Top 75 Financial Services Companies in Charlotte

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

Financial Services Companies in Charlotte

1. Bank Of America Merrill Lynch

Industry: Financial Services

Location: Charlotte, North Carolina

Website: bofaml.com

Company Size: 10001+

Company Address: 100 North Tryon Street, Charlotte, North Carolina, United States

Bank Of America Merrill Lynch Contact Details

Name Title LinkedIn Phone Email
Yaojun Yu Associate
Donald Cofrade Owner And President
Hale Parisek Vp, Client Manager
Josue Campos Avp, Tax Reporting - Senior Business Control Specialist
Pamela Craven Vice President - Executive Recruitment - Retirement And Personal Wealth Solutions And Private Bank Chief Operations Officer
Pmpâ Vitalis Chinyanya Wealth Management Client Service Representative And Project Manager
Julien Dumoulin-smith Senior Research Analyst
Requires/Intent and 2601 more Employees
Performance Tracking & KPI Analytics
Banking & Payment Processing
Risk Management & Compliance
and more

2. Cardinal Financial Company, Limited Partnership

Industry: Financial Services

Location: Charlotte, North Carolina

Website: cardinalfinancial.com

Company Founded: 1987

Company Size: 501-1000

Company Address: 3701 Arco Corporate Drive, Charlotte, North Carolina, United States

Cardinal Financial Company, Limited Partnership Contact Details

Name Title LinkedIn Phone Email
Karl Benjamin Senior Vice President - Wholesale Production
Jerry Ownby Branch Manager
Joe Hesch Vice President Retail Market Leader
William Henderson Recruiting Coordinator
Travis Goltz Producing Branch Manager
Elizabeth Vickers Senior Mortgage Loan Officer
Joseph Demarco Producing Branch Manager
Requires/Intent and 314 more Employees
Investment Advisory
Marketing Services
Securities Trading & Brokerage
ERP For Financial Institutions
and more

3. Barings

Industry: Financial Services

Location: Charlotte, North Carolina

Website: barings.com

Company Size: 1001-5000

Company Address: 300 South Tryon Street, Charlotte, North Carolina, United States

Barings Contact Details

Name Title LinkedIn Phone Email
Yulia Alekseeva Portfolio Manager, Head Of Securitized Credit Research | Global Fixed Income
Joe Gorin Managing Director, Head Of Re Portfolio Management And Value Add Investing - Us
Christopher Smart Chief Global Strategist And Head Of The Barings Investment Institute
Robert Bills Director, Private Equity And Real Assets
Natig Mustafayev Director
Wilibrordus Amadeus Summer Senior Associate
Michael Henderlong Managing Director- Head Of Capital Markets And Strategic Relationship Management Team
Requires/Intent and 118 more Employees
Marketing Services
Financial Forecasting & Modeling
and more

4. Bank Of America Merchant Services

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 2009

Company Size: 1001-5000

Company Address: 150 North College Street, Charlotte, North Carolina, United States

Bank Of America Merchant Services Contact Details

Name Title LinkedIn Phone Email
Keith Mccormack Vice President Client Services Manager
Brett Healey Merchant Specialist Officer
Dan Stewart Senior Vice President Region Sales Leader
Blake Rivers Avp, Business Consultant
Juliene Conway Senior Vice President Enterprise Marketing And Communications
Jennifer Hoxeng Avp, Business Consultant
Mindi Flook Vice President Senior Client Experience Program Manager
Requires/Intent and 132 more Employees
Credit Rating & Analysis
Risk Management & Compliance
Financial Forecasting & Modeling
IoT-enabled Smart Banking Solutions
and more

5. Lendingtree

Industry: Financial Services

Location: Charlotte, North Carolina

Website: lendingtree.com

Company Founded: 1996

Company Size: 501-1000

Company Address: 11115 Rushmore Drive, Charlotte, North Carolina, United States

Lendingtree Contact Details

Name Title LinkedIn Phone Email
Josh Rowe-heupler General Manager - Investing
Mark Moore Senior Manager, Business Development
Brent Cohen Partner Development Manager
Matt Salmon Senior Manager
Georgeann Franks Vice President Of Analytics
Marz Svensson Senior Manager, Crm Strategy
John Turner Application Security Lead
Requires/Intent and 69 more Employees
Debt Collection & Recovery
Insurance & Underwriting Services
Branding & Public Relations
and more

6. Paymentus

Industry: Financial Services

Location: Charlotte, North Carolina

Website: paymentus.com

Company Founded: 2004

Company Size: 201-500

Company Address: 13024 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Paymentus Contact Details

Name Title LinkedIn Phone Email
Doug Reynolds Regional Sales Director
Tom Kula Vice President, National Sales And Strategic Partnerships
Nicole Haskins Vice President Of Sales
David Maddox Regional Sales Director
Karah Huntsinger Representative
Nancy Sullivan Director Account Management
Mike Griffith Techops Engineer
Requires/Intent and 18 more Employees
Accounting Services
IoT-enabled Smart Banking Solutions
and more

7. Wyndham Capital Mortgage

Industry: Financial Services

Location: Charlotte, North Carolina

Website: wyndhamcapital.com

Company Founded: 2001

Company Size: 201-500

Company Address: 4064 Colony Road, Charlotte, North Carolina, United States

Wyndham Capital Mortgage Contact Details

Name Title LinkedIn Phone Email
Kyle Drake Director Of Underwriting
Christopher Tyler Manager
Ryan Pichardo Senior Mortgage Consultant
Matthew Harrell Mortgage Banker
John Newman Director Of Sales - Utah
Sam Panis Senior Mortgage Consultant
Nathaniel Lahaie Mortgage Consultant
Requires/Intent and 34 more Employees
Data Analytics & Business Intelligence
Accounting Services
Employee Training & Workforce Development
Credit Rating & Analysis
and more

8. Finance Of America Commercial

Industry: Financial Services

Location: Charlotte, North Carolina

Website: foacommercial.com

Company Founded: 2013

Company Size: 51-200

Company Address: 6230 Fairview Road, Charlotte, North Carolina, United States

Finance Of America Commercial Contact Details

Name Title LinkedIn Phone Email
Colby Popplewell Field Market Specialist
Kelly Rossow-soto Field Marketing Specialist
Erica Vilella Closer And Funder
Tai Duong Client Relationship Manager
Mike Meyers Senior Business Developement
Teyauna Williams Senior Loan Processor
Sherry Larue Senior Post Closer
Requires/Intent and 8 more Employees
Blockchain & Cryptocurrency Solutions
Accounting Services
Performance Tracking & KPI Analytics
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
and more

9. Meduit | Driving Revenue Cycle Performance

Industry: Financial Services

Location: Charlotte, North Carolina

Website: meduitrcm.com

Company Founded: 2017

Company Size: 501-1000

Company Address: 4135 South Stream Boulevard, Charlotte, North Carolina, United States

Meduit | Driving Revenue Cycle Performance Contact Details

Name Title LinkedIn Phone Email
Stay Eric Day Business Development
Laurel Bougie Director Of Customer Excellence
Dustin Keith Director Of Business Analysts
Doug Marcum Senior Vice President Of Technology
Ken Krieger Regional Vice President Of Sales, North
Angie Flora Relationship Manager
Lucas Mauer Vice President Of Finance
Requires/Intent and 27 more Employees
Automation & Workflow Optimization
Mortgage & Loan Processing
Wealth Management
API Integration For FinTech
and more

10. Deephaven Mortgage Llc

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 2012

Company Size: 51-200

Company Address: 3440 Toringdon Way, Charlotte, North Carolina, United States

Deephaven Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Cydney Gray Account Executive
Casey Haines Loan Closer
Rosalie Mullane Vice President Finance, Controller
Matthew Lehnen Senior Vice President Of Information Technology
Jessica Gonzalez Senior Underwriter
Ben Buchanan Risk Analyst
Precious Mcgraw Document Specialist
Requires/Intent and 3 more Employees
Cloud Computing Solutions
Financial Forecasting & Modeling
and more

11. Commercial Credit Group Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Website: commercialcreditgroup.com

Company Founded: 2004

Company Size: 51-200

Company Address: 525 North Tryon Street, Charlotte, North Carolina, United States

Commercial Credit Group Inc. Contact Details

Name Title LinkedIn Phone Email
Milan Hinich Regional Vice President
Ken Madsen Regional Sales Manager
Jim Norris Regional Sales Manager
Sheila Young Regional Sales Manager
Marc Levesque Regional Sales Manager
Edward Dominiak Regional Sales Manager
Jon Barker Analyst
Requires/Intent and 19 more Employees
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
and more

12. American Financial Education Alliance

Industry: Financial Services

Location: Charlotte, North Carolina

Website: myafea.org

Company Founded: 2011

Company Size: 11-50

American Financial Education Alliance Contact Details

Name Title LinkedIn Phone Email
Nick Stahl Instructor
Jeffrey Costello Chapter Director
Julie Manning Chapter President
Mike Nave Educational Instructor
Alyssa Lubag Academic Coordinator
Holly Taylor Chapter Development Specialist
Requires/Intent
Employee Training & Workforce Development
Accounting Services
Branding & Public Relations
Risk Management & Compliance
and more

13. Crescent State Bank

Industry: Financial Services

Location: Charlotte, North Carolina

Website: yadkinbanksbl.com

Company Founded: 2009

Company Size: 51-200

Company Address: 10200 Mallard Creek Road, Charlotte, North Carolina, United States

Crescent State Bank Contact Details

Name Title LinkedIn Phone Email
Dave Phillips Vice President - Senior Sales Manager
Angel Alba Abm
Jamar Hawkins Vice President Business Development
Deric Mims Vice President Sba Business Development Officer
Tameka Cuyler Customer Service Representative At Crescent State Bank
Requires/Intent
Investment Advisory
Mergers & Acquisitions Advisory
Tax Planning & Strategy
Wealth Management
and more

14. Bridgemark Strategies

Industry: Financial Services

Location: Charlotte, North Carolina

Website: bridgemarkstrategies.com

Company Founded: 2013

Company Size: 1-10

Company Address: 13850 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Bridgemark Strategies Contact Details

Name Title LinkedIn Phone Email
Jeff Nash Chief Executive Officer And Co-founder
Christopher Dunn Senior Vice President
Requires/Intent
Securities Trading & Brokerage
Sales & Lead Generation Strategy
ERP For Financial Institutions
and more

15. Expertconnect

Industry: Financial Services

Location: Charlotte, North Carolina

Website: expertconnect.net

Company Founded: 2011

Company Size: 11-50

Company Address: 5960 Fairview Road, Charlotte, North Carolina, United States

Expertconnect Contact Details

Name Title LinkedIn Phone Email
Chris Gaudioso Managing Partner
Sonya Khersonsky Managing Partner
Neal Kantharia Senior Associate, Healthcare
Anthony Harris Associate
Requires/Intent
Corporate Finance Strategy
Employee Training & Workforce Development
Omnichannel Customer Support
and more

16. Bfb Gallagher (formerly Burns-fazzi, Brock)

Industry: Financial Services

Location: Charlotte, North Carolina

Website: bfbbenefit.com

Company Founded: 1995

Company Size: 11-50

Company Address: 4600 Park Road, Charlotte, North Carolina, United States

Bfb Gallagher (formerly Burns-fazzi, Brock) Contact Details

Name Title LinkedIn Phone Email
Tyler Quigley Regional Vice President
Liz Santos Chief Of Staff, Executive Benefits Practice
Tj Telford Area Vice President
Candy Host Regional Vice President At Bfb
Kraig Klinkhammer Chief Operating Officer
Bj Burt Regional Manager
Dee Coburn Analyst
Requires/Intent and 3 more Employees
Wealth Management
Corporate Finance Strategy
Technology Consulting
Branding & Public Relations
Financial Auditing & Reporting
and more

17. Mortgage Broker

Industry: Financial Services

Location: Charlotte, North Carolina

Website: golhl.com

Company Founded: 2010

Company Size: 11-50

Company Address: 5200 77 Center Dr Street, Charlotte, North Carolina, United States

Mortgage Broker Contact Details

Name Title LinkedIn Phone Email
Gregory Anderson Senior Loan Officer
David Pye Senior Mortgage Consultant
Dena Wilson Loan Processor
Rachel Barsness Process Manager
Alfred Schwab Intern And Loan Officer Assistant
Patriot Ntnl President
Dewey Allen Chief Mortgage Officier
Requires/Intent
IoT-enabled Smart Banking Solutions
Credit Rating & Analysis
Blockchain & Cryptocurrency Solutions
and more

18. Elevation Llc

Industry: Financial Services

Location: Charlotte, North Carolina

Website: elevationllc.net

Company Size: 51-200

Company Address: 1355 Greenwood Cliff, Charlotte, North Carolina, United States

Elevation Llc Contact Details

Name Title LinkedIn Phone Email
Christopher Matthaei Partner | Event Driven And Merger Arbitrage Strategy
Jillian Demmerle Associate
Emeric Twomey Managing Director, Event-driven
Betty Chan Senior Analyst
Jillian Demmerle Associate
Tim Freeman Partner
Requires/Intent
Employee Training & Workforce Development
Blockchain & Cryptocurrency Solutions
Omnichannel Customer Support
and more

19. Millennium Advisors, Llc

Industry: Financial Services

Location: Charlotte, North Carolina

Website: millenniumadvisors.com

Company Founded: 2010

Company Size: 51-200

Company Address: 11605 North Community House Road, Charlotte, North Carolina, United States

Millennium Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Zhongyang Li Vice President - Quantitative Research
Melissa Andrus Senior Vice President | Operations Manager
Rousen Zhou Hy Xo Credit Trader
Requires/Intent
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
Credit Rating & Analysis
and more

20. Raftelis Financial Consultants, Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 1993

Company Size: 51-200

Company Address: 227 West Trade Street, Charlotte, North Carolina, United States

Raftelis Financial Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Joseph Crea Senior Mana
Dwayne Guthrie Consulting Firm Manager
Harold Smith Vice President
Thomas Beckley Vice President
Bonnie Williams Accounting Associate
Hannah Phan Manager
Requires/Intent and 1 more Employees
Financial Auditing & Reporting
Blockchain & Cryptocurrency Solutions
Investment Advisory
Business Strategy & Growth Consulting
and more

21. New South Wealth Management

Industry: Financial Services

Location: Charlotte, North Carolina

Website: newsouthwealth.com

Company Size: 11-50

Company Address: 5960 Fairview Road, Charlotte, North Carolina, United States

New South Wealth Management Contact Details

Name Title LinkedIn Phone Email
Joseph Milano Managing Partner
Requires/Intent
Document Management & E-signature Solutions
Sales & Lead Generation Strategy
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
Branding & Public Relations
and more

22. Tzg Financial

Industry: Financial Services

Location: Charlotte, North Carolina

Website: tzgfinancial.com

Company Founded: 2011

Company Size: 1-10

Company Address: 13850 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Tzg Financial Contact Details

Name Title LinkedIn Phone Email
Mike Zaino President And Chief Executive Officer
Requires/Intent
Technology Consulting
Portfolio Management
Legal Compliance & Advisory
Corporate Finance Strategy
Mobile App Development For Financial Services
and more

23. Viking Mergers & Acquisitions

Industry: Financial Services

Location: Charlotte, North Carolina

Website: vikingmergers.com

Company Founded: 1996

Company Size: 11-50

Company Address: 17250 Lancaster Highway, Charlotte, North Carolina, United States

Viking Mergers & Acquisitions Contact Details

Name Title LinkedIn Phone Email
Ben Knight Managing Partner
Merrell Stout Managing Partner
John Elwood Senior Advisor
Requires/Intent
Branding & Public Relations
Cybersecurity & Data Protection
and more

24. Conversus, A Stepstone Company

Industry: Financial Services

Location: Charlotte, North Carolina

Website: conversus.com

Company Size: 1-10

Company Address: 1422 South Tryon Street, Charlotte, North Carolina, United States

Conversus, A Stepstone Company Contact Details

Name Title LinkedIn Phone Email
Brad Weltler Managing Director, Distribution
Tim Smith Chief Operations Officer And Chief Financial Officer
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more

25. Health Credit Services

Industry: Financial Services

Location: Charlotte, North Carolina

Website: hcsloans.com

Company Founded: 2015

Company Size: 51-200

Health Credit Services Contact Details

Name Title LinkedIn Phone Email
Gary Gustavson Director, Enterprise Partnerships
Lindsay Goldsmith Corporate Counsel
Erin Godshall Staff Accountant
Requires/Intent
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
and more

26. Dover Mortgage Company

Industry: Financial Services

Location: Charlotte, North Carolina

Website: dovermortgage.com

Company Size: 51-200

Company Address: 711 East Morehead Street, Charlotte, North Carolina, United States

Dover Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Tracy Olmstead Account Executive - South Carolina
Jennifer Bryant Account Executive
Rhonda Nalepa Leasing Agent And Security Guard
James Keener Account Executive
Susan Wood Loan Officer
Greg Wilson Account Executive
Requires/Intent
Branding & Public Relations
ERP For Financial Institutions
Omnichannel Customer Support
ESG & Sustainable Finance Consulting
Cloud Computing Solutions
and more

27. First Financial Services, Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Website: ffsmortgages.com

Company Founded: 1991

Company Size: 51-200

Company Address: 6230 Fairview Road, Charlotte, North Carolina, United States

First Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
F John Deuschle Life Insurance, Portfolio Management, Financial Planning
Valerie Cline Loan Officer
Michael Glass Loan Originator Nmls 83499
Brenda Lambert Administrative Assistant
Matt Hensley Mortgage Banker
Robbie Holtzman Loan Originator
Ray Dawes Mortgage Loan Consultant
Requires/Intent and 7 more Employees
Blockchain & Cryptocurrency Solutions
ESG & Sustainable Finance Consulting
and more

28. Zenmonics Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Website: zenmonics.com

Company Founded: 2007

Company Size: 201-500

Company Address: 125 Floyd Smith Drive, Charlotte, North Carolina, United States

Zenmonics Inc. Contact Details

Name Title LinkedIn Phone Email
Beth Burns Senior Business System Analyst Team Lead, Omnichannel-digital Banking And Mobile And Kiosk
Steve Branson Resource Manager
Kim Busch Design Director
Yankus Terri Senior Project Manager
Zach Wiese Business Analyst
Requires/Intent
Tax Planning & Strategy
Insurance & Underwriting Services
and more

29. Goodmortgage.com

Industry: Financial Services

Location: Charlotte, North Carolina

Website: goodmortgage.com

Company Founded: 1999

Company Size: 51-200

Company Address: 3325 South Tryon Street, Charlotte, North Carolina, United States

Goodmortgage.com Contact Details

Name Title LinkedIn Phone Email
Lee Hardin Senior Loanofficer And Team Lead
Louis Esa Sales Manager And Mlo
Evon Theisgen Mortgage Loan Originator
Mike Newman Branch Manager
Requires/Intent
Insurance & Underwriting Services
ERP For Financial Institutions
Accounting Services
and more

30. Variant Perception

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 2008

Company Size: 11-50

Company Address: 214 North Tryon Street, Charlotte, North Carolina, United States

Variant Perception Contact Details

Name Title LinkedIn Phone Email
Bill Cunliffe Chief Executive Officer
Liangyu Chen Quantitative Strategist
Requires/Intent
Hedge Fund & Private Equity Consulting
Wealth Management
and more

31. Money Counts, Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Website: moneycounts.biz

Company Founded: 2002

Company Size: 1-10

Money Counts, Inc. Contact Details

Name Title LinkedIn Phone Email
Jennifer Meldrim Client Relationship Manager
Jamie Mcgarity Client Relationship Manager
Jennifer Meldrim Client Relationship Manager
Requires/Intent
Quality Control & Assurance
Risk Management & Compliance
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
and more

32. Urban Advisors

Industry: Financial Services

Location: Charlotte, North Carolina

Website: urbanadv.com

Company Founded: 2005

Company Size: 1-10

Company Address: 2320 West Morehead Street, Charlotte, North Carolina, United States

Urban Advisors Contact Details

Name Title LinkedIn Phone Email
Jim Deakyne President
Requires/Intent
Automation & Workflow Optimization
Digital Payment & Subscription Solutions
Portfolio Management
Quality Control & Assurance
and more

33. Massmutual Carolinas

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 1935

Company Size: 51-200

Company Address: 4350 Congress Street, Charlotte, North Carolina, United States

Massmutual Carolinas Contact Details

Name Title LinkedIn Phone Email
Clark Clatchey Loan Processor
Orlando Montes Operations Specialist
Adam Heath V.p Sales And Marketing
Johnny William Boog
Haja Jsnaj Chhfy
Tom Ready Users Frequently Observe That Male Perf Improves
Requires/Intent
ESG & Sustainable Finance Consulting
Cloud Computing Solutions
and more

34. Impact Technologies Group, Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 1981

Company Size: 1-10

Impact Technologies Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Dave Freitag Vice President - Marketing
Requires/Intent
Mortgage & Loan Processing
Mobile App Development For Financial Services
and more

35. 1st Metropolitan Mortgage

Industry: Financial Services

Location: Charlotte, North Carolina

Website: 1stmet.com

Company Founded: 2002

Company Size: 501-1000

Company Address: 4720 Piedmont Row Drive, Charlotte, North Carolina, United States

1st Metropolitan Mortgage Contact Details

Name Title LinkedIn Phone Email
Jerry Case Branch Manager
John Acquisto Senior Loan Officer At 1st Metropolitan Mortgage
Dennis Aspan Senior Lo At 1st Metropolitan Mortgage Of Ny
Jerry Case Braanch Manager
Roger Quade Manager
Russell Herndon Branch Manager
Brian Mccaffrey Branch Manager
Requires/Intent and 46 more Employees
API Integration For FinTech
Online Advertising & SEO
and more

36. Massif Capital

Industry: Financial Services

Location: Charlotte, North Carolina

Website: massifcap.com

Company Founded: 2016

Company Size: 1-10

Massif Capital Contact Details

Name Title LinkedIn Phone Email
Chip Russell Managing Partner
Requires/Intent
Cybersecurity & Data Protection
Portfolio Management
Wealth Management
Business Strategy & Growth Consulting
Fraud Detection & Prevention
and more

37. Allegiance Merchant Services

Industry: Financial Services

Location: Charlotte, North Carolina

Website: allegiancemerchantservices.com

Company Founded: 2009

Company Size: 11-50

Company Address: 1419 Central Avenue, Charlotte, North Carolina, United States

Allegiance Merchant Services Contact Details

Name Title LinkedIn Phone Email
Matt Little Director Of Client Development
Requires/Intent
Loan Origination & Servicing Platforms
Mortgage & Loan Processing
Customer Relationship Management (CRM)
Online Advertising & SEO
Employee Training & Workforce Development
and more

38. Trupoint Partners

Industry: Financial Services

Location: Charlotte, North Carolina

Website: trupointpartners.com

Company Founded: 2009

Company Size: 11-50

Company Address: 4828 Parkway Plaza Boulevard, Charlotte, North Carolina, United States

Trupoint Partners Contact Details

Name Title LinkedIn Phone Email
Tammy Lacher Business Compliance Analyst
Requires/Intent
Asset Management
Debt Collection & Recovery
Portfolio Management
and more

39. Carroll Financial

Industry: Financial Services

Location: Charlotte, North Carolina

Website: carrollfinancial.com

Company Founded: 1980

Company Size: 11-50

Company Address: 4521 Sharon Road, Charlotte, North Carolina, United States

Carroll Financial Contact Details

Name Title LinkedIn Phone Email
Ben Ganson Financial Advisor
Leslie Ortiz-quiroz Associate Advisor
Michelle Guissinger Financal Advisor
Hailey Hall Compliance Assistant
Requires/Intent
Mortgage & Loan Processing
Online Advertising & SEO
Financial Forecasting & Modeling
and more

40. Truist

Industry: Financial Services

Location: Charlotte, North Carolina

Website: truist.com

Company Founded: 2019

Company Size: 10001+

Truist Contact Details

Name Title LinkedIn Phone Email
Lonnell Mackey Treasury Consulting Analyst
Requires/Intent
ESG & Sustainable Finance Consulting
API Integration For FinTech
and more

41. Carolina Asset Management

Industry: Financial Services

Location: Charlotte, North Carolina

Website: carolinaassetmanagement.com

Company Founded: 2014

Company Size: 11-50

Company Address: 8008 Corporate Center Drive, Charlotte, North Carolina, United States

Carolina Asset Management Contact Details

Name Title LinkedIn Phone Email
Kevin Derr Financial Advisor
Jennifer Martin Financial Planner
Requires/Intent
Marketing Services
Fraud Detection & Prevention
and more

42. East Coast Mortgage Lending

Industry: Financial Services

Location: Charlotte, North Carolina

Website: ecoastmortgage.com

Company Founded: 2005

Company Size: 11-50

Company Address: 11510 North Community House Road, Charlotte, North Carolina, United States

East Coast Mortgage Lending Contact Details

Name Title LinkedIn Phone Email
Jason Smith Branch Manager
Peggy Sturm Senior Loan Officer
Requires/Intent
ESG & Sustainable Finance Consulting
Treasury & Cash Flow Management
Document Management & E-signature Solutions
and more

43. Alpha Financial Advisors, Llc

Industry: Financial Services

Location: Charlotte, North Carolina

Website: alphafa.com

Company Founded: 2002

Company Size: 1-10

Company Address: 11325 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Alpha Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Dianna Almond Associate Financial Advisor
Requires/Intent
Financial Forecasting & Modeling
HR & Talent Acquisition
Financial Planning & Retirement Solutions
and more

44. Arc Industries, Inc

Industry: Financial Services

Location: Charlotte, North Carolina

Website: arcindustriesinc.com

Company Founded: 1999

Company Size: 1-10

Company Address: 221 Dalton Avenue, Charlotte, North Carolina, United States

Arc Industries, Inc Contact Details

Name Title LinkedIn Phone Email
Todd Surgoine Controller
Kenneth Houston Sales
Dave Waters Sales Manager
Leslie Meaux Sales
Marquann Phillips Cleaner
Stacie French Janitorial
Dawn Kritner Superior
Requires/Intent and 7 more Employees
Credit Rating & Analysis
Mobile App Development For Financial Services
Debt Collection & Recovery
API Integration For FinTech
and more

45. New Friends Adult Day Care

Industry: Financial Services

Location: Charlotte, North Carolina

Company Size: 1-10

Company Address: 5600 The Plaza, Charlotte, North Carolina, United States

New Friends Adult Day Care Contact Details

Name Title LinkedIn Phone Email
Marlene Lovell Owner
Ashli Perry Respite Caregiver
Requires/Intent
Online Advertising & SEO
Business Strategy & Growth Consulting
and more

46. Millennium Investment & Retirement Advisors, Llc

Industry: Financial Services

Location: Charlotte, North Carolina

Website: fix401k.com

Company Founded: 1994

Company Size: 11-50

Company Address: 8008 Corporate Center Drive, Charlotte, North Carolina, United States

Millennium Investment & Retirement Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Michael Edberg Portfolio Manager And Head, Washington Dc Office
Requires/Intent
Cloud Computing Solutions
AI-powered Financial Insights
Debt Collection & Recovery
Data Analytics & Business Intelligence
and more

47. Hendrick Bmw

Industry: Financial Services

Location: Charlotte, North Carolina

Website: hendrickbmw.com

Company Size: 51-200

Company Address: 6950 East Independence Boulevard, Charlotte, North Carolina, United States

Hendrick Bmw Contact Details

Name Title LinkedIn Phone Email
Jhoda Edquist General Manager
Melissa Percopo Guest Services Manager
Kendra Rehm Service Administrator
Requires/Intent
ESG & Sustainable Finance Consulting
Risk Management & Compliance
and more

48. Sunrise Financial Solutions

Industry: Financial Services

Location: Charlotte, North Carolina

Website: sunrisefinancialsolutions.com

Company Size: 11-50

Company Address: 600 Hollis Road, Charlotte, North Carolina, United States

Sunrise Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Chris Sorenson Owner
Requires/Intent
Fraud Detection & Prevention
AI-powered Financial Insights
Financial Forecasting & Modeling
Insurance & Underwriting Services
Technology Consulting
and more

49. Transitions Wealth Management, Llc

Industry: Financial Services

Location: Charlotte, North Carolina

Website: transitionswealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 5818 Gate Post Road, Charlotte, North Carolina, United States

Transitions Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Michelle Sandt-wade Partner
Michelle Sandt-wade Certified Financial Planner And Advisor
Chandra Kester Operations Specialist
Requires/Intent
Cloud Computing Solutions
Wealth Management
and more

50. Blue Flame Credit Union

Industry: Financial Services

Location: Charlotte, North Carolina

Website: blueflamecu.org

Company Founded: 1952

Company Size: 1-10

Company Address: 4301 Yancey Road, Charlotte, North Carolina, United States

Blue Flame Credit Union Contact Details

Name Title LinkedIn Phone Email
Jeanette Keller Manager
Jackie Wiley Assistant Manager
Requires/Intent
Debt Collection & Recovery
Wealth Management
Business Strategy & Growth Consulting
and more

51. Hayden Royal

Industry: Financial Services

Location: Charlotte, North Carolina

Website: haydenroyal.com

Company Founded: 2018

Company Size: 51-200

Company Address: 2813 Coltsgate Road, Charlotte, North Carolina, United States

Hayden Royal Contact Details

Name Title LinkedIn Phone Email
Justin Hoyt Managing Director And Senior Financial Advisor
Jason Jensen First Vice President, Financial Advisor
Requires/Intent
Securities Trading & Brokerage
HR & Talent Acquisition
Document Management & E-signature Solutions
Banking & Payment Processing
and more

52. Mcgill Advisors, Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 1999

Company Size: 1-10

Company Address: 8816 Red Oak Boulevard, Charlotte, North Carolina, United States

Mcgill Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Herman Freitag Wealth Planner
Requires/Intent
Customer Relationship Management (CRM)
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
Financial Auditing & Reporting
and more

53. Acm Wealth Management

Industry: Financial Services

Location: Charlotte, North Carolina

Website: acm-wealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 212 South Tryon Street, Charlotte, North Carolina, United States

Acm Wealth Management Contact Details

Name Title LinkedIn Phone Email
Gerrie Gallegos Administrative And Financial Services Assistant
Requires/Intent
Portfolio Management
Credit Rating & Analysis
and more

54. Advisor Controls

Industry: Financial Services

Location: Charlotte, North Carolina

Website: advisorcontrols.com

Company Size: 11-50

Company Address: 615 South College Street, Charlotte, North Carolina, United States

Advisor Controls Contact Details

Name Title LinkedIn Phone Email
Jessica Jones Vice President Of Operations
Requires/Intent
Digital Payment & Subscription Solutions
Technology Consulting
Legal Compliance & Advisory
Compliance & Regulatory Advisory
and more

55. Simplicitree

Industry: Financial Services

Location: Charlotte, North Carolina

Website: simplicitreeplan.com

Company Founded: 2013

Company Size: 1-10

Company Address: 13777 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Simplicitree Contact Details

Name Title LinkedIn Phone Email
Kyle Bahr Lead Developer
Requires/Intent
AI-powered Financial Insights
Financial Auditing & Reporting
Compliance & Regulatory Advisory
Legal Compliance & Advisory
Treasury & Cash Flow Management
and more

56. Advanced Markets Llc

Industry: Financial Services

Location: Charlotte, North Carolina

Website: advancedmarketsfx.com

Company Founded: 2006

Company Size: 11-50

Company Address: 11325 North Community House Road, Charlotte, North Carolina, United States

Advanced Markets Llc Contact Details

Name Title LinkedIn Phone Email
Joaneen Davis Director Of Business Partner Management
Requires/Intent
AI-powered Financial Insights
IoT-enabled Smart Banking Solutions
Corporate Finance Strategy
Mortgage & Loan Processing
and more

57. Amicus.io

Industry: Financial Services

Location: Charlotte, North Carolina

Website: amicus.io

Company Founded: 2013

Company Size: 11-50

Company Address: 222 South Church Street, Charlotte, North Carolina, United States

Amicus.io Contact Details

Name Title LinkedIn Phone Email
Derek Mandery Manager, Sales And Compliance
Requires/Intent
Mortgage & Loan Processing
Technology Consulting
and more

58. Viking Mergers & Acquisitions

Industry: Financial Services

Location: Charlotte, North Carolina

Company Founded: 1996

Company Size: 1-10

Company Address: 17250 Lancaster Highway, Charlotte, North Carolina, United States

Viking Mergers & Acquisitions Contact Details

Name Title LinkedIn Phone Email
Bruce Thackston Senior Advisor
Requires/Intent
Business Strategy & Growth Consulting
Treasury & Cash Flow Management
Mortgage & Loan Processing
Data Analytics & Business Intelligence
Cloud Computing Solutions
and more

59. Global Wired Advisors

Industry: Financial Services

Location: Charlotte, North Carolina

Website: globalwiredadvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 13850 Ballantyne Corporate Place, Charlotte, North Carolina, United States

Global Wired Advisors Contact Details

Name Title LinkedIn Phone Email
Walker Cobb Mergers And Acquisitions Copywriter
Requires/Intent
Investment Advisory
Online Advertising & SEO
AI-powered Financial Insights
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
and more

60. Saltzman Insights

Industry: Financial Services

Location: Charlotte, North Carolina

Website: saltzmaninsights.com

Company Founded: 2019

Company Size: 1-10

Saltzman Insights Contact Details

Name Title LinkedIn Phone Email
Christopher Mattera Marketing Associate
Requires/Intent
Risk Management & Compliance
Cybersecurity & Data Protection
and more

61. Retirement Clearinghouse

Industry: Financial Services

Location: Charlotte, North Carolina

Website: rch1.com

Company Founded: 2001

Company Size: 51-200

Company Address: 3545 Whitehall Park Drive, Charlotte, North Carolina, United States

Retirement Clearinghouse Contact Details

Name Title LinkedIn Phone Email
Audrey Scott Retirement Specialist
Michael Douglas Account Service Representative
Requires/Intent
Quality Control & Assurance
Technology Consulting
Financial Forecasting & Modeling
Blockchain & Cryptocurrency Solutions
Asset Management
and more

62. Erates Mortgage

Industry: Financial Services

Location: Charlotte, North Carolina

Website: eratesmortgage.com

Company Founded: 1994

Company Size: 51-200

Company Address: 6230 Fairview Road, Charlotte, North Carolina, United States

Erates Mortgage Contact Details

Name Title LinkedIn Phone Email
Kendall Holliday Senior Loan Processor
Requires/Intent
ERP For Financial Institutions
Document Management & E-signature Solutions
Financial Auditing & Reporting
Wealth Management
Mobile App Development For Financial Services
and more

63. Hayden Harper

Industry: Financial Services

Location: Charlotte, North Carolina

Website: haydenharper.com

Company Founded: 2002

Company Size: 11-50

Company Address: 1001 Morehead Square Drive, Charlotte, North Carolina, United States

Hayden Harper Contact Details

Name Title LinkedIn Phone Email
Bob Huddleston Vice President
Requires/Intent
ERP For Financial Institutions
Sales & Lead Generation Strategy
Risk Management & Compliance
Banking & Payment Processing
Legal Compliance & Advisory
and more

64. Carolinas Telco Federal Credit Union

Industry: Financial Services

Location: Charlotte, North Carolina

Website: ctelco.org

Company Founded: 1934

Company Size: 51-200

Company Address: 2821 Crisman Street, Charlotte, North Carolina, United States

Carolinas Telco Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Kay Culpeper Head Teller
Rachel Garrison Financial Representative
Jennifer Everett Manager
Anne Violette Teller
Kristi Nalley Teller
Celeste Sherer Manager, Risk Management
Valerie Hendrix Risk Management Adjuster
Requires/Intent
Employee Training & Workforce Development
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
and more

65. Bright Green Home Loans, Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Website: bghloans.com

Company Size: 201-500

Company Address: 4720 Piedmont Row Drive, Charlotte, North Carolina, United States

Bright Green Home Loans, Inc. Contact Details

Name Title LinkedIn Phone Email
Paul Esposito Senior Loan Officer - Loan Originator
Rebecca Cannon Systems Administrator
Jim Duffy Loan Officer At Bright Green Home Loans, Inc
Laura Bush Operations Manager
Robert Peck Loan Officer
Lee Spencer Branch Manager
Don Maienshein Senior Loan Orginator
Requires/Intent and 2 more Employees
Investment Advisory
API Integration For FinTech
and more

66. Neighborhood Lender, Inc.

Industry: Financial Services

Location: Charlotte, North Carolina

Website: neighborhoodlender.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1200 East Morehead Street, Charlotte, North Carolina, United States

Neighborhood Lender, Inc. Contact Details

Name Title LinkedIn Phone Email
Rosemary Latham Mortgage Loan Processor
Requires/Intent
Fraud Detection & Prevention
Digital Payment & Subscription Solutions
Financial Planning & Retirement Solutions
and more

67. Abc Investment

Industry: Financial Services

Location: Charlotte, North Carolina

Website: abc.com.jo

Company Size: 51-200

Abc Investment Contact Details

Name Title LinkedIn Phone Email
Darlene Mullen Owner
John Smith Owner
Elise Carter Owner
Dick Knoggin Vice President
Tarney Ellis Owner
Requires/Intent
Corporate Finance Strategy
Technology Consulting
Cloud Computing Solutions
Treasury & Cash Flow Management
Financial Planning & Retirement Solutions
and more

68. Evo Direct

Industry: Financial Services

Location: Charlotte, North Carolina

Website: theevodirectgroup.com

Company Founded: 1994

Company Size: 501-1000

Company Address: 11121 Carmel Commons Boulevard, Charlotte, North Carolina, United States

Evo Direct Contact Details

Name Title LinkedIn Phone Email
Eric Sanford Relationship Manager
Requires/Intent
Portfolio Management
Corporate Finance Strategy
Wealth Management
Technology Consulting
and more

69. Southeast Investments

Industry: Financial Services

Location: Charlotte, North Carolina

Website: southeastinvestmentsnc.com

Company Founded: 1997

Company Size: 51-200

Company Address: 820 Tyvola Road, Charlotte, North Carolina, United States

Southeast Investments Contact Details

Name Title LinkedIn Phone Email
Michelle Andrews-kennedy Accountant And Office Manager
Ben Kennedy Pilot
Kenneth Eaton Owner
Frank Marinelli Stock Broker
Requires/Intent
Employee Training & Workforce Development
Treasury & Cash Flow Management
Portfolio Management
Tax Planning & Strategy
Wealth Management
and more
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Charlotte Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Yaojun Yu Bank Of America Merrill Lynch Associate
2 Donald Cofrade Bank Of America Merrill Lynch Owner And President
3 Hale Parisek Bank Of America Merrill Lynch Vp, Client Manager
4 Josue Campos Bank Of America Merrill Lynch Avp, Tax Reporting - Senior Business Control Specialist
5 Pamela Craven Bank Of America Merrill Lynch Vice President - Executive Recruitment - Retirement And Personal Wealth Solutions And Private Bank Chief Operations Officer
6 Pmpâ Vitalis Chinyanya Bank Of America Merrill Lynch Wealth Management Client Service Representative And Project Manager
7 Julien Dumoulin-smith Bank Of America Merrill Lynch Senior Research Analyst
8 Karl Benjamin Cardinal Financial Company, Limited Partnership Senior Vice President - Wholesale Production
9 Jerry Ownby Cardinal Financial Company, Limited Partnership Branch Manager
10 Joe Hesch Cardinal Financial Company, Limited Partnership Vice President Retail Market Leader
11 William Henderson Cardinal Financial Company, Limited Partnership Recruiting Coordinator
12 Travis Goltz Cardinal Financial Company, Limited Partnership Producing Branch Manager
13 Elizabeth Vickers Cardinal Financial Company, Limited Partnership Senior Mortgage Loan Officer
14 Joseph Demarco Cardinal Financial Company, Limited Partnership Producing Branch Manager
15 Yulia Alekseeva Barings Portfolio Manager, Head Of Securitized Credit Research | Global Fixed Income
16 Joe Gorin Barings Managing Director, Head Of Re Portfolio Management And Value Add Investing - Us
17 Christopher Smart Barings Chief Global Strategist And Head Of The Barings Investment Institute
18 Robert Bills Barings Director, Private Equity And Real Assets
19 Natig Mustafayev Barings Director
20 Wilibrordus Amadeus Barings Summer Senior Associate
21 Michael Henderlong Barings Managing Director- Head Of Capital Markets And Strategic Relationship Management Team
22 Keith Mccormack Bank Of America Merchant Services Vice President Client Services Manager
23 Brett Healey Bank Of America Merchant Services Merchant Specialist Officer
24 Dan Stewart Bank Of America Merchant Services Senior Vice President Region Sales Leader
25 Blake Rivers Bank Of America Merchant Services Avp, Business Consultant
26 Juliene Conway Bank Of America Merchant Services Senior Vice President Enterprise Marketing And Communications
27 Jennifer Hoxeng Bank Of America Merchant Services Avp, Business Consultant
28 Mindi Flook Bank Of America Merchant Services Vice President Senior Client Experience Program Manager
29 Josh Rowe-heupler Lendingtree General Manager - Investing
30 Mark Moore Lendingtree Senior Manager, Business Development
31 Brent Cohen Lendingtree Partner Development Manager
32 Matt Salmon Lendingtree Senior Manager
33 Georgeann Franks Lendingtree Vice President Of Analytics
34 Marz Svensson Lendingtree Senior Manager, Crm Strategy
35 John Turner Lendingtree Application Security Lead
36 Doug Reynolds Paymentus Regional Sales Director
37 Tom Kula Paymentus Vice President, National Sales And Strategic Partnerships
38 Nicole Haskins Paymentus Vice President Of Sales
39 David Maddox Paymentus Regional Sales Director
40 Karah Huntsinger Paymentus Representative

Financial Services companies in different cities of North Carolina

No. Industry Number of Contacts Download
1 Financial services Companies in Raleigh 17784
2 Financial services Companies in Durham 4104
3 Financial services Companies in Greensboro 8892
4 Financial services Companies in Wilmington 4788
5 Financial services Companies in Winston Salem 5472
6 Financial services Companies in Cary 2736
7 Financial services Companies in Chapel Hill 2736