Top 75 Financial Services Companies in Cleveland

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

Financial Services Companies in Cleveland

1. Aml Rightsource

Industry: Financial Services

Location: Cleveland, Ohio

Website: amlrightsource.com

Company Founded: 2004

Company Size: 1001-5000

Company Address: 200 Public Square, Cleveland, Ohio, United States

Aml Rightsource Contact Details

Name Title LinkedIn Phone Email
John Byrne Executive Vice President Chairman Amlrs Advisory Board
Christopher Fuller Associate Analyst
Courtney Abraham Chief People Officer
Courtney Abraham Chief People Officer
Courtney Abraham Chief People Officer
Timothy White Vice-president, Business Development And Sanctions
Upamanyu Mallik Analyst
Requires/Intent and 183 more Employees
Data Analytics & Business Intelligence
Cloud Computing Solutions
Corporate Finance Strategy
Fraud Detection & Prevention
and more

2. Skylight Financial Group

Industry: Financial Services

Location: Cleveland, Ohio

Website: skylightfinancialgroup.com

Company Size: 201-500

Company Address: 2012 W25th, Cleveland, Ohio, United States

Skylight Financial Group Contact Details

Name Title LinkedIn Phone Email
Kathryn Bryan Financial Planner At Skylight Financial Group
Kathryn Bryan Financial Planner At Skylight Financial Group
Kathryn Bryan Financial Planner At Skylight Financial Group
Fscp Kevin Herman Financial Planner
Fscp Kevin Herman Financial Planner
Fscp Kevin Herman Financial Planner
Dan Collins Financial Services Representative
Requires/Intent and 23 more Employees
Digital Payment & Subscription Solutions
Data Analytics & Business Intelligence
Mobile App Development For Financial Services
and more

3. Mai Capital Management, Llc

Industry: Financial Services

Location: Cleveland, Ohio

Company Founded: 1973

Company Size: 51-200

Company Address: 1360 East 9th Street, Cleveland, Ohio, United States

Mai Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Brandon Bleile Senior Associate - Investments
Brandon Bleile Senior Associate - Investments
Brandon Bleile Senior Associate - Investments
Melinda Impellizzeri Organizing Director
Mitchell Herringshaw Senior Associate-team Lead
Mitchell Herringshaw Senior Associate-team Lead
Mitchell Herringshaw Senior Associate-team Lead
Requires/Intent and 19 more Employees
Mortgage & Loan Processing
Quality Control & Assurance
ERP For Financial Institutions
and more

4. Tpi Efficiency

Industry: Financial Services

Location: Cleveland, Ohio

Company Founded: 2009

Company Size: 51-200

Company Address: 2020 Center Street, Cleveland, Ohio, United States

Tpi Efficiency Contact Details

Name Title LinkedIn Phone Email
James Smith Senior Consulting Director - Mid-atlantic
Nicholas Harris Director, Client Account Management
Nicholas Harris Director, Client Account Management
Nicholas Harris Director, Client Account Management
Ian Skacan Consultant Fiscal
Ian Skacan Consultant Fiscal
Ian Skacan Consultant Fiscal
Requires/Intent and 10 more Employees
Omnichannel Customer Support
Financial Forecasting & Modeling
and more

5. Northcoast Research

Industry: Financial Services

Location: Cleveland, Ohio

Website: northcoastresearch.com

Company Founded: 2009

Company Size: 51-200

Company Address: 1301 East Ninth Street, Cleveland, Ohio, United States

Northcoast Research Contact Details

Name Title LinkedIn Phone Email
Tim Vierengel Senior Equity Research Analyst
Tom Hayes Senior Analyst
Joe Conway Managing Director, Sales And Principal At Northcoast Research
Joe Conway Managing Director, Sales And Principal At Northcoast Research
Joe Conway Managing Director, Sales And Principal At Northcoast Research
Jim Salera Senior Equity Research Associate
Jim Salera Senior Equity Research Associate
Requires/Intent and 4 more Employees
Online Advertising & SEO
Fraud Detection & Prevention
and more

6. Ancora Holdings Inc.

Industry: Financial Services

Location: Cleveland, Ohio

Company Founded: 2001

Company Size: 51-200

Company Address: 2000 Auburn Drive, Cleveland, Ohio, United States

Ancora Holdings Inc. Contact Details

Name Title LinkedIn Phone Email
Bob Renner Director Operations
Bob Renner Director Operations
Bob Renner Director Operations
Howard Essner General Counsel, Family Wealth And Retirement Plan Advisor
Howard Essner General Counsel, Family Wealth And Retirement Plan Advisor
Howard Essner General Counsel, Family Wealth And Retirement Plan Advisor
Tricia Cunningham Assistant Vice President, Risk And Internal Controls Analyst
Requires/Intent and 8 more Employees
Debt Collection & Recovery
Compliance & Regulatory Advisory
and more

7. Signet Capital Advisors

Industry: Financial Services

Location: Cleveland, Ohio

Website: signetcapadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 200 Public Square, Cleveland, Ohio, United States

Signet Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Paparella Managing Director
Michael Paparella Managing Director
Michael Paparella Managing Director
Requires/Intent
HR & Talent Acquisition
Business Strategy & Growth Consulting
Performance Tracking & KPI Analytics
and more

8. Splash Financial

Industry: Financial Services

Location: Cleveland, Ohio

Website: splashfinancial.com

Company Founded: 2015

Company Size: 51-200

Company Address: 812 Huron Road, Cleveland, Ohio, United States

Splash Financial Contact Details

Name Title LinkedIn Phone Email
Robert Bonhard Controller
Robert Bonhard Controller
Robert Bonhard Controller
Gregory Wintersteller Underwriter
Gregory Wintersteller Underwriter
Gregory Wintersteller Underwriter
Pravallika Yerramsetti Intermediate Test Engineer
Requires/Intent and 3 more Employees
Compliance & Regulatory Advisory
Blockchain & Cryptocurrency Solutions
Risk Assessment & Mitigation
Investment Advisory
Financial Planning & Retirement Solutions
and more

9. The Todd Organization

Industry: Financial Services

Location: Cleveland, Ohio

Website: toddorg.com

Company Founded: 1957

Company Size: 51-200

Company Address: 24610 Detroit Road, Cleveland, Ohio, United States

The Todd Organization Contact Details

Name Title LinkedIn Phone Email
Lutcf B. Wade Garber Principal
Jim North Executive Benefits Consultant
Bob Macarthur Executive Benefits And Financial Planning Consultant
B Wade Garber Principal
Bill Landers Principal
Gwen Middeke Executive Benefit Consultant
Keith Krieg Executive Benefits Consultant
Requires/Intent and 4 more Employees
Credit Rating & Analysis
IoT-enabled Smart Banking Solutions
Asset Management
Quality Control & Assurance
and more

10. National Enterprise Systems, Inc.

Industry: Financial Services

Location: Cleveland, Ohio

Website: nes1.com

Company Founded: 1987

Company Size: 201-500

Company Address: 29125 Solon Road, Cleveland, Ohio, United States

National Enterprise Systems, Inc. Contact Details

Name Title LinkedIn Phone Email
Chris Taylor Controller And Chief Information Officer
Chris Taylor Controller And Chief Information Officer
Chris Taylor Controller And Chief Information Officer
Denver Steward General Manager
Denver Steward General Manager
Denver Steward General Manager
Jenn Richards Qa Representative
Requires/Intent and 24 more Employees
Technology Consulting
Wealth Management
Tax Planning & Strategy
Sales & Lead Generation Strategy
and more

11. Gabriel Partners, Llc

Industry: Financial Services

Location: Cleveland, Ohio

Website: gabrielpartners.com

Company Founded: 2005

Company Size: 51-200

Gabriel Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Layla Curry Aml And Bsa Analyst At Aml Rightsource
Jeff Simko Bsa And Aml Analyst
Jeff Simko Bsa And Aml Analyst
Jeff Simko Bsa And Aml Analyst
Rhonda Raines Aml Investigator
Rhonda Raines Aml Investigator
Rhonda Raines Aml Investigator
Requires/Intent and 6 more Employees
Data Analytics & Business Intelligence
Omnichannel Customer Support
Wealth Management
Tax Planning & Strategy
and more

12. Trustar Funding

Industry: Financial Services

Location: Cleveland, Ohio

Website: starkworld.com

Company Size: 1-10

Company Address: 1310 East 49th Street, Cleveland, Ohio, United States

Trustar Funding Contact Details

Name Title LinkedIn Phone Email
George Mallory Vice President Of Finance
Requires/Intent
Financial Auditing & Reporting
Technology Consulting
and more

13. Endeavor Wealth Advisors

Industry: Financial Services

Location: Cleveland, Ohio

Website: endeavorwa.com

Company Founded: 2013

Company Size: 1-10

Company Address: 29525 Chagrin Boulevard, Cleveland, Ohio, United States

Endeavor Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Molly Balunek Co-founder
Molly Balunek Co-founder
Molly Balunek Co-founder
Requires/Intent
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Marketing Services
and more

14. Mcdonald Partners

Industry: Financial Services

Location: Cleveland, Ohio

Website: mcdonald-partners.com

Company Founded: 2005

Company Size: 51-200

Company Address: 1301 East 9th Street, Cleveland, Ohio, United States

Mcdonald Partners Contact Details

Name Title LinkedIn Phone Email
Brian Mcdonald Director Private Placements
Brian Mcdonald Director Private Placements
Brian Mcdonald Director Private Placements
Yasmeen Shousher Portfolio Analyst
Beatty Mcdonald Chief Financial Officer At Mcdonald Partners
Beatty Mcdonald Chief Financial Officer At Mcdonald Partners
Beatty Mcdonald Chief Financial Officer At Mcdonald Partners
Requires/Intent and 4 more Employees
Financial Planning & Retirement Solutions
Loan Origination & Servicing Platforms
Blockchain & Cryptocurrency Solutions
Financial Auditing & Reporting
and more

15. Irontrax

Industry: Financial Services

Location: Cleveland, Ohio

Website: irontrax.com

Company Founded: 2003

Company Size: 1-10

Company Address: 601 Towpath Road, Cleveland, Ohio, United States

Irontrax Contact Details

Name Title LinkedIn Phone Email
Thomas Sexton Director Industrial Services
Thomas Sexton Director Industrial Services
Thomas Sexton Director Industrial Services
Mike Holck Director Of Transportation
Requires/Intent
Risk Assessment & Mitigation
Mobile App Development For Financial Services
Customer Relationship Management (CRM)
Wealth Management
Hedge Fund & Private Equity Consulting
and more

16. Relentless

Industry: Financial Services

Location: Cleveland, Ohio

Website: relentlessohio.com

Company Founded: 2001

Company Size: 51-200

Company Address: 123 Undisclosed Avenue, Cleveland, Ohio, United States

Relentless Contact Details

Name Title LinkedIn Phone Email
Alana Ferrante Executive Vice President And Hrd
Alana Ferrante Executive Vice President And Hrd
Alana Ferrante Executive Vice President And Hrd
Derrick Sakai Judgment Enforcer
John Razevich Asset Recovery Specialist
Cynthia George Office Manager And Data Entry
Cynthia George Office Manager And Data Entry
Requires/Intent and 5 more Employees
ESG & Sustainable Finance Consulting
Customer Relationship Management (CRM)
Omnichannel Customer Support
Insurance & Underwriting Services
Financial Forecasting & Modeling
and more

17. Ncs

Industry: Financial Services

Location: Cleveland, Ohio

Website: ncscredit.com

Company Founded: 1970

Company Size: 51-200

Company Address: 729 Miner Road, Cleveland, Ohio, United States

Ncs Contact Details

Name Title LinkedIn Phone Email
Becky Krofcheck Construction Lien Specialist
Becky Krofcheck Construction Lien Specialist
Becky Krofcheck Construction Lien Specialist
Thomas Osadchuk Laborer
Chris Schumann Ncs Installer
Davis Liljoy Nurse
Keira Norton Field Agent
Requires/Intent and 9 more Employees
Cloud Computing Solutions
API Integration For FinTech
Financial Planning & Retirement Solutions
Loan Origination & Servicing Platforms
Treasury & Cash Flow Management
and more

18. Davenport Financial, Llc

Industry: Financial Services

Location: Cleveland, Ohio

Website: davenportfinancial.com

Company Size: 11-50

Davenport Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Manas Corporate Counsel At Davenport Financial, Llc
Requires/Intent
Fraud Detection & Prevention
Automation & Workflow Optimization
Data Analytics & Business Intelligence
Cloud Computing Solutions
and more

19. Primus Capital Funds

Industry: Financial Services

Location: Cleveland, Ohio

Website: primuscapital.com

Company Founded: 1984

Company Size: 11-50

Company Address: 28601 Chagrin Boulevard, Cleveland, Ohio, United States

Primus Capital Funds Contact Details

Name Title LinkedIn Phone Email
Dominic Offredo Chief Financial Officer And Chief Compliance Officer
Dominic Offredo Chief Financial Officer And Chief Compliance Officer
Dominic Offredo Chief Financial Officer And Chief Compliance Officer
Requires/Intent
Mergers & Acquisitions Advisory
Branding & Public Relations
Financial Auditing & Reporting
and more

20. Avion Consulting Group

Industry: Financial Services

Location: Cleveland, Ohio

Website: avionconsultinggroup.com

Company Founded: 2016

Company Size: 1-10

Avion Consulting Group Contact Details

Name Title LinkedIn Phone Email
Noor Hamed Project Coordinator
Noor Hamed Project Coordinator
Noor Hamed Project Coordinator
Requires/Intent
Portfolio Management
API Integration For FinTech
Financial Forecasting & Modeling
and more

21. Wellspring Financial Advisors Llc

Industry: Financial Services

Location: Cleveland, Ohio

Website: wellspringadvisorsllc.com

Company Founded: 2007

Company Size: 11-50

Company Address: 5885 Landerbrook Drive, Cleveland, Ohio, United States

Wellspring Financial Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Mac Mclaughlin Senior Associate
Mac Mclaughlin Senior Associate
Mac Mclaughlin Senior Associate
Requires/Intent
Technology Consulting
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
Asset Management
and more

22. Alex N. Sill Adjustment Company

Industry: Financial Services

Location: Cleveland, Ohio

Website: sill.com

Company Founded: 1928

Company Size: 11-50

Alex N. Sill Adjustment Company Contact Details

Name Title LinkedIn Phone Email
Jason Marrero Executive General Adjuster
Jason Marrero Executive General Adjuster
Jason Marrero Executive General Adjuster
Larry Sheldon Vice President General Adjuster
Larry Sheldon Vice President General Adjuster
Larry Sheldon Vice President General Adjuster
Adam Levitt General Adjuster
Requires/Intent and 1 more Employees
Legal Compliance & Advisory
Cloud Computing Solutions
Employee Training & Workforce Development
and more

23. Theecheck.com

Industry: Financial Services

Location: Cleveland, Ohio

Website: theecheck.com

Company Founded: 2011

Company Size: 51-200

Company Address: 4758 Ridge Road, Cleveland, Ohio, United States

Theecheck.com Contact Details

Name Title LinkedIn Phone Email
Eileen Callahan Referral Agent And Iso
Kristyn Desantis Sales Assistant
Kristyn Desantis Sales Assistant
Kristyn Desantis Sales Assistant
Marc Garcia Managing Partner At Theecheck.com
Marc Garcia Managing Partner At Theecheck.com
Marc Garcia Managing Partner At Theecheck.com
Requires/Intent and 3 more Employees
Blockchain & Cryptocurrency Solutions
IoT-enabled Smart Banking Solutions
and more

24. Cedar Brook Financial Partners

Industry: Financial Services

Location: Cleveland, Ohio

Website: cedarbrookfinancial.com

Company Founded: 2005

Company Size: 51-200

Company Address: 5885 Landerbrook Drive, Cleveland, Ohio, United States

Cedar Brook Financial Partners Contact Details

Name Title LinkedIn Phone Email
Michael Primerano Partner | Certified Financial Plannerâ
Michael Primerano Partner | Certified Financial Plannerâ
Michael Primerano Partner | Certified Financial Plannerâ
Mark Tichar Partner | Financial Advisor Specializing In Comprehensive Financial Planning
Mark Tichar Partner | Financial Advisor Specializing In Comprehensive Financial Planning
Mark Tichar Partner | Financial Advisor Specializing In Comprehensive Financial Planning
Monica Scarduzio-lucci Office Manager
Requires/Intent and 3 more Employees
Automation & Workflow Optimization
Blockchain & Cryptocurrency Solutions
and more

25. Electronic Merchant Systems

Industry: Financial Services

Location: Cleveland, Ohio

Website: emscorporate.com

Company Founded: 1988

Company Size: 201-500

Company Address: 250 West Huron Road, Cleveland, Ohio, United States

Electronic Merchant Systems Contact Details

Name Title LinkedIn Phone Email
Ronnie Petersen Technical Supervisor
Patrick Fifield Web Application Developer
Patrick Fifield Web Application Developer
Patrick Fifield Web Application Developer
Jeff Solek Sales Executive
John Romolini Sales Account Executive
Mary Cressman Underwriter
Requires/Intent and 19 more Employees
AI-powered Financial Insights
Hedge Fund & Private Equity Consulting
Quality Control & Assurance
Loan Origination & Servicing Platforms
Debt Collection & Recovery
and more

26. Pension Advisors

Industry: Financial Services

Location: Cleveland, Ohio

Website: pa401k.com

Company Founded: 1999

Company Size: 11-50

Company Address: 28601 Chagrin Boulevard, Cleveland, Ohio, United States

Pension Advisors Contact Details

Name Title LinkedIn Phone Email
Sue Van Gheem Chief Executive Officer
Sarah Green President And Account Executive
Sarah Green Vice President And Account Executive
Kayleigh Stewart Partner | Vice President | Account Executive
Kara Kirton Business Development
Rick Latour Application And Systems Specialist
Christopher Zepczyk Retirement Plan Administration
Requires/Intent and 12 more Employees
Data Analytics & Business Intelligence
Fraud Detection & Prevention
Legal Compliance & Advisory
and more

27. Source One Adjusters Of Ohio

Industry: Financial Services

Location: Cleveland, Ohio

Website: sourceoneadjusters.com

Company Founded: 1978

Company Size: 51-200

Company Address: 20400 Tower Drive, Cleveland, Ohio, United States

Source One Adjusters Of Ohio Contact Details

Name Title LinkedIn Phone Email
Cari Boatright Office Manager
Cari Boatright Office Manager
Cari Boatright Office Manager
Requires/Intent
Automation & Workflow Optimization
Securities Trading & Brokerage
and more

28. Western Reserve Trust Company

Industry: Financial Services

Location: Cleveland, Ohio

Website: westernreservetrustcompany.com

Company Founded: 2018

Company Size: 11-50

Company Address: 700 West Street, Cleveland, Ohio, United States

Western Reserve Trust Company Contact Details

Name Title LinkedIn Phone Email
Christopher Geiss Chief Fiduciary Officer
Christopher Geiss Chief Fiduciary Officer
Christopher Geiss Chief Fiduciary Officer
Requires/Intent
Wealth Management
ESG & Sustainable Finance Consulting
Online Advertising & SEO
and more

29. The Gottlieb Organization

Industry: Financial Services

Location: Cleveland, Ohio

Website: gottlieb-org.com

Company Founded: 1955

Company Size: 11-50

Company Address: 200 Public Square, Cleveland, Ohio, United States

The Gottlieb Organization Contact Details

Name Title LinkedIn Phone Email
Erin Donahue Senior Manager, Wealth Management
Erin Donahue Senior Manager, Wealth Management
Erin Donahue Senior Manager, Wealth Management
Requires/Intent
Blockchain & Cryptocurrency Solutions
Portfolio Management
and more

30. Firefighters Community Credit Union (ffccu)

Industry: Financial Services

Location: Cleveland, Ohio

Website: ffcommunity.com

Company Founded: 1936

Company Size: 11-50

Company Address: 2300 St Clair Avenue, Cleveland, Ohio, United States

Firefighters Community Credit Union (ffccu) Contact Details

Name Title LinkedIn Phone Email
Marybeth Clement Collections Assistant
Marybeth Clement Collections Assistant
Marybeth Clement Collections Assistant
Randa Parsons Financial Service Representative
Randa Parsons Financial Service Representative
Randa Parsons Financial Service Representative
Requires/Intent
Quality Control & Assurance
HR & Talent Acquisition
Legal Compliance & Advisory
Blockchain & Cryptocurrency Solutions
and more

31. Cvrd

Industry: Financial Services

Location: Cleveland, Ohio

Website: teamcvrd.com

Company Size: 51-200

Company Address: 800 Superior Avenue East, Cleveland, Ohio, United States

Cvrd Contact Details

Name Title LinkedIn Phone Email
Zachary Stocum Agency Development Manager
Zachary Stocum Agency Development Manager
Zachary Stocum Agency Development Manager
Requires/Intent
Tax Planning & Strategy
Hedge Fund & Private Equity Consulting
Branding & Public Relations
and more

32. Home Lending Source

Industry: Financial Services

Location: Cleveland, Ohio

Website: homelendingsource.com

Company Founded: 2000

Company Size: 201-500

Home Lending Source Contact Details

Name Title LinkedIn Phone Email
Erica Gilliam Licensed Real-estate Finance Advisor
Tony Vinci Residential Loan Officer
Tony Vinci Residential Loan Officer
Tony Vinci Residential Loan Officer
Melinda Heitzman Mortgage Consultant
Melinda Heitzman Mortgage Consultant
Melinda Heitzman Mortgage Consultant
Requires/Intent and 23 more Employees
Automation & Workflow Optimization
Investment Advisory
HR & Talent Acquisition
and more

33. Jaras Financial

Industry: Financial Services

Location: Cleveland, Ohio

Website: jarasfinancial.com

Company Size: 1-10

Company Address: 2859 Boston Mills Road, Cleveland, Ohio, United States

Jaras Financial Contact Details

Name Title LinkedIn Phone Email
Nancy Fantozzi Senior Investment Accounts Administrator And Executive Assistant
Nancy Fantozzi Senior Investment Accounts Administrator And Executive Assistant
Nancy Fantozzi Senior Investment Accounts Administrator And Executive Assistant
Requires/Intent
Quality Control & Assurance
IoT-enabled Smart Banking Solutions
Risk Assessment & Mitigation
Debt Collection & Recovery
and more

34. Gradschoolloans.com

Industry: Financial Services

Location: Cleveland, Ohio

Website: gradschoolloans.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1337 West 10th Street, Cleveland, Ohio, United States

Gradschoolloans.com Contact Details

Name Title LinkedIn Phone Email
Edward Callahan Principal Software Engineer
Edward Callahan Principal Software Engineer
Edward Callahan Principal Software Engineer
Requires/Intent
AI-powered Financial Insights
Tax Planning & Strategy
Treasury & Cash Flow Management
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
and more

35. Consumer Financial Services

Industry: Financial Services

Location: Cleveland, Ohio

Website: eznocreditloans.com

Company Founded: 2000

Company Size: 1-10

Consumer Financial Services Contact Details

Name Title LinkedIn Phone Email
Britt Nielson Mortgage Consultant
Jeff Plunkitt Owner
Kyle Casey Manager
Michael Miller President And Owner
Scot Cunningham Managing Partner
Jennifer Swanson Controller
Requires/Intent
Asset Management
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
Wealth Management
IoT-enabled Smart Banking Solutions
and more

36. Paradigm Wealth Management, Llc

Industry: Financial Services

Location: Cleveland, Ohio

Website: investpwm.com

Company Founded: 2008

Company Size: 1-10

Company Address: 950 Main Street, Cleveland, Ohio, United States

Paradigm Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
David Chenet Vice President - Investments
Requires/Intent
ESG & Sustainable Finance Consulting
Risk Management & Compliance
Financial Forecasting & Modeling
Asset Management
Portfolio Management
and more

37. Starr Processing Services

Industry: Financial Services

Location: Cleveland, Ohio

Company Size: 1-10

Company Address: 15705 Lorain Avenue, Cleveland, Ohio, United States

Starr Processing Services Contact Details

Name Title LinkedIn Phone Email
Kristina Winkel Contract Loan Processor
Requires/Intent
Compliance & Regulatory Advisory
Investment Advisory
Risk Management & Compliance
Quality Control & Assurance
and more

38. Midwest Mortgage

Industry: Financial Services

Location: Cleveland, Ohio

Website: midwestmortgage.com

Company Founded: 1997

Company Size: 1-10

Midwest Mortgage Contact Details

Name Title LinkedIn Phone Email
Maribeth Williamson Mortgage Loan Officer
Requires/Intent
Tax Planning & Strategy
Cloud Computing Solutions
Financial Planning & Retirement Solutions
Wealth Management
and more

39. Moskal Gross Orchosky Inc

Industry: Financial Services

Location: Cleveland, Ohio

Company Size: 11-50

Company Address: 1301 East 9th Street, Cleveland, Ohio, United States

Moskal Gross Orchosky Inc Contact Details

Name Title LinkedIn Phone Email
Kim Schuster Qualified Pension Assistant
Kim Schuster Qualified Pension Assistant
Kim Schuster Qualified Pension Assistant
Requires/Intent
Credit Rating & Analysis
API Integration For FinTech
Loan Origination & Servicing Platforms
Technology Consulting
Asset Management
and more

40. Advance Group Of Companies

Industry: Financial Services

Location: Cleveland, Ohio

Website: advancegroup.us

Company Size: 1-10

Company Address: 3401 Enterprise Parkway, Cleveland, Ohio, United States

Advance Group Of Companies Contact Details

Name Title LinkedIn Phone Email
Mike Zaucha Senior Credit Analyst
Requires/Intent
Digital Payment & Subscription Solutions
Financial Forecasting & Modeling
Financial Auditing & Reporting
API Integration For FinTech
Wealth Management
and more

41. Clearstead

Industry: Financial Services

Location: Cleveland, Ohio

Website: clearstead.com

Company Size: 51-200

Company Address: 1100 Superior Avenue East, Cleveland, Ohio, United States

Clearstead Contact Details

Name Title LinkedIn Phone Email
Cristina Topan Performance Analyst
Requires/Intent
Performance Tracking & KPI Analytics
Branding & Public Relations
Tax Planning & Strategy
Technology Consulting
and more

42. Private Trust Company

Industry: Financial Services

Location: Cleveland, Ohio

Website: theprivatetrustcompany.com

Company Size: 1-10

Company Address: 1422 Euclid Avenue, Cleveland, Ohio, United States

Private Trust Company Contact Details

Name Title LinkedIn Phone Email
Shawn Berry Senior Trust Operations Officer
Requires/Intent
HR & Talent Acquisition
Banking & Payment Processing
and more

43. Revenue Group

Industry: Financial Services

Location: Cleveland, Ohio

Website: revenuegroup.com

Company Founded: 1994

Company Size: 51-200

Company Address: 4780 Hinckley Industrial Parkway, Cleveland, Ohio, United States

Revenue Group Contact Details

Name Title LinkedIn Phone Email
Dave Young Senior It Administrator
Dave Young Senior It Administrator
Dave Young Senior It Administrator
Dickon Newman Director Of It
Dickon Newman Director Of It
Dickon Newman Director Of It
Thomas Moos Collection Manager
Requires/Intent and 2 more Employees
API Integration For FinTech
Financial Auditing & Reporting
and more

44. Tempay, Inc

Industry: Financial Services

Location: Cleveland, Ohio

Website: tempay.com

Company Founded: 1994

Company Size: 11-50

Company Address: 20600 Chagrin Boulevard, Cleveland, Ohio, United States

Tempay, Inc Contact Details

Name Title LinkedIn Phone Email
Janet Shostrand Accounting Manager
Janet Shostrand Accounting Manager
Janet Shostrand Accounting Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
Investment Advisory
and more

45. Augustine Financial, Llc

Industry: Financial Services

Location: Cleveland, Ohio

Company Size: 1-10

Company Address: 625 Timberline Trail, Cleveland, Ohio, United States

Augustine Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Matt Zuleger Certified Financial Plannerâ
Requires/Intent
Tax Planning & Strategy
Cybersecurity & Data Protection
Financial Forecasting & Modeling
HR & Talent Acquisition
and more

46. Global Consumer Products

Industry: Financial Services

Location: Cleveland, Ohio

Company Size: 11-50

Company Address: 1215 Valley Belt Road, Cleveland, Ohio, United States

Global Consumer Products Contact Details

Name Title LinkedIn Phone Email
Greg Heslin Founder, Chief Executive Officer
Requires/Intent
Credit Rating & Analysis
Automation & Workflow Optimization
Mergers & Acquisitions Advisory
Blockchain & Cryptocurrency Solutions
and more

47. Third Federal Bank

Industry: Financial Services

Location: Cleveland, Ohio

Company Size: 51-200

Company Address: 7007 Broadway Avenue, Cleveland, Ohio, United States

Third Federal Bank Contact Details

Name Title LinkedIn Phone Email
Frances Cajka Customer Service Representative Lll
Frances Cajka Customer Service Representative Lll
Frances Cajka Customer Service Representative Lll
Requires/Intent
ESG & Sustainable Finance Consulting
Treasury & Cash Flow Management
Online Advertising & SEO
Cybersecurity & Data Protection
and more

48. Competitive Title Agency Inc

Industry: Financial Services

Location: Cleveland, Ohio

Website: competitivetitle.com

Company Size: 11-50

Company Address: 23611 Chagrin Boulevard, Cleveland, Ohio, United States

Competitive Title Agency Inc Contact Details

Name Title LinkedIn Phone Email
Mary Moser File Coordinator
Bernard Margolis Title Specialist
Requires/Intent
Financial Forecasting & Modeling
Securities Trading & Brokerage
Technology Consulting
Customer Relationship Management (CRM)
and more

49. Preferred Auto Finance Corp

Industry: Financial Services

Location: Cleveland, Ohio

Company Size: 11-50

Preferred Auto Finance Corp Contact Details

Name Title LinkedIn Phone Email
Cheri Conner Dealer Service Specialist Ll
Giovanna Palmeri Funding Specialist
Requires/Intent
Financial Auditing & Reporting
Investment Advisory
Quality Control & Assurance
HR & Talent Acquisition
and more

50. Mezu, Inc.

Industry: Financial Services

Location: Cleveland, Ohio

Website: mezu.com

Company Founded: 2017

Company Size: 11-50

Company Address: 2515 Jay Avenue, Cleveland, Ohio, United States

Mezu, Inc. Contact Details

Name Title LinkedIn Phone Email
Samantha Brustin Director Of Marketing And Account Executive
Requires/Intent
Sales & Lead Generation Strategy
Document Management & E-signature Solutions
and more

51. Asset Acceptance Llc

Industry: Financial Services

Location: Cleveland, Ohio

Company Size: 1-10

Company Address: 600 Safeguard Plaza, Cleveland, Ohio, United States

Asset Acceptance Llc Contact Details

Name Title LinkedIn Phone Email
Emily Crossnoe Disabled
Requires/Intent
Corporate Finance Strategy
IoT-enabled Smart Banking Solutions
and more

52. Growth Capital Corp.

Industry: Financial Services

Location: Cleveland, Ohio

Website: growthcapitalcorp.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1360 East Ninth Street, Cleveland, Ohio, United States

Growth Capital Corp. Contact Details

Name Title LinkedIn Phone Email
David Nelson Business Owner
Requires/Intent
Data Analytics & Business Intelligence
Accounting Services
Mobile App Development For Financial Services
Securities Trading & Brokerage
and more

53. Black Hawk Resources Limited

Industry: Financial Services

Location: Cleveland, Ohio

Website: blackhawkrisk.com

Company Founded: 2009

Company Size: 1-10

Company Address: 1455 West 29th Street, Cleveland, Ohio, United States

Black Hawk Resources Limited Contact Details

Name Title LinkedIn Phone Email
Jose Cano Risk Management Administrator
Requires/Intent
Financial Planning & Retirement Solutions
Mobile App Development For Financial Services
Mortgage & Loan Processing
and more

54. Reed Financial Services, Inc.

Industry: Financial Services

Location: Cleveland, Ohio

Website: reed-financial.com

Company Size: 11-50

Company Address: 5885 Landerbrook Drive, Cleveland, Ohio, United States

Reed Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
William Reed Registered Representative
Sharon Payne Executive Assistant
Requires/Intent
Quality Control & Assurance
Data Analytics & Business Intelligence
Cloud Computing Solutions
AI-powered Financial Insights
and more

55. Anthony Allega Cement Contr

Industry: Financial Services

Location: Cleveland, Ohio

Website: allega.com

Company Size: 1-10

Company Address: 5585 Canal Road, Cleveland, Ohio, United States

Anthony Allega Cement Contr Contact Details

Name Title LinkedIn Phone Email
Al Papesh Heavy Equipment Operator
Al Papesh Heavy Equipment Operator
Al Papesh Heavy Equipment Operator
Dean Main Truck Driver
Requires/Intent
Treasury & Cash Flow Management
Loan Origination & Servicing Platforms
and more

56. Highland Consulting Associates, Inc.

Industry: Financial Services

Location: Cleveland, Ohio

Website: highlandusa.net

Company Founded: 1993

Company Size: 11-50

Company Address: 159 Crocker Park Boulevard, Cleveland, Ohio, United States

Highland Consulting Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Angelynn Forsythe Associate
Angelynn Forsythe Associate
Angelynn Forsythe Associate
Requires/Intent
Customer Relationship Management (CRM)
Mortgage & Loan Processing
Accounting Services
and more

57. Pioneer Credit Union Limited

Industry: Financial Services

Location: Cleveland, Ohio

Website: pioneercu.org.uk

Company Size: 51-200

Pioneer Credit Union Limited Contact Details

Name Title LinkedIn Phone Email
Shelley Abner Loan Consultant
Requires/Intent
Business Strategy & Growth Consulting
Debt Collection & Recovery
IoT-enabled Smart Banking Solutions
and more
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Cleveland Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 John Byrne Aml Rightsource Executive Vice President Chairman Amlrs Advisory Board
2 Christopher Fuller Aml Rightsource Associate Analyst
3 Courtney Abraham Aml Rightsource Chief People Officer
4 Courtney Abraham Aml Rightsource Chief People Officer
5 Courtney Abraham Aml Rightsource Chief People Officer
6 Timothy White Aml Rightsource Vice-president, Business Development And Sanctions
7 Upamanyu Mallik Aml Rightsource Analyst
8 Kathryn Bryan Skylight Financial Group Financial Planner At Skylight Financial Group
9 Kathryn Bryan Skylight Financial Group Financial Planner At Skylight Financial Group
10 Kathryn Bryan Skylight Financial Group Financial Planner At Skylight Financial Group
11 Fscp Kevin Herman Skylight Financial Group Financial Planner
12 Fscp Kevin Herman Skylight Financial Group Financial Planner
13 Fscp Kevin Herman Skylight Financial Group Financial Planner
14 Dan Collins Skylight Financial Group Financial Services Representative
15 Brandon Bleile Mai Capital Management, Llc Senior Associate - Investments
16 Brandon Bleile Mai Capital Management, Llc Senior Associate - Investments
17 Brandon Bleile Mai Capital Management, Llc Senior Associate - Investments
18 Melinda Impellizzeri Mai Capital Management, Llc Organizing Director
19 Mitchell Herringshaw Mai Capital Management, Llc Senior Associate-team Lead
20 Mitchell Herringshaw Mai Capital Management, Llc Senior Associate-team Lead
21 Mitchell Herringshaw Mai Capital Management, Llc Senior Associate-team Lead
22 James Smith Tpi Efficiency Senior Consulting Director - Mid-atlantic
23 Nicholas Harris Tpi Efficiency Director, Client Account Management
24 Nicholas Harris Tpi Efficiency Director, Client Account Management
25 Nicholas Harris Tpi Efficiency Director, Client Account Management
26 Ian Skacan Tpi Efficiency Consultant Fiscal
27 Ian Skacan Tpi Efficiency Consultant Fiscal
28 Ian Skacan Tpi Efficiency Consultant Fiscal
29 Tim Vierengel Northcoast Research Senior Equity Research Analyst
30 Tom Hayes Northcoast Research Senior Analyst
31 Joe Conway Northcoast Research Managing Director, Sales And Principal At Northcoast Research
32 Joe Conway Northcoast Research Managing Director, Sales And Principal At Northcoast Research
33 Joe Conway Northcoast Research Managing Director, Sales And Principal At Northcoast Research
34 Jim Salera Northcoast Research Senior Equity Research Associate
35 Jim Salera Northcoast Research Senior Equity Research Associate
36 Bob Renner Ancora Holdings Inc. Director Operations
37 Bob Renner Ancora Holdings Inc. Director Operations
38 Bob Renner Ancora Holdings Inc. Director Operations
39 Howard Essner Ancora Holdings Inc. General Counsel, Family Wealth And Retirement Plan Advisor
40 Howard Essner Ancora Holdings Inc. General Counsel, Family Wealth And Retirement Plan Advisor

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