Top 20 Financial Services Companies in Edina

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Below is the list of Top 20 Financial Services Companies in Edina ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Edina

1. Hitachi Capital America Vendor Services

Industry: Financial Services

Location: Edina, Minnesota

Website: hcavs.com

Company Founded: 1999

Company Size: 51-200

Company Address: 7808 Creekridge Circle, Edina, Minnesota, United States

Hitachi Capital America Vendor Services Contact Details

Name Title LinkedIn Phone Email
Stefanie Stark Relationship Manager
Heather Anderson Regional Human Resources
Samuel Geelan Sales Trainee
Statton Summers Manager Of Sales Operations
Blake Maslonkowski Construction
Scott Polman Relationship Manager
Terri Grider Relationship Manager
Requires/Intent and 23 more Employees
Marketing Services
Digital Payment & Subscription Solutions
Mobile App Development For Financial Services
Accounting Services
Compliance & Regulatory Advisory
and more

2. Ferry Capital Management, Llc

Industry: Financial Services

Location: Edina, Minnesota

Website: ferrycapitalmgt.com

Company Founded: 2013

Company Size: 1-10

Ferry Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Paul Ferry Chief Executive Officer
Christopher Ferry Investment Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
Wealth Management
and more

3. Marketplace Home Mortgage

Industry: Financial Services

Location: Edina, Minnesota

Website: marketplacehome.com

Company Founded: 1995

Company Size: 51-200

Company Address: 7380 France Avenue South, Edina, Minnesota, United States

Marketplace Home Mortgage Contact Details

Name Title LinkedIn Phone Email
Ingrid Peterson Processing Manager
Rebecca Barber Loan Officer
Jeff Anderson Mortgage Consultant - Nmls 269239
Kristie Griego Loan Officer
Holly Stillday Regional Processing Manager
Jerry Throw Mortgage Consultant
Ryan Blomberg Mortgage Contsultant, Nmls# 283487
Requires/Intent and 68 more Employees
Customer Relationship Management (CRM)
Debt Collection & Recovery
Automation & Workflow Optimization
Mergers & Acquisitions Advisory
Portfolio Management
and more

4. Waterfront Financial Group

Industry: Financial Services

Location: Edina, Minnesota

Website: waterfrontfinancialgroup.com

Company Founded: 2008

Company Size: 1-10

Company Address: 8000 West 78th Street, Edina, Minnesota, United States

Waterfront Financial Group Contact Details

Name Title LinkedIn Phone Email
Fredrik Borstad Business Consultant
Cfpâ Ryan C. Williams Wealth Planner
Cepa Ryan C. Williams Partner And Wealth Planner
Cepa Fred Borstad Managing Partner
Nate Raska Finance Intern
Vanessa Olsen Manager Of Client Relations
Ryan Williams Partner
Requires/Intent and 6 more Employees
Mortgage & Loan Processing
Debt Collection & Recovery
Employee Training & Workforce Development
Technology Consulting
Branding & Public Relations
and more

5. Accredited Investors Wealth Management®

Industry: Financial Services

Location: Edina, Minnesota

Website: accredited.com

Company Founded: 1987

Company Size: 51-200

Company Address: 5200 West 73rd Street, Edina, Minnesota, United States

Accredited Investors Wealth Management® Contact Details

Name Title LinkedIn Phone Email
Tom Knutson Associate Wealth Manager
Brianna Mooty Director Of Estate And Charitable Planning
Aashwin Sachdev Wealth Manager
Megan Olson Wealth Manager
Cpa-pfs Alan Williams Wealth Manager
Steve Gilbertson Senior Lead Wealth Manager And Shareholder
Fred Semmer Investment Analyst
Requires/Intent and 17 more Employees
Insurance & Underwriting Services
Cloud Computing Solutions
Wealth Management
and more

6. Tci Business Capital

Industry: Financial Services

Location: Edina, Minnesota

Website: tcicapital.com

Company Founded: 1994

Company Size: 51-200

Company Address: 7600 Parklawn Avenue, Edina, Minnesota, United States

Tci Business Capital Contact Details

Name Title LinkedIn Phone Email
Kelly Nelson Senior Vice President Business Development
Michael Holland Senior Vice President Sales And Strategic Alliances
Mark Zitzewitz Senior Vice President And General Counsel
Corey Burlend Vice President, Relationship Manager
Connor Langfield Credit Analyst
Glen Herrig Senior Marketing Analyst
Caleb Steeves Intern
Requires/Intent and 20 more Employees
Portfolio Management
Loan Origination & Servicing Platforms
Debt Collection & Recovery
and more

7. Employer Solutions Group & Employer Solutions Staffing Group

Industry: Financial Services

Location: Edina, Minnesota

Website: employersolutionsgroup.com

Company Founded: 2005

Company Size: 51-200

Company Address: 7301 Ohms Lane, Edina, Minnesota, United States

Employer Solutions Group & Employer Solutions Staffing Group Contact Details

Name Title LinkedIn Phone Email
Madeline Walker Client Success Manager
Katherine Hitchcock Health Benefits Team Manager
Lyncee Davies Director Of Operations
Meghon Baker Payroll Team Manager
Kaeley Anderson Accounting Assistant
Leah Peterson Payroll Team Manager
Meghon Baker Payroll Team Manager
Requires/Intent and 21 more Employees
Mortgage & Loan Processing
Employee Training & Workforce Development
AI-powered Financial Insights
and more

8. Tradition Wealth Management, Llc

Industry: Financial Services

Location: Edina, Minnesota

Website: traditionwealthmanagement.com

Company Founded: 2003

Company Size: 11-50

Company Address: 7601 France Avenue South, Edina, Minnesota, United States

Tradition Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Bradley Johnson Investment Advisor, Partner
Jake Taylor Private Wealth Advisor, Director Of Sports Management
Chris Leivermann Investment Advisor
Jack Sowada Wealth Management Intern
Macy Mancini Office Manager And Marketing Coordinator
Requires/Intent and 1 more Employees
Mobile App Development For Financial Services
HR & Talent Acquisition
Compliance & Regulatory Advisory
Quality Control & Assurance
and more

9. Erpelding Wealth Management

Industry: Financial Services

Location: Edina, Minnesota

Website: erpeldingwealthmanagement.com

Company Founded: 1987

Company Size: 1-10

Company Address: 5201 Eden Avenue, Edina, Minnesota, United States

Erpelding Wealth Management Contact Details

Name Title LinkedIn Phone Email
Robert Evrard Executive Vice President And Advisor
Cfpâ Robert Evrard Associate Wealth Management Advisor
Wmcp Cole Lunde Executive Vice President And Advisor
Miriam Sivula Director Of Financial Planning
Emily Anderson Associate Wealth Management Advisor
Emily Anderson Associate Financial Representative
Requires/Intent and 3 more Employees
Asset Management
ERP For Financial Institutions
Employee Training & Workforce Development
Investment Advisory
Marketing Services
and more

10. Tax Sheltered Compensation, Inc. (tsc)

Industry: Financial Services

Location: Edina, Minnesota

Website: tsc401k.com

Company Founded: 1966

Company Size: 11-50

Company Address: 7300 Metro Boulevard, Edina, Minnesota, United States

Tax Sheltered Compensation, Inc. (tsc) Contact Details

Name Title LinkedIn Phone Email
Kathryn Hoppert Retirement Plan Administration Consultant
Matthew Slyter Vice President, Operations At Tsc
Jennifer Arntson-schwientek Relationship Manager And Retirement Plan Consultant
Kelsey Larson Retirement Plan Administrator Manager At Tax Sheltered Compensation, Inc
Aaron Solbrack Manager, Retirement Plan Consulting
Sherri Wichmann Manager, Retirement Plan Administrator
Greg Gerten Certified Pension Consultant
Requires/Intent and 31 more Employees
Blockchain & Cryptocurrency Solutions
Financial Forecasting & Modeling
Investment Advisory
Automation & Workflow Optimization
and more

11. Northland Group

Industry: Financial Services

Location: Edina, Minnesota

Website: northlandgroup.com

Company Founded: 1982

Company Size: 201-500

Company Address: 7831 Glenroy Road, Edina, Minnesota, United States

Northland Group Contact Details

Name Title LinkedIn Phone Email
Lance Black Chief Executive Officer And President
Cristal Chavez Payment Processor
Charles Latour Agent
Ron Williams Debt Management Specialist
Samuel Max Transfer Agent
Greg Gruett Executive Vice President Of Operations
Mary Bragg Human Resources Manager
Requires/Intent and 94 more Employees
Tax Planning & Strategy
Cybersecurity & Data Protection
Insurance & Underwriting Services
Banking & Payment Processing
and more

12. Capstone Advisory Group, Llc

Industry: Financial Services

Location: Edina, Minnesota

Website: capstoneadvgroup.com

Company Founded: 2010

Company Size: 1-10

Company Address: 7701 France Avenue, Edina, Minnesota, United States

Capstone Advisory Group, Llc Contact Details

Name Title LinkedIn Phone Email
Sam Schuette Financial Advisor
Gregory Mortenson Founding Partner And Financial Advisor At Capstone Advisory Group, Llc
Julianne Simmons Operations Specialist
Scott Siverhus Founding Partner And Financial Advisor
Stephen Fischer Advisor
Requires/Intent and 4 more Employees
ERP For Financial Institutions
Business Strategy & Growth Consulting
Securities Trading & Brokerage
Mortgage & Loan Processing
Credit Rating & Analysis
and more

13. Flourish Wealth Management®

Industry: Financial Services

Location: Edina, Minnesota

Website: flourishwealthmanagement.com

Company Founded: 2014

Company Size: 11-50

Company Address: 3300 Edinborough Way, Edina, Minnesota, United States

Flourish Wealth Management® Contact Details

Name Title LinkedIn Phone Email
Kathy Longo Host Of The Flourish Financially Challenge
Jay Pluimer Director Of Investments
Michele Lenz Wealth Manager
Joey Fenwick Wealth Manager
Nicole Swanson Wealth Manager
Requires/Intent
Employee Training & Workforce Development
ESG & Sustainable Finance Consulting
and more

14. Birchwood Financial Partners, Inc.

Industry: Financial Services

Location: Edina, Minnesota

Website: birchwoodfp.com

Company Founded: 1990

Company Size: 11-50

Company Address: 3300 Edinborough Way, Edina, Minnesota, United States

Birchwood Financial Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Dana Brewer Financial Advisor And Principal
Bridget Handke Financial Advisor And Principal
Brennan Skon Client Service Specialist
Steve Dixon Investment Manager And Principal
Damian Winther Financial Advisor And Principal
Joni Parrish Business Processing Specialist
Csric Rachel Infante Principal â Financial Advisor
Requires/Intent and 3 more Employees
Financial Planning & Retirement Solutions
Insurance & Underwriting Services
HR & Talent Acquisition
API Integration For FinTech
and more

15. K2 Capital Group

Industry: Financial Services

Location: Edina, Minnesota

Website: k2capitalgroup.com

Company Founded: 2004

Company Size: 11-50

Company Address: 5050 Lincoln Drive, Edina, Minnesota, United States

K2 Capital Group Contact Details

Name Title LinkedIn Phone Email
Jeff Wood Regional Sales Manager
Lauren Ohama Account Manager
Emma Longhenry Salesforce Administrator
Rachel Blaney Sales Representative
Suzette Flot Vice President, Credit
Joey Enevoldsen Director, It
Thomas Brudzinski Accounting Specialist
Requires/Intent and 10 more Employees
Blockchain & Cryptocurrency Solutions
HR & Talent Acquisition
Treasury & Cash Flow Management
and more

16. Ajw Financial

Industry: Financial Services

Location: Edina, Minnesota

Website: ajwfinancial.com

Company Founded: 1993

Company Size: 1-10

Company Address: 3300 Edinborough Way, Edina, Minnesota, United States

Ajw Financial Contact Details

Name Title LinkedIn Phone Email
Nicolas Abrams President And Chief Executive Officer
Amy Wolff Owner
Requires/Intent
Tax Planning & Strategy
Employee Training & Workforce Development
HR & Talent Acquisition
Risk Assessment & Mitigation
Cybersecurity & Data Protection
and more
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Edina Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Stefanie Stark Hitachi Capital America Vendor Services Relationship Manager
2 Heather Anderson Hitachi Capital America Vendor Services Regional Human Resources
3 Samuel Geelan Hitachi Capital America Vendor Services Sales Trainee
4 Statton Summers Hitachi Capital America Vendor Services Manager Of Sales Operations
5 Blake Maslonkowski Hitachi Capital America Vendor Services Construction
6 Scott Polman Hitachi Capital America Vendor Services Relationship Manager
7 Terri Grider Hitachi Capital America Vendor Services Relationship Manager
8 Paul Ferry Ferry Capital Management, Llc Chief Executive Officer
9 Christopher Ferry Ferry Capital Management, Llc Investment Advisor
10 Ingrid Peterson Marketplace Home Mortgage Processing Manager
11 Rebecca Barber Marketplace Home Mortgage Loan Officer
12 Jeff Anderson Marketplace Home Mortgage Mortgage Consultant - Nmls 269239
13 Kristie Griego Marketplace Home Mortgage Loan Officer
14 Holly Stillday Marketplace Home Mortgage Regional Processing Manager
15 Jerry Throw Marketplace Home Mortgage Mortgage Consultant
16 Ryan Blomberg Marketplace Home Mortgage Mortgage Contsultant, Nmls# 283487
17 Fredrik Borstad Waterfront Financial Group Business Consultant
18 Cfpâ Ryan C. Williams Waterfront Financial Group Wealth Planner
19 Cepa Ryan C. Williams Waterfront Financial Group Partner And Wealth Planner
20 Cepa Fred Borstad Waterfront Financial Group Managing Partner
21 Nate Raska Waterfront Financial Group Finance Intern
22 Vanessa Olsen Waterfront Financial Group Manager Of Client Relations
23 Ryan Williams Waterfront Financial Group Partner
24 Tom Knutson Accredited Investors Wealth Management® Associate Wealth Manager
25 Brianna Mooty Accredited Investors Wealth Management® Director Of Estate And Charitable Planning
26 Aashwin Sachdev Accredited Investors Wealth Management® Wealth Manager
27 Megan Olson Accredited Investors Wealth Management® Wealth Manager
28 Cpa-pfs Alan Williams Accredited Investors Wealth Management® Wealth Manager
29 Steve Gilbertson Accredited Investors Wealth Management® Senior Lead Wealth Manager And Shareholder
30 Fred Semmer Accredited Investors Wealth Management® Investment Analyst
31 Kelly Nelson Tci Business Capital Senior Vice President Business Development
32 Michael Holland Tci Business Capital Senior Vice President Sales And Strategic Alliances
33 Mark Zitzewitz Tci Business Capital Senior Vice President And General Counsel
34 Corey Burlend Tci Business Capital Vice President, Relationship Manager
35 Connor Langfield Tci Business Capital Credit Analyst
36 Glen Herrig Tci Business Capital Senior Marketing Analyst
37 Caleb Steeves Tci Business Capital Intern
38 Madeline Walker Employer Solutions Group & Employer Solutions Staffing Group Client Success Manager
39 Katherine Hitchcock Employer Solutions Group & Employer Solutions Staffing Group Health Benefits Team Manager
40 Lyncee Davies Employer Solutions Group & Employer Solutions Staffing Group Director Of Operations

Financial Services companies in different cities of Minnesota

No. Industry Number of Contacts Download
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