Top 5 Financial Services Companies in Holmdel

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Below is the list of Top 5 Financial Services Companies in Holmdel ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Holmdel

1. The Fortis Agency

Industry: Financial Services

Location: Holmdel, New Jersey

Website: thefortisagency.com

Company Founded: 2019

Company Size: 11-50

Company Address: 101 Crawfords Corner Road, Holmdel, New Jersey, United States

The Fortis Agency Contact Details

Name Title LinkedIn Phone Email
Michael Manginelli Director Of Agency Development And Recruiting, Director Of Operations
Mark Manginelli Director Of Brokerage
Joseph Vanacore Brokerage Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Branding & Public Relations
HR & Talent Acquisition
Risk Assessment & Mitigation
and more

2. Chase Mason Associates

Industry: Financial Services

Location: Holmdel, New Jersey

Company Size: 1-10

Chase Mason Associates Contact Details

Name Title LinkedIn Phone Email
Warren Gurtman Principal
Requires/Intent
Digital Payment & Subscription Solutions
Quality Control & Assurance
AI-powered Financial Insights
and more

3. Zaisgroup

Industry: Financial Services

Location: Holmdel, New Jersey

Website: zaisgroup.com

Company Founded: 1997

Company Size: 51-200

Company Address: 101 Crawfords Corner Road, Holmdel, New Jersey, United States

Zaisgroup Contact Details

Name Title LinkedIn Phone Email
Luyao Ma Analyst - Impact Investing
Robert Marcickiewicz Fund Accountant
Kellie Ragone Senior Paralegal
Robert Santora Senior Developer
Requires/Intent
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
Sales & Lead Generation Strategy
Credit Rating & Analysis
Accounting Services
and more

4. Hope Trust

Industry: Financial Services

Location: Holmdel, New Jersey

Website: hopetrust.com

Company Founded: 2017

Company Size: 11-50

Company Address: 101 Crawfords Corner Road, Holmdel, New Jersey, United States

Hope Trust Contact Details

Name Title LinkedIn Phone Email
Joshua Fishkind Chief Operating Officer
Jessica Fisher Senior Care Coordinator
Requires/Intent
Banking & Payment Processing
Omnichannel Customer Support
Asset Management
ERP For Financial Institutions
Financial Planning & Retirement Solutions
and more

5. Unique Financial Advisors

Industry: Financial Services

Location: Holmdel, New Jersey

Website: uniquefinancialadvisors.com

Company Founded: 2014

Company Size: 1-10

Company Address: 999 Palmer Avenue, Holmdel, New Jersey, United States

Unique Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Vid Ponnapalli Owner And President
Requires/Intent
IoT-enabled Smart Banking Solutions
Online Advertising & SEO
and more
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Holmdel Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Manginelli The Fortis Agency Director Of Agency Development And Recruiting, Director Of Operations
2 Mark Manginelli The Fortis Agency Director Of Brokerage
3 Joseph Vanacore The Fortis Agency Brokerage Manager
4 Warren Gurtman Chase Mason Associates Principal
5 Luyao Ma Zaisgroup Analyst - Impact Investing
6 Robert Marcickiewicz Zaisgroup Fund Accountant
7 Kellie Ragone Zaisgroup Senior Paralegal
8 Robert Santora Zaisgroup Senior Developer
9 Joshua Fishkind Hope Trust Chief Operating Officer
10 Jessica Fisher Hope Trust Senior Care Coordinator
11 Vid Ponnapalli Unique Financial Advisors Owner And President

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