Top 75 Financial Services Companies in Greenville

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

Financial Services Companies in Greenville

1. Shellpoint Mortgage Servicing

Industry: Financial Services

Location: Greenville, South Carolina

Website: shellpointmtg.com

Company Founded: 2014

Company Size: 1001-5000

Company Address: 75 Beattie Place, Greenville, South Carolina, United States

Shellpoint Mortgage Servicing Contact Details

Name Title LinkedIn Phone Email
Mshrm Terence Johnson Human Resources Supervisor
Will Traber Director Of Recruiting
Kylie Oldfield Recruiter Ii
John Hauri Recruiting Manager
Sydney Greenway Loan Administration Quality Assurance Specialist
Jay Hackney Director Of Loan Transfers
Whitney Wince Director- Foreclosure
Requires/Intent and 245 more Employees
Risk Assessment & Mitigation
Debt Collection & Recovery
Business Strategy & Growth Consulting
Mortgage & Loan Processing
and more

2. Global Lending Services Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: glsllc.com

Company Founded: 2011

Company Size: 501-1000

Company Address: 1200 Brookfield Boulevard, Greenville, South Carolina, United States

Global Lending Services Llc Contact Details

Name Title LinkedIn Phone Email
Joe Peterson Regional Sales Director
Jennifer Masters Funding Manager
Amanda Mason Senior Manager, Talent Acquisition
Keyshia Welch Manager, Human Resources
Lauren Ellwanger Business System Analyst
Deepa Srinivasa Manager, Technical Analyst
Al Palmer Senior Vice President Compliance And Audit
Requires/Intent and 131 more Employees
Financial Auditing & Reporting
Asset Management
Online Advertising & SEO
Business Strategy & Growth Consulting
ERP For Financial Institutions
and more

3. Resurgent Capital Services

Industry: Financial Services

Location: Greenville, South Carolina

Website: resurgent.com

Company Founded: 1998

Company Size: 501-1000

Company Address: 55 Beattie Place, Greenville, South Carolina, United States

Resurgent Capital Services Contact Details

Name Title LinkedIn Phone Email
Jay Coulter Vice President Network Management
Rob Sims Bankruptcy Paralegal
James Lyle Senior Director, Performance Management
Ken Hamill Svp, Compliance, Oversight, And Improvement
Jackson Walker General Counsel
Jordan Dinos Senior Corporate Counsel
Grant Ramsay Senior Director Of Agency Performance
Requires/Intent and 152 more Employees
Blockchain & Cryptocurrency Solutions
Mergers & Acquisitions Advisory
and more

4. Southern Management Corporation

Industry: Financial Services

Location: Greenville, South Carolina

Website: mymoneytogo.com

Company Founded: 1986

Company Size: 1001-5000

Company Address: P/o Box 1947, Greenville, South Carolina, United States

Southern Management Corporation Contact Details

Name Title LinkedIn Phone Email
John Wessel Vice President Of Operations Administration
Adriann Garrett Talent Acquisition Manager
Elizabeth Cobb Chief Human Resources Officer
Dan Niemiec Chief Risk Officer
Trudy Boyles Vice President, Marketing
Ginger Burton Technical Analyst
Paige Wisdom Chief Financial Officer
Requires/Intent and 95 more Employees
AI-powered Financial Insights
Credit Rating & Analysis
Fraud Detection & Prevention
and more

5. Rto National

Industry: Financial Services

Location: Greenville, South Carolina

Website: rtonational.com

Company Founded: 2002

Company Size: 51-200

Company Address: P/o Box 9759, Greenville, South Carolina, United States

Rto National Contact Details

Name Title LinkedIn Phone Email
Richard Mashburn Chief Sales And Marketing Officer
Julius Kerschinske Director Of Operations
Dennis Fischer Territory Manager
Judy Moses Senior Marketing Specialist
Kim Jones Accounting Department
Chris Wallace Senior Operations Manager
Nathan Beard Outside Territory Manager
Requires/Intent and 12 more Employees
HR & Talent Acquisition
IoT-enabled Smart Banking Solutions
Technology Consulting
Data Analytics & Business Intelligence
Employee Training & Workforce Development
and more

6. Mtc Federal Credit Union

Industry: Financial Services

Location: Greenville, South Carolina

Website: mtcfederal.com

Company Founded: 1976

Company Size: 51-200

Company Address: 124 Verdae Boulevard, Greenville, South Carolina, United States

Mtc Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Mary Taylor Senior Vice President Marketing And Business Development
Cude Eric Schillinger Vice President Of Member Engagement
Stacy Williams Member Loan Consultant
Amy Larosa Senior Vice President Of Human Resources
Gary Ingersoll Assistant Vice President Of Lending
Jody Laney Operations Manager
Collin Bridges Financial Reporting Analyst
Requires/Intent and 23 more Employees
Financial Auditing & Reporting
Risk Management & Compliance
Fraud Detection & Prevention
Accounting Services
Mobile App Development For Financial Services
and more

7. Foster Victor Wealth Advisors

Industry: Financial Services

Location: Greenville, South Carolina

Website: fostervictorwa.com

Company Founded: 2016

Company Size: 11-50

Company Address: 10 South Academy Street, Greenville, South Carolina, United States

Foster Victor Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Rob Victor Principal
Cfpâ Paul Foster Principal
Robert Coleman Wealth Management Advisor
Cfpâ Erik Mizell Wealth Coach
Paul Foster Principal
Paul Foster Principal
Erik Mizell Wealth Management Advisor
Requires/Intent and 10 more Employees
HR & Talent Acquisition
Wealth Management
Business Strategy & Growth Consulting
Cloud Computing Solutions
and more

8. Greenville Federal Credit Union

Industry: Financial Services

Location: Greenville, South Carolina

Website: greenvillefcu.com

Company Founded: 1968

Company Size: 51-200

Company Address: 1501 Wade Hampton Boulevard, Greenville, South Carolina, United States

Greenville Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Hannah Mahaffey Business Development Manager
Paul Hughes President
Brandon Lybrand Member Specialist Ii - Mlo - Lending Trainer
Emily Krohn Title Coordinator And Mortgage Servicer
Fernanda Guinn Brand Ambassador
Tommy Lentz Vice President Remote Services
Anna Page Vice President Of Branch Services
Requires/Intent and 23 more Employees
Wealth Management
Marketing Services
Financial Forecasting & Modeling
Debt Collection & Recovery
Employee Training & Workforce Development
and more

9. Sc Telco Federal Credit Union

Industry: Financial Services

Location: Greenville, South Carolina

Website: sctelco.com

Company Founded: 1935

Company Size: 51-200

Company Address: P/o Box 10708, Greenville, South Carolina, United States

Sc Telco Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Mark Normington Business Lending Manager
Christy Clary Human Resources Manager
Bethani Williams Marketing Director
Damon Sipe Vice President Of Technology
Mallory Charette Human Resources Generalist
Andrea Finley Financial Wellness Coordinator
Shannon Santana Member Services Manager
Requires/Intent and 35 more Employees
Cloud Computing Solutions
Treasury & Cash Flow Management
Securities Trading & Brokerage
Employee Training & Workforce Development
and more

10. Investinet, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: investi-net.com

Company Size: 51-200

Company Address: 511 Rhett Street, Greenville, South Carolina, United States

Investinet, Llc Contact Details

Name Title LinkedIn Phone Email
David Anna General Counsel And Vice President
Aaron Brooks Vice President Of Strategy And Analytics
Michelle Edelbach Agency Performance Manager
Dennis Jefferson Director Of Performance Management
Amy Nodine Senior Vice President Operations
Caleb Rogers Director Of Inventory Strategy And Analytics
Evan Soape Performance Manager
Requires/Intent and 17 more Employees
Branding & Public Relations
Online Advertising & SEO
and more

11. Dynamic Recovery Solutions

Industry: Financial Services

Location: Greenville, South Carolina

Website: gotodrs.com

Company Founded: 2008

Company Size: 51-200

Company Address: 135 Interstate Boulevard, Greenville, South Carolina, United States

Dynamic Recovery Solutions Contact Details

Name Title LinkedIn Phone Email
Carmella Advisor Director Of Business Development
Kimberly Mouton Director Of Human Resources
Shelby Morlock Collections Manager
John Owens Client Services Manager
Brian Williams Collections Specialist
Marie Eaton Recruiter
Teresa Wood Collections Specialist
Requires/Intent and 29 more Employees
Document Management & E-signature Solutions
Cybersecurity & Data Protection
Financial Forecasting & Modeling
Mobile App Development For Financial Services
Wealth Management
and more

12. Credit Central, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: creditcentralllc.com

Company Size: 501-1000

Company Address: 700 East North Street, Greenville, South Carolina, United States

Credit Central, Llc Contact Details

Name Title LinkedIn Phone Email
Brandon Garrett Assistant Manager
David Huggins Vice President Of Internal Audit
Jonathon Baker District Supervisor
Sue Vinson Vice President Of Compliance, Training And Developement
Teresa Gresham Director Of Human Resources
Virginia Ewanick Payroll Manager
Scott Sandidge Vice President Information Technology
Requires/Intent and 8 more Employees
Securities Trading & Brokerage
Branding & Public Relations
Cybersecurity & Data Protection
Performance Tracking & KPI Analytics
and more

13. World Finance

Industry: Financial Services

Location: Greenville, South Carolina

Website: loansbyworld.com

Company Founded: 1962

Company Size: 1001-5000

Company Address: 104 South Main Street, Greenville, South Carolina, United States

World Finance Contact Details

Name Title LinkedIn Phone Email
Kinley Taylor Senior Marketing Manager
Abigail Hastings Digital Marketing Specialist
Roland Knight Corporate Counsel
Shawn Miller Database Administrator
Julia Mitta Talent Acquisition Specialist
Victoria Herron Benefits And Payroll Manager
Thomas Edwards Systems Administrator
Requires/Intent and 7 more Employees
Securities Trading & Brokerage
Digital Payment & Subscription Solutions
Hedge Fund & Private Equity Consulting
Portfolio Management
Business Strategy & Growth Consulting
and more

14. Performance Hcm

Industry: Financial Services

Location: Greenville, South Carolina

Website: performancehcm.com

Company Founded: 2006

Company Size: 11-50

Company Address: 124 Verdae Boulevard, Greenville, South Carolina, United States

Performance Hcm Contact Details

Name Title LinkedIn Phone Email
David Hudson President And Chief Executive Officer
Jodi Norris Major Account Manager
Haley Ray Account Executive
Keri Garlington Customer Care Specialist
Stephanie Farmer Benefits Implementation Specialist
Angela Winter Manager
Lindsay Hughes Customer Specialist
Requires/Intent and 4 more Employees
Marketing Services
Risk Management & Compliance
Legal Compliance & Advisory
Performance Tracking & KPI Analytics
and more

15. Associated Receivables Funding

Industry: Financial Services

Location: Greenville, South Carolina

Company Founded: 1996

Company Size: 11-50

Company Address: 126 Millport Circle, Greenville, South Carolina, United States

Associated Receivables Funding Contact Details

Name Title LinkedIn Phone Email
Scott Chaffee Regional Vice President
Crawford Reeves Vice President Strategic Relationships
Jenny Blakeney Executive Assistant
Requires/Intent
Investment Advisory
Banking & Payment Processing
Online Advertising & SEO
Technology Consulting
Business Strategy & Growth Consulting
and more

16. Intelligent Investing Advisors

Industry: Financial Services

Location: Greenville, South Carolina

Website: investedwithyou.com

Company Founded: 2016

Company Size: 1-10

Company Address: 33 Market Point Drive, Greenville, South Carolina, United States

Intelligent Investing Advisors Contact Details

Name Title LinkedIn Phone Email
Hans Blake Founder
Tom Theodore Partner
Requires/Intent
Securities Trading & Brokerage
Automation & Workflow Optimization
Risk Management & Compliance
Cloud Computing Solutions
Financial Auditing & Reporting
and more

17. Palmetto State Home Mortgage

Industry: Financial Services

Location: Greenville, South Carolina

Website: gatewayhomemtg.com

Company Founded: 2008

Company Size: 1-10

Company Address: 538 Old Howell Road, Greenville, South Carolina, United States

Palmetto State Home Mortgage Contact Details

Name Title LinkedIn Phone Email
Shawn Ezell Business Owner And Mortgage Broker
Orion Irby Mortgage Loan Procurement
Requires/Intent
Securities Trading & Brokerage
Data Analytics & Business Intelligence
API Integration For FinTech
and more

18. Cambridge Financial & Insurance Group

Industry: Financial Services

Location: Greenville, South Carolina

Website: cambridgegroupsc.com

Company Founded: 2008

Company Size: 11-50

Cambridge Financial & Insurance Group Contact Details

Name Title LinkedIn Phone Email
Josie Stewart Financial Services Professional
Dan Watson Senior Partner
Vicki Kilbride Office Manager
Karen Washington Account Executive
Requires/Intent
HR & Talent Acquisition
API Integration For FinTech
Blockchain & Cryptocurrency Solutions
Mobile App Development For Financial Services
Branding & Public Relations
and more

19. Communityworks Carolina

Industry: Financial Services

Location: Greenville, South Carolina

Website: communityworkscarolina.org

Company Founded: 2008

Company Size: 11-50

Company Address: 107 West Antrim Drive, Greenville, South Carolina, United States

Communityworks Carolina Contact Details

Name Title LinkedIn Phone Email
Sharon Sharpe Accountant
Deborah Mcketty President And Chief Executive Officer
Latorrie Geer Chief Operations Officer
Curtis Wright Accounting Intern
Martha Young Executive Assistant
Asha Nash Business Advisor
Lindsay Neal Administrative Assistant
Requires/Intent
Portfolio Management
Insurance & Underwriting Services
Accounting Services
Compliance & Regulatory Advisory
Treasury & Cash Flow Management
and more

20. Tax Credit Marketplace, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: taxcreditmp.com

Company Founded: 2014

Company Size: 1-10

Company Address: 777 Lowndes Hill Road, Greenville, South Carolina, United States

Tax Credit Marketplace, Llc Contact Details

Name Title LinkedIn Phone Email
Shonna Felkel General Counsel
Josh Workman Chief Operating Officer And Fund Manager
Andrew Porio Vice President Of Business Development
Requires/Intent
Automation & Workflow Optimization
AI-powered Financial Insights
and more

21. Copper Advisors, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: copperadvisors.com

Company Founded: 2017

Company Size: 1-10

Company Address: 777 Lowndes Hill Road, Greenville, South Carolina, United States

Copper Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Andrikis Senior Manager
Pepper Horton Member
Phil Mccoig Tax Manager
Katie Cooper Bookkeeper And Support Staff
Ashley Parrish Bookkeeper
Requires/Intent
HR & Talent Acquisition
Online Advertising & SEO
and more

22. Communityworks Inc.

Industry: Financial Services

Location: Greenville, South Carolina

Company Founded: 2008

Company Size: 11-50

Company Address: 107 West Antrim Drive, Greenville, South Carolina, United States

Communityworks Inc. Contact Details

Name Title LinkedIn Phone Email
Barbara Pitts Program Analyst
Jennifer Derryberry Chief Financial Officer
Edris Tucker Financial Development Coordinator
Angelia Clark-robinson Accounting Clerk
Martha Young Executive Assistant
Ashley Young Americorps Member
Requires/Intent
Marketing Services
IoT-enabled Smart Banking Solutions
ERP For Financial Institutions
and more

23. Fintrust Investment Advisors, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: fintrustadvisors.com

Company Founded: 2008

Company Size: 11-50

Company Address: 124 Verdae Boulevard, Greenville, South Carolina, United States

Fintrust Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Carrie Corbin Client Service Administrator
Will Kibler Senior Vice President, Investment Advisor
Mike Cruce Investment Advisor
Requires/Intent
Treasury & Cash Flow Management
Financial Planning & Retirement Solutions
Credit Rating & Analysis
Asset Management
and more

24. Palmetto Senior Benefits

Industry: Financial Services

Location: Greenville, South Carolina

Website: palmettoseniorbenefit.com

Company Founded: 2006

Company Size: 51-200

Company Address: 3 Davis Keats Drive, Greenville, South Carolina, United States

Palmetto Senior Benefits Contact Details

Name Title LinkedIn Phone Email
Renn㪠Da Silva It Analyst
Betsy Robertson Sales Agent
Terry Hawkins Licensed Agent
Susan Tompkins Senior Healthcare Consultant
Stephanie Floyd Insurance Agent And Financial Advisor And Senior Specialist
Scott Deloach Medicare And Short T C And Life And Annuities
Peggy Sadler Insurance Agent And Broker
Requires/Intent and 10 more Employees
IoT-enabled Smart Banking Solutions
Wealth Management
and more

25. Ase Financial Advisory Group

Industry: Financial Services

Location: Greenville, South Carolina

Website: aseadvisors.com

Company Founded: 2005

Company Size: 1-10

Company Address: 9 Buena Vista Way, Greenville, South Carolina, United States

Ase Financial Advisory Group Contact Details

Name Title LinkedIn Phone Email
Aaron Berg Director Of Investments And Client Services, Partner
Rusty Cagle President And Founder
Kerin Galloway Director Of Business Development And Marketing
Mara Sharkey Director Of Marketing
Requires/Intent
Technology Consulting
Portfolio Management
Mobile App Development For Financial Services
Cloud Computing Solutions
and more

26. Gate Industries

Industry: Financial Services

Location: Greenville, South Carolina

Website: gateindustries.com

Company Founded: 2008

Company Size: 1-10

Company Address: 7 South Laurens Street, Greenville, South Carolina, United States

Gate Industries Contact Details

Name Title LinkedIn Phone Email
Nic Applegate Principal
Chon Chacon Sales Associate
Chon Chacon Sales Associate
Requires/Intent
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
Securities Trading & Brokerage
and more

27. Preferred Financial Services

Industry: Financial Services

Location: Greenville, South Carolina

Website: thegreatestrates.com

Company Size: 1-10

Company Address: 311 Pettigru Street, Greenville, South Carolina, United States

Preferred Financial Services Contact Details

Name Title LinkedIn Phone Email
Mark Wells Owner, Preferred Financial Services, Inc
Billy Howell Loan Originator
Sharon Wells Owner
Charlene Brooks Loan Specialist
Jeff Stevens President
Tim Baum Owner
Jordan Robbins Debt Settlement Advisor
Requires/Intent and 1 more Employees
Wealth Management
Asset Management
Omnichannel Customer Support
Sales & Lead Generation Strategy
Marketing Services
and more

28. Parallel Financial Partners

Industry: Financial Services

Location: Greenville, South Carolina

Company Founded: 2013

Company Size: 1-10

Company Address: 511 Rhett Street, Greenville, South Carolina, United States

Parallel Financial Partners Contact Details

Name Title LinkedIn Phone Email
Maggie Haisten Director Of Client Experience
Veronica Mackey Director Of Operations
Victoria Latham Client Service Manager
Jordan Roberts Financial Advisor
Nicole Fowler Client Relationship Specialist
Nancy Gladden Client Services Manager
Requires/Intent
Risk Assessment & Mitigation
Mobile App Development For Financial Services
Quality Control & Assurance
Sales & Lead Generation Strategy
and more

29. Diligent Bank Credit Advisors

Industry: Financial Services

Location: Greenville, South Carolina

Website: diligentbca.com

Company Founded: 2015

Company Size: 1-10

Company Address: 12 Oneal Street, Greenville, South Carolina, United States

Diligent Bank Credit Advisors Contact Details

Name Title LinkedIn Phone Email
Harris Robinson Managing Director
Jamey King Executive Director
Requires/Intent
Omnichannel Customer Support
Blockchain & Cryptocurrency Solutions
Debt Collection & Recovery
Employee Training & Workforce Development
Banking & Payment Processing
and more

30. Professional Planning & Wealth

Industry: Financial Services

Location: Greenville, South Carolina

Website: proplanwealth.com

Company Founded: 2020

Company Size: 1-10

Company Address: 15 Brendan Way, Greenville, South Carolina, United States

Professional Planning & Wealth Contact Details

Name Title LinkedIn Phone Email
Chris Beard Managing Partner
Jesse Hansford Managing Partner
Requires/Intent
Online Advertising & SEO
Hedge Fund & Private Equity Consulting
Mobile App Development For Financial Services
and more

31. Upstate Wealth Management

Industry: Financial Services

Location: Greenville, South Carolina

Website: upstatewealthmanagement.com

Company Founded: 2015

Company Size: 1-10

Company Address: 200 South Main Street, Greenville, South Carolina, United States

Upstate Wealth Management Contact Details

Name Title LinkedIn Phone Email
Eric Steele President
Thomas Plemmons Client Recruitment Manager
Requires/Intent
Customer Relationship Management (CRM)
Mortgage & Loan Processing
and more

32. Muncaster Financial Services

Industry: Financial Services

Location: Greenville, South Carolina

Company Founded: 2005

Company Size: 1-10

Company Address: 411 University Ridge, Greenville, South Carolina, United States

Muncaster Financial Services Contact Details

Name Title LinkedIn Phone Email
Thomas Simmons Private Wealth Advisory
Sheri Marullo Marketing Coordinator
Tricia Smith Retirement Plan Specialist
Debbie Brown Administrative Assistant
Requires/Intent
ESG & Sustainable Finance Consulting
Securities Trading & Brokerage
Customer Relationship Management (CRM)
and more

33. Wealthbrook Advisors

Industry: Financial Services

Location: Greenville, South Carolina

Website: wealthbrook.com

Company Founded: 2001

Company Size: 11-50

Company Address: 96 Marcus Drive, Greenville, South Carolina, United States

Wealthbrook Advisors Contact Details

Name Title LinkedIn Phone Email
Fyke Fisher Wealth Manager
Kendra Wofford Office Manager And Administrative Assistant
Don Hilburn President And Founder
Requires/Intent
Quality Control & Assurance
Business Strategy & Growth Consulting
ESG & Sustainable Finance Consulting
and more

34. Abacus Insurance Advisors

Industry: Financial Services

Location: Greenville, South Carolina

Website: abacusinsadvisors.com

Company Founded: 2008

Company Size: 1-10

Company Address: 3447 Pelham Road, Greenville, South Carolina, United States

Abacus Insurance Advisors Contact Details

Name Title LinkedIn Phone Email
Christopher Wells President And Chief Executive Officer
Requires/Intent
Securities Trading & Brokerage
Portfolio Management
and more

35. Banker Exchange, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: bankers1031.com

Company Founded: 1992

Company Size: 1-10

Company Address: 777 Lowndes Hill Road, Greenville, South Carolina, United States

Banker Exchange, Llc Contact Details

Name Title LinkedIn Phone Email
Caroline Chandler Exchange Coordinator
Jane Sargent Controller
Rachel Landreth Business Relations Manager
Requires/Intent
Performance Tracking & KPI Analytics
Risk Assessment & Mitigation
Mergers & Acquisitions Advisory
Investment Advisory
Corporate Finance Strategy
and more

36. Foothills Wealth Management

Industry: Financial Services

Location: Greenville, South Carolina

Website: foothillswm.com

Company Founded: 1993

Company Size: 1-10

Company Address: 303 West Stone Avenue, Greenville, South Carolina, United States

Foothills Wealth Management Contact Details

Name Title LinkedIn Phone Email
William Jones Wealth Management Advisor
Julie Worley Registered Paraplanner
Tina Shelp Office Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
Mergers & Acquisitions Advisory
and more

37. Mosaic Wealth Strategies, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: mosaicwealthstrategies.com

Company Founded: 2014

Company Size: 1-10

Company Address: 3 Jessen Drive, Greenville, South Carolina, United States

Mosaic Wealth Strategies, Llc Contact Details

Name Title LinkedIn Phone Email
Lutcf Leila Schaefer Principal And Financial Advisor
Planner Leila Dudley Founder And Financial Advisor
Requires/Intent
Banking & Payment Processing
Risk Management & Compliance
Customer Relationship Management (CRM)
Digital Payment & Subscription Solutions
and more

38. Primetrust Advisors

Industry: Financial Services

Location: Greenville, South Carolina

Website: primetrustadvisors.com

Company Founded: 2006

Company Size: 1-10

Company Address: 101 College Street, Greenville, South Carolina, United States

Primetrust Advisors Contact Details

Name Title LinkedIn Phone Email
Chip Hunt President And Founder
Jamie Hunt Investment Analyst
Sheryl Dalton Office Manager, Primetrust Advisors
Requires/Intent
Omnichannel Customer Support
Legal Compliance & Advisory
Automation & Workflow Optimization
Risk Assessment & Mitigation
and more

39. A/r Funding, Inc

Industry: Financial Services

Location: Greenville, South Carolina

Website: arfunding.com

Company Size: 11-50

Company Address: 126 Millport Circle, Greenville, South Carolina, United States

A/r Funding, Inc Contact Details

Name Title LinkedIn Phone Email
Heather Jordan Executive Vice President At Accounts Receivable Funding
Kevin Gilbert Executive Vice President Credit Administration
Elaine Perry Collections Supervisor
Mark Allen Acct Manager
Katharine Ross Account Manager
Requires/Intent
Employee Training & Workforce Development
Debt Collection & Recovery
Credit Rating & Analysis
Digital Payment & Subscription Solutions
Risk Management & Compliance
and more

40. Planfirst, Inc.

Industry: Financial Services

Location: Greenville, South Carolina

Website: planfirst.com

Company Founded: 1984

Company Size: 11-50

Company Address: 9 Halton Green Way, Greenville, South Carolina, United States

Planfirst, Inc. Contact Details

Name Title LinkedIn Phone Email
Eddie Holland Financial Advisor
Requires/Intent
Compliance & Regulatory Advisory
AI-powered Financial Insights
and more

41. Cda Group, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: cdagroupllc.com

Company Founded: 1993

Company Size: 1-10

Company Address: 619 Halton Road, Greenville, South Carolina, United States

Cda Group, Llc Contact Details

Name Title LinkedIn Phone Email
Joe Schofield President And Chief Executive Officer
Requires/Intent
Legal Compliance & Advisory
Accounting Services
Document Management & E-signature Solutions
Automation & Workflow Optimization
Customer Relationship Management (CRM)
and more

42. Fintrust Investment Advisors, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Company Founded: 2008

Company Size: 11-50

Company Address: 124 Verdae Boulevard, Greenville, South Carolina, United States

Fintrust Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Bethany Thompson Client Service Administrator
Tammy Erdley Senior Accountant
Amy Collier Financial Advisor
Betsy Pusateri Operations Administrator
Requires/Intent
Document Management & E-signature Solutions
Banking & Payment Processing
Hedge Fund & Private Equity Consulting
Performance Tracking & KPI Analytics
and more

43. John Finger Mazda

Industry: Financial Services

Location: Greenville, South Carolina

Company Size: 11-50

Company Address: 2512 Laurens Road, Greenville, South Carolina, United States

John Finger Mazda Contact Details

Name Title LinkedIn Phone Email
Tim Bagwell Internet Sales Manager
Requires/Intent
Financial Auditing & Reporting
HR & Talent Acquisition
and more

44. Financial Strategies Institute

Industry: Financial Services

Location: Greenville, South Carolina

Website: financialstrategiesinstitute.org

Company Size: 1-10

Financial Strategies Institute Contact Details

Name Title LinkedIn Phone Email
Nathan Gates Private Wealth Advisor
Requires/Intent
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
and more

45. Sandlapper Securities, Llc (member Finra/sipc)

Industry: Financial Services

Location: Greenville, South Carolina

Website: sandlappersecurities.com

Company Founded: 2005

Company Size: 11-50

Company Address: 800 East North Street, Greenville, South Carolina, United States

Sandlapper Securities, Llc (member Finra/sipc) Contact Details

Name Title LinkedIn Phone Email
Kacey Nanney Operations Administrator
Requires/Intent
Risk Management & Compliance
Quality Control & Assurance
Sales & Lead Generation Strategy
and more

46. Ballentine Capital Advisors

Industry: Financial Services

Location: Greenville, South Carolina

Website: ballentinecapital.com

Company Size: 1-10

Company Address: 23 Buena Vista Way, Greenville, South Carolina, United States

Ballentine Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Bryan Ballentine Owner, Ballentine Capital Advisors
Cheryl Hayes Financial Advisor
Requires/Intent
Technology Consulting
Securities Trading & Brokerage
and more

47. Tandem Innovative Payment Solutions

Industry: Financial Services

Location: Greenville, South Carolina

Website: tandempayment.com

Company Founded: 2009

Company Size: 11-50

Company Address: 728 North Pleasantburg Drive, Greenville, South Carolina, United States

Tandem Innovative Payment Solutions Contact Details

Name Title LinkedIn Phone Email
Lawrence Mark National Sales Representative
Jake Michaelis President
Jake Michaelis President
Karen Penley Anderson Market President
Amanda Greer Office Manager
Requires/Intent
Compliance & Regulatory Advisory
Blockchain & Cryptocurrency Solutions
Data Analytics & Business Intelligence
ERP For Financial Institutions
Performance Tracking & KPI Analytics
and more

48. Edward Storer & Associates

Industry: Financial Services

Location: Greenville, South Carolina

Website: edwardstorer.com

Company Founded: 2001

Company Size: 1-10

Company Address: 201 Roper Creek Drive, Greenville, South Carolina, United States

Edward Storer & Associates Contact Details

Name Title LinkedIn Phone Email
Henry Hasty Chief Paraplanner And Technology Specialist
Kelly Eldridge Associate Insurance Advisor
Requires/Intent
Financial Auditing & Reporting
AI-powered Financial Insights
Quality Control & Assurance
Mobile App Development For Financial Services
Data Analytics & Business Intelligence
and more

49. Palmetto Trust

Industry: Financial Services

Location: Greenville, South Carolina

Website: palmettotrust.com

Company Size: 11-50

Company Address: 306 East North Street, Greenville, South Carolina, United States

Palmetto Trust Contact Details

Name Title LinkedIn Phone Email
Scott Cheney Investment Officer
Marion Beacham Trust Officer
Requires/Intent
Sales & Lead Generation Strategy
API Integration For FinTech
Financial Auditing & Reporting
and more

50. Capital Partners Inc

Industry: Financial Services

Location: Greenville, South Carolina

Website: capitalpartners.io

Company Founded: 2018

Company Size: 1-10

Capital Partners Inc Contact Details

Name Title LinkedIn Phone Email
Dylan Desena Co-chief Executive Officer
Requires/Intent
Branding & Public Relations
Blockchain & Cryptocurrency Solutions
and more

51. Watermark Advisors, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: watermarkadvisors.com

Company Founded: 2002

Company Size: 11-50

Company Address: 531 South Main Street, Greenville, South Carolina, United States

Watermark Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Demetri Coundoussias Internship
Requires/Intent
Mergers & Acquisitions Advisory
Digital Payment & Subscription Solutions
Accounting Services
Mobile App Development For Financial Services
and more

52. American Equipment Leasing, Inc. Dba Ael Business Finance

Industry: Financial Services

Location: Greenville, South Carolina

Website: aelbf.com

Company Founded: 2002

Company Size: 1-10

Company Address: 120 Halton Road, Greenville, South Carolina, United States

American Equipment Leasing, Inc. Dba Ael Business Finance Contact Details

Name Title LinkedIn Phone Email
Marlaine Handler Customer Service Specialist
Michael Cantarella Owner
Requires/Intent
Investment Advisory
Securities Trading & Brokerage
Document Management & E-signature Solutions
and more

53. Wyatt Brothers Financial, Llc

Industry: Financial Services

Location: Greenville, South Carolina

Website: wyattbrothersfinancial.com

Company Size: 1-10

Company Address: 935 South Main Street, Greenville, South Carolina, United States

Wyatt Brothers Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Trish Repp Practice Facilitator
Requires/Intent
Mobile App Development For Financial Services
Mortgage & Loan Processing
Loan Origination & Servicing Platforms
and more

54. Access Funding Center, Inc.

Industry: Financial Services

Location: Greenville, South Carolina

Website: accessfundingcenter.com

Company Founded: 1996

Company Size: 1-10

Company Address: P/o Box 4753, Greenville, South Carolina, United States

Access Funding Center, Inc. Contact Details

Name Title LinkedIn Phone Email
Anthony Cicone Founder
Requires/Intent
Data Analytics & Business Intelligence
Wealth Management
Mortgage & Loan Processing
AI-powered Financial Insights
and more

55. Greenville Gas Turbine Employees Federal Credit Union

Industry: Financial Services

Location: Greenville, South Carolina

Website: ggtefcu.org

Company Size: 1-10

Company Address: 300 Garlington Road, Greenville, South Carolina, United States

Greenville Gas Turbine Employees Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Tanisha Owens Financial Services Manager
Sha Hunter Vice President
Kelly Owens Teller
Requires/Intent
Quality Control & Assurance
AI-powered Financial Insights
and more

56. Bankline Mortgage Corporation - Nmls#71607

Industry: Financial Services

Location: Greenville, South Carolina

Company Founded: 1998

Company Size: 1-10

Company Address: 15 Whitsett Street, Greenville, South Carolina, United States

Bankline Mortgage Corporation - Nmls#71607 Contact Details

Name Title LinkedIn Phone Email
Malinda Mcginn Marketing Director And Loan Officer
Requires/Intent
Accounting Services
Credit Rating & Analysis
Quality Control & Assurance
Legal Compliance & Advisory
and more

57. The Wealth Training Academy

Industry: Financial Services

Location: Greenville, South Carolina

Website: wealthtrainingacademy.com

Company Founded: 2001

Company Size: 11-50

Company Address: 201 Roper Creek Drive, Greenville, South Carolina, United States

The Wealth Training Academy Contact Details

Name Title LinkedIn Phone Email
Scott Wright Wealth Coach
Requires/Intent
Cybersecurity & Data Protection
Quality Control & Assurance
Risk Management & Compliance
and more

58. Watson Finance Co Inc

Industry: Financial Services

Location: Greenville, South Carolina

Website: watsonfinance.com

Company Size: 11-50

Company Address: P/o Box 10041, Greenville, South Carolina, United States

Watson Finance Co Inc Contact Details

Name Title LinkedIn Phone Email
Charles Garrett Senior Loan Officer
Requires/Intent
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
and more

59. Greenbrier Cottage

Industry: Financial Services

Location: Greenville, South Carolina

Company Size: 1-10

Company Address: 108 Mills Avenue, Greenville, South Carolina, United States

Greenbrier Cottage Contact Details

Name Title LinkedIn Phone Email
Amanda Anderson Sales Consultant
Requires/Intent
Financial Forecasting & Modeling
Financial Auditing & Reporting
Quality Control & Assurance
Investment Advisory
Marketing Services
and more

60. Vista Capital Management

Industry: Financial Services

Location: Greenville, South Carolina

Website: investwithvista.com

Company Founded: 2000

Company Size: 1-10

Vista Capital Management Contact Details

Name Title LinkedIn Phone Email
Mildred Horlbeck Administrative Assistant And Office Manager
Requires/Intent
Digital Payment & Subscription Solutions
Online Advertising & SEO
Securities Trading & Brokerage
and more
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Greenville Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Mshrm Terence Johnson Shellpoint Mortgage Servicing Human Resources Supervisor
2 Will Traber Shellpoint Mortgage Servicing Director Of Recruiting
3 Kylie Oldfield Shellpoint Mortgage Servicing Recruiter Ii
4 John Hauri Shellpoint Mortgage Servicing Recruiting Manager
5 Sydney Greenway Shellpoint Mortgage Servicing Loan Administration Quality Assurance Specialist
6 Jay Hackney Shellpoint Mortgage Servicing Director Of Loan Transfers
7 Whitney Wince Shellpoint Mortgage Servicing Director- Foreclosure
8 Joe Peterson Global Lending Services Llc Regional Sales Director
9 Jennifer Masters Global Lending Services Llc Funding Manager
10 Amanda Mason Global Lending Services Llc Senior Manager, Talent Acquisition
11 Keyshia Welch Global Lending Services Llc Manager, Human Resources
12 Lauren Ellwanger Global Lending Services Llc Business System Analyst
13 Deepa Srinivasa Global Lending Services Llc Manager, Technical Analyst
14 Al Palmer Global Lending Services Llc Senior Vice President Compliance And Audit
15 Jay Coulter Resurgent Capital Services Vice President Network Management
16 Rob Sims Resurgent Capital Services Bankruptcy Paralegal
17 James Lyle Resurgent Capital Services Senior Director, Performance Management
18 Ken Hamill Resurgent Capital Services Svp, Compliance, Oversight, And Improvement
19 Jackson Walker Resurgent Capital Services General Counsel
20 Jordan Dinos Resurgent Capital Services Senior Corporate Counsel
21 Grant Ramsay Resurgent Capital Services Senior Director Of Agency Performance
22 John Wessel Southern Management Corporation Vice President Of Operations Administration
23 Adriann Garrett Southern Management Corporation Talent Acquisition Manager
24 Elizabeth Cobb Southern Management Corporation Chief Human Resources Officer
25 Dan Niemiec Southern Management Corporation Chief Risk Officer
26 Trudy Boyles Southern Management Corporation Vice President, Marketing
27 Ginger Burton Southern Management Corporation Technical Analyst
28 Paige Wisdom Southern Management Corporation Chief Financial Officer
29 Richard Mashburn Rto National Chief Sales And Marketing Officer
30 Julius Kerschinske Rto National Director Of Operations
31 Dennis Fischer Rto National Territory Manager
32 Judy Moses Rto National Senior Marketing Specialist
33 Kim Jones Rto National Accounting Department
34 Chris Wallace Rto National Senior Operations Manager
35 Nathan Beard Rto National Outside Territory Manager
36 Mary Taylor Mtc Federal Credit Union Senior Vice President Marketing And Business Development
37 Cude Eric Schillinger Mtc Federal Credit Union Vice President Of Member Engagement
38 Stacy Williams Mtc Federal Credit Union Member Loan Consultant
39 Amy Larosa Mtc Federal Credit Union Senior Vice President Of Human Resources
40 Gary Ingersoll Mtc Federal Credit Union Assistant Vice President Of Lending

Financial Services companies in different cities of South Carolina

No. Industry Number of Contacts Download
1 Financial services Companies in Charleston 14384
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10 Financial services Companies in Mt. Pleasant 1856
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