Top 30 Financial Services Companies in Grand Rapids

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Below is the list of Top 30 Financial Services Companies in Grand Rapids ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Grand Rapids

1. Northpointe Bank

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: northpointe.com

Company Founded: 1999

Company Size: 501-1000

Company Address: 3333 Deposit Drive Northeast, Grand Rapids, Michigan, United States

Northpointe Bank Contact Details

Name Title LinkedIn Phone Email
Ashish Desai Loan Officer Assistant
Zachary Levesque Director And Branch Manager
John Kotrides Senior Loan Officer
Lisa Gross Senior Mortgage Banker
Austin Caudell Mortgage Loan Officer
Mike Raynor Senior Mortgage Advisor
Todd Crane Regional Vice President
Requires/Intent and 92 more Employees
Employee Training & Workforce Development
Quality Control & Assurance
Mobile App Development For Financial Services
AI-powered Financial Insights
and more

2. Vandyk Mortgage

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: vandykmortgage.com

Company Founded: 1987

Company Size: 201-500

Company Address: 2449 Camelot Court Southeast, Grand Rapids, Michigan, United States

Vandyk Mortgage Contact Details

Name Title LinkedIn Phone Email
Josh Manning Branch Manager At Vandyk Mortgage
Chris Kenworthy Branch Operator And Branch Manager
Joseph Longobardi Licensed Mortgage Originator
Jami Wright Branch Manager
Dawn Anderson Loan Officer
Julie Campbell Mortgage Loan Originator
Kylea Carlston Mortgage Loan Originator
Requires/Intent and 91 more Employees
Sales & Lead Generation Strategy
Insurance & Underwriting Services
and more

3. Pinnacle Lending Group

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: pinnacle-lending.net

Company Founded: 2005

Company Size: 1-10

Company Address: 1960 28th Street Southeast, Grand Rapids, Michigan, United States

Pinnacle Lending Group Contact Details

Name Title LinkedIn Phone Email
Jerry Glover Mortgage Loan Officer
Rob Rink Owner And Banker Of Pinnacle Lending Group, Inc
Irma Bochs Mortgage Loan Officer
Jessica Gatica Intern
Eldina Portzer Loan Officers Assistant
Bryan Contreras Loan Officer
Robert Davis Loan Officer
Requires/Intent and 10 more Employees
Business Strategy & Growth Consulting
Omnichannel Customer Support
Branding & Public Relations
and more

4. Retirement Wealth Advisors, Inc.

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: retirementwealthadvisors.com

Company Founded: 2005

Company Size: 51-200

Company Address: 89 Ionia Avenue Northwest, Grand Rapids, Michigan, United States

Retirement Wealth Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Cfpâ Jose Sanchez Advocate For A Healthy Retirement
James Shores Investment Advisor Representative
Joe Durbin Investment Advisor Representative
Charles Dingman Financial Advisor
Autumn Foster Office Manager
Requires/Intent
Technology Consulting
API Integration For FinTech
Automation & Workflow Optimization
and more

5. Liquid Asset Partners, Llc

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: liquidap.com

Company Founded: 1974

Company Size: 11-50

Company Address: 2700 Patterson Avenue Southeast, Grand Rapids, Michigan, United States

Liquid Asset Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Stan Smith Senior Appraiser
William Bell Sales Manager
Requires/Intent
Corporate Finance Strategy
Loan Origination & Servicing Platforms
and more

6. Formulafolios

Industry: Financial Services

Location: Grand Rapids, Michigan

Company Founded: 2011

Company Size: 51-200

Formulafolios Contact Details

Name Title LinkedIn Phone Email
Amanda Sebright Events Manager
Jake Warriner Paraplanner
Tom Bouwkamp Trading Systems Manager
Seth Hicks Financial Planning Analyst
Requires/Intent
Quality Control & Assurance
Performance Tracking & KPI Analytics
Tax Planning & Strategy
Financial Forecasting & Modeling
Loan Origination & Servicing Platforms
and more

7. Member First Mortgage Llc

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: memberfirstmortgage.com

Company Founded: 2001

Company Size: 51-200

Company Address: 616 44th Street Southeast, Grand Rapids, Michigan, United States

Member First Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Ldss Ashley Myers Vice President Of Human Resources
Lic Ashley Myers Human Resource Manager
Tracy Brannock Mortgage Loan Officer
Michelle Dzon Mortgage Consultant
Mary Jacobs Junior Underwriter
Blaine Kemme Compliance Manager - Crcm
Diane Braden Accounting Specialist
Requires/Intent
Financial Auditing & Reporting
Employee Training & Workforce Development
Performance Tracking & KPI Analytics
Corporate Finance Strategy
Portfolio Management
and more

8. Strategies Wealth Advisors

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: strategieswealth.com

Company Founded: 2007

Company Size: 11-50

Company Address: 3333 Grand Ridge Drive Northeast, Grand Rapids, Michigan, United States

Strategies Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Ghafari Director â Senior Wealth Advisor
Requires/Intent
Business Strategy & Growth Consulting
ERP For Financial Institutions
Corporate Finance Strategy
Compliance & Regulatory Advisory
and more

9. Vantagepointe Financial Group

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: vantagepointefinancial.com

Company Founded: 1992

Company Size: 51-200

Company Address: 3333 Evergreen Drive Northeast, Grand Rapids, Michigan, United States

Vantagepointe Financial Group Contact Details

Name Title LinkedIn Phone Email
Stan Sakalowski Independent Financial Advisor
Cory Adrian Financial Advisor
Renee Shisler Human Resources Specialist
Marlene Geurink Administrative Assistant
Requires/Intent
Employee Training & Workforce Development
Compliance & Regulatory Advisory
Credit Rating & Analysis
and more

10. Magic-wrighter, Inc.

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: magicwrighter.com

Company Founded: 1982

Company Size: 51-200

Company Address: 1039 3 Mile Road Northwest, Grand Rapids, Michigan, United States

Magic-wrighter, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeffrey Miller E~funds For Schools National Account Representative
Benjamin Holton Software Developer
Greg Rester E~funds For Schools Specialist
Nicole Staeven Audit Information Specialist And Boarding Superviosr
Angela Bratty Marketing Assistant
Requires/Intent
Mortgage & Loan Processing
Data Analytics & Business Intelligence
and more

11. Meijer Credit Union

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: meijercreditunion.com

Company Founded: 1958

Company Size: 11-50

Company Address: 2410 Gaynor Avenue Northwest, Grand Rapids, Michigan, United States

Meijer Credit Union Contact Details

Name Title LinkedIn Phone Email
Cathy Ellis President And Chief Executive Officer
Mollie Hettinger Credit Union Teller
Fannie James Casher
Requires/Intent
Technology Consulting
Fraud Detection & Prevention
Treasury & Cash Flow Management
and more

12. Auxo Investment Partners

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: auxopartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 146 Monroe Center Northwest, Grand Rapids, Michigan, United States

Auxo Investment Partners Contact Details

Name Title LinkedIn Phone Email
Christopher Merendino Vice President
Kara Potter Executive Assistant
Requires/Intent
Securities Trading & Brokerage
Treasury & Cash Flow Management
and more

13. Treadstone Funding

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: treadstonemortgage.com

Company Founded: 2003

Company Size: 51-200

Company Address: 214 Fulton Street East, Grand Rapids, Michigan, United States

Treadstone Funding Contact Details

Name Title LinkedIn Phone Email
Kelsey Chisholm Digital Marketing Specialist
Penny Hower Mortgage Loan Processor
Requires/Intent
Quality Control & Assurance
HR & Talent Acquisition
and more

14. Centennial Securities Company Inc.

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: centennialsec.com

Company Founded: 1978

Company Size: 11-50

Centennial Securities Company Inc. Contact Details

Name Title LinkedIn Phone Email
Mike Ochoa Senior Vice President
Carol Blunk Registered Sales Assistant
Donna Del Priore Administrative Assistant At Centennial Securities Co Llc
Requires/Intent
Marketing Services
Automation & Workflow Optimization
Digital Payment & Subscription Solutions
and more

15. Payvana

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: payvana.com

Company Founded: 2013

Company Size: 1-10

Payvana Contact Details

Name Title LinkedIn Phone Email
Jeff Little Senior Vice President
Requires/Intent
Marketing Services
Cybersecurity & Data Protection
Loan Origination & Servicing Platforms
and more

16. Rende Progress Capital

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: rendeprogresscapital.com

Company Founded: 2017

Company Size: 1-10

Company Address: 818 Butterworth Street Southwest, Grand Rapids, Michigan, United States

Rende Progress Capital Contact Details

Name Title LinkedIn Phone Email
Cuong Huynh Co-founder
Requires/Intent
Mobile App Development For Financial Services
Blockchain & Cryptocurrency Solutions
Legal Compliance & Advisory
Compliance & Regulatory Advisory
and more

17. Is Risk Analytics

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: isriskanalytics.com

Company Founded: 2012

Company Size: 11-50

Company Address: 1188 East Paris Avenue, Grand Rapids, Michigan, United States

Is Risk Analytics Contact Details

Name Title LinkedIn Phone Email
Matthew Chichester Senior Quantitative Analyst
Royce Pipkins Senior Developer
Requires/Intent
Sales & Lead Generation Strategy
Hedge Fund & Private Equity Consulting
Marketing Services
Compliance & Regulatory Advisory
and more

18. New Equipment Leasing, Inc.

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: nelinc.com

Company Founded: 1989

Company Size: 11-50

Company Address: 2880 Thornhills Avenue Southeast, Grand Rapids, Michigan, United States

New Equipment Leasing, Inc. Contact Details

Name Title LinkedIn Phone Email
Tim Schut Equipment Financing Sales At New Equipment Leasing, Inc
Requires/Intent
AI-powered Financial Insights
Insurance & Underwriting Services
Quality Control & Assurance
Wealth Management
IoT-enabled Smart Banking Solutions
and more

19. Cu*answers

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: cuanswers.com

Company Founded: 1970

Company Size: 201-500

Company Address: 6000 28th Street Southeast, Grand Rapids, Michigan, United States

Cu*answers Contact Details

Name Title LinkedIn Phone Email
Teddy Santiago Application Developer And Analytics
Jennifer Mcpherson Gold Developer
Jeff Miller Production Center Business Development Manager
Mark Miller Programmer
Brian Walters Iseries Administrator
Chiquita Davis Bank Teller
Saydee Elzinga Call Center Representative
Requires/Intent
Mortgage & Loan Processing
Investment Advisory
Risk Assessment & Mitigation
and more

20. Dc & Associates

Industry: Financial Services

Location: Grand Rapids, Michigan

Company Founded: 2000

Company Size: 1-10

Company Address: 1695 Service Road, Grand Rapids, Michigan, United States

Dc & Associates Contact Details

Name Title LinkedIn Phone Email
Daniel Cleland Principle
Stefanie Gracie Client Services Manager
Rebecca Albachten Enrolled Agent
Requires/Intent
Insurance & Underwriting Services
Mobile App Development For Financial Services
Customer Relationship Management (CRM)
and more

21. Adamy Valuation

Industry: Financial Services

Location: Grand Rapids, Michigan

Website: adamyvaluation.com

Company Founded: 1979

Company Size: 11-50

Company Address: 50 Louis Street Northwest, Grand Rapids, Michigan, United States

Adamy Valuation Contact Details

Name Title LinkedIn Phone Email
Nicholas Neuland Senior Analyst
Requires/Intent
Financial Planning & Retirement Solutions
Fraud Detection & Prevention
Data Analytics & Business Intelligence
and more
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Grand Rapids Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ashish Desai Northpointe Bank Loan Officer Assistant
2 Zachary Levesque Northpointe Bank Director And Branch Manager
3 John Kotrides Northpointe Bank Senior Loan Officer
4 Lisa Gross Northpointe Bank Senior Mortgage Banker
5 Austin Caudell Northpointe Bank Mortgage Loan Officer
6 Mike Raynor Northpointe Bank Senior Mortgage Advisor
7 Todd Crane Northpointe Bank Regional Vice President
8 Josh Manning Vandyk Mortgage Branch Manager At Vandyk Mortgage
9 Chris Kenworthy Vandyk Mortgage Branch Operator And Branch Manager
10 Joseph Longobardi Vandyk Mortgage Licensed Mortgage Originator
11 Jami Wright Vandyk Mortgage Branch Manager
12 Dawn Anderson Vandyk Mortgage Loan Officer
13 Julie Campbell Vandyk Mortgage Mortgage Loan Originator
14 Kylea Carlston Vandyk Mortgage Mortgage Loan Originator
15 Jerry Glover Pinnacle Lending Group Mortgage Loan Officer
16 Rob Rink Pinnacle Lending Group Owner And Banker Of Pinnacle Lending Group, Inc
17 Irma Bochs Pinnacle Lending Group Mortgage Loan Officer
18 Jessica Gatica Pinnacle Lending Group Intern
19 Eldina Portzer Pinnacle Lending Group Loan Officers Assistant
20 Bryan Contreras Pinnacle Lending Group Loan Officer
21 Robert Davis Pinnacle Lending Group Loan Officer
22 Cfpâ Jose Sanchez Retirement Wealth Advisors, Inc. Advocate For A Healthy Retirement
23 James Shores Retirement Wealth Advisors, Inc. Investment Advisor Representative
24 Joe Durbin Retirement Wealth Advisors, Inc. Investment Advisor Representative
25 Charles Dingman Retirement Wealth Advisors, Inc. Financial Advisor
26 Autumn Foster Retirement Wealth Advisors, Inc. Office Manager
27 Stan Smith Liquid Asset Partners, Llc Senior Appraiser
28 William Bell Liquid Asset Partners, Llc Sales Manager
29 Amanda Sebright Formulafolios Events Manager
30 Jake Warriner Formulafolios Paraplanner
31 Tom Bouwkamp Formulafolios Trading Systems Manager
32 Seth Hicks Formulafolios Financial Planning Analyst
33 Ldss Ashley Myers Member First Mortgage Llc Vice President Of Human Resources
34 Lic Ashley Myers Member First Mortgage Llc Human Resource Manager
35 Tracy Brannock Member First Mortgage Llc Mortgage Loan Officer
36 Michelle Dzon Member First Mortgage Llc Mortgage Consultant
37 Mary Jacobs Member First Mortgage Llc Junior Underwriter
38 Blaine Kemme Member First Mortgage Llc Compliance Manager - Crcm
39 Diane Braden Member First Mortgage Llc Accounting Specialist
40 Mark Ghafari Strategies Wealth Advisors Director â Senior Wealth Advisor

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