Top 100 Financial Services Companies in Birmingham

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Below is the list of Top 100 Financial Services Companies in Birmingham ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Birmingham

1. Harbert Management Corporation

Industry: Financial Services

Location: Birmingham, Alabama

Website: harbert.net

Company Founded: 1993

Company Size: 51-200

Company Address: 2100 3rd Avenue North, Birmingham, Alabama, United States

Harbert Management Corporation Contact Details

Name Title LinkedIn Phone Email
Christopher Hammond Director
Brandon Cohen Director Of Asset Management With Hmc
Todd Jordan Managing Director
Scott Lusk Senior Tax Manager
Kenan Lucas Managing Director
Wade Armstrong Director Of Investments
Jeff Liles Chief Information Officer At Harbert Management Corporation
Requires/Intent and 48 more Employees
Cloud Computing Solutions
Mortgage & Loan Processing
and more

2. Bridgeworth, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: bridgeworthllc.com

Company Founded: 2008

Company Size: 51-200

Company Address: 101 25th Street North, Birmingham, Alabama, United States

Bridgeworth, Llc Contact Details

Name Title LinkedIn Phone Email
Brooklyn Hall Client Service Coordinator
Julie Ellis Director Of Marketing And Business Development
David Ward Financial Advisor
Zach Ivey Financial Advisor- Partner
Cfpâ Zach Ivey Financial Advisor- Partner
Taylor Brown Associate Advisor
Sam Fitch Partner
Requires/Intent and 26 more Employees
Automation & Workflow Optimization
Sales & Lead Generation Strategy
Technology Consulting
and more

3. Sa Stone Wealth Management Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: saswealth.com

Company Founded: 2017

Company Size: 501-1000

Company Address: 2 Perimeter Park South, Birmingham, Alabama, United States

Sa Stone Wealth Management Inc. Contact Details

Name Title LinkedIn Phone Email
Matt Kelley Head Of Business Development
Crpcâ Mayo M. Woodward Investment Products Manager
Ernest Jordan Branch Manager
Shane Slaughter Registrations And Licensing Associate
Andrew Greene Regional Advisor
Bryan Hackett Regional Manager
Jonathan Hollingsworth Investment Advisory Consultant
Requires/Intent and 12 more Employees
Compliance & Regulatory Advisory
Treasury & Cash Flow Management
and more

4. Proequities, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: proequities.com

Company Founded: 1985

Company Size: 51-200

Company Address: 2801 Highway 280 South, Birmingham, Alabama, United States

Proequities, Inc. Contact Details

Name Title LinkedIn Phone Email
Christopher Vines Financial Advisor
Kim Davis Managing Director, Business Development
Rachael Pintaric Supervisory Principal
Brad Holland Registered Representative
Peggy Rouillier Investment Advisor Representative
Rodney Desormeaux Osj And Principal
Matthew Williams Internal Practice Management Consultant
Requires/Intent and 34 more Employees
Accounting Services
Tax Planning & Strategy
Financial Forecasting & Modeling
Performance Tracking & KPI Analytics
Customer Relationship Management (CRM)
and more

5. First Protective

Industry: Financial Services

Location: Birmingham, Alabama

Website: firstprotective.com

Company Founded: 1983

Company Size: 51-200

Company Address: 2501 20th Place South, Birmingham, Alabama, United States

First Protective Contact Details

Name Title LinkedIn Phone Email
Eric Miller President
Lori Broussard Financial Advisor
Shelley Balik Regional Director
Rachel Smith Director Of Internal Sales
Jacob Ware Internal Wholesaler
Lutcf Gene Plauche Regional Director
Ronnie Hamilton Advanced Sales And Certified Financial Planner
Requires/Intent and 30 more Employees
ESG & Sustainable Finance Consulting
Legal Compliance & Advisory
Financial Forecasting & Modeling
Business Strategy & Growth Consulting
Technology Consulting
and more

6. Merem Healthcare Solutions

Industry: Financial Services

Location: Birmingham, Alabama

Website: meremhealth.com

Company Founded: 2008

Company Size: 11-50

Company Address: 1286 Oak Grove Road, Birmingham, Alabama, United States

Merem Healthcare Solutions Contact Details

Name Title LinkedIn Phone Email
Matthew Optimization Chief Executive Officer
Cascc Lindsey Wingate Senior Vice President Of Operations - Revenue Cycle Management
Ashley Chester Pre-collections Specialist
Katie Nabors Medical Coder
Courtney Rich Pre-collections Manager
Allison Long Aapc Certified Professional Coder
Requires/Intent
Wealth Management
Investment Advisory
Debt Collection & Recovery
and more

7. The Welch Group, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: welchgroup.com

Company Founded: 1984

Company Size: 11-50

Company Address: 3940 Montclair Road, Birmingham, Alabama, United States

The Welch Group, Llc Contact Details

Name Title LinkedIn Phone Email
Verona Petite Planning Support Specialist
Marshall Clay Partner And Senior Advisor
Stewart Welch Managing Member And Founder
Brett Norris Advisor
Michael Wagner Member And Senior Advisor
Verona Petite Planning Support Specialist
Beth Moody Advisor
Requires/Intent and 11 more Employees
Credit Rating & Analysis
Omnichannel Customer Support
Online Advertising & SEO
Technology Consulting
Loan Origination & Servicing Platforms
and more

8. Prepaid Technologies

Industry: Financial Services

Location: Birmingham, Alabama

Website: in-prepaid.com

Company Founded: 1998

Company Size: 11-50

Company Address: 6 Office Park Circle, Birmingham, Alabama, United States

Prepaid Technologies Contact Details

Name Title LinkedIn Phone Email
Stephen Faust Chief Executive Officer
Sam Donnell Director Of Finance
Mallory Hamrick Account Manager
Sarah Eskridge Director Of Corporate Rewards Incentives
Lucy Bennett Account Coordinator
Lucy Lavette Product Manager
Elisa Nelson Marketing Manager
Requires/Intent and 4 more Employees
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
Mergers & Acquisitions Advisory
and more

9. Tjc Mortgage Inc

Industry: Financial Services

Location: Birmingham, Alabama

Website: tjcmortgage.com

Company Founded: 2005

Company Size: 11-50

Company Address: 3168 Cahaba Heights Road, Birmingham, Alabama, United States

Tjc Mortgage Inc Contact Details

Name Title LinkedIn Phone Email
Jorge Ojeda Compliance Officer And Human Resources Officer
Nikki Barber Mortgage Underwriter
Joshua Winn Senior Mortgage Loan Officer
Tanner Allen Partner
Joe Meadow Owner
Isaiah Tate Senior Loan Officer
Chanda Phillips Senior Loan Processor
Requires/Intent and 3 more Employees
Branding & Public Relations
AI-powered Financial Insights
Financial Planning & Retirement Solutions
and more

10. Tameron Honda

Industry: Financial Services

Location: Birmingham, Alabama

Website: tameronhonda.com

Company Size: 51-200

Company Address: 1675 Montgomery Highway, Birmingham, Alabama, United States

Tameron Honda Contact Details

Name Title LinkedIn Phone Email
Willie Holley Internet Sales Specialist
Lee Hoffman Cashier Customer Service
Shaun Yan New Car Director
Keldrin Palmer Sales Professional
Fletcher Louallen Materials Coordinator
Debbie Long Excell Facilitator
Brandon Crawley Sales And Leasing Consultant
Requires/Intent and 43 more Employees
Performance Tracking & KPI Analytics
Asset Management
Blockchain & Cryptocurrency Solutions
Sales & Lead Generation Strategy
and more

11. Southeastern Commercial Finance, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: southeasterncommercial.com

Company Size: 11-50

Company Address: 1500 1st Avenue North, Birmingham, Alabama, United States

Southeastern Commercial Finance, Llc Contact Details

Name Title LinkedIn Phone Email
Danny Bittner Vice President And Director Of Business Developmen
Patrick Trammell President
Danny Bittner Senior Vice President
Requires/Intent
Performance Tracking & KPI Analytics
Mergers & Acquisitions Advisory
Compliance & Regulatory Advisory
HR & Talent Acquisition
API Integration For FinTech
and more

12. Engs Commercial Capital, Llc A Division Of Engs Commercial Finance

Industry: Financial Services

Location: Birmingham, Alabama

Website: engscapital.com

Company Size: 11-50

Engs Commercial Capital, Llc A Division Of Engs Commercial Finance Contact Details

Name Title LinkedIn Phone Email
Tania Daniel Managing Director
Patrick Eakins Vice President
Kenneth Haley Relationship Manager
Azurdee Ramasar Assistant Vice President, Portfolio Manager
Bronwyn Hobson Vice President Of Risk Management
Crystal Romero Accounts Receivable Specialist
Latonya Simmons Relationship Manager
Requires/Intent
Financial Forecasting & Modeling
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
Loan Origination & Servicing Platforms
Debt Collection & Recovery
and more

13. Wealth Solutions Group

Industry: Financial Services

Location: Birmingham, Alabama

Website: wealthsolutionsgroup.com

Company Size: 11-50

Company Address: 3800 Colonnade Parkway, Birmingham, Alabama, United States

Wealth Solutions Group Contact Details

Name Title LinkedIn Phone Email
Cfpâ Todd Doobrow Investment Advisor Representative, Registered Principal, Financial Services Representative
Todd Doobrow Investment Advisor Representative, Registered Principal, Financial Services Representative
Billy Rose Financial Planner
Jathan Stisher Financial Advisor
Clayton Reaves Financial Services Representative
Lars Johnson Owner
Requires/Intent
Business Strategy & Growth Consulting
Mobile App Development For Financial Services
Financial Forecasting & Modeling
Risk Management & Compliance
Loan Origination & Servicing Platforms
and more

14. Merril Lynch Inc

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 201-500

Company Address: 420 20th Street North, Birmingham, Alabama, United States

Merril Lynch Inc Contact Details

Name Title LinkedIn Phone Email
Joey Middleton Pmd
Jason Mcgowan Vice President
Alison Sagi Registered Client Associate
Connie Grey Manager
Lisa Shannon Resident Director Assistant
Viji Kesavan Development Manager
Tiffany Baptist Client Specialist
Requires/Intent and 34 more Employees
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
API Integration For FinTech
and more

15. Warren Averett Asset Management, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: waasset.com

Company Founded: 1999

Company Size: 51-200

Company Address: 600 University Park Place, Birmingham, Alabama, United States

Warren Averett Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Kelly Clary Member
Andrew Gearhart Client Consultant
Josh Reidinger President Of Warren Averett Asset Management, Llc
Steven Causey Member
Wendy Lacey Member
Irby Thompson Wealth Manager
Requires/Intent
Quality Control & Assurance
Wealth Management
Employee Training & Workforce Development
and more

16. Alliance Capital Corporation

Industry: Financial Services

Location: Birmingham, Alabama

Website: alliancecapitalcorporation.com

Company Founded: 2008

Company Size: 1-10

Company Address: 1808 Oxmoor Road, Birmingham, Alabama, United States

Alliance Capital Corporation Contact Details

Name Title LinkedIn Phone Email
Sam Renta President At Alliance Capital Corporation
Zach Renta Vice President Operations
Mike Shaw Senior Vice President
Ben Vankorn Owner
Requires/Intent
Accounting Services
Financial Auditing & Reporting
Mortgage & Loan Processing
and more

17. Principal Mortgage, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: principalmortgagellc.com

Company Founded: 2006

Company Size: 11-50

Company Address: 600 Vestavia Parkway, Birmingham, Alabama, United States

Principal Mortgage, Llc Contact Details

Name Title LinkedIn Phone Email
Clyde Prather Senior Lending Officer At Principal Mortgage, Llc
Tucker Brown Loan Officer Nmls #1883844
Paul Sumner Owner
Alva Caine Senior Lending Officer
Brandon Smith Mortgage Consultant
Requires/Intent
Cybersecurity & Data Protection
Debt Collection & Recovery
Hedge Fund & Private Equity Consulting
Financial Planning & Retirement Solutions
and more

18. Temenos Usa

Industry: Financial Services

Location: Birmingham, Alabama

Company Founded: 2008

Company Size: 201-500

Company Address: 10 Inverness Center Parkway, Birmingham, Alabama, United States

Temenos Usa Contact Details

Name Title LinkedIn Phone Email
Michael Cates Senior Consulting Manager And Vice- President, Core Banking, North America
Jeremy Carcich Vice President Compliance Sales North America
Brad Foust Senior Systems Engineer
Karen Crow Product Evangelist
Kurt Pfizenmaier Implementation Consultant
Dallan Mcmanus Senior Vice President Product Development And Customer Management, Core Banking
Ramya Kalyanasundaram Principal Solution Analyst
Requires/Intent and 5 more Employees
Financial Planning & Retirement Solutions
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
Fraud Detection & Prevention
Corporate Finance Strategy
and more

19. Sterne Agee

Industry: Financial Services

Location: Birmingham, Alabama

Website: sterneagee.com

Company Founded: 1901

Company Size: 1001-5000

Company Address: 800 Shades Creek Parkway, Birmingham, Alabama, United States

Sterne Agee Contact Details

Name Title LinkedIn Phone Email
Maibeth Keith Senior Payroll Administrator
Lacey Woodroof Financial Advisor
Vutha Bou Margin Manager
Birpartap Singh Financial Analyst Intern
Cary Clark Marketing Associate
Debbie Hall Manager - Commissions Accounting
Kathryn Williams Acat Specialist
Requires/Intent and 67 more Employees
API Integration For FinTech
Business Strategy & Growth Consulting
IoT-enabled Smart Banking Solutions
Automation & Workflow Optimization
Securities Trading & Brokerage
and more

20. Legacy Community Federal Credit Union

Industry: Financial Services

Location: Birmingham, Alabama

Website: legacycreditunion.com

Company Founded: 1955

Company Size: 51-200

Company Address: P/o Box 55377, Birmingham, Alabama, United States

Legacy Community Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Rebekah Thebo Human Resources Specialist Ii
Janice Shivers Vice President, Human Resources
Sidney Stephen Lending Department-compliance
Bryan Benson Vice President Of Information Technology
Mark Mangina Accounting Specialist
Summer Carter Vice President Branch Operations
Jenna Floore Assistant Vice President Of Human Resources
Requires/Intent and 30 more Employees
Accounting Services
Banking & Payment Processing
Portfolio Management
and more

21. Tjc Mortgage Inc

Industry: Financial Services

Location: Birmingham, Alabama

Website: mortgageright.com

Company Founded: 2005

Company Size: 51-200

Company Address: 1 Perimeter Park South, Birmingham, Alabama, United States

Tjc Mortgage Inc Contact Details

Name Title LinkedIn Phone Email
Penny Tyler Mortgage Loan Originator
Michael Wright Branch Manager And Loan Originator
Charlie Thorne Manager
Tristan Seebach Loan Officer Assistant
Eric Mason Internal Marketing Specialist
Holley Porter-wright Loan Officer Assistant
Daniel Whisenant Mortgage Loan Originator
Requires/Intent and 3 more Employees
HR & Talent Acquisition
IoT-enabled Smart Banking Solutions
Risk Assessment & Mitigation
Legal Compliance & Advisory
Document Management & E-signature Solutions
and more

22. Imc Financial Consulting, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: planningimc.com

Company Size: 1-10

Imc Financial Consulting, Llc Contact Details

Name Title LinkedIn Phone Email
Isaac Cooper Managing Partner
Requires/Intent
Risk Management & Compliance
Performance Tracking & KPI Analytics
and more

23. Massmutual Alabama

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 11-50

Company Address: 2 North 20th Street, Birmingham, Alabama, United States

Massmutual Alabama Contact Details

Name Title LinkedIn Phone Email
David Lyon Financial Services Representative
Calvin Kelly â Massmutual Alabama, Financial Advisor
Ron Opolka Financial Advisor Massmutual Alabama
Jimmy Wyrosdick Managing Director
Christy Allen Assistant To David L Lyon, Clu, Chfc
Hazel Kochi Director Of Recruitment
Daniel Drennen Financial Services Representative
Requires/Intent and 1 more Employees
Branding & Public Relations
Financial Auditing & Reporting
Blockchain & Cryptocurrency Solutions
and more

24. Disciplined Equity Management

Industry: Financial Services

Location: Birmingham, Alabama

Website: demgt.com

Company Size: 1-10

Company Address: 820 Shades Creek Parkway, Birmingham, Alabama, United States

Disciplined Equity Management Contact Details

Name Title LinkedIn Phone Email
Lonnie Brooks Financial Planner
Lonnie Brooks Financial Planner
Requires/Intent
Corporate Finance Strategy
ERP For Financial Institutions
Risk Management & Compliance
Financial Auditing & Reporting
and more

25. Bmss Wesson Wealth Solutions

Industry: Financial Services

Location: Birmingham, Alabama

Website: bmsswesson.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1121 Riverchase Office Road, Birmingham, Alabama, United States

Bmss Wesson Wealth Solutions Contact Details

Name Title LinkedIn Phone Email
Cfpâ Tankersley Wealth Advisor
Abigail Waddell Senior Financial Planner
Cka Tankersley Wealth Advisor
Leslie Urrea Operations And Client Service Manager
Requires/Intent
Corporate Finance Strategy
Securities Trading & Brokerage
HR & Talent Acquisition
and more

26. Wealth Without Wall Street

Industry: Financial Services

Location: Birmingham, Alabama

Website: wealthwithoutwallstreet.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3125 Blue Lake Drive, Birmingham, Alabama, United States

Wealth Without Wall Street Contact Details

Name Title LinkedIn Phone Email
Joey Mure Partner And Financial Coach
Gabe Lovvorn Intern
Requires/Intent
Insurance & Underwriting Services
Automation & Workflow Optimization
Mergers & Acquisitions Advisory
and more

27. Eversource Wealth Advisors

Industry: Financial Services

Location: Birmingham, Alabama

Website: eversourcewealthadvisors.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1121 Riverchase Office Road, Birmingham, Alabama, United States

Eversource Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Glenn Waddell General Counsel And Chief Compliance Officer
Caleb Bagwell Certified Financial Planner Wealth Impact Advisor
Requires/Intent
Marketing Services
Financial Planning & Retirement Solutions
Quality Control & Assurance
Hedge Fund & Private Equity Consulting
Investment Advisory
and more

28. Alabamagermany Partnership

Industry: Financial Services

Location: Birmingham, Alabama

Website: alabamagermany.org

Company Founded: 1998

Company Size: 1-10

Company Address: 1900 International Park Drive, Birmingham, Alabama, United States

Alabamagermany Partnership Contact Details

Name Title LinkedIn Phone Email
Tine Hoffmeister Executive Director
Requires/Intent
Legal Compliance & Advisory
Investment Advisory
Asset Management
and more

29. Porter Billing Services

Industry: Financial Services

Location: Birmingham, Alabama

Company Founded: 2011

Company Size: 11-50

Company Address: 2112 1st Avenue North, Birmingham, Alabama, United States

Porter Billing Services Contact Details

Name Title LinkedIn Phone Email
Reed Shumaker Business Development
Ivan Cook Vice President, Bdo
Rianna Gurvitz Marketing Coordinator
Meagan Graessle Client Representative
David Costello Business Development Officer
Kayla Milam Underwriter
Jessica Deason Credit Underwriter
Requires/Intent and 6 more Employees
Fraud Detection & Prevention
Securities Trading & Brokerage
Accounting Services
and more

30. Highland Commercial Mortgage

Industry: Financial Services

Location: Birmingham, Alabama

Website: hcmd4.com

Company Founded: 2012

Company Size: 11-50

Company Address: 33 Inverness Center Parkway, Birmingham, Alabama, United States

Highland Commercial Mortgage Contact Details

Name Title LinkedIn Phone Email
John Moore President
Christine Mcjunkin Controller, Vice President Of Finance And Human Resources
Andrew Lilly Avp, Servicing Specialist
Jennifer Massey Chief Operating Officer
Amanda Houston Loan Servicing Specialist
Stephanie Glaze Business Accountant
Renae Gallups Office Manager
Requires/Intent and 2 more Employees
Employee Training & Workforce Development
Credit Rating & Analysis
Fraud Detection & Prevention
and more

31. Meld Financial

Industry: Financial Services

Location: Birmingham, Alabama

Website: meldfinancial.com

Company Founded: 1986

Company Size: 1-10

Company Address: 3008 Pump House Road, Birmingham, Alabama, United States

Meld Financial Contact Details

Name Title LinkedIn Phone Email
Ashley Burrell Investment Operations Manager
Martin Smith Financial Planning Intern
Mark Mcgarvey Founder President
William Connor Vice President, Financial Planning
Whitney Clifton Executive Assistant
Holly Criss Associate, Client Advisory Services
Dwight Reynolds Senior Financial Advisor
Requires/Intent and 2 more Employees
Debt Collection & Recovery
ERP For Financial Institutions
Business Strategy & Growth Consulting
HR & Talent Acquisition
and more

32. Porter Capital

Industry: Financial Services

Location: Birmingham, Alabama

Website: portercap.com

Company Founded: 1991

Company Size: 11-50

Company Address: 2112 1st Avenue North, Birmingham, Alabama, United States

Porter Capital Contact Details

Name Title LinkedIn Phone Email
Bjorn Peterson Business Development Officer
Requires/Intent
Treasury & Cash Flow Management
Legal Compliance & Advisory
AI-powered Financial Insights
Sales & Lead Generation Strategy
and more

33. Birmingham Municipal Court

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 11-50

Company Address: 801 17th Street North, Birmingham, Alabama, United States

Birmingham Municipal Court Contact Details

Name Title LinkedIn Phone Email
Charles Price Judge
Windy Taylor Magistrate
Oona Joseph Laboratory Assistant And Office Administrator
Oona Dixon Probation Parole Officer
Viktor Holmberg It Support
Tina Taylor Post-trial Social Worker
Patricia Henderson Case Manager And Drug Court
Requires/Intent and 1 more Employees
ERP For Financial Institutions
Financial Planning & Retirement Solutions
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
and more

34. Mcgowin-king Mortgage, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: mcgowinking.com

Company Founded: 1998

Company Size: 11-50

Company Address: 2 Office Park Circle, Birmingham, Alabama, United States

Mcgowin-king Mortgage, Llc Contact Details

Name Title LinkedIn Phone Email
Warner Mcgowin Mortgage Consultant
Coleman Gorham Mortgage Loan Originator
Andrea Hall Mortgage Loan Processor
Elizabeth Cooper Communications
Travis Mcgowin Partner
Requires/Intent
Digital Payment & Subscription Solutions
Treasury & Cash Flow Management
Insurance & Underwriting Services
Investment Advisory
and more

35. Strauss Financial Group, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: straussfinancial.com

Company Founded: 1988

Company Size: 1-10

Company Address: 2201 Cahaba Valley Drive, Birmingham, Alabama, United States

Strauss Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Arthur Strauss Private Wealth Advisor
Josh Vanfleteren Wealth Advisor
Requires/Intent
ERP For Financial Institutions
Mobile App Development For Financial Services
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
Hedge Fund & Private Equity Consulting
and more

36. Kreativ Retirement Plan Solutions

Industry: Financial Services

Location: Birmingham, Alabama

Website: kreativ-plans.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3257 Cahaba Heights Road, Birmingham, Alabama, United States

Kreativ Retirement Plan Solutions Contact Details

Name Title LinkedIn Phone Email
Justin Ladden Retirement Plan Consultant
Requires/Intent
Omnichannel Customer Support
Insurance & Underwriting Services
and more

37. 401k Safe

Industry: Financial Services

Location: Birmingham, Alabama

Website: 401ksafe.com

Company Size: 1-10

401k Safe Contact Details

Name Title LinkedIn Phone Email
Jim Sharp Partner, National Sales Manager
Requires/Intent
Cybersecurity & Data Protection
Wealth Management
Employee Training & Workforce Development
and more

38. Fi-plan Partners, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: fiplanpartners.com

Company Founded: 2005

Company Size: 11-50

Company Address: 5825 Feldspar Way, Birmingham, Alabama, United States

Fi-plan Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Jason Hatley Vice President, Financial Planning Manager
Trey Booth Senior Vice President, Wealth Consultant
Adam Vansant Associate Vice President, Wealth Consultant
Jennifer Meredith Senior Vice President, Wealth Consultant
Requires/Intent
Hedge Fund & Private Equity Consulting
IoT-enabled Smart Banking Solutions
Mortgage & Loan Processing
and more

39. Oneascent

Industry: Financial Services

Location: Birmingham, Alabama

Website: oneascent.com

Company Founded: 2017

Company Size: 11-50

Company Address: 23 Inverness Center Parkway, Birmingham, Alabama, United States

Oneascent Contact Details

Name Title LinkedIn Phone Email
Rob Riley Investment Analyst
Will Hines Director Of Strategic Planning | Lead Advisor
Kelly Mooney Client Relationship Specialist
Requires/Intent
Loan Origination & Servicing Platforms
Sales & Lead Generation Strategy
Marketing Services
Automation & Workflow Optimization
Tax Planning & Strategy
and more

40. Alamerica Bank

Industry: Financial Services

Location: Birmingham, Alabama

Website: alamericabank.com

Company Founded: 2000

Company Size: 1-10

Company Address: 2170 Highland Avenue South, Birmingham, Alabama, United States

Alamerica Bank Contact Details

Name Title LinkedIn Phone Email
Matt Morris Senior Lender And Director
Sharon Long Vice President
Steve Landrum Branch Manager
Alan Grice Senior Vice President
Sharon Long Vice President
Requires/Intent
Financial Planning & Retirement Solutions
Online Advertising & SEO
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Employee Training & Workforce Development
and more

41. Grinkmeyer Leonard Financial

Industry: Financial Services

Location: Birmingham, Alabama

Website: grinkmeyerleonard.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1950 Stonegate Drive, Birmingham, Alabama, United States

Grinkmeyer Leonard Financial Contact Details

Name Title LinkedIn Phone Email
Jamie Kertis Retirement Plan Specialist And Employee Benefits Educator, Napa Top Retirement Plan Advisors Under 40
Requires/Intent
Business Strategy & Growth Consulting
Securities Trading & Brokerage
Cybersecurity & Data Protection
Accounting Services
Data Analytics & Business Intelligence
and more

42. Csl Financial, Llc - Nmls # 959454

Industry: Financial Services

Location: Birmingham, Alabama

Website: commonsenselending.com

Company Size: 11-50

Company Address: 500 Office Park Drive, Birmingham, Alabama, United States

Csl Financial, Llc - Nmls # 959454 Contact Details

Name Title LinkedIn Phone Email
Jeff Mcdonald Retail Credit Analyist
Donald Kennedy Underwriter
Lindsey Smith Administrative Assistant
John Thompson Mortgage Associate And Retail Credit Analyst
Kristi Beaird Accounting Manager
Stephanie Worthy Underwriter
Marla Morris Titling And Remarketing Analyst
Requires/Intent and 1 more Employees
Cybersecurity & Data Protection
Legal Compliance & Advisory
and more

43. Libertyfi, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: libertyfi.com

Company Founded: 2017

Company Size: 1-10

Libertyfi, Llc Contact Details

Name Title LinkedIn Phone Email
Davis Priester Senior Consultant
Adair Moody Senior Consultant
Requires/Intent
Financial Auditing & Reporting
Debt Collection & Recovery
and more

44. Ligon Industries, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: ligonindustries.com

Company Founded: 1999

Company Size: 1-10

Company Address: 1927 1st Avenue North, Birmingham, Alabama, United States

Ligon Industries, Llc Contact Details

Name Title LinkedIn Phone Email
Jon Whetsell Chief Financial Officer
Sharon Evans Administrative Assistant
Requires/Intent
Quality Control & Assurance
Mergers & Acquisitions Advisory
Customer Relationship Management (CRM)
Financial Planning & Retirement Solutions
Online Advertising & SEO
and more

45. Wealth Management Group-llc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: wmgadvisers.net

Company Founded: 2015

Company Size: 1-10

Company Address: 505 20th Street North, Birmingham, Alabama, United States

Wealth Management Group-llc. Contact Details

Name Title LinkedIn Phone Email
Michael Johnson Financial Advisor
Ron Anderson Financial Advisor
Requires/Intent
Cloud Computing Solutions
ERP For Financial Institutions
Fraud Detection & Prevention
Loan Origination & Servicing Platforms
and more

46. Accounting, Economics, & Appraisal Group, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: aeagroup.com

Company Founded: 2001

Company Size: 11-50

Company Address: 1901 Sixth Avenue North, Birmingham, Alabama, United States

Accounting, Economics, & Appraisal Group, Llc Contact Details

Name Title LinkedIn Phone Email
Abv Michael Alexander Principal
Kathleen Moffit Senior Consultant
Requires/Intent
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
ESG & Sustainable Finance Consulting
and more

47. Unionstate Investment Services

Industry: Financial Services

Location: Birmingham, Alabama

Company Founded: 1998

Company Size: 1-10

Company Address: 2200 Lakeshore Drive, Birmingham, Alabama, United States

Unionstate Investment Services Contact Details

Name Title LinkedIn Phone Email
Chris Alexander V.p Financial Professional
Requires/Intent
Mobile App Development For Financial Services
Customer Relationship Management (CRM)
Compliance & Regulatory Advisory
Accounting Services
Blockchain & Cryptocurrency Solutions
and more

48. Mortgage Resources, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Company Founded: 1997

Company Size: 1-10

Company Address: 1313 Alford Avenue, Birmingham, Alabama, United States

Mortgage Resources, Inc. Contact Details

Name Title LinkedIn Phone Email
Jim Ceyte Owner
Tenley Mathews Loan Originator
Kathy Brown Accounting Manager
Shelley Miller Senior Loan Examiner
Cathy Warren Shipping
Michael Burge Mortgage Planner
Peggy Purdy Closing Manager
Requires/Intent and 1 more Employees
Corporate Finance Strategy
Branding & Public Relations
Accounting Services
Mortgage & Loan Processing
and more

49. Freedom Financial Group

Industry: Financial Services

Location: Birmingham, Alabama

Website: freedomfingroup.com

Company Size: 1-10

Company Address: 4500 Valleydale Road, Birmingham, Alabama, United States

Freedom Financial Group Contact Details

Name Title LinkedIn Phone Email
Travis Gann Financial Planning Coordinator
Sean Fleming Senior Financial Advisor
Anna Krueger Marketing Coordinator, Office Manager
Requires/Intent
Mortgage & Loan Processing
Customer Relationship Management (CRM)
and more

50. Benetech Administrators, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: btai.com

Company Size: 1-10

Benetech Administrators, Inc. Contact Details

Name Title LinkedIn Phone Email
Ashley Hoggle Plan Administrator
Tripp Spain Administrator And Sales Representative
Requires/Intent
Asset Management
Financial Auditing & Reporting
Quality Control & Assurance
Legal Compliance & Advisory
ERP For Financial Institutions
and more

51. Accounting, Economics, & Appraisal Group, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Company Founded: 2001

Company Size: 11-50

Accounting, Economics, & Appraisal Group, Llc Contact Details

Name Title LinkedIn Phone Email
Drew Brignac Principal
Michael Alexander Managing Consultant
Requires/Intent
Performance Tracking & KPI Analytics
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
Insurance & Underwriting Services
and more

52. Rds (revenue Discovery Systems)

Industry: Financial Services

Location: Birmingham, Alabama

Website: revds.com

Company Founded: 1980

Company Size: 201-500

Company Address: 600 Beacon Parkway West, Birmingham, Alabama, United States

Rds (revenue Discovery Systems) Contact Details

Name Title LinkedIn Phone Email
Jacqueline Finklea Senior Revenue Examiner
Trey Williford Audit Supervisor
Jonathan Black Business License Manager
Taira Salter Revenue Officer
Areyelle Yarbrough Business License Specialist
Traci Cooper Revenue Officer
Delores Woods Lockbox Administrator
Requires/Intent and 12 more Employees
Automation & Workflow Optimization
Portfolio Management
Sales & Lead Generation Strategy
Legal Compliance & Advisory
Banking & Payment Processing
and more

53. Marca Life Planning

Industry: Financial Services

Location: Birmingham, Alabama

Website: marcalifeplanning.com

Company Founded: 1990

Company Size: 1-10

Company Address: 22 Inverness Center Parkway, Birmingham, Alabama, United States

Marca Life Planning Contact Details

Name Title LinkedIn Phone Email
Tyler Mcguire Service Advisor, Cfp , RicpÂ
Corie Coyne Practice Manager
Jeanne Smith Rlp, Cfp, Registered Nurse And President
Requires/Intent
Marketing Services
Mortgage & Loan Processing
Online Advertising & SEO
Hedge Fund & Private Equity Consulting
Omnichannel Customer Support
and more

54. Murfee Meadows, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 11-50

Company Address: 120 Office Park Drive, Birmingham, Alabama, United States

Murfee Meadows, Inc. Contact Details

Name Title LinkedIn Phone Email
Ashley Casper Brokerage Director
Requires/Intent
Technology Consulting
Sales & Lead Generation Strategy
Wealth Management
and more

55. Ac Financial Partners

Industry: Financial Services

Location: Birmingham, Alabama

Website: acfinancialpartners.com

Company Size: 1-10

Company Address: 1800 International Park Drive, Birmingham, Alabama, United States

Ac Financial Partners Contact Details

Name Title LinkedIn Phone Email
Derrell Crimm Partner
Teah Jackson Marketing Coordinator
Requires/Intent
Document Management & E-signature Solutions
Credit Rating & Analysis
Fraud Detection & Prevention
Blockchain & Cryptocurrency Solutions
Risk Management & Compliance
and more

56. Momentum Capital Funding, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: momentumcapitalfunding.com

Company Founded: 2013

Company Size: 1-10

Momentum Capital Funding, Llc Contact Details

Name Title LinkedIn Phone Email
Erik Futral Account Executive
Ashley Bailey Account Manager
Requires/Intent
Cloud Computing Solutions
Tax Planning & Strategy
Sales & Lead Generation Strategy
and more

57. Insight Card Services

Industry: Financial Services

Location: Birmingham, Alabama

Website: insightcards.com

Company Size: 51-200

Company Address: P/o Box 190245, Birmingham, Alabama, United States

Insight Card Services Contact Details

Name Title LinkedIn Phone Email
Kristen Madaris Controller
Jacques Coleman Csr
Carlos Diaz Compliance Specialist
Brad Carroll Bsa And Aml Investigator
Alina Vélez Operations
Tristan Darden Compliance Generalist At Insight Card Services
Brenda Cade Customer Service Representative At Insight Cards
Requires/Intent and 10 more Employees
Risk Assessment & Mitigation
Treasury & Cash Flow Management
and more

58. Data Technology Payments

Industry: Financial Services

Location: Birmingham, Alabama

Website: datatechnologypayments.com

Company Founded: 2012

Company Size: 1-10

Company Address: 3179 Green Valley Road, Birmingham, Alabama, United States

Data Technology Payments Contact Details

Name Title LinkedIn Phone Email
Charles Lewis President
Requires/Intent
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
Marketing Services
API Integration For FinTech
Business Strategy & Growth Consulting
and more

59. Birmingham Mortgage Group

Industry: Financial Services

Location: Birmingham, Alabama

Website: bhammortgage.com

Company Size: 1-10

Company Address: 4268 Cahaba Heights Court, Birmingham, Alabama, United States

Birmingham Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Mark Achuff Broker And Owner
Requires/Intent
Online Advertising & SEO
Customer Relationship Management (CRM)
and more

60. Hightower Twickenham

Industry: Financial Services

Location: Birmingham, Alabama

Company Founded: 2013

Company Size: 11-50

Company Address: 100 Church Street Southwest, Birmingham, Alabama, United States

Hightower Twickenham Contact Details

Name Title LinkedIn Phone Email
John Carter Financial Analyst
Requires/Intent
Financial Auditing & Reporting
Loan Origination & Servicing Platforms
AI-powered Financial Insights
Mergers & Acquisitions Advisory
Automation & Workflow Optimization
and more

61. Buckup Inc

Industry: Financial Services

Location: Birmingham, Alabama

Website: gobuckup.com

Company Size: 1-10

Buckup Inc Contact Details

Name Title LinkedIn Phone Email
Ssm Sabrina Sherali Business Analyst Intern
Requires/Intent
Digital Payment & Subscription Solutions
Wealth Management
Business Strategy & Growth Consulting
and more

62. Regulatory Solutions Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: regulatorysol.com

Company Founded: 2011

Company Size: 11-50

Company Address: 3928 Montclair Road, Birmingham, Alabama, United States

Regulatory Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Namu-cmqcs Jason King Quality Control Analyst
Cricket Stewart Qc Analyst
Lisa Millsap Report Writer
John Mobley Mortgage Loan Auditor
Ross Page Quality Control Analyst
Requires/Intent
AI-powered Financial Insights
Mobile App Development For Financial Services
Investment Advisory
and more

63. Ira Innovations

Industry: Financial Services

Location: Birmingham, Alabama

Website: irainnovations.com

Company Size: 1-10

Company Address: 100 Concourse Parkway, Birmingham, Alabama, United States

Ira Innovations Contact Details

Name Title LinkedIn Phone Email
Mike Todd Business Development Manager
Requires/Intent
Cloud Computing Solutions
ERP For Financial Institutions
Asset Management
Portfolio Management
and more

64. Wesban Financial Consultants, P.c.

Industry: Financial Services

Location: Birmingham, Alabama

Website: wesban.com

Company Founded: 1977

Company Size: 1-10

Company Address: 1800 Providence Park, Birmingham, Alabama, United States

Wesban Financial Consultants, P.c. Contact Details

Name Title LinkedIn Phone Email
Donna Gordon President
Requires/Intent
Credit Rating & Analysis
Risk Assessment & Mitigation
Document Management & E-signature Solutions
Securities Trading & Brokerage
and more

65. Aintree Capital

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 11-50

Company Address: 2000a Southbridge Parkway, Birmingham, Alabama, United States

Aintree Capital Contact Details

Name Title LinkedIn Phone Email
Damon Byrd Vice President
Tom Sheehan Vice President
Joe Curcio Portfolio Manager
Requires/Intent
Corporate Finance Strategy
Digital Payment & Subscription Solutions
Hedge Fund & Private Equity Consulting
Employee Training & Workforce Development
Risk Management & Compliance
and more

66. Capstone Financial Group Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: thecapstoneway.com

Company Founded: 2009

Company Size: 1-10

Company Address: 3500 Blue Lake Drive, Birmingham, Alabama, United States

Capstone Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Alison White Executive Assistant
Requires/Intent
IoT-enabled Smart Banking Solutions
Wealth Management
Cloud Computing Solutions
Tax Planning & Strategy
Digital Payment & Subscription Solutions
and more

67. Grandview Financial Group, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 11-50

Grandview Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Alisha Lane Financial Planning Assistant
Marline Kellum Client Service Manager
Brenda Evans Client Relations Manager
Requires/Intent
HR & Talent Acquisition
Corporate Finance Strategy
Insurance & Underwriting Services
and more

68. Sma Services Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: smaservicesinc.com

Company Founded: 1984

Company Size: 1-10

Company Address: 3500 Blue Lake Drive, Birmingham, Alabama, United States

Sma Services Inc. Contact Details

Name Title LinkedIn Phone Email
Bob Cantlay Financial Services Assistant
Joann Owens Supervisor
Requires/Intent
Insurance & Underwriting Services
Omnichannel Customer Support
Legal Compliance & Advisory
and more

69. The Mcgriff Burrus Alliance

Industry: Financial Services

Location: Birmingham, Alabama

Website: ncgriffburrus.com

Company Founded: 1994

Company Size: 1-10

Company Address: 2201 Providence Park, Birmingham, Alabama, United States

The Mcgriff Burrus Alliance Contact Details

Name Title LinkedIn Phone Email
Joel Mcgriff President
Requires/Intent
IoT-enabled Smart Banking Solutions
Accounting Services
Securities Trading & Brokerage
Investment Advisory
Compliance & Regulatory Advisory
and more

70. Altec Capital Services, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: alteccapital.com

Company Size: 11-50

Company Address: 33 Inverness Center Parkway, Birmingham, Alabama, United States

Altec Capital Services, Llc Contact Details

Name Title LinkedIn Phone Email
Mcdowell Pinckard Senior Accountant
Requires/Intent
Omnichannel Customer Support
Financial Planning & Retirement Solutions
Quality Control & Assurance
and more

71. Heritage Auto Finance

Industry: Financial Services

Location: Birmingham, Alabama

Website: heritageautocredit.com

Company Founded: 2008

Company Size: 11-50

Company Address: 1813 Ensley Avenue, Birmingham, Alabama, United States

Heritage Auto Finance Contact Details

Name Title LinkedIn Phone Email
Kevin Serra President
Requires/Intent
HR & Talent Acquisition
Asset Management
and more

72. Harlan Partners, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 1-10

Company Address: 2229 Rocky Ridge Road, Birmingham, Alabama, United States

Harlan Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Kelly Holbert Partner
Requires/Intent
ERP For Financial Institutions
Loan Origination & Servicing Platforms
Debt Collection & Recovery
Fraud Detection & Prevention
and more

73. Birmingham Business Resource Center

Industry: Financial Services

Location: Birmingham, Alabama

Website: mybbrc.biz

Company Founded: 1996

Company Size: 1-10

Company Address: 1500 1st Avenue North, Birmingham, Alabama, United States

Birmingham Business Resource Center Contact Details

Name Title LinkedIn Phone Email
Wes Mindingall Programs Director
Requires/Intent
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
Mobile App Development For Financial Services
Performance Tracking & KPI Analytics
and more

74. The Southlake Financial Group Llc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: thesouthlakefinancialgroup.com

Company Founded: 2011

Company Size: 1-10

The Southlake Financial Group Llc. Contact Details

Name Title LinkedIn Phone Email
Randy Lott Owner
Requires/Intent
Financial Planning & Retirement Solutions
Tax Planning & Strategy
Treasury & Cash Flow Management
and more

75. Goal Mortgage Funding, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: goalmortgage.com

Company Founded: 2006

Company Size: 11-50

Company Address: P/o Box 380963, Birmingham, Alabama, United States

Goal Mortgage Funding, Inc. Contact Details

Name Title LinkedIn Phone Email
Dasse Yobo Finance Manager
Neil Relwani Loan Officer
Requires/Intent
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
Credit Rating & Analysis
and more

76. Clark Financial Advisors

Industry: Financial Services

Location: Birmingham, Alabama

Website: clarkfinancialadvisors.com

Company Founded: 1983

Company Size: 1-10

Company Address: 1400 Urban Center Drive, Birmingham, Alabama, United States

Clark Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Brooks Clark Founder And Chief Executive Officer
Requires/Intent
Compliance & Regulatory Advisory
Mobile App Development For Financial Services
Treasury & Cash Flow Management
API Integration For FinTech
and more

77. R2metrics

Industry: Financial Services

Location: Birmingham, Alabama

Website: r2metrics.com

Company Founded: 1996

Company Size: 1-10

Company Address: 6930 Cahaba Valley Road, Birmingham, Alabama, United States

R2metrics Contact Details

Name Title LinkedIn Phone Email
Franck Southon President
Requires/Intent
API Integration For FinTech
Insurance & Underwriting Services
AI-powered Financial Insights
Risk Assessment & Mitigation
and more

78. Dmc Group, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: dmcgroupllc.com

Company Founded: 2015

Company Size: 1-10

Company Address: 880 Montclair Road, Birmingham, Alabama, United States

Dmc Group, Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Perri Vice President
Nathan Mitchell Portfolio Manager
Requires/Intent
Compliance & Regulatory Advisory
Tax Planning & Strategy
Hedge Fund & Private Equity Consulting
and more

79. Thoroughbred Capital

Industry: Financial Services

Location: Birmingham, Alabama

Website: thoroughbredcapitalfund.com

Company Founded: 2017

Company Size: 1-10

Company Address: 2900 Cahaba Road, Birmingham, Alabama, United States

Thoroughbred Capital Contact Details

Name Title LinkedIn Phone Email
Jeremi Vo Financial Analyst
Requires/Intent
Customer Relationship Management (CRM)
Employee Training & Workforce Development
and more

80. Life Key Financial Group

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 1-10

Company Address: 324 Commons Drive, Birmingham, Alabama, United States

Life Key Financial Group Contact Details

Name Title LinkedIn Phone Email
Amber Jones Chief Executive Officer
Requires/Intent
Data Analytics & Business Intelligence
Marketing Services
and more

81. Simply Paid, Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: simplypaid.com

Company Founded: 2012

Company Size: 201-500

Company Address: 600 Beacon Parkway West, Birmingham, Alabama, United States

Simply Paid, Llc Contact Details

Name Title LinkedIn Phone Email
Courtney Mince Account Executive
Requires/Intent
Mergers & Acquisitions Advisory
Banking & Payment Processing
Wealth Management
IoT-enabled Smart Banking Solutions
Marketing Services
and more

82. Mainstream Financial Group

Industry: Financial Services

Location: Birmingham, Alabama

Website: mainstreamfg.com

Company Size: 1-10

Company Address: 2 North 20th Street, Birmingham, Alabama, United States

Mainstream Financial Group Contact Details

Name Title LinkedIn Phone Email
Carletta Forney Director Of Client Financial Education
Requires/Intent
AI-powered Financial Insights
Marketing Services
Credit Rating & Analysis
Financial Auditing & Reporting
Customer Relationship Management (CRM)
and more

83. Cbl Advisors Group Llc

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 1-10

Company Address: 2455 Burgundy Drive, Birmingham, Alabama, United States

Cbl Advisors Group Llc Contact Details

Name Title LinkedIn Phone Email
Troy Baily Alternative Investments And Retirement Income Specialist
Requires/Intent
Securities Trading & Brokerage
Banking & Payment Processing
Loan Origination & Servicing Platforms
Document Management & E-signature Solutions
Wealth Management
and more

84. Mainsail Asset Management

Industry: Financial Services

Location: Birmingham, Alabama

Website: investprudently.com

Company Size: 11-50

Company Address: 2229 1st Avenue South, Birmingham, Alabama, United States

Mainsail Asset Management Contact Details

Name Title LinkedIn Phone Email
Kelly Rinaldi Administrative Manager
Requires/Intent
Credit Rating & Analysis
Automation & Workflow Optimization
and more

85. Plantech, Llp

Industry: Financial Services

Location: Birmingham, Alabama

Website: plantech-online.com

Company Founded: 1989

Company Size: 51-200

Company Address: 2205 Cahaba Valley Drive, Birmingham, Alabama, United States

Plantech, Llp Contact Details

Name Title LinkedIn Phone Email
Stephanie Rothe Client Account Representative
Erpaa Tom Powell Founding Partner
Laura Munnerlyn Marketing Coordinator
Elizabeth Hamilton Processing Specialist
Requires/Intent
Blockchain & Cryptocurrency Solutions
Fraud Detection & Prevention
and more

86. Home Mortgage Of America, Inc - Dothan (nmls#149932)

Industry: Financial Services

Location: Birmingham, Alabama

Website: hmoaidothan.com

Company Size: 51-200

Company Address: 1800 International Pk Drive, Birmingham, Alabama, United States

Home Mortgage Of America, Inc - Dothan (nmls#149932) Contact Details

Name Title LinkedIn Phone Email
Carol Johnson Accounting Supervisor
Tina Parker Loan Processor - Licensed Lo Assistant
Lissa Burton Mortgage Loan Originator
Tracy Wingard Mortgage Loan Auditor
Requires/Intent
ESG & Sustainable Finance Consulting
Business Strategy & Growth Consulting
ERP For Financial Institutions
Mortgage & Loan Processing
and more

87. Smith Financial Planners Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: smithfinancialgrp.com

Company Founded: 2004

Company Size: 1-10

Company Address: 2870 Old Rocky Ridge Road, Birmingham, Alabama, United States

Smith Financial Planners Llc Contact Details

Name Title LinkedIn Phone Email
Victoria Smith Co-owner And Office Manager
Requires/Intent
Mobile App Development For Financial Services
Fraud Detection & Prevention
Omnichannel Customer Support
Portfolio Management
and more

88. Alabama Credit Union League

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 11-50

Company Address: 22 Inverness Center Parkway, Birmingham, Alabama, United States

Alabama Credit Union League Contact Details

Name Title LinkedIn Phone Email
Lindsey Smith Member Care Agent
Chris Staggs Staff Accountant
Denise Wallace Business Development
Gregg Hipp Executive Vice President Finanical Services
Christine Dehner Development Specialist
Ken John Vice President Business Development
Requires/Intent
Performance Tracking & KPI Analytics
Insurance & Underwriting Services
and more

89. Red Mountain Financial

Industry: Financial Services

Location: Birmingham, Alabama

Website: redmountainfinancial.net

Company Size: 1-10

Company Address: 2 Office Park Circle, Birmingham, Alabama, United States

Red Mountain Financial Contact Details

Name Title LinkedIn Phone Email
Parks Lee Partner
Requires/Intent
Investment Advisory
Asset Management
and more

90. Compensation Control Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: timeplus.com

Company Size: 1-10

Company Address: 1121 Riverchase Office Road, Birmingham, Alabama, United States

Compensation Control Llc Contact Details

Name Title LinkedIn Phone Email
Dana Lee Partner And Payroll Specialist
Brentley Phillips Human Resources Director
Requires/Intent
Banking & Payment Processing
Cybersecurity & Data Protection
Document Management & E-signature Solutions
Accounting Services
Performance Tracking & KPI Analytics
and more

91. Birmingham Parks & Recreation

Industry: Financial Services

Location: Birmingham, Alabama

Company Size: 1-10

Company Address: 400 Graymont Avenue West, Birmingham, Alabama, United States

Birmingham Parks & Recreation Contact Details

Name Title LinkedIn Phone Email
Terry Bouchillon Recreation Supertindent
Lester Reeves Cener Director Of Fountain Heights Recreation Center
Requires/Intent
Blockchain & Cryptocurrency Solutions
Financial Auditing & Reporting
Investment Advisory
and more

92. Cole Financial Planning And Wealth Management, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: colefp.com

Company Founded: 2005

Company Size: 1-10

Cole Financial Planning And Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Phylis Simmons Office Manager At Cole Financial Planning
Requires/Intent
Data Analytics & Business Intelligence
API Integration For FinTech
AI-powered Financial Insights
Fraud Detection & Prevention
Treasury & Cash Flow Management
and more

93. Hoover Soccer Club

Industry: Financial Services

Location: Birmingham, Alabama

Website: hooversoccerclub.com

Company Size: 1-10

Company Address: 3412 Lorna Lane, Birmingham, Alabama, United States

Hoover Soccer Club Contact Details

Name Title LinkedIn Phone Email
Justin Sexton Director Of Coaching
Requires/Intent
Digital Payment & Subscription Solutions
Blockchain & Cryptocurrency Solutions
Banking & Payment Processing
and more

94. Amn Investments

Industry: Financial Services

Location: Birmingham, Alabama

Website: amninvestments.com

Company Founded: 2009

Company Size: 1-10

Amn Investments Contact Details

Name Title LinkedIn Phone Email
Stacy Staci Pt
Requires/Intent
Portfolio Management
Corporate Finance Strategy
Performance Tracking & KPI Analytics
Financial Planning & Retirement Solutions
and more

95. First Fidelity Group Llc

Industry: Financial Services

Location: Birmingham, Alabama

Website: firstfidelitygroupllc.com

Company Founded: 2007

Company Size: 11-50

First Fidelity Group Llc Contact Details

Name Title LinkedIn Phone Email
Mark Miehle President
Requires/Intent
Employee Training & Workforce Development
AI-powered Financial Insights
Mortgage & Loan Processing
Debt Collection & Recovery
Omnichannel Customer Support
and more

96. Arlington Trust Company, Inc.

Industry: Financial Services

Location: Birmingham, Alabama

Website: arlingtonpartners.com

Company Size: 11-50

Arlington Trust Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Debbie Messner Account Administrator
Requires/Intent
API Integration For FinTech
Sales & Lead Generation Strategy
Technology Consulting
and more

97. Birmingham Race Course

Industry: Financial Services

Location: Birmingham, Alabama

Website: birminghamracecourse.com

Company Size: 11-50

Company Address: 1000 John Rogers Drive, Birmingham, Alabama, United States

Birmingham Race Course Contact Details

Name Title LinkedIn Phone Email
Ronald Grayson Janitorial
Duran Lewis Cashier
Jassmine Thomas Cashier
Ant Johnson Associate Judge
Requires/Intent
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

98. Sixth Avenue Baptist Federal Credit Union

Industry: Financial Services

Location: Birmingham, Alabama

Website: sixthavebaptistfcu.org

Company Size: 1-10

Company Address: 1101 Martin Luther King Jr Drive, Birmingham, Alabama, United States

Sixth Avenue Baptist Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Linda Beal Bank Teller And Csr
Requires/Intent
Tax Planning & Strategy
Hedge Fund & Private Equity Consulting
Mergers & Acquisitions Advisory
Performance Tracking & KPI Analytics
Risk Assessment & Mitigation
and more

99. Alliance | Planning Matters

Industry: Financial Services

Location: Birmingham, Alabama

Website: allianceplanning.net

Company Size: 1-10

Company Address: 4505 Pine Tree Circle, Birmingham, Alabama, United States

Alliance | Planning Matters Contact Details

Name Title LinkedIn Phone Email
Mary Ballard Administrative Support
Requires/Intent
Financial Planning & Retirement Solutions
Portfolio Management
and more

100. Aldridge Gardens

Industry: Financial Services

Location: Birmingham, Alabama

Website: aldridgegardens.com

Company Size: 11-50

Company Address: 3530 Lorna Road, Birmingham, Alabama, United States

Aldridge Gardens Contact Details

Name Title LinkedIn Phone Email
Trayce Campbell Worker
Requires/Intent
Branding & Public Relations
Customer Relationship Management (CRM)
Financial Forecasting & Modeling
Portfolio Management
and more
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Birmingham Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Christopher Hammond Harbert Management Corporation Director
2 Brandon Cohen Harbert Management Corporation Director Of Asset Management With Hmc
3 Todd Jordan Harbert Management Corporation Managing Director
4 Scott Lusk Harbert Management Corporation Senior Tax Manager
5 Kenan Lucas Harbert Management Corporation Managing Director
6 Wade Armstrong Harbert Management Corporation Director Of Investments
7 Jeff Liles Harbert Management Corporation Chief Information Officer At Harbert Management Corporation
8 Brooklyn Hall Bridgeworth, Llc Client Service Coordinator
9 Julie Ellis Bridgeworth, Llc Director Of Marketing And Business Development
10 David Ward Bridgeworth, Llc Financial Advisor
11 Zach Ivey Bridgeworth, Llc Financial Advisor- Partner
12 Cfpâ Zach Ivey Bridgeworth, Llc Financial Advisor- Partner
13 Taylor Brown Bridgeworth, Llc Associate Advisor
14 Sam Fitch Bridgeworth, Llc Partner
15 Matt Kelley Sa Stone Wealth Management Inc. Head Of Business Development
16 Crpcâ Mayo M. Woodward Sa Stone Wealth Management Inc. Investment Products Manager
17 Ernest Jordan Sa Stone Wealth Management Inc. Branch Manager
18 Shane Slaughter Sa Stone Wealth Management Inc. Registrations And Licensing Associate
19 Andrew Greene Sa Stone Wealth Management Inc. Regional Advisor
20 Bryan Hackett Sa Stone Wealth Management Inc. Regional Manager
21 Jonathan Hollingsworth Sa Stone Wealth Management Inc. Investment Advisory Consultant
22 Christopher Vines Proequities, Inc. Financial Advisor
23 Kim Davis Proequities, Inc. Managing Director, Business Development
24 Rachael Pintaric Proequities, Inc. Supervisory Principal
25 Brad Holland Proequities, Inc. Registered Representative
26 Peggy Rouillier Proequities, Inc. Investment Advisor Representative
27 Rodney Desormeaux Proequities, Inc. Osj And Principal
28 Matthew Williams Proequities, Inc. Internal Practice Management Consultant
29 Eric Miller First Protective President
30 Lori Broussard First Protective Financial Advisor
31 Shelley Balik First Protective Regional Director
32 Rachel Smith First Protective Director Of Internal Sales
33 Jacob Ware First Protective Internal Wholesaler
34 Lutcf Gene Plauche First Protective Regional Director
35 Ronnie Hamilton First Protective Advanced Sales And Certified Financial Planner
36 Matthew Optimization Merem Healthcare Solutions Chief Executive Officer
37 Cascc Lindsey Wingate Merem Healthcare Solutions Senior Vice President Of Operations - Revenue Cycle Management
38 Ashley Chester Merem Healthcare Solutions Pre-collections Specialist
39 Katie Nabors Merem Healthcare Solutions Medical Coder
40 Courtney Rich Merem Healthcare Solutions Pre-collections Manager

Financial Services companies in different cities of Alabama

No. Industry Number of Contacts Download
1 Financial services Companies in Huntsville 10672
2 Financial services Companies in Mobile 7424
3 Financial services Companies in Montgomery 7424
4 Financial services Companies in Tuscaloosa 5104
5 Financial services Companies in Auburn 464
6 Financial services Companies in Decatur 3248
7 Financial services Companies in Hoover 3712