hankston Merchant E-solutions Director Vendor Management
36 Reid Hornbacher Merchant E-solutions Commercial Payments Counsel
37 Janet Alholwany Merchant E-solutions Pricing And Interchange Analyst At Merchant E-solutions
38 Adam Lovett Merchant E-solutions Merchant Services Sales Representative
39 Marsha Dearmond Merchant E-solutions Director Card Brand Release Management
40 Amy Shaver Merchant E-solutions Account Executive

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