Top 75 Financial Services Companies in Baltimore

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Below is the list of Top 75 Financial Services Companies in Baltimore ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Baltimore

1. Brown Advisory

Industry: Financial Services

Location: Baltimore, Maryland

Website: brownadvisory.com

Company Founded: 1993

Company Size: 501-1000

Company Address: 901 South Bond Street, Baltimore, Maryland, United States

Brown Advisory Contact Details

Name Title LinkedIn Phone Email
Jimmy Holder Senior Reference Data Analyst
Kelly Harrison Talent Acquisition Advisor
Kelly Dalton Portfolio Analyst
Doug Godine Head Of Private Client And Endowment And Foundation Development
Brendan Regan Director Of Marketing And Messaging
Susan Traver Partner And Senior Advisor
Nicoletti Frank Portfolio Analyst
Requires/Intent and 198 more Employees
Customer Relationship Management (CRM)
Cloud Computing Solutions
Credit Rating & Analysis
and more

2. Mariner Finance

Industry: Financial Services

Location: Baltimore, Maryland

Website: marinerfinance.com

Company Founded: 2002

Company Size: 1001-5000

Company Address: 8211 Town Center Drive, Baltimore, Maryland, United States

Mariner Finance Contact Details

Name Title LinkedIn Phone Email
Justin Kellam Vice President Of Centralized Credit Operations
Jeremy Milner Avp- Branch Operations Indiana And Illinois
Jason Delman Vice President Of Human Resources
Bob Bonitz Regional Sales Manager
James Schneider Chief Operating Officer
Jason Kohler Senior Vice President Branch Operations
Fiona Mcgann Human Resources Generalist
Requires/Intent and 336 more Employees
Sales & Lead Generation Strategy
Automation & Workflow Optimization
Technology Consulting
Financial Forecasting & Modeling
and more

3. First Home Mortgage

Industry: Financial Services

Location: Baltimore, Maryland

Website: gofirsthome.com

Company Founded: 1990

Company Size: 201-500

Company Address: 5355 Nottingham Drive, Baltimore, Maryland, United States

First Home Mortgage Contact Details

Name Title LinkedIn Phone Email
Rob Mercer Nmls# 147453 Branch Manager First Home Mortgage
Matt Miller Annapolis Branch Sales Manager
David Toaff Loan Officer
Blake Price Mortgage Loan Originator
Matthew Nader Vice President And Branch Manager Of Annapolis
Michael Archer Branch Manager
Jake Ryon Mortgage Loan Officer
Requires/Intent and 233 more Employees
IoT-enabled Smart Banking Solutions
Omnichannel Customer Support
Corporate Finance Strategy
Quality Control & Assurance
Cybersecurity & Data Protection
and more

4. Legg Mason

Industry: Financial Services

Location: Baltimore, Maryland

Website: leggmasonglobal.com

Company Founded: 1899

Company Size: 201-500

Company Address: 100 International Drive, Baltimore, Maryland, United States

Legg Mason Contact Details

Name Title LinkedIn Phone Email
Marie Sill Employee Relations Partner
Jennifer Byers Director, Corporate Social Responsibility
Jamie Hedrick Director, Us Business Analytics And Client Data
Paul Githongo Senior Financial Analyst
Matthew Scanlon Vice President - Regional Director
Chantal Ngosso Senior Tax Accountant
Daniel Mistretta Assistant Vice President And Internal Regional Director
Requires/Intent and 129 more Employees
Financial Planning & Retirement Solutions
Legal Compliance & Advisory
Performance Tracking & KPI Analytics
Online Advertising & SEO
and more

5. Clearone Advantage

Industry: Financial Services

Location: Baltimore, Maryland

Website: clearoneadvantage.com

Company Founded: 2007

Company Size: 501-1000

Company Address: 1501 South Clinton Street, Baltimore, Maryland, United States

Clearone Advantage Contact Details

Name Title LinkedIn Phone Email
Alex Batirov Vice President Of Sales
Berenice Orozco Debt Consultant
Jason Jones Coa
Tomas Gordon Chief Executive Officer
Nazir Tyrewala Senior Director Of Operations
Perish Barnette Innovation Manager
Angelica Gomez Account Executive
Requires/Intent and 102 more Employees
Omnichannel Customer Support
Technology Consulting
ESG & Sustainable Finance Consulting
and more

6. Tribridge Partners, Llc

Industry: Financial Services

Location: Baltimore, Maryland

Website: tribridgepartners.com

Company Founded: 2012

Company Size: 51-200

Company Address: 1 East Pratt Street, Baltimore, Maryland, United States

Tribridge Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Cepa Paul L. Younkins Chief Innovation Officer
William Buslee Financial Services Professional
Stacy Miller Champion New Client Experience
Brian Lizzi Retirement Plan Services Division
Kim Natovitz Associate
Heath Hykes Founding Principal And Senior Consultant
Paul Love Principal
Requires/Intent and 34 more Employees
Insurance & Underwriting Services
Debt Collection & Recovery
Customer Relationship Management (CRM)
Technology Consulting
Omnichannel Customer Support
and more

7. Capital Funding Group, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Website: capfundinc.com

Company Founded: 1993

Company Size: 51-200

Capital Funding Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeffrey Stein Executive Managing Director Of Capital Finance, Llc
Brian Reynolds Managing Director - Long Term Care At Capital Funding Group
Matthew Sicuranza Vice President, Acquisitions
Scott Robinson Director - Real Estate Finance
Darryle Edwards Healthcare Credit Analyst
Jennifer Verch Senior Portfolio Manager
Gonzalo Donoso Senior Portfolio Manager
Requires/Intent and 26 more Employees
Asset Management
Fraud Detection & Prevention
Risk Assessment & Mitigation
Automation & Workflow Optimization
Online Advertising & SEO
and more

8. 1919 Investment Counsel

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 1919

Company Size: 51-200

Company Address: 1 South Street, Baltimore, Maryland, United States

1919 Investment Counsel Contact Details

Name Title LinkedIn Phone Email
Chris Hayes Chief Compliance Officer And Corporate Secretary And Principal
Russ Roberson National Business Development Officer
Ann Haas Managing Director
Brian Gallagher Managing Director, Chief Administrative Officer
Mike Mcandrew Senior Investment Associate
Mel Casey Vice President, Portfolio Manager
Ashley Tabb Principal, Financial Planner And Wealth Advisor
Requires/Intent and 21 more Employees
Credit Rating & Analysis
Compliance & Regulatory Advisory
Financial Auditing & Reporting
Loan Origination & Servicing Platforms
Omnichannel Customer Support
and more

9. Facet Wealth

Industry: Financial Services

Location: Baltimore, Maryland

Website: facetwealth.com

Company Founded: 2016

Company Size: 51-200

Company Address: 100 International Drive, Baltimore, Maryland, United States

Facet Wealth Contact Details

Name Title LinkedIn Phone Email
Alex Krupey Sales Enablement Manager
Tara Floyd Head Of Client Success
Dianna Gallo Relationship Manager At Facet Wealth
Tyler Cole Csm, Advisory And Direct
Samuel Hankoff Senior Client Success Manager
Michael Smith Lead Planner
Harry Kirkpatrick Chief Revenue Officer
Requires/Intent and 11 more Employees
Quality Control & Assurance
Automation & Workflow Optimization
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
Branding & Public Relations
and more

10. Mecu Of Baltimore, Inc

Industry: Financial Services

Location: Baltimore, Maryland

Website: mecu.com

Company Founded: 1936

Company Size: 201-500

Company Address: 1 South Street, Baltimore, Maryland, United States

Mecu Of Baltimore, Inc Contact Details

Name Title LinkedIn Phone Email
Philip Allen Director Of Membership Services
Donte Leggette Assistant Vice President Of Information Technology Services
Brent Mcgraw Senior Commercial Lender
Darnell Darrell Marketing Project Manager
Cude Michelle Williams Vice President Of Human Resources And Facilities
Melanie Holloway Senior Product Manager
Bobby Hill Assistant Vice President Regional Manager- Retail Delivery
Requires/Intent and 37 more Employees
API Integration For FinTech
Credit Rating & Analysis
Sales & Lead Generation Strategy
and more

11. Wpg Financial Group

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 2005

Company Size: 1-10

Company Address: 3600 O Donnell Street, Baltimore, Maryland, United States

Wpg Financial Group Contact Details

Name Title LinkedIn Phone Email
Nicholas Rumke Associate
Dave Williams Partner
Michael Burchell Portfolio Manager
Todd Paradise Partner
Patrick Bollinger Financial Advisor
Steve Gessner Partner And Co-founder
Nicole Kelly Assistant
Requires/Intent
Wealth Management
Mortgage & Loan Processing
AI-powered Financial Insights
Banking & Payment Processing
Asset Management
and more

12. Bolton

Industry: Financial Services

Location: Baltimore, Maryland

Website: boltonusa.com

Company Founded: 1981

Company Size: 51-200

Company Address: 36 South Charles Street, Baltimore, Maryland, United States

Bolton Contact Details

Name Title LinkedIn Phone Email
Aifa Michael Beczkowski Senior Investment Consultant And Director Of Business Development
Alton Fryer Director Of Client Services
Geoffrey Adams President, Bolton Health
Christopher Bolton Chief Adminstrative Officer, Vice President Bolton Investment
Bethany Janka Proposal Coordinator
Evan Thomas Actuary
Ryan Gunning Efficiency Coordinator
Requires/Intent and 15 more Employees
Financial Auditing & Reporting
AI-powered Financial Insights
Cybersecurity & Data Protection
Sales & Lead Generation Strategy
and more

13. Helm Services

Industry: Financial Services

Location: Baltimore, Maryland

Website: helmservices.com

Company Founded: 2019

Company Size: 51-200

Company Address: 1215 East Fort Avenue, Baltimore, Maryland, United States

Helm Services Contact Details

Name Title LinkedIn Phone Email
Ryan Harris Head Of Human Resources
Gina Reilly Operations Director
Grace Bromery Recruiter
Marissa Ford Operations Analyst
Chanee Parker Accounts Payable Specialist
Ciara Carter Risk Operations Team Lead
Quinn Leblanc Risk Specialist
Requires/Intent and 1 more Employees
Omnichannel Customer Support
Employee Training & Workforce Development
and more

14. Statonwalsh

Industry: Financial Services

Location: Baltimore, Maryland

Website: statonwalsh.com

Company Founded: 2019

Company Size: 1-10

Company Address: 3700 Toone Street, Baltimore, Maryland, United States

Statonwalsh Contact Details

Name Title LinkedIn Phone Email
Devin Walsh Managing Partner
Nick Cipollone Financial Planning Intern
Ryan Staton Managing Partner And Director Of Business Planning
Devin Walsh Managing Partner
Requires/Intent
Hedge Fund & Private Equity Consulting
Risk Assessment & Mitigation
Business Strategy & Growth Consulting
Omnichannel Customer Support
and more

15. Mecu Of Baltimore, Inc

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 1936

Company Size: 51-200

Company Address: 7 East Redwood Street, Baltimore, Maryland, United States

Mecu Of Baltimore, Inc Contact Details

Name Title LinkedIn Phone Email
Keva Moore Senior Recruiting Specialist
Nina Spencer Vice President Retail Delivery
Jeanna Williams Senior Loan Product Manager
Courtney Thomas Employee Development Specialist
Richard Smith Vice President
Delores Blake Associate Director
Bogale Fantaye Decision Support Specialist
Requires/Intent and 46 more Employees
Debt Collection & Recovery
Financial Forecasting & Modeling
Investment Advisory
and more

16. Chapin Davis, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Website: chapindavis.com

Company Founded: 1952

Company Size: 51-200

Company Address: 1411 Clarkview Road, Baltimore, Maryland, United States

Chapin Davis, Inc. Contact Details

Name Title LinkedIn Phone Email
Stephanie Elliott President And Chief Executive Officer
Daniel Ronis Vice President - Investments
Jim Halle Vice President
Thomas Thibeault Vice President Of Investments
John Boo Senior Portfolio Manager
Alex Frisch Senior Vice President
Talbot Albert Chairman
Requires/Intent and 12 more Employees
Mobile App Development For Financial Services
Fraud Detection & Prevention
Banking & Payment Processing
and more

17. Agm Financial Services, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Website: agmfinancial.com

Company Size: 11-50

Company Address: 20 South Charles Street, Baltimore, Maryland, United States

Agm Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Myles Perkins President
Kyle Wittman Vice President
Carmela Fleri Financial Analyst
Brian Lachapelle Head Of Origination
Margaret Allen Chief Executive Officer, Owner
Michael Minervini Associate Underwriter
Dotti Burdsall Office Manager
Requires/Intent and 3 more Employees
Cybersecurity & Data Protection
Business Strategy & Growth Consulting
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
Insurance & Underwriting Services
and more

18. Armstrong ∙ Dixon

Industry: Financial Services

Location: Baltimore, Maryland

Website: armstrongdixon.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1500 Sulgrave Avenue, Baltimore, Maryland, United States

Armstrong ∙ Dixon Contact Details

Name Title LinkedIn Phone Email
Joe Breslin Partner
Cfpâ Joe Breslin Partner
Navarone Simpson Financial Advisor
Katie Brown Chief Operations Officer And Chief Creative Officer
Roy Dixon Partner
Requires/Intent
Wealth Management
Accounting Services
ESG & Sustainable Finance Consulting
Credit Rating & Analysis
and more

19. Cash Campaign Of Maryland

Industry: Financial Services

Location: Baltimore, Maryland

Website: cashmd.org

Company Founded: 2017

Company Size: 11-50

Company Address: 217 East Redwood Street, Baltimore, Maryland, United States

Cash Campaign Of Maryland Contact Details

Name Title LinkedIn Phone Email
Robin Mckinney Co-founder And Chief Executive Officer
Ann Criqui Tax Volunteer
Mark Bacolod Program Associate
Francesca Baptiste Director Of Tax Partnerships
Evan Leiter-mason Tax Operations Associate
Hyun-woo Park Tax Site Manager
Bawi Thawng Volunteer
Requires/Intent and 1 more Employees
Customer Relationship Management (CRM)
Cloud Computing Solutions
Portfolio Management
Cybersecurity & Data Protection
Asset Management
and more

20. Harborside Group

Industry: Financial Services

Location: Baltimore, Maryland

Website: harborsidegroup.com

Company Founded: 2004

Company Size: 11-50

Company Address: 809 Gleneagles Court, Baltimore, Maryland, United States

Harborside Group Contact Details

Name Title LinkedIn Phone Email
Alex Crespo Mutual Fund Consultant
Craig Vollmer Senior Marketing Associate
Shane Moore Finance Intern
Micheal Mattingly Marketing Director And Vice President
Allison Brown Senior Graphic Designer
Arash Rahnavard Sales Associate
Grace Buxton Junior Graphic Designer
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Forecasting & Modeling
Customer Relationship Management (CRM)
Performance Tracking & KPI Analytics
Mortgage & Loan Processing
and more

21. Banyan Hill Publishing

Industry: Financial Services

Location: Baltimore, Maryland

Website: banyanhill.com

Company Founded: 2016

Company Size: 51-200

Company Address: 702 Cathedral Street, Baltimore, Maryland, United States

Banyan Hill Publishing Contact Details

Name Title LinkedIn Phone Email
Brandt Huseman Director Of Customer Experience
Jason Farrell Direct Response Copywriter
M Taylor Lee Office Coordinator
Steve Fernandez Junior Analyst
Jennifer Hale Copywriter
Dustin Weisbecker Mid-level Sales Manager
Coty Poynter Managing Editor
Requires/Intent and 2 more Employees
Mobile App Development For Financial Services
Securities Trading & Brokerage
Banking & Payment Processing
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
and more

22. Rosedale Federal Savings & Loan Association

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 1908

Company Size: 51-200

Company Address: 9616a Belair Road, Baltimore, Maryland, United States

Rosedale Federal Savings & Loan Association Contact Details

Name Title LinkedIn Phone Email
Stacey Rineer Chief Financial Officer
Amy Patterson Certified Product Marketing Manager Assistant Vice President
Amy Patterson Product Manager
Matt Barrett Chief Information Officer At Rosedale Federal Savings And Loan
Quinton Crenshaw Branch Manager
Cherie Colgan Branch Manager
Debbie Robson Deposit Operations Supervisor
Requires/Intent and 11 more Employees
Corporate Finance Strategy
Cloud Computing Solutions
and more

23. Lombard Securities Incorporated

Industry: Financial Services

Location: Baltimore, Maryland

Website: golombard.com

Company Founded: 1991

Company Size: 51-200

Company Address: 1820 Lancaster Street, Baltimore, Maryland, United States

Lombard Securities Incorporated Contact Details

Name Title LinkedIn Phone Email
Edward Sonnier Account Executive
Brandon Croxton Financial Planner And Financial Advisor
Dev Slingluff Investment Advisor
Edwin Reynolds Chairman Of The Board , Principal
Daniel Mchugh President
William Socha Chief Operations Officer Chief Financial Officer
Robin Martz Office Manager
Requires/Intent and 4 more Employees
Mortgage & Loan Processing
Employee Training & Workforce Development
Data Analytics & Business Intelligence
and more

24. Cerebro Capital

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 2017

Company Size: 1-10

Cerebro Capital Contact Details

Name Title LinkedIn Phone Email
Matthew Bjonerud Founder And Chief Executive Officer
Lacey Campbell Senior Director Strategic Initiatives
Requires/Intent
Sales & Lead Generation Strategy
Employee Training & Workforce Development
Mergers & Acquisitions Advisory
and more

25. Johns Hopkins Federal Credit Union

Industry: Financial Services

Location: Baltimore, Maryland

Website: jhfcu.org

Company Founded: 1971

Company Size: 51-200

Company Address: 2027 East Monument Street, Baltimore, Maryland, United States

Johns Hopkins Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Sonja Crosby Vice President Of Human Resources
Taylor Walker Financial Reporting Analyst
Deborah Johnson Senior Business Development Coordinator, Ccufc
Debbie Johnson Senior Business Development Coordinator, Ccufc
Becky Amtmann Marketing Product And Technology Specialist At Jhfcu
Amanda Dash Senior Branch Manager
Dawn Asbury Assistant Vice President Of Debt Management
Requires/Intent and 22 more Employees
Investment Advisory
Business Strategy & Growth Consulting
and more

26. Daymark Advisors

Industry: Financial Services

Location: Baltimore, Maryland

Website: daymarkadvisors.com

Company Founded: 2001

Company Size: 1-10

Company Address: 203 Harborview Drive, Baltimore, Maryland, United States

Daymark Advisors Contact Details

Name Title LinkedIn Phone Email
Jack Kwicien Managing Partner
Requires/Intent
Omnichannel Customer Support
Branding & Public Relations
Legal Compliance & Advisory
Corporate Finance Strategy
and more

27. Secured Funding Corporation

Industry: Financial Services

Location: Baltimore, Maryland

Website: securedfundingcorporation.com

Company Founded: 2012

Company Size: 1-10

Company Address: 3500 Boston Street, Baltimore, Maryland, United States

Secured Funding Corporation Contact Details

Name Title LinkedIn Phone Email
Todd Mummert Loan Officer
James Walls Partner Nmls 461947
Jason Anzulis Senior Mortgage Consultant
Requires/Intent
ERP For Financial Institutions
Hedge Fund & Private Equity Consulting
Banking & Payment Processing
Financial Planning & Retirement Solutions
Compliance & Regulatory Advisory
and more

28. Northbrook Financial

Industry: Financial Services

Location: Baltimore, Maryland

Website: northbrookfinancial.com

Company Founded: 2020

Company Size: 1-10

Company Address: 1340 Smith Avenue, Baltimore, Maryland, United States

Northbrook Financial Contact Details

Name Title LinkedIn Phone Email
Elliot Pepper Managing Member
Requires/Intent
Insurance & Underwriting Services
Legal Compliance & Advisory
ERP For Financial Institutions
Fraud Detection & Prevention
and more

29. Anchor Wealth Advisors

Industry: Financial Services

Location: Baltimore, Maryland

Website: theanchoradvisors.com

Company Size: 1-10

Anchor Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Cka Sam Erdman Founder And Chief Executive Officer
Requires/Intent
IoT-enabled Smart Banking Solutions
Marketing Services
and more

30. Buttonwood Financial Advisors

Industry: Financial Services

Location: Baltimore, Maryland

Website: buttonwoodfa.com

Company Founded: 2008

Company Size: 1-10

Company Address: 509 South Exeter Street, Baltimore, Maryland, United States

Buttonwood Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Alexandra Stewart Financial Advisor
Alexandra Stewart Financial Advisor
Requires/Intent
Mergers & Acquisitions Advisory
Digital Payment & Subscription Solutions
Banking & Payment Processing
and more

31. Foundry Wealth Advisors, Llc

Industry: Financial Services

Location: Baltimore, Maryland

Website: foundrywealth.com

Company Founded: 2011

Company Size: 1-10

Company Address: 921 East Fort Avenue, Baltimore, Maryland, United States

Foundry Wealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Marianne Mattran President And Co-founder|cfp  |investment Advisor|wealth Advisor|estate Planner
Charlie Black Foundry Wealth Advisors, Llc
Miranda Dover Vice President Of Operations
Requires/Intent
Digital Payment & Subscription Solutions
Financial Planning & Retirement Solutions
and more

32. Baltimore Insurance Network

Industry: Financial Services

Location: Baltimore, Maryland

Website: binprotection.com

Company Founded: 2011

Company Size: 1-10

Company Address: 11 East Lexington Street, Baltimore, Maryland, United States

Baltimore Insurance Network Contact Details

Name Title LinkedIn Phone Email
Rob Turnblacer Partner
Requires/Intent
Online Advertising & SEO
Hedge Fund & Private Equity Consulting
Cybersecurity & Data Protection
Document Management & E-signature Solutions
and more

33. Backintheblack, Llc

Industry: Financial Services

Location: Baltimore, Maryland

Website: bitb.net

Company Founded: 1999

Company Size: 11-50

Backintheblack, Llc Contact Details

Name Title LinkedIn Phone Email
James Mcvicker Director Of Professional Services
Requires/Intent
Cloud Computing Solutions
Quality Control & Assurance
Asset Management
AI-powered Financial Insights
and more

34. Bolton Partners, Inc

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 1981

Company Size: 11-50

Company Address: 100 Light Street, Baltimore, Maryland, United States

Bolton Partners, Inc Contact Details

Name Title LinkedIn Phone Email
Heesoo Jeon Actuarial Analyst
Holly Bangs Retirement Plan Consultant
Maryam Jazayeri Actuarial Assistant
Rosanne Calzetta Senior Health And Welfare Consultant
Alan Torroella Actuarial Analyst
Allison Mahon Actuary Analyst
Danielle Cowan Health And Welfare Benefits Analyst
Requires/Intent and 1 more Employees
Portfolio Management
Marketing Services
Mortgage & Loan Processing
Digital Payment & Subscription Solutions
Investment Advisory
and more

35. Maryland Economic Development Corporation

Industry: Financial Services

Location: Baltimore, Maryland

Website: medco-corp.com

Company Founded: 1984

Company Size: 1-10

Company Address: 7 Saint Paul Street, Baltimore, Maryland, United States

Maryland Economic Development Corporation Contact Details

Name Title LinkedIn Phone Email
Steve Cassard Director Of Special Projects
Michael Stirewalt Project Compliance Administrator
Requires/Intent
API Integration For FinTech
Marketing Services
Securities Trading & Brokerage
Customer Relationship Management (CRM)
Cloud Computing Solutions
and more

36. Prox Capital Group

Industry: Financial Services

Location: Baltimore, Maryland

Website: proxcapitalgroup.com

Company Founded: 2019

Company Size: 1-10

Prox Capital Group Contact Details

Name Title LinkedIn Phone Email
Sarah Lieb Chief Financial Officer
Requires/Intent
Loan Origination & Servicing Platforms
Investment Advisory
Mergers & Acquisitions Advisory
Financial Auditing & Reporting
and more

37. Grant/grossmendelsohn, Llc (ggm)

Industry: Financial Services

Location: Baltimore, Maryland

Website: ggmwealthadvisors.com

Company Size: 51-200

Company Address: 1801 Porter Street, Baltimore, Maryland, United States

Grant/grossmendelsohn, Llc (ggm) Contact Details

Name Title LinkedIn Phone Email
Brooke Peterson Marketing And Relationship Manager
Steve Hannigan Senior Wealth Advisor
Jennifer Sweeney Client Services And Operations Manager
Requires/Intent
Financial Auditing & Reporting
Corporate Finance Strategy
Legal Compliance & Advisory
and more

38. Dent Research

Industry: Financial Services

Location: Baltimore, Maryland

Website: dentresearch.com

Company Founded: 1982

Company Size: 51-200

Company Address: 819 North Charles Street, Baltimore, Maryland, United States

Dent Research Contact Details

Name Title LinkedIn Phone Email
Daniel Carr Director Of Operations
Jessica Meyer Senior Graphic Designer
Carrington George Intern
Briana Arrington Html And Css Specialist
Requires/Intent
Hedge Fund & Private Equity Consulting
ERP For Financial Institutions
Technology Consulting
and more

39. Adams Funds

Industry: Financial Services

Location: Baltimore, Maryland

Website: adamsfunds.com

Company Founded: 1929

Company Size: 11-50

Company Address: 500 East Pratt Street, Baltimore, Maryland, United States

Adams Funds Contact Details

Name Title LinkedIn Phone Email
Lyn Walther Director Of Shareholder Communications
Michael Kijesky Vice President
Requires/Intent
Omnichannel Customer Support
Asset Management
HR & Talent Acquisition
and more

40. Psg Lending

Industry: Financial Services

Location: Baltimore, Maryland

Website: psglending.com

Company Founded: 2015

Company Size: 1-10

Company Address: 400 West Franklin Street, Baltimore, Maryland, United States

Psg Lending Contact Details

Name Title LinkedIn Phone Email
Jacob Ansbacher Vice President Of Business Development
Requires/Intent
Investment Advisory
Online Advertising & SEO
Wealth Management
Automation & Workflow Optimization
and more

41. Cfa Society Baltimore

Industry: Financial Services

Location: Baltimore, Maryland

Website: baltimorecfasociety.org

Company Founded: 1948

Company Size: 501-1000

Cfa Society Baltimore Contact Details

Name Title LinkedIn Phone Email
Tuugi Chuluun President
Robyn Osten Executive Director
Requires/Intent
Risk Assessment & Mitigation
Omnichannel Customer Support
Technology Consulting
Digital Payment & Subscription Solutions
Mobile App Development For Financial Services
and more

42. Partnership Wealth Management

Industry: Financial Services

Location: Baltimore, Maryland

Website: partnershipwm.com

Company Founded: 2005

Company Size: 1-10

Company Address: 2809 Boston Street, Baltimore, Maryland, United States

Partnership Wealth Management Contact Details

Name Title LinkedIn Phone Email
Debbie Doyle Financial Planner
Requires/Intent
Mergers & Acquisitions Advisory
Sales & Lead Generation Strategy
and more

43. Blispay

Industry: Financial Services

Location: Baltimore, Maryland

Website: blispay.com

Company Founded: 2014

Company Size: 11-50

Blispay Contact Details

Name Title LinkedIn Phone Email
Christine Poulon Co-founder, General Counsel
Requires/Intent
Credit Rating & Analysis
Risk Management & Compliance
Performance Tracking & KPI Analytics
and more

44. Evergreen Equity Partners Llc

Industry: Financial Services

Location: Baltimore, Maryland

Website: evgequity.com

Company Founded: 2008

Company Size: 1-10

Company Address: 2835 Odonnell Street, Baltimore, Maryland, United States

Evergreen Equity Partners Llc Contact Details

Name Title LinkedIn Phone Email
George Panageotou Commercial Lending Advisor
Christopher Miller Owner
Requires/Intent
Compliance & Regulatory Advisory
Banking & Payment Processing
Mergers & Acquisitions Advisory
and more

45. National Institute For Cannabis Investors

Industry: Financial Services

Location: Baltimore, Maryland

Website: nicinvestors.com

Company Founded: 2018

Company Size: 51-200

Company Address: 1125 North Charles Street, Baltimore, Maryland, United States

National Institute For Cannabis Investors Contact Details

Name Title LinkedIn Phone Email
Erica Bolton Director Of Conferences And Events
Requires/Intent
Employee Training & Workforce Development
Risk Assessment & Mitigation
Debt Collection & Recovery
Document Management & E-signature Solutions
Online Advertising & SEO
and more

46. Wpg Financial Group

Industry: Financial Services

Location: Baltimore, Maryland

Website: wpgfinancial.com

Company Founded: 2005

Company Size: 1-10

Company Address: 3600 O Donnell Street, Baltimore, Maryland, United States

Wpg Financial Group Contact Details

Name Title LinkedIn Phone Email
Mary Ceselsky Financial Advisor
Requires/Intent
Technology Consulting
Credit Rating & Analysis
and more

47. Alcoa Aluminum Co

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 51-200

Company Address: 4000 Hawkins Point Road, Baltimore, Maryland, United States

Alcoa Aluminum Co Contact Details

Name Title LinkedIn Phone Email
Al Diaz Ultrasound Technician
Brandon Pearson Deskside Support Technician
Marcellus Carrington Production Supervisor
Jonathan Eastham Plant Protection Officer
Leslie Bookout Deskside Support Technician And It
Debra Brabson Supervisor
Jeffrey Caudle Senior Caster
Requires/Intent and 18 more Employees
IoT-enabled Smart Banking Solutions
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
Treasury & Cash Flow Management
and more

48. North American Millwright Services, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Website: www,namillwright.com

Company Founded: 1989

Company Size: 11-50

Company Address: 4480 North Point Boulevard, Baltimore, Maryland, United States

North American Millwright Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Stephen Wilt Superintendent
Chris Baggan President
Keith Bowman Accounts Receivable
Perry Peregino Stainless Fabricator And Welder
Dennis Schott Master Plumber
Ryan Miller Millwright
Sandy Hullihen Administrative Assistant
Requires/Intent
Customer Relationship Management (CRM)
Sales & Lead Generation Strategy
Legal Compliance & Advisory
Employee Training & Workforce Development
Risk Assessment & Mitigation
and more

49. Baltimore Cash Campaign

Industry: Financial Services

Location: Baltimore, Maryland

Website: baltimorecashcampaign.org

Company Founded: 2001

Company Size: 1-10

Company Address: 111 Water Street, Baltimore, Maryland, United States

Baltimore Cash Campaign Contact Details

Name Title LinkedIn Phone Email
Briana Roberson Americorps Vista
Veronica Purcell Earnbenefits Coordinator
Moyowa Boyo Volunteer, Advance Vita Site Manager
Dianne Sarra Tax Site Manager
Xin Shi Tax Prepare Volunteer
Xiaojing Huang Income Tax Assistant
Hattie Scott Partnership And Resource Coordinator
Requires/Intent and 1 more Employees
Mobile App Development For Financial Services
Blockchain & Cryptocurrency Solutions
Asset Management
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
and more

50. Asset Management Concepts, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 2005

Company Size: 1-10

Asset Management Concepts, Inc. Contact Details

Name Title LinkedIn Phone Email
Orlando Mayo Operations Manager
James Segal Vice President
Requires/Intent
Financial Planning & Retirement Solutions
Omnichannel Customer Support
Fraud Detection & Prevention
and more

51. Schuler Investment Services, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Website: schulerinvestments.com

Company Founded: 2007

Company Size: 1-10

Company Address: 300 East Lombard Street, Baltimore, Maryland, United States

Schuler Investment Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Schuler Investment Advisor And Equity Analyst
Requires/Intent
Banking & Payment Processing
Mortgage & Loan Processing
Omnichannel Customer Support
Employee Training & Workforce Development
Business Strategy & Growth Consulting
and more

52. Invotexip, Llc

Industry: Financial Services

Location: Baltimore, Maryland

Website: invotexip.com

Company Size: 11-50

Company Address: 850 South Bond Street, Baltimore, Maryland, United States

Invotexip, Llc Contact Details

Name Title LinkedIn Phone Email
Trish Evans Analyst
David Lambdin Managing Director
Requires/Intent
Customer Relationship Management (CRM)
Hedge Fund & Private Equity Consulting
API Integration For FinTech
Mergers & Acquisitions Advisory
Financial Auditing & Reporting
and more

53. Traderiver Usa

Industry: Financial Services

Location: Baltimore, Maryland

Website: traderiverusa.com

Company Founded: 2014

Company Size: 1-10

Company Address: 401 East Pratt Street, Baltimore, Maryland, United States

Traderiver Usa Contact Details

Name Title LinkedIn Phone Email
Sergei Sementsov Operations And Administrative Manager
Requires/Intent
Insurance & Underwriting Services
Asset Management
Financial Forecasting & Modeling
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
and more

54. Securities Pricing & Research \"spardata\"

Industry: Financial Services

Location: Baltimore, Maryland

Website: spardata.com

Company Founded: 1990

Company Size: 11-50

Company Address: 12 West Madison Street, Baltimore, Maryland, United States

Securities Pricing & Research \"spardata\" Contact Details

Name Title LinkedIn Phone Email
Ritu Adhikari Senior Financial Analyst
Requires/Intent
Hedge Fund & Private Equity Consulting
Risk Management & Compliance
and more

55. Satya Capital Group

Industry: Financial Services

Location: Baltimore, Maryland

Website: satyacapitalgroup.com

Company Founded: 2014

Company Size: 1-10

Company Address: 100 International Drive, Baltimore, Maryland, United States

Satya Capital Group Contact Details

Name Title LinkedIn Phone Email
Satya Harrison-bullock Managing Partner
Taylen Mccullough Analyst
Requires/Intent
Fraud Detection & Prevention
Risk Assessment & Mitigation
Branding & Public Relations
and more

56. Ruxton Advisors Llc

Industry: Financial Services

Location: Baltimore, Maryland

Company Founded: 2013

Company Size: 1-10

Company Address: 31 Woodbrook Lane, Baltimore, Maryland, United States

Ruxton Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Debjani Saha Data Scientist
Requires/Intent
Omnichannel Customer Support
Financial Planning & Retirement Solutions
Asset Management
Cybersecurity & Data Protection
Portfolio Management
and more

57. Ronis Mortgage Network Inc

Industry: Financial Services

Location: Baltimore, Maryland

Website: ronismortgage.com

Company Size: 1-10

Company Address: 4 Longstream Court, Baltimore, Maryland, United States

Ronis Mortgage Network Inc Contact Details

Name Title LinkedIn Phone Email
Bruce Ronis Owner
Requires/Intent
Hedge Fund & Private Equity Consulting
Asset Management
ERP For Financial Institutions
Mergers & Acquisitions Advisory
and more

58. Baltimore Community Lending

Industry: Financial Services

Location: Baltimore, Maryland

Website: bclending.org

Company Founded: 1989

Company Size: 1-10

Company Address: 875 Hollins Street, Baltimore, Maryland, United States

Baltimore Community Lending Contact Details

Name Title LinkedIn Phone Email
Dierdra Pressley Assistant Vice President
Requires/Intent
Marketing Services
Cybersecurity & Data Protection
and more

59. Direct Source Advertising

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 1-10

Company Address: 4403 Wickford Road, Baltimore, Maryland, United States

Direct Source Advertising Contact Details

Name Title LinkedIn Phone Email
Cyndy Serfas Owner
Requires/Intent
Blockchain & Cryptocurrency Solutions
Data Analytics & Business Intelligence
Fraud Detection & Prevention
Performance Tracking & KPI Analytics
and more

60. Lansdowne Middle School

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 11-50

Company Address: 2400 Lansdowne Road, Baltimore, Maryland, United States

Lansdowne Middle School Contact Details

Name Title LinkedIn Phone Email
Jalissa Douglas Instrumental Music Teacher
Jozzy Clerge Social Work Intern
Requires/Intent
Asset Management
Loan Origination & Servicing Platforms
Quality Control & Assurance
ESG & Sustainable Finance Consulting
and more

61. Vetbilling.com | Electronic Billing And Customer Support

Industry: Financial Services

Location: Baltimore, Maryland

Website: ebcs-solutions.com

Company Founded: 1986

Company Size: 11-50

Company Address: P/o Box 245, Baltimore, Maryland, United States

Vetbilling.com | Electronic Billing And Customer Support Contact Details

Name Title LinkedIn Phone Email
Chris Ferraro Manager, Business Development
Janice Brown Office Manager
Requires/Intent
Wealth Management
Credit Rating & Analysis
Customer Relationship Management (CRM)
and more

62. Minerals Technology

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 11-50

Company Address: 2915 Wilmarco Avenue, Baltimore, Maryland, United States

Minerals Technology Contact Details

Name Title LinkedIn Phone Email
Jim Minno Member
Requires/Intent
Blockchain & Cryptocurrency Solutions
Debt Collection & Recovery
Quality Control & Assurance
Automation & Workflow Optimization
and more

63. Hic Financial

Industry: Financial Services

Location: Baltimore, Maryland

Website: hicfinancial.com

Company Founded: 2007

Company Size: 1-10

Company Address: 100 International Drive, Baltimore, Maryland, United States

Hic Financial Contact Details

Name Title LinkedIn Phone Email
Julian Bush Associate Vice President
Camille Nichols Business Development Officer
Requires/Intent
Tax Planning & Strategy
Fraud Detection & Prevention
Portfolio Management
Business Strategy & Growth Consulting
Risk Assessment & Mitigation
and more

64. Pure Finance Group

Industry: Financial Services

Location: Baltimore, Maryland

Website: purefinancegroup.com

Company Size: 11-50

Company Address: 1506 Joh Avenue, Baltimore, Maryland, United States

Pure Finance Group Contact Details

Name Title LinkedIn Phone Email
Caterina Carioti Processor
Requires/Intent
Performance Tracking & KPI Analytics
Document Management & E-signature Solutions
Treasury & Cash Flow Management
Quality Control & Assurance
Accounting Services
and more

65. Creative Benefits Services, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Website: creative-benefit.com

Company Founded: 1983

Company Size: 1-10

Company Address: 7104 Ambassador Road, Baltimore, Maryland, United States

Creative Benefits Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Christy Feser Pension Administrator
Requires/Intent
Automation & Workflow Optimization
Sales & Lead Generation Strategy
and more

66. Griffin Moor International, Llp

Industry: Financial Services

Location: Baltimore, Maryland

Website: griffinmoor.com

Company Founded: 2011

Company Size: 1-10

Company Address: 100 International Drive, Baltimore, Maryland, United States

Griffin Moor International, Llp Contact Details

Name Title LinkedIn Phone Email
Jennifer Adler Executive Assistant
Michael Washington Business Associate
Requires/Intent
Omnichannel Customer Support
Banking & Payment Processing
Risk Assessment & Mitigation
and more

67. Nuwave Capital Group

Industry: Financial Services

Location: Baltimore, Maryland

Website: nuwavecapitalgroup.com

Company Size: 1-10

Nuwave Capital Group Contact Details

Name Title LinkedIn Phone Email
Sam Radd Lifegineer, Entrepreneur, Financial Stratagist
Requires/Intent
Digital Payment & Subscription Solutions
Loan Origination & Servicing Platforms
Branding & Public Relations
Data Analytics & Business Intelligence
and more

68. Recovery Financial Services, Llc

Industry: Financial Services

Location: Baltimore, Maryland

Website: recoveryfinancialservices-llc.com

Company Founded: 1994

Company Size: 11-50

Company Address: P/o Box 22073, Baltimore, Maryland, United States

Recovery Financial Services, Llc Contact Details

Name Title LinkedIn Phone Email
Charles Shorts Sales Consultant
Tiera Sheridan Credit Consultant
Ronald Austin Senior Sales Executive
Requires/Intent
Loan Origination & Servicing Platforms
Financial Auditing & Reporting
Cybersecurity & Data Protection
Risk Management & Compliance
Compliance & Regulatory Advisory
and more

69. Kinetic Capital

Industry: Financial Services

Location: Baltimore, Maryland

Website: kineticcapitalllc.com

Company Size: 1-10

Kinetic Capital Contact Details

Name Title LinkedIn Phone Email
Jerome Holloway Marketing Specialist
Requires/Intent
Risk Assessment & Mitigation
Banking & Payment Processing
Document Management & E-signature Solutions
and more

70. Vector Dynamics

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 11-50

Company Address: 2835 Smith Avenue, Baltimore, Maryland, United States

Vector Dynamics Contact Details

Name Title LinkedIn Phone Email
Ken Colbert Vice President
Requires/Intent
Document Management & E-signature Solutions
Wealth Management
Tax Planning & Strategy
and more

71. Baltimore Public Markets Corp

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 1-10

Company Address: 1632 Aliceanna Street, Baltimore, Maryland, United States

Baltimore Public Markets Corp Contact Details

Name Title LinkedIn Phone Email
Keith Davis Security Officer
Marquitas Owens Custodian
Requires/Intent
Employee Training & Workforce Development
Mortgage & Loan Processing
and more

72. Cavanaugh Capital Management, Inc.

Industry: Financial Services

Location: Baltimore, Maryland

Website: cavcap.com

Company Size: 1-10

Company Address: 501 Fairmount Avenue, Baltimore, Maryland, United States

Cavanaugh Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Bennett Carroll Associate
Requires/Intent
Insurance & Underwriting Services
Document Management & E-signature Solutions
Risk Assessment & Mitigation
Hedge Fund & Private Equity Consulting
and more

73. Air Filter Maintenance Co Inc

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 1-10

Company Address: 118 North Kresson Street, Baltimore, Maryland, United States

Air Filter Maintenance Co Inc Contact Details

Name Title LinkedIn Phone Email
Rohan Virsawmi Filter Technician
Requires/Intent
ERP For Financial Institutions
API Integration For FinTech
Risk Assessment & Mitigation
Technology Consulting
Compliance & Regulatory Advisory
and more

74. Municipal Employees Credit Union

Industry: Financial Services

Location: Baltimore, Maryland

Company Size: 11-50

Company Address: 7 East Redwood Street, Baltimore, Maryland, United States

Municipal Employees Credit Union Contact Details

Name Title LinkedIn Phone Email
Kimberly Jenkins Accounting Assistant
Requires/Intent
Document Management & E-signature Solutions
Mergers & Acquisitions Advisory
Financial Forecasting & Modeling
Risk Management & Compliance
and more
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Baltimore Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jimmy Holder Brown Advisory Senior Reference Data Analyst
2 Kelly Harrison Brown Advisory Talent Acquisition Advisor
3 Kelly Dalton Brown Advisory Portfolio Analyst
4 Doug Godine Brown Advisory Head Of Private Client And Endowment And Foundation Development
5 Brendan Regan Brown Advisory Director Of Marketing And Messaging
6 Susan Traver Brown Advisory Partner And Senior Advisor
7 Nicoletti Frank Brown Advisory Portfolio Analyst
8 Justin Kellam Mariner Finance Vice President Of Centralized Credit Operations
9 Jeremy Milner Mariner Finance Avp- Branch Operations Indiana And Illinois
10 Jason Delman Mariner Finance Vice President Of Human Resources
11 Bob Bonitz Mariner Finance Regional Sales Manager
12 James Schneider Mariner Finance Chief Operating Officer
13 Jason Kohler Mariner Finance Senior Vice President Branch Operations
14 Fiona Mcgann Mariner Finance Human Resources Generalist
15 Rob Mercer First Home Mortgage Nmls# 147453 Branch Manager First Home Mortgage
16 Matt Miller First Home Mortgage Annapolis Branch Sales Manager
17 David Toaff First Home Mortgage Loan Officer
18 Blake Price First Home Mortgage Mortgage Loan Originator
19 Matthew Nader First Home Mortgage Vice President And Branch Manager Of Annapolis
20 Michael Archer First Home Mortgage Branch Manager
21 Jake Ryon First Home Mortgage Mortgage Loan Officer
22 Marie Sill Legg Mason Employee Relations Partner
23 Jennifer Byers Legg Mason Director, Corporate Social Responsibility
24 Jamie Hedrick Legg Mason Director, Us Business Analytics And Client Data
25 Paul Githongo Legg Mason Senior Financial Analyst
26 Matthew Scanlon Legg Mason Vice President - Regional Director
27 Chantal Ngosso Legg Mason Senior Tax Accountant
28 Daniel Mistretta Legg Mason Assistant Vice President And Internal Regional Director
29 Alex Batirov Clearone Advantage Vice President Of Sales
30 Berenice Orozco Clearone Advantage Debt Consultant
31 Jason Jones Clearone Advantage Coa
32 Tomas Gordon Clearone Advantage Chief Executive Officer
33 Nazir Tyrewala Clearone Advantage Senior Director Of Operations
34 Perish Barnette Clearone Advantage Innovation Manager
35 Angelica Gomez Clearone Advantage Account Executive
36 Cepa Paul L. Younkins Tribridge Partners, Llc Chief Innovation Officer
37 William Buslee Tribridge Partners, Llc Financial Services Professional
38 Stacy Miller Tribridge Partners, Llc Champion New Client Experience
39 Brian Lizzi Tribridge Partners, Llc Retirement Plan Services Division
40 Kim Natovitz Tribridge Partners, Llc Associate

Financial Services companies in different cities of Maryland

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