Top 100 Financial Services Companies in Kentucky

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Below is the list of Top 100 Financial Services Companies in Kentucky ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Kentucky

1. Farm Credit Mid-america

Industry: Financial Services

Location: Kentucky

Website: e-farmcredit.com

Company Founded: 1916

Company Size: 1001-5000

Company Address: 1601 Ups Drive, Louisville, Kentucky, United States

Farm Credit Mid-america Contact Details

Name Title LinkedIn Phone Email
Bill Johnson President And Chief Executive Officer
Dennis Badger Certified General Real Property Appraiser And Aqb Certified Uspap Instructor
Glenda Armes Human Resources Relationship Manager
Chad Pinkston Vice President Rural 1st Partnerhsips
Chuck Millhollan Senior Vice President Process Improvement And Execution
Katherine Whalen Od Program Manager, Succession Planning And Workforce Development
Victoria Popp Associate Vice President Agribusiness - Middle Markets
Requires/Intent and 554 more Employees
Accounting Services
Wealth Management
Treasury & Cash Flow Management
Performance Tracking & KPI Analytics
Loan Origination & Servicing Platforms
and more

2. Hilliard Lyons

Industry: Financial Services

Location: Kentucky

Website: hilliard.com

Company Founded: 1854

Company Size: 1001-5000

Company Address: 500 West Jefferson Street, Louisville, Kentucky, United States

Hilliard Lyons Contact Details

Name Title LinkedIn Phone Email
Crpcâ John M. Mcintosh Advisor Cfpâ Wealth Advisor, Senior Vice President
Austin Hays Wealth Advisor
Cfaâ Mac Jefferson Wealth Advisor
Crpcâ Dale S. Ditto Advisor Cfpâ Wealth Advisor - Senior Vice President
Tara Estes Registered Client Service Associate
Stephen Grossman Senior Vice President And Complex Manager - Hilliard Lyons
John Watkins Vice President, Equity Portfolio Manager And Analyst
Requires/Intent and 288 more Employees
Credit Rating & Analysis
Compliance & Regulatory Advisory
Digital Payment & Subscription Solutions
and more

3. Argi Financial Group

Industry: Financial Services

Location: Kentucky

Website: argi.net

Company Founded: 1995

Company Size: 201-500

Company Address: 2201 High Wickham Place, Louisville, Kentucky, United States

Argi Financial Group Contact Details

Name Title LinkedIn Phone Email
Andy Verdeyen Financial Advisor
Joe Reeves Chief Executive Officer
Nick Whitmer Financial Advisor
Advisor Jenny Huelsman Financial Advisor
Steve Wahl Senior Financial Advisor
Jason Brangers Partner, Senior Advisor
Pj Gibbs Financial Advisor | Certified Financial Plannerâ
Requires/Intent and 82 more Employees
Compliance & Regulatory Advisory
Legal Compliance & Advisory
and more

4. Venminder

Industry: Financial Services

Location: Kentucky

Website: venminder.com

Company Founded: 2003

Company Size: 51-200

Company Address: 400 Ring Road, Elizabethtown, Kentucky, United States

Venminder Contact Details

Name Title LinkedIn Phone Email
Gordon Rudd Third Party Risk Officer
Charles Adams Regional Sales Director
Angie Dickinson Enterprise Sales Director
Mike Campbell Chief Financial Officer
Michael Bowers Chairman
Brian Adams Chief Technology Officer
Kelly Vick President
Requires/Intent and 55 more Employees
Data Analytics & Business Intelligence
ERP For Financial Institutions
and more

5. Saa Cedisus Eb-5 Projects

Industry: Financial Services

Location: Kentucky

Website: saacedisus.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1592 Meade Court, Lexington, Kentucky, United States

Saa Cedisus Eb-5 Projects Contact Details

Name Title LinkedIn Phone Email
Jerry Clark Founder
Requires/Intent
Loan Origination & Servicing Platforms
Business Strategy & Growth Consulting
Financial Planning & Retirement Solutions
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
and more

6. Payment Alliance International

Industry: Financial Services

Location: Kentucky

Website: gopai.com

Company Founded: 2005

Company Size: 201-500

Company Address: 2101 High Wickham Place, Louisville, Kentucky, United States

Payment Alliance International Contact Details

Name Title LinkedIn Phone Email
John Leehy Vice President Of Sales
Jeffery Keith Chief Operations Officer
Michael Lee Regional Sales Manager
David Dove Chief Executive Officer
Matt Bamsey Business Intelligence Analyst
Bruce Coward Senior Vice President Operations
Rafer White Independent Sales Representative
Requires/Intent and 72 more Employees
Wealth Management
Insurance & Underwriting Services
and more

7. Stored Value Solutions (svs)

Industry: Financial Services

Location: Kentucky

Company Founded: 1996

Company Size: 201-500

Company Address: 101 Bullitt Lane, Louisville, Kentucky, United States

Stored Value Solutions (svs) Contact Details

Name Title LinkedIn Phone Email
Steven Kane Svp, Client Development
Stepphone Mack Account Manager
Sneha Katta Front End Developer
Carlos Urtiaga Desktop Support Analyst
Matt Frawley Senior Vice President, Client Development And Global Operations
Malik Shalash Application Developer
Brad Stafford Vice President Client Development
Requires/Intent and 57 more Employees
Cybersecurity & Data Protection
Mortgage & Loan Processing
API Integration For FinTech
Hedge Fund & Private Equity Consulting
and more

8. Century Mortgage Company

Industry: Financial Services

Location: Kentucky

Website: centurymortgage.com

Company Founded: 1996

Company Size: 51-200

Company Address: 9931 Corporate Campus Drive, Louisville, Kentucky, United States

Century Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Bryan Wiegandt President At Century Mortgage Company
Brian Just Mortgage Officer
Amber Smith Regional Sales Manager
Racee Greene Loan Officer
Brad Robinson Chief Financial Officer
Montrell Bross Regional Sales Manager
Shelby Beam Mortgage Loan Originator
Requires/Intent and 54 more Employees
Customer Relationship Management (CRM)
Branding & Public Relations
Online Advertising & SEO
and more

9. River Road Asset Management

Industry: Financial Services

Location: Kentucky

Website: riverroadam.com

Company Founded: 2005

Company Size: 11-50

Company Address: 462 South Fourth Street, Louisville, Kentucky, United States

River Road Asset Management Contact Details

Name Title LinkedIn Phone Email
Portfolio William Yang Portfolio Manager
Ben Brady Vice President, Business Development
Todd Mayberry Associate Equity Analyst
Jeff Hoskins Senior Equity Research Analyst And Senior Esg Specialist
Andrew Mcintosh Associate Portfolio Manager
Christopher Fiorito Director Of Trading
Rob Wainwright Vice President, Strategic Business Development
Requires/Intent and 21 more Employees
Omnichannel Customer Support
Quality Control & Assurance
Accounting Services
Automation & Workflow Optimization
and more

10. Commonwealth Credit Union

Industry: Financial Services

Location: Kentucky

Website: ccuky.org

Company Founded: 1951

Company Size: 201-500

Company Address: 417 High Street, Frankfort, Kentucky, United States

Commonwealth Credit Union Contact Details

Name Title LinkedIn Phone Email
Nicholas Tinsley Financial Service Representative Specialist
Anne Burgess Cyber Security Compliance Officer
Karen Harbin Executive Vice President
Brianda Rojas-levering Compliance Attorney
Carla Pauley Mortgage Underwriter
Brandon Metts Mortgage Loan Originator Ii
Robert Minichan Commercial Lending Manager
Requires/Intent and 58 more Employees
Data Analytics & Business Intelligence
Cloud Computing Solutions
and more

11. Nationwide Advisory Solutions

Industry: Financial Services

Location: Kentucky

Website: nationwideadvisory.com

Company Founded: 1937

Company Size: 11-50

Nationwide Advisory Solutions Contact Details

Name Title LinkedIn Phone Email
Chris Meehan Territory Manager
Geoffrey Scott Financial Service Representative
Curtiss Scott Territory Manager
Jordan Berry Territory Consultant
Mike Shumway Senior Territory Consultant
Alexander Aleva Territory Sales Consultant
Steve Mills Application Consultant
Requires/Intent and 25 more Employees
Marketing Services
IoT-enabled Smart Banking Solutions
Securities Trading & Brokerage
AI-powered Financial Insights
Financial Forecasting & Modeling
and more

12. The Glenview Trust Company

Industry: Financial Services

Location: Kentucky

Website: glenviewtrust.com

Company Founded: 2001

Company Size: 51-200

Company Address: 5900 Highway 42, Louisville, Kentucky, United States

The Glenview Trust Company Contact Details

Name Title LinkedIn Phone Email
Mike Richardson Principal
Sandra Frazier Member Board Of Directors
Kyle Judd Investment Professional
Lucas Adams Associate
Richard Herrmann Director Of Equities
Lisa Mercado Associate
Elizabeth Feldpausch Trust Professional
Requires/Intent and 16 more Employees
Financial Forecasting & Modeling
Cloud Computing Solutions
Credit Rating & Analysis
Debt Collection & Recovery
Fraud Detection & Prevention
and more

13. University Of Kentucky Federal Credit Union

Industry: Financial Services

Location: Kentucky

Website: ukfcu.org

Company Founded: 1937

Company Size: 51-200

Company Address: 1730 Alysheba Way, Lexington, Kentucky, United States

University Of Kentucky Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Southworth Brad Director Of Risk Management
Southworth Brad Director Of Risk Management
Greg Baker Vice President - Sales And Marketing
Michelle Bliffen Vice President, Human Resources
Bob Doucette Vice President Of Information Technology And Marketing
Todd Mccoy Vice President For Finance And Risk Management
Harry Song Financial Services Advisor
Requires/Intent and 44 more Employees
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
IoT-enabled Smart Banking Solutions
and more

14. Unified Trust Company, N.a.

Industry: Financial Services

Location: Kentucky

Website: unifiedtrust.com

Company Founded: 1985

Company Size: 51-200

Company Address: 2353 Alexandria Drive, Lexington, Kentucky, United States

Unified Trust Company, N.a. Contact Details

Name Title LinkedIn Phone Email
Monika Hubbard Institutional Consultant, Retirement Services Consulting Group At Unified Trust Company, N.a
Daniel Snodgrass Business Analyst
Talia May Associate Benefit Consultant
Billy Lanter Fiduciary Investment Advisor
Drew Almy Advisor, Retirement Plan Services
Danny Wilkinson Wealth Advisor
Christopher Anderson Director
Requires/Intent and 39 more Employees
Cloud Computing Solutions
Fraud Detection & Prevention
and more

15. Wealthsouth

Industry: Financial Services

Location: Kentucky

Website: wealthsouth.com

Company Founded: 1909

Company Size: 11-50

Company Address: 304 West Main Street, Danville, Kentucky, United States

Wealthsouth Contact Details

Name Title LinkedIn Phone Email
Cam Freeman Vice President, Commercial Relationship Manager
Ralph Watson Senior Wealth Management Advisor
Lee Walker Senior Portfolio Manager
Jeff Zinger Senior Vice President, Lending Manager Growth Markets
John Cadwell Wealth Management Advisor
Nssa Katy Neyhouse Vice President And Trust Officer For Wealthsouth At Farmers National Bank Of Danville
Nssa Shelley Bigelow Vice President And Senior Trust Officer
Requires/Intent and 10 more Employees
API Integration For FinTech
Accounting Services
and more

16. Omega Processing

Industry: Financial Services

Location: Kentucky

Website: omegap.com

Company Founded: 2003

Company Size: 11-50

Company Address: 1538 Alexandria Pike, Fort Thomas, Kentucky, United States

Omega Processing Contact Details

Name Title LinkedIn Phone Email
Eta Kim Polark Portfolio Division Manager
Scott Anderson Executive Chairman
Brian Anderson Lead Coordinator
Kevin Veazey Regional Sales Director
Stevie Dumbuya Underwriting And Boarding Manager
Bob Polski Account Executive
Regina Dumas Account Manager
Requires/Intent and 10 more Employees
Credit Rating & Analysis
Branding & Public Relations
Automation & Workflow Optimization
Blockchain & Cryptocurrency Solutions
and more

17. Lifetime Wealth Design

Industry: Financial Services

Location: Kentucky

Website: lifetimewealthdesign.com

Company Founded: 2017

Company Size: 1-10

Company Address: 201 Townepark Circle, Louisville, Kentucky, United States

Lifetime Wealth Design Contact Details

Name Title LinkedIn Phone Email
Kevin Roberts Owner
Requires/Intent
Portfolio Management
Omnichannel Customer Support
Business Strategy & Growth Consulting
Performance Tracking & KPI Analytics
Corporate Finance Strategy
and more

18. Statewide Mortgage Llc

Industry: Financial Services

Location: Kentucky

Website: statewidemortgage.com

Company Founded: 2000

Company Size: 11-50

Company Address: 10140 Linn Station Road, Louisville, Kentucky, United States

Statewide Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Dan Parrott Senior Mortgage Loan Officer
Martha Johnson Home Mortgage Consultant
Ian Hamilton Analyst
Ryan Baxter Sales Manager And Mortgage Originator
Constance Hall Pre-close Quality Control Specialist
Daniel Shults Mortgage Specialist
Donnie Benningfield Senior Loan Officer
Requires/Intent and 9 more Employees
Banking & Payment Processing
Business Strategy & Growth Consulting
Branding & Public Relations
Risk Assessment & Mitigation
and more

19. National Processing Company

Industry: Financial Services

Location: Kentucky

Website: npc.net

Company Founded: 1979

Company Size: 501-1000

Company Address: 5100 Interchange Way, Louisville, Kentucky, United States

National Processing Company Contact Details

Name Title LinkedIn Phone Email
Wayne Hamilton Founder And Chief Executive Officer
Jay Clark Chief Operating Officer
Josh Beutler Senior National Account Executive
Keith Strumpler Vice President Of Strategic Relationships
Lee Tripp Director Of Risk And Underwriting
Ken John Sales Executive
Shawn Nostrom Sales
Requires/Intent and 11 more Employees
Investment Advisory
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Branding & Public Relations
and more

20. Swan Financial

Industry: Financial Services

Location: Kentucky

Company Founded: 2001

Company Size: 11-50

Company Address: 320 Whittington Parkway, Louisville, Kentucky, United States

Swan Financial Contact Details

Name Title LinkedIn Phone Email
Leslie Chappel Senior Loan Officer
Kelly Davis Mortgage Loan Officer
Rick Guelda Senior Loan Officer
Rachelle Borel Executive Assistant
Mark Miller Mortgage Loan Officer
Michael Reed Senior Mortgage Loan Officer
Randy Raque Vice President
Requires/Intent and 4 more Employees
Customer Relationship Management (CRM)
Cloud Computing Solutions
Banking & Payment Processing
ERP For Financial Institutions
and more

21. Kingdom Trust

Industry: Financial Services

Location: Kentucky

Website: kingdomtrust.com

Company Founded: 2010

Company Size: 51-200

Company Address: 1105 Route 121 North, Murray, Kentucky, United States

Kingdom Trust Contact Details

Name Title LinkedIn Phone Email
Tara Bogard Senior Vice President Of Business Development
Kristi Hobbs Client Liaison
Laiken Tabers Service Department
Dominic King Software Engineer
James Crawford Chief Financial Officer
Caitlin Curry Senior Relationship Manager Of Institutional Custody
Chris Allen Associate To Chief Executive Officer
Requires/Intent and 24 more Employees
ERP For Financial Institutions
Legal Compliance & Advisory
and more

22. Agrifinancial Services

Industry: Financial Services

Location: Kentucky

Website: cgb-afs.com

Company Founded: 1999

Company Size: 51-200

Company Address: 2209 River Road, Louisville, Kentucky, United States

Agrifinancial Services Contact Details

Name Title LinkedIn Phone Email
Don Mattern Vice President
Josh Dickson National Sales Manager
Sam Cooper Regional Lending Officer
Katie Irk Director Of Marketing And Communication
Barry Rager Business Service Officer
Elizabeth Naville Vice President, General Manager
Travis Stepro Chief Credit Officer
Requires/Intent and 16 more Employees
Document Management & E-signature Solutions
Mergers & Acquisitions Advisory
Risk Assessment & Mitigation
Online Advertising & SEO
and more

23. Fnb Bank

Industry: Financial Services

Location: Kentucky

Website: thinkfnb.com

Company Founded: 1875

Company Size: 51-200

Company Address: 101 East Broadway, Mayfield, Kentucky, United States

Fnb Bank Contact Details

Name Title LinkedIn Phone Email
Kitty Griffith Svp, Commercial Relationship Manager
Brian Presson Senior Vice President
Marty Nichols President And Chief Executive Officer
Carilla Smith Lending Systems Manager
Bryan Fryar Senior Vice President Commercial Banking
Travis Stalsworth Svp, Commercial Banker
Paul Scott Chief Financial Officer And Executive Vice President
Requires/Intent and 58 more Employees
Blockchain & Cryptocurrency Solutions
Tax Planning & Strategy
and more

24. Venture First

Industry: Financial Services

Location: Kentucky

Website: venturefirst.com

Company Founded: 2009

Company Size: 11-50

Company Address: 607 West Main, Louisville, Kentucky, United States

Venture First Contact Details

Name Title LinkedIn Phone Email
Will Baumgardner Chief Of Staff
Kimberly Spalding Vice President, Chief Financial Officer Services
Cameron Benim Financial Analyst
Jack Hellige Senior Financial Analyst
Marcie Doll Valuation Manager
Wes Taylor Financial Analyst
Kim Oliver Transaction Analyst
Requires/Intent
Risk Management & Compliance
Legal Compliance & Advisory
Quality Control & Assurance
Sales & Lead Generation Strategy
Omnichannel Customer Support
and more

25. Bank Of The Bluegrass & Trust Co.

Industry: Financial Services

Location: Kentucky

Website: bankofthebluegrass.com

Company Founded: 1972

Company Size: 51-200

Company Address: 215 Southland Drive, Lexington, Kentucky, United States

Bank Of The Bluegrass & Trust Co. Contact Details

Name Title LinkedIn Phone Email
Jennifer Frye Avp, Senior Loan Officer
Jeff Schriefer Vice-president, Senior Wealth Advisor
Lynn Tsiboukas Human Resources Director, Vice President
Mark Herren Chairman, Chief Executive Officer
Courtney Barker Relationship Manager
Corey Zacher Assistant Financial Center Manager
Clay Branham Credit Analyst
Requires/Intent and 19 more Employees
Financial Forecasting & Modeling
Mortgage & Loan Processing
API Integration For FinTech
Risk Assessment & Mitigation
Credit Rating & Analysis
and more

26. Ramsey Quantitative Systems, Inc. (rqsi)

Industry: Financial Services

Location: Kentucky

Website: rqsi.com

Company Founded: 1986

Company Size: 11-50

Company Address: 1515 Ormsby Station Court, Louisville, Kentucky, United States

Ramsey Quantitative Systems, Inc. (rqsi) Contact Details

Name Title LinkedIn Phone Email
Chris Wiedmar Market Director
Jessica Elle Senior Digital Strategist
Robert Larson Senior Accountant
Chad James Controller
Requires/Intent
Legal Compliance & Advisory
Financial Forecasting & Modeling
Investment Advisory
Performance Tracking & KPI Analytics
Credit Rating & Analysis
and more

27. Mcf Advisors

Industry: Financial Services

Location: Kentucky

Website: mcfadvisors.com

Company Founded: 2000

Company Size: 11-50

Company Address: 50 East Rivercenter Boulevard, Covington, Kentucky, United States

Mcf Advisors Contact Details

Name Title LinkedIn Phone Email
J Scott Downing Financial Advisor And Certified Financial Plannerâ
Dave Harris Chief Executive Officer
Jeff Jennings Senior Financial Advisor
Alyssa Trueblood Retirement Plan Consultant
Brittany Manning Vice President, Finance
Clare Cady Retirement Plan Administrator
Fpqp Amanda Trail Senior Client Associate
Requires/Intent and 2 more Employees
Employee Training & Workforce Development
Quality Control & Assurance
and more

28. Community Ventures

Industry: Financial Services

Location: Kentucky

Website: cvky.org

Company Founded: 1982

Company Size: 51-200

Company Address: 1450 North Broadway, Lexington, Kentucky, United States

Community Ventures Contact Details

Name Title LinkedIn Phone Email
Aimee Bartels Director Of Human Resources
Jonah Brown Marketing President
Jojuana Greene Vice Chair
Ron Burkins Assistant Vice President Western Kentucky Region
Jacinta Webb Loan Servicing Specialist
Michael Hillock Commercial Lender
Karen Morgison Vice President
Requires/Intent
Compliance & Regulatory Advisory
Debt Collection & Recovery
and more

29. Securitas Mortgage (nmls# 1039147)

Industry: Financial Services

Location: Kentucky

Website: securitasmortgage.com

Company Founded: 2013

Company Size: 11-50

Company Address: 913 Lily Creek Road, Louisville, Kentucky, United States

Securitas Mortgage (nmls# 1039147) Contact Details

Name Title LinkedIn Phone Email
Craig Fithian President
Daniel Dunlop Senior Mortgage Loan Officer
Ken Schreiner Mortgage Loan Officer - Nmls# 2024880
Jason Nuxol Senior Mortgage Loan Officer
Halli Schermer Senior Loan Officer
Dawn Pajo Mortgage Specialist
Requires/Intent
Mergers & Acquisitions Advisory
Securities Trading & Brokerage
Investment Advisory
Banking & Payment Processing
Cybersecurity & Data Protection
and more

30. Kentucky Financial Group, Inc.

Industry: Financial Services

Location: Kentucky

Website: kfg.com

Company Size: 51-200

Kentucky Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Sabine Stovall Financial And Estate Planner
Gretchen Mahaffey Certified Financial Planner â Practitioner
Eric Bunnell Certified Financial Planning Proffesional
Sammy Kudmani Financial Consultant
Paula Parkerson Financial Planner
Doug Rapp Registered Representative
Amanda Stedman Receptionist
Requires/Intent and 7 more Employees
Insurance & Underwriting Services
Blockchain & Cryptocurrency Solutions
and more

31. Landmark Financial Advisors, Llc

Industry: Financial Services

Location: Kentucky

Website: landmarkfa.com

Company Founded: 1991

Company Size: 1-10

Company Address: 1131 Fairview Avenue, Bowling Green, Kentucky, United States

Landmark Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Casey Tinius Financial Planner, CfpÂ
Cfpâ Casey Tinius Financial Planner, Cfpà Â
William Borders Partner
Thomas Donnelly Partner
Libby Wilkins Registered Investment Advisor
Julie Altfillisch Office Administrator
Requires/Intent
Data Analytics & Business Intelligence
Credit Rating & Analysis
Performance Tracking & KPI Analytics
and more

32. Strategic Wealth Designers

Industry: Financial Services

Location: Kentucky

Website: askmattdicken.com

Company Founded: 2002

Company Size: 11-50

Company Address: 500 North Hurstbourne Parkway, Louisville, Kentucky, United States

Strategic Wealth Designers Contact Details

Name Title LinkedIn Phone Email
Dustin Stanley Partner
Adele Guarino-sanders Financial Advisor
Laura Fleenor Events Director
Zack Doyle Digital Experiences Manager
Dakota Fleck Staff Accountant
Jason Pol Chief Compliance Officer
Thomas Reilly Financial Advisor
Requires/Intent and 5 more Employees
ESG & Sustainable Finance Consulting
Wealth Management
and more

33. Millennial Title

Industry: Financial Services

Location: Kentucky

Website: millennialtitle.com

Company Founded: 2015

Company Size: 11-50

Company Address: 130 St Matthews Avenue, Louisville, Kentucky, United States

Millennial Title Contact Details

Name Title LinkedIn Phone Email
Roger Holloway Account Executive
Kim Heinzen Closing Coordinator
Tyler Clontz Vice President, Title Pros
Denise Martin Project Marketing Manager
Roger Holloway Account Executive
Requires/Intent
Banking & Payment Processing
Loan Origination & Servicing Platforms
Performance Tracking & KPI Analytics
Wealth Management
Technology Consulting
and more

34. Streamline Payments

Industry: Financial Services

Location: Kentucky

Website: streamlinepayments.com

Company Founded: 2008

Company Size: 11-50

Company Address: 9520 Ormsby Station Road, Louisville, Kentucky, United States

Streamline Payments Contact Details

Name Title LinkedIn Phone Email
Chris Pruitt Managing Director
Laura Landstreet Account Executive
David Edelen Owner
Matt Rice Senior Account Executive At Streamline Payments
John Rice Managing Director
Brian Gallahue Senior Account Executive
Denny Sturgill Software Engineer
Requires/Intent and 5 more Employees
Investment Advisory
Omnichannel Customer Support
Cloud Computing Solutions
Compliance & Regulatory Advisory
Debt Collection & Recovery
and more

35. Orion Portfolio Solutions

Industry: Financial Services

Location: Kentucky

Website: orionportfoliosolutions.com

Company Founded: 2001

Company Size: 51-200

Orion Portfolio Solutions Contact Details

Name Title LinkedIn Phone Email
Gerald Matzke Regional Sales Consultant
James Joyce Regional Vice President
Jesse Bargstadt Regional Sales Consultant
Caleb Moyer Investments Internal Wholesaler
Taylor Jones Operational
Kevin Von Seggern Regional Sales Consultant
Jeff Gardiner Operations Specialist
Requires/Intent and 1 more Employees
IoT-enabled Smart Banking Solutions
Online Advertising & SEO
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
Risk Management & Compliance
and more

36. Ftj Fundchoice

Industry: Financial Services

Location: Kentucky

Website: ftjfundchoice.com

Company Founded: 2001

Company Size: 51-200

Ftj Fundchoice Contact Details

Name Title LinkedIn Phone Email
Sean Belton Regional Marketing Consultant
Cory Kendall Regional Vice President
Connor Millay Regional Sales Consultant
Kayla Hadden New Business Advocate
Grant Duncan Developer Support
Joe Wethington Trade Operations Manager
Kyle Oberschlake Regional Sales Consultant
Requires/Intent and 10 more Employees
Digital Payment & Subscription Solutions
AI-powered Financial Insights
Document Management & E-signature Solutions
ERP For Financial Institutions
and more

37. Keystone Financial Group

Industry: Financial Services

Location: Kentucky

Website: keystoneky.com

Company Founded: 2008

Company Size: 11-50

Company Address: 527 Wellington Way, Lexington, Kentucky, United States

Keystone Financial Group Contact Details

Name Title LinkedIn Phone Email
John Morton Financial Advisor
Janessa Widzinski Wealth Manager
Gene Richardson Independent Financial Advisor
Jill Gookin Client Relations Manager
Joel Godby Financial Advisor
Scott Morrison Financial Advisor
Daniel Lemens Registered Representative
Requires/Intent and 1 more Employees
Credit Rating & Analysis
Financial Auditing & Reporting
Business Strategy & Growth Consulting
Asset Management
and more

38. Evo Mortgage

Industry: Financial Services

Location: Kentucky

Website: evomortgage.com

Company Size: 1-10

Company Address: 1205 East Washington Street, Louisville, Kentucky, United States

Evo Mortgage Contact Details

Name Title LinkedIn Phone Email
Nancy Oyler Senior Loan Officer
Requires/Intent
Financial Auditing & Reporting
Compliance & Regulatory Advisory
Risk Assessment & Mitigation
and more

39. Private Client Services (pcs), Member Finra, Sipc

Industry: Financial Services

Location: Kentucky

Website: joinpcsbd.com

Company Founded: 1990

Company Size: 51-200

Company Address: 2225 Lexington Road, Louisville, Kentucky, United States

Private Client Services (pcs), Member Finra, Sipc Contact Details

Name Title LinkedIn Phone Email
Ryan Armock Chief Operations Officer
Adam Katch Director, Advisory Operations
John Taylor-jones Chief Compliance Officer
Matt Ebel Back Office Systems Coordinator
Shari Lorbiecki Transition Manager
Lori Seubert Commission Specialist
Patricia Roberts Operations Specialist
Requires/Intent and 5 more Employees
Business Strategy & Growth Consulting
Hedge Fund & Private Equity Consulting
Cloud Computing Solutions
ESG & Sustainable Finance Consulting
and more

40. Lifetime Wealth Strategies

Industry: Financial Services

Location: Kentucky

Website: contactlws.com

Company Founded: 2009

Company Size: 1-10

Company Address: 9700 Bunsen Parkway, Louisville, Kentucky, United States

Lifetime Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Evan Thurmond Director Of Portfolio Management And Founding Partner
Jeremy Sickles Wealth Advisor
Lifetime Strategies Lifetime Wealth Strategies
Lori Edge Operations Manager
Requires/Intent
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
and more

41. Saling Wealth Advisors

Industry: Financial Services

Location: Kentucky

Website: salingwealthadvisors.com

Company Founded: 2016

Company Size: 1-10

Company Address: 9750 Ormsby Station Road, Louisville, Kentucky, United States

Saling Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Smith Director Of Information Systems
Cwa Jay Saling Chairman, Senior Executive
Emily Saling Chief Compliance Officer
Amy Stuber Director Of Wealth Planning
Jeffrey Gough Wealth Strategist
Missy Scharff Client Service Manager
Requires/Intent
Technology Consulting
AI-powered Financial Insights
and more

42. Wealth Management Of Kentucky

Industry: Financial Services

Location: Kentucky

Company Size: 1-10

Company Address: 824 East Euclid Avenue, Lexington, Kentucky, United States

Wealth Management Of Kentucky Contact Details

Name Title LinkedIn Phone Email
Justin Hanks Investment Advisor
Requires/Intent
Securities Trading & Brokerage
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
and more

43. Rslp Ventures

Industry: Financial Services

Location: Kentucky

Website: rslpventures.com

Company Size: 1-10

Rslp Ventures Contact Details

Name Title LinkedIn Phone Email
Drura Parrish Partner
Requires/Intent
Technology Consulting
Banking & Payment Processing
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
and more

44. Brown Faurest

Industry: Financial Services

Location: Kentucky

Website: brownfaurest.com

Company Founded: 2012

Company Size: 1-10

Company Address: 4350 Brownsboro Road, Louisville, Kentucky, United States

Brown Faurest Contact Details

Name Title LinkedIn Phone Email
Michael Faurest Principal
Requires/Intent
Cloud Computing Solutions
ERP For Financial Institutions
and more

45. First Kentucky Trust

Industry: Financial Services

Location: Kentucky

Website: firstkytrust.com

Company Founded: 2006

Company Size: 11-50

Company Address: 297 North Hubbards Lane, Louisville, Kentucky, United States

First Kentucky Trust Contact Details

Name Title LinkedIn Phone Email
Stephen Stowers Senior Vice President And Wealth Advisory Director
Melissa Robich Vice President And Senior Portfolio Manager
Tim Manning Executive Vice President
Debra Duncan Trust Operations Associate
Rebecca Glauber Vice President And Trust Officer
Wallace Dunbar Chairman
Requires/Intent
Omnichannel Customer Support
Tax Planning & Strategy
Mortgage & Loan Processing
and more

46. Family Financial Partners

Industry: Financial Services

Location: Kentucky

Website: familyfinancialpartners.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1792 Alysheba Way, Lexington, Kentucky, United States

Family Financial Partners Contact Details

Name Title LinkedIn Phone Email
Kyrk Davis Wealth Advisor
Ryan Petrunyak Operations Associate And Paraplanner
Katherine Gruver Client Relations And Event Coordinator
Mckellar Ciurlizza Director Of Client Services
Tj Atwell Operations Associate
Requires/Intent
Debt Collection & Recovery
Risk Assessment & Mitigation
Customer Relationship Management (CRM)
AI-powered Financial Insights
Wealth Management
and more

47. Roebling Capital Partners

Industry: Financial Services

Location: Kentucky

Website: rcpprivateequity.com

Company Founded: 2020

Company Size: 1-10

Roebling Capital Partners Contact Details

Name Title LinkedIn Phone Email
Alex Coburn Private Equity Intern
Alex Coburn Private Equity Intern
Alex Coburn Private Equity Intern
Requires/Intent
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
Cybersecurity & Data Protection
Online Advertising & SEO
and more

48. Salomon & Company

Industry: Financial Services

Location: Kentucky

Website: salomonco.com

Company Founded: 1975

Company Size: 1-10

Company Address: 3217 Summit Square Place, Lexington, Kentucky, United States

Salomon & Company Contact Details

Name Title LinkedIn Phone Email
Seth Salomon Wealth Consultant, Mba, CfpÂ
Austin Macginnis Financial Advisor
Joseph Overbee Summer Intern
Amanda Wallace Secretary
Eric Gile Marketing Intern
Requires/Intent
Banking & Payment Processing
HR & Talent Acquisition
Debt Collection & Recovery
and more

49. Lifetime Financial Growth Of Kentucky

Industry: Financial Services

Location: Kentucky

Company Size: 201-500

Company Address: 9300 Shelbyville Road, Louisville, Kentucky, United States

Lifetime Financial Growth Of Kentucky Contact Details

Name Title LinkedIn Phone Email
Brandon Harlan General Agent And Vice President
Jessica Edwards Financial Representative
Requires/Intent
Financial Forecasting & Modeling
Portfolio Management
Cloud Computing Solutions
and more

50. Legacy Consulting Group, Llc

Industry: Financial Services

Location: Kentucky

Website: lcgcpa.com

Company Founded: 2003

Company Size: 11-50

Company Address: 3306 Clays Mill Road, Lexington, Kentucky, United States

Legacy Consulting Group, Llc Contact Details

Name Title LinkedIn Phone Email
David Foster Founding Partner
Bill Bellet Partner
Jennifer Quillen Wealth Management Advisor
Tyler Nguyen Staff Accountant
Sharon Dunn Office Administrative Assistant
Marty Rohde Retirement Specialist
Brad Jones Executive Vice President
Requires/Intent
Banking & Payment Processing
Financial Planning & Retirement Solutions
and more

51. Parthenon Llc

Industry: Financial Services

Location: Kentucky

Website: parthenonllc.com

Company Founded: 1999

Company Size: 1-10

Company Address: 9900 Corporate Campus Drive, Louisville, Kentucky, United States

Parthenon Llc Contact Details

Name Title LinkedIn Phone Email
Todd Lowe Owner
Andrea Frey Vice President
Requires/Intent
Wealth Management
Business Strategy & Growth Consulting
Online Advertising & SEO
Legal Compliance & Advisory
Investment Advisory
and more

52. Swan Financial Corporation

Industry: Financial Services

Location: Kentucky

Website: swanhelp.com

Company Founded: 2003

Company Size: 11-50

Company Address: 320 Whittington Parkway, Louisville, Kentucky, United States

Swan Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Randy Raque Vice President
Requires/Intent
API Integration For FinTech
Automation & Workflow Optimization
Employee Training & Workforce Development
Financial Auditing & Reporting
Investment Advisory
and more

53. Beacon Community Credit Union

Industry: Financial Services

Location: Kentucky

Website: beaconccu.org

Company Founded: 1947

Company Size: 11-50

Company Address: 7910 National Turnpike, Louisville, Kentucky, United States

Beacon Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Charles Toon Accounting Assistant
Jennifer Dearmon Mortgage Development Manager
Jason Clair Head Teller
Requires/Intent
Document Management & E-signature Solutions
Branding & Public Relations
Sales & Lead Generation Strategy
Legal Compliance & Advisory
Wealth Management
and more

54. Transcend Credit Union

Industry: Financial Services

Location: Kentucky

Website: kytelco.com

Company Founded: 1934

Company Size: 11-50

Company Address: 933 Tamarack Road, Owensboro, Kentucky, United States

Transcend Credit Union Contact Details

Name Title LinkedIn Phone Email
Joey Gibson Manager Of Finance And Risk Management
William Schuhmann Member Services Representative At Kentucky Telco Federal Credit Union
Matthew Holbrook Chief Lending Officer
Donna Workman Senior Vice President And Chief Financial Officer
Jeremy Graham Core Systems Administrator
Chad Newman Director Of Information Technology
Shauna Aponte Mortgage Loan Officer
Requires/Intent and 14 more Employees
Tax Planning & Strategy
Technology Consulting
API Integration For FinTech
and more

55. Stegner Investment Associates, Inc.

Industry: Financial Services

Location: Kentucky

Website: stegnerinvestments.com

Company Founded: 1994

Company Size: 1-10

Company Address: 233 Breckenridge Lane, Louisville, Kentucky, United States

Stegner Investment Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Hannah English Portfolio Management Associate
Beth Peabody Chief Executive Officer And Chief Investment Officer
Doug Peabody President And Chief Operations Officer
Leslie Ballantine Investment Fund Analyst
Leslie Shockley Junior Associate - Investment Research
Brandon Dant Operations Associate
Tracey Trosper Managing Director And Chief Compliance Officer
Requires/Intent
Online Advertising & SEO
ESG & Sustainable Finance Consulting
Business Strategy & Growth Consulting
and more

56. Service One Credit Union

Industry: Financial Services

Location: Kentucky

Website: socu.com

Company Founded: 1963

Company Size: 51-200

Company Address: 1609 Campbell Lane, Bowling Green, Kentucky, United States

Service One Credit Union Contact Details

Name Title LinkedIn Phone Email
Amy Goodson Assistant Vice President Of People And Culture
Emily Ellis Records Assistant
Melanie Hatfield Director Of Human Resources
Lisa Sneed Assistant Vice President Marketing And Advertising
Ken Vogler Assistant Vice President
Tony Spitz Executive Vice President And Chief Technology And Operations Officer At Service One Credit Union
Justin Morris Senior Vice President, Chief Financial Officer
Requires/Intent and 12 more Employees
API Integration For FinTech
Document Management & E-signature Solutions
Cloud Computing Solutions
Asset Management
and more

57. Mackey Advisors

Industry: Financial Services

Location: Kentucky

Website: mackeyadvisors.com

Company Founded: 1982

Company Size: 11-50

Company Address: 601 Fairfield Avenue, Bellevue, Kentucky, United States

Mackey Advisors Contact Details

Name Title LinkedIn Phone Email
Tom Ferkinhoff Tax Lead
Andy Pulsfort Director Of Personal Services, CfpÂ
Requires/Intent
Marketing Services
AI-powered Financial Insights
and more

58. Kentucky Planning Partners

Industry: Financial Services

Location: Kentucky

Website: kpp-lpl.com

Company Size: 11-50

Company Address: 9300 Shelbyville Road, Louisville, Kentucky, United States

Kentucky Planning Partners Contact Details

Name Title LinkedIn Phone Email
Rob Davenport Chief Executive Officer Of Kpp And Oversee All Operations At The Firm
Thomas Wright Vice President And Investment Services And Planning
Requires/Intent
Loan Origination & Servicing Platforms
Treasury & Cash Flow Management
and more

59. United Residential Mortgage, Inc.

Industry: Financial Services

Location: Kentucky

Website: unitedresmortgage.com

Company Founded: 2015

Company Size: 1-10

Company Address: 122 North Main Street, Elizabethtown, Kentucky, United States

United Residential Mortgage, Inc. Contact Details

Name Title LinkedIn Phone Email
Ryan Wheeler President And Mortgage Advisor
Jasmine Rugama Senior Mortgage Loan Officer
Susanna Brantingham Mortgage Loan Originator
Susanna Board Mortgage Loan Originator
Tony Arens Mortgage Banker
Requires/Intent
Cloud Computing Solutions
Sales & Lead Generation Strategy
Technology Consulting
Corporate Finance Strategy
and more

60. Lamkin Wealth Management

Industry: Financial Services

Location: Kentucky

Website: lamkinwealth.com

Company Founded: 2001

Company Size: 1-10

Company Address: 901 Lily Creek Road, Louisville, Kentucky, United States

Lamkin Wealth Management Contact Details

Name Title LinkedIn Phone Email
Mark Lamkin Owner
Doug Obradovich President
Requires/Intent
AI-powered Financial Insights
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
Tax Planning & Strategy
and more

61. Class Act Federal Credit Union

Industry: Financial Services

Location: Kentucky

Company Founded: 1954

Company Size: 11-50

Company Address: 3620 Fern Valley Road, Louisville, Kentucky, United States

Class Act Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Kimberly Cyrus Marketing Director
Lisa Mcintosh Chief Operations Officer
Justin Doss Payment Operations Manager
April Combs Plastics Specialist
Krystal Vincent System Support Specialist
Ashley Bean Quality Assurance And Plastics Manager
David Padron Assistant Branch Manager
Requires/Intent and 10 more Employees
Debt Collection & Recovery
Loan Origination & Servicing Platforms
Banking & Payment Processing
Technology Consulting
and more

62. Wurz Financial Services

Industry: Financial Services

Location: Kentucky

Website: wurzfinancialservices.com

Company Founded: 1983

Company Size: 1-10

Company Address: 200 West Pike Street, Covington, Kentucky, United States

Wurz Financial Services Contact Details

Name Title LinkedIn Phone Email
Msfp Darren P. Wurz Financial Advisor - Financial Planning And Portfolio Management For Attorneys And Couples
Requires/Intent
Online Advertising & SEO
HR & Talent Acquisition
and more

63. Rural 1st®

Industry: Financial Services

Location: Kentucky

Website: rural1st.com

Company Founded: 2018

Company Size: 201-500

Company Address: 1601 Ups Drive, Louisville, Kentucky, United States

Rural 1st® Contact Details

Name Title LinkedIn Phone Email
Katherine Baxter Consumer Loan Officer
Mike Keen Vice President Rural 1st Sales
Thomas Phelps Loan Officer
Requires/Intent
AI-powered Financial Insights
Marketing Services
Legal Compliance & Advisory
Accounting Services
Treasury & Cash Flow Management
and more

64. Unified Trust Company, N.a.

Industry: Financial Services

Location: Kentucky

Company Founded: 1985

Company Size: 1-10

Company Address: 2353 Alexandria Drive, Lexington, Kentucky, United States

Unified Trust Company, N.a. Contact Details

Name Title LinkedIn Phone Email
Brett Ervin Business Analyst
John Kirkland Trust Compliance And Policy Consultant
Brett Trusty Manager, Retirement Plan Services
Logan Specht Associate Portfolio Manager
Jennifer Hale Program Manager
Stephen Rowlette Customer Service Center Supervisor
Annette Coleman Conversion Administrator
Requires/Intent and 1 more Employees
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
Document Management & E-signature Solutions
and more

65. Retirement Management Services (rms)

Industry: Financial Services

Location: Kentucky

Website: consultrms.com

Company Founded: 1997

Company Size: 11-50

Company Address: 905 Lily Creek Road, Louisville, Kentucky, United States

Retirement Management Services (rms) Contact Details

Name Title LinkedIn Phone Email
Amber Lloyd Managing Member
Annemarie Keehn New Business Consultant | Retirement Plan Consulting
Carol Miller Account Executive
Judith Rohr Account Executive And Transition Consultant
Lauren Klueber Account Executive
Jessica Mobley Adminstrative Assistant And Receptionist
Requires/Intent
Customer Relationship Management (CRM)
Loan Origination & Servicing Platforms
Quality Control & Assurance
Insurance & Underwriting Services
Legal Compliance & Advisory
and more

66. Financial Solutions, Oldham County

Industry: Financial Services

Location: Kentucky

Website: oldhamfinancialsolutions.com

Company Founded: 1998

Company Size: 1-10

Company Address: 309 West Jefferson Street, Lagrange, Kentucky, United States

Financial Solutions, Oldham County Contact Details

Name Title LinkedIn Phone Email
Cfpâ Zack Van Zant Certified Financial Planner
Amanda Collins Financial Advisor
Requires/Intent
Automation & Workflow Optimization
Credit Rating & Analysis
ESG & Sustainable Finance Consulting
Investment Advisory
and more

67. Mercurio Wealth Advisors

Industry: Financial Services

Location: Kentucky

Website: mercurioadvisors.com

Company Founded: 2000

Company Size: 1-10

Company Address: 9100 Shelbyville Road, Louisville, Kentucky, United States

Mercurio Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Erica Hodge Director Of Operations
Andrew Ebelhar Associate Wealth Advisor
Nick Mercurio Project Manager And Media Engineer
Alan Mercurio Financial Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
HR & Talent Acquisition
Compliance & Regulatory Advisory
ESG & Sustainable Finance Consulting
and more

68. Unbridled Capital

Industry: Financial Services

Location: Kentucky

Website: unbridledcapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 9320 Old Henry Road, Louisville, Kentucky, United States

Unbridled Capital Contact Details

Name Title LinkedIn Phone Email
Tyler Carter Franchise Investment Banking
Charles Scholtz Associate Manager
Derek Ball Senior Vice President
Mary Blankenship Vice President
Rene Newsome Chief Financial Officer And Director Of Human Resources
Requires/Intent
Mobile App Development For Financial Services
Mortgage & Loan Processing
Insurance & Underwriting Services
and more

69. Encompass Financial Advisors

Industry: Financial Services

Location: Kentucky

Website: encompassadvising.com

Company Size: 1-10

Company Address: 301 West Main Street, Danville, Kentucky, United States

Encompass Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Amber Phillips Client Services Manager
G Michael Perros President, Registered Investment Advisor
Esther Rugerio Assistant
Kathy Luttrell Registered Financial Advisor And Client Service
Requires/Intent
Hedge Fund & Private Equity Consulting
Compliance & Regulatory Advisory
Technology Consulting
Risk Assessment & Mitigation
Debt Collection & Recovery
and more

70. My Financing Usa

Industry: Financial Services

Location: Kentucky

Website: myfinancingusa.com

Company Founded: 2002

Company Size: 11-50

Company Address: 1205 East Washington Street, Louisville, Kentucky, United States

My Financing Usa Contact Details

Name Title LinkedIn Phone Email
Kris Bailey Chief Information Officer - Cofounder
John Bunker Chief Financial Officer
Amber Lazrovitch Learning And Development Manager
Ashleigh Donaldson Title Department Manager
Christopher Funk Client Communications Manager
Kim Kannapel Risk Manager
Requires/Intent
Securities Trading & Brokerage
Sales & Lead Generation Strategy
API Integration For FinTech
and more

71. The Gleason Group

Industry: Financial Services

Location: Kentucky

Website: gleason-group.net

Company Founded: 2015

Company Size: 1-10

Company Address: 9418 Norton Commons Boulevard, Prospect, Kentucky, United States

The Gleason Group Contact Details

Name Title LinkedIn Phone Email
Joe Gleason President
Lindsay Manietta Financial Advisor, Retirement Plan Specialist
Tyler Rush Commercial Real Estate Agent
Caitlyn Lecompte Licensed Agent And Team Manager For The Gleason Group
Requires/Intent
Hedge Fund & Private Equity Consulting
Cybersecurity & Data Protection
Fraud Detection & Prevention
Document Management & E-signature Solutions
Risk Management & Compliance
and more

72. Turk Financial

Industry: Financial Services

Location: Kentucky

Website: turkfinancial.co

Company Founded: 2017

Company Size: 1-10

Company Address: 2413 Nashville Road, Bowling Green, Kentucky, United States

Turk Financial Contact Details

Name Title LinkedIn Phone Email
Elsad Turkovic President
Requires/Intent
Insurance & Underwriting Services
Loan Origination & Servicing Platforms
Online Advertising & SEO
and more

73. Wall Street Greetings, Llc

Industry: Financial Services

Location: Kentucky

Website: wallstreetgreetings.com

Company Founded: 1991

Company Size: 11-50

Company Address: 3265 Pinckard Pike, Versailles, Kentucky, United States

Wall Street Greetings, Llc Contact Details

Name Title LinkedIn Phone Email
Mary Harden President
Isabel Edgar Operations Manager
Helen Voss National Account Manager
Veronica Parker Customer Service Specialist
Lanette Morgan Quality Control At Wall Street Greetings, Llc
Requires/Intent
IoT-enabled Smart Banking Solutions
Risk Management & Compliance
Portfolio Management
Customer Relationship Management (CRM)
and more

74. Wrenne Financial Planning Llc

Industry: Financial Services

Location: Kentucky

Website: wrennefinancial.com

Company Founded: 2014

Company Size: 1-10

Company Address: 3399 Tates Creek Road, Lexington, Kentucky, United States

Wrenne Financial Planning Llc Contact Details

Name Title LinkedIn Phone Email
Daniel Wrenne Financial Planner
Requires/Intent
Risk Management & Compliance
IoT-enabled Smart Banking Solutions
Compliance & Regulatory Advisory
API Integration For FinTech
Data Analytics & Business Intelligence
and more

75. Atticus Investments

Industry: Financial Services

Location: Kentucky

Website: atticuscapital.com

Company Size: 1-10

Company Address: 182 Tupelo Trail, Frankfort, Kentucky, United States

Atticus Investments Contact Details

Name Title LinkedIn Phone Email
Andy Scoggin Chief Executive Officer
Requires/Intent
Risk Management & Compliance
Tax Planning & Strategy
AI-powered Financial Insights
and more

76. Commercial Services Group, Inc.

Industry: Financial Services

Location: Kentucky

Website: collectcsg.com

Company Founded: 1983

Company Size: 11-50

Company Address: 4965 Highway 42, Louisville, Kentucky, United States

Commercial Services Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Erin Kostopoulos Business Development Manager
Josh Wilson Business Development Manager
Leslie Driskell Office Manager
Larry Cundiff Vice President Sales
George Morris Debt Collector
Sandra Worthington Business Developement Administrator
Requires/Intent
Financial Planning & Retirement Solutions
Loan Origination & Servicing Platforms
and more

77. Bratcher Financial Svc

Industry: Financial Services

Location: Kentucky

Website: bratcherfinancial.com

Company Size: 11-50

Company Address: 1045 Pedigo Way, Bowling Green, Kentucky, United States

Bratcher Financial Svc Contact Details

Name Title LinkedIn Phone Email
Annette Walton Office Manager Administrative Assistant
Requires/Intent
Compliance & Regulatory Advisory
AI-powered Financial Insights
Quality Control & Assurance
Technology Consulting
and more

78. Magnate Wealth Management

Industry: Financial Services

Location: Kentucky

Website: magnatewealth.com

Company Founded: 2016

Company Size: 11-50

Company Address: 400 Blankenbaker Parkway, Louisville, Kentucky, United States

Magnate Wealth Management Contact Details

Name Title LinkedIn Phone Email
Sterling Denham Wealth Advisor
Maxwell Noonan Financial Planning Analyst
Bridget Bandurske Client Service Coordinator
Curry Nicholson Managing Partner
Requires/Intent
Business Strategy & Growth Consulting
Risk Management & Compliance
Data Analytics & Business Intelligence
Loan Origination & Servicing Platforms
and more

79. Mcdaniel Wealth Management Pllc

Industry: Financial Services

Location: Kentucky

Website: mcdanielwealthmanagement.com

Company Founded: 2004

Company Size: 1-10

Company Address: 213 West Main Street, Danville, Kentucky, United States

Mcdaniel Wealth Management Pllc Contact Details

Name Title LinkedIn Phone Email
Dawn Nelson Financial Advisor
Christy Wilson Operations Manager
Lee Jinright Chief Operating Officer
Cindy Lanham Director Of Operations
Requires/Intent
Employee Training & Workforce Development
Investment Advisory
Cloud Computing Solutions
and more

80. Commonwealth Capital Management, Llc

Industry: Financial Services

Location: Kentucky

Website: ccmresource.com

Company Founded: 1994

Company Size: 11-50

Company Address: 10345 Linn Station Road, Louisville, Kentucky, United States

Commonwealth Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Joseph Richardson Marketing And Technology Specialist
David Price Financial Advisor
Steven Blair Registered Representative
Requires/Intent
Treasury & Cash Flow Management
Sales & Lead Generation Strategy
API Integration For FinTech
and more

81. Paul Karem Mortgage Llc

Industry: Financial Services

Location: Kentucky

Company Size: 1-10

Company Address: 161 Saint Matthews Avenue, Louisville, Kentucky, United States

Paul Karem Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Amy Rausch Senior Mortgage Loan Officer
Requires/Intent
Wealth Management
Hedge Fund & Private Equity Consulting
and more

82. Tony Walker Financial

Industry: Financial Services

Location: Kentucky

Website: tonywalkerfinancial.com

Company Founded: 1991

Company Size: 11-50

Company Address: 806 Stone Creek Parkway, Louisville, Kentucky, United States

Tony Walker Financial Contact Details

Name Title LinkedIn Phone Email
Tony Walker Owner
Gina Tutwiler Marketing Director
Requires/Intent
Marketing Services
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
and more

83. 5th 3rd Bank

Industry: Financial Services

Location: Kentucky

Company Size: 51-200

Company Address: 2600 Zion Road, Henderson, Kentucky, United States

5th 3rd Bank Contact Details

Name Title LinkedIn Phone Email
Ward Burns Senior Industry Credit Lead, Equipment Finance
Terry Tveita Indirect Lending Underwriter
Mark Haugen Underwriter Iv
Edward Gillespie Principal Middleware Engineer
Brittainy Swaringen Credit Analyst
Joseph Peters Csr Teller
Ray King Relationship Manager Mortgage Division
Requires/Intent and 7 more Employees
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Quality Control & Assurance
and more

84. Castle Financial Management

Industry: Financial Services

Location: Kentucky

Company Size: 11-50

Castle Financial Management Contact Details

Name Title LinkedIn Phone Email
Claudine Mcginnity Executive Assistant
Mohit Nakrani Software Developer
Michael Mariolis Financial Analyst And Accountant
Donald Castle C.f.o
Requires/Intent
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
Asset Management
and more

85. Legacy Wealth Management, Ky

Industry: Financial Services

Location: Kentucky

Website: legacywealthky.com

Company Founded: 2008

Company Size: 1-10

Company Address: 2525 Harrodsburg Road, Lexington, Kentucky, United States

Legacy Wealth Management, Ky Contact Details

Name Title LinkedIn Phone Email
John Davis Managing Partner And Financial Consultant
Richard Oakley Financial Advisor Assistant
Requires/Intent
AI-powered Financial Insights
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Online Advertising & SEO
Credit Rating & Analysis
and more

86. Owen Larue Financial Group

Industry: Financial Services

Location: Kentucky

Website: owenlarue.com

Company Size: 1-10

Company Address: 400 Ring Road, Elizabethtown, Kentucky, United States

Owen Larue Financial Group Contact Details

Name Title LinkedIn Phone Email
Jim Owen Financial Advisor
Kyle Souleyrette Financial Advisor
Jennifer Shoffner Client Services Manager
Requires/Intent
Accounting Services
AI-powered Financial Insights
Banking & Payment Processing
Fraud Detection & Prevention
Data Analytics & Business Intelligence
and more

87. Lenderfit

Industry: Financial Services

Location: Kentucky

Website: lenderfit.io

Company Founded: 2018

Company Size: 1-10

Company Address: 1155 South Shelby Street, Louisville, Kentucky, United States

Lenderfit Contact Details

Name Title LinkedIn Phone Email
David Taliaferro Co-founder And Chief Executive Officer
Requires/Intent
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
Investment Advisory
and more

88. Moneywatch Advisors

Industry: Financial Services

Location: Kentucky

Company Size: 1-10

Company Address: 121 Walton Avenue, Lexington, Kentucky, United States

Moneywatch Advisors Contact Details

Name Title LinkedIn Phone Email
Steve Byars Vice President
Requires/Intent
ERP For Financial Institutions
Banking & Payment Processing
Performance Tracking & KPI Analytics
and more

89. Lightpath Wealth Advisors

Industry: Financial Services

Location: Kentucky

Website: lightpathwealth.com

Company Size: 1-10

Lightpath Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Jason Hawkins Senior Sales Executive Utax Software; President
Requires/Intent
Risk Assessment & Mitigation
Investment Advisory
Financial Forecasting & Modeling
Debt Collection & Recovery
Insurance & Underwriting Services
and more

90. Town And Country Bank & Trust Co.

Industry: Financial Services

Location: Kentucky

Company Size: 1-10

Town And Country Bank & Trust Co. Contact Details

Name Title LinkedIn Phone Email
Austin Kang Manager
Theresa Hurst Senior Vice President And Mortgage Lending Manager
Terry Martindill Manager
Linda Gordon Manager Human Resources
Rachel Willhite Teller
Raphael Whitehouse Information Technology Officer
Debbi Douglas Avp, Deposit Operations
Requires/Intent and 5 more Employees
Online Advertising & SEO
Mobile App Development For Financial Services
Wealth Management
and more

91. Thoroughbred Financial

Industry: Financial Services

Location: Kentucky

Website: tbredfa.com

Company Founded: 1998

Company Size: 51-200

Company Address: 3217 Summit Square Place, Lexington, Kentucky, United States

Thoroughbred Financial Contact Details

Name Title LinkedIn Phone Email
Bryce Cooper Office Facilitator
Brian Hartman Business Development Director
Requires/Intent
Credit Rating & Analysis
Insurance & Underwriting Services
and more

92. Guidance Capital Management Group

Industry: Financial Services

Location: Kentucky

Website: guidancecmg.com

Company Founded: 2007

Company Size: 1-10

Company Address: 2020 High Wickham Place, Louisville, Kentucky, United States

Guidance Capital Management Group Contact Details

Name Title LinkedIn Phone Email
Nssa Stephen R. Gibson Partner And Owner, Wealth Manager
Mindy Burns-haws Client Care Administrator
Tami Szeszulski Book Keeper
Tami Ski Book Keeper
Jennifer Grilliot Executive Assistant
Requires/Intent
Customer Relationship Management (CRM)
Financial Forecasting & Modeling
and more

93. Taylor Advisors

Industry: Financial Services

Location: Kentucky

Website: tayloradvisors.com

Company Founded: 2002

Company Size: 1-10

Company Address: 700 North Hurstbourne Parkway, Louisville, Kentucky, United States

Taylor Advisors Contact Details

Name Title LinkedIn Phone Email
Omar Hinojosa Senior Consultant
Tom Evans Consultant
Brandon Bullock Portfolio Strategist
Victoria Kothrade Executive Assistant
John Ruhl Asset Liability Manager
Requires/Intent
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
Technology Consulting
Blockchain & Cryptocurrency Solutions
and more

94. Smith-manus Surety Bonds

Industry: Financial Services

Location: Kentucky

Website: smithmanus.com

Company Size: 11-50

Company Address: 2307 River Road, Louisville, Kentucky, United States

Smith-manus Surety Bonds Contact Details

Name Title LinkedIn Phone Email
Leigh Mccarthy Underwriting Assistant
Bill Precious Analyst And Producer
Bonnie Wortham Underwriting Assistant
Amy Meredith Bond Assistant
Mike Browning Financial Analyst
Kathy Hobbs Receptionist - Bond Assistant
Jason Cromwell Bond Producer
Requires/Intent and 1 more Employees
API Integration For FinTech
Asset Management
Financial Forecasting & Modeling
Securities Trading & Brokerage
Insurance & Underwriting Services
and more

95. Spectrum Financial Alliance Ltd., Llc

Industry: Financial Services

Location: Kentucky

Website: spectrumalliance.com

Company Founded: 1995

Company Size: 1-10

Company Address: 105 Wind Haven Drive, Nicholasville, Kentucky, United States

Spectrum Financial Alliance Ltd., Llc Contact Details

Name Title LinkedIn Phone Email
Eric White Director Of Acquisitions And Enterprise Development
Dillon Harper Financial Planning Paraplanner
Jacob Buckley Operations Manager
Claire Wigglesworth Marketing Intern
Keegan Vanhooser Intern
Requires/Intent
Automation & Workflow Optimization
Quality Control & Assurance
Employee Training & Workforce Development
ERP For Financial Institutions
Corporate Finance Strategy
and more

96. The Student Loan People

Industry: Financial Services

Location: Kentucky

Website: thestudentloanpeople.com

Company Size: 201-500

The Student Loan People Contact Details

Name Title LinkedIn Phone Email
Julie Clay Graphic Designer
Becky Gilpatrick Director Of Student Aid Services
Meredith Geraci Marketing Support Manager
Karen Embry Websphere Administrator At The Student Loan People
Chester Priest Senior Marketing Representative
Sanaa Ahmad Web Developer
Robin Ayers Systems Analyst Iii
Requires/Intent and 4 more Employees
Technology Consulting
ERP For Financial Institutions
Cybersecurity & Data Protection
Corporate Finance Strategy
Quality Control & Assurance
and more

97. Autotruck Financial Credit Union

Industry: Financial Services

Location: Kentucky

Website: autotruckfcu.org

Company Size: 11-50

Company Address: 3611 Newburg Road, Louisville, Kentucky, United States

Autotruck Financial Credit Union Contact Details

Name Title LinkedIn Phone Email
Carmen Ellington Director Of Business Development
Jim Thompson President And Chief Executive Officer
Requires/Intent
Technology Consulting
Insurance & Underwriting Services
Legal Compliance & Advisory
and more

98. Amb- Ambulance Medical Billing

Industry: Financial Services

Location: Kentucky

Website: ambulancerevenue.com

Company Founded: 1952

Company Size: 51-200

Company Address: 2101 Mccracken Boulevard, Paducah, Kentucky, United States

Amb- Ambulance Medical Billing Contact Details

Name Title LinkedIn Phone Email
Kyra Bell Managing Director Of Operations
Chelsea Mock Regional Sales Manager - Amb
Selena Sullivan Accounts Receivable Supervisor
Nicky Cole Provider Credentialing And Enrollment Specialist
Paula Robinson Client Services Supervisor
Lisa Chappell Manager, Client Services And Treasury
Christianna Bullmer Independent Contractor
Requires/Intent and 2 more Employees
Cloud Computing Solutions
HR & Talent Acquisition
Business Strategy & Growth Consulting
and more

99. Buchanan Capital

Industry: Financial Services

Location: Kentucky

Website: buchanancapital.com

Company Size: 1-10

Company Address: 117 Saint Matthews Avenue, Louisville, Kentucky, United States

Buchanan Capital Contact Details

Name Title LinkedIn Phone Email
Colton Welhaven Financial Advisor
Requires/Intent
Portfolio Management
ESG & Sustainable Finance Consulting
Legal Compliance & Advisory
Banking & Payment Processing
and more

100. Bank Of Columbia

Industry: Financial Services

Location: Kentucky

Website: bankcolumbia.com

Company Founded: 1866

Company Size: 11-50

Company Address: 144 Public Square, Columbia, Kentucky, United States

Bank Of Columbia Contact Details

Name Title LinkedIn Phone Email
Suzanne Farmer-clarke Board Of Directors
Andrea Waggener Product Development And Marketing Director
Felicia Lasley Customer Service
Kim Janes Deposit Manager
Christine Wooten Loan Processor
Robert Flowers President And Chief Executive Officer
Kathy Jones Hd Bookkeeper And Overdraft Officer
Requires/Intent and 2 more Employees
Treasury & Cash Flow Management
HR & Talent Acquisition
Automation & Workflow Optimization
Wealth Management
and more
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Kentucky Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bill Johnson Farm Credit Mid-america President And Chief Executive Officer
2 Dennis Badger Farm Credit Mid-america Certified General Real Property Appraiser And Aqb Certified Uspap Instructor
3 Glenda Armes Farm Credit Mid-america Human Resources Relationship Manager
4 Chad Pinkston Farm Credit Mid-america Vice President Rural 1st Partnerhsips
5 Chuck Millhollan Farm Credit Mid-america Senior Vice President Process Improvement And Execution
6 Katherine Whalen Farm Credit Mid-america Od Program Manager, Succession Planning And Workforce Development
7 Victoria Popp Farm Credit Mid-america Associate Vice President Agribusiness - Middle Markets
8 Crpcâ John M. Mcintosh Advisor Cfpâ Hilliard Lyons Wealth Advisor, Senior Vice President
9 Austin Hays Hilliard Lyons Wealth Advisor
10 Cfaâ Mac Jefferson Hilliard Lyons Wealth Advisor
11 Crpcâ Dale S. Ditto Advisor Cfpâ Hilliard Lyons Wealth Advisor - Senior Vice President
12 Tara Estes Hilliard Lyons Registered Client Service Associate
13 Stephen Grossman Hilliard Lyons Senior Vice President And Complex Manager - Hilliard Lyons
14 John Watkins Hilliard Lyons Vice President, Equity Portfolio Manager And Analyst
15 Andy Verdeyen Argi Financial Group Financial Advisor
16 Joe Reeves Argi Financial Group Chief Executive Officer
17 Nick Whitmer Argi Financial Group Financial Advisor
18 Advisor Jenny Huelsman Argi Financial Group Financial Advisor
19 Steve Wahl Argi Financial Group Senior Financial Advisor
20 Jason Brangers Argi Financial Group Partner, Senior Advisor
21 Pj Gibbs Argi Financial Group Financial Advisor | Certified Financial Plannerâ
22 Gordon Rudd Venminder Third Party Risk Officer
23 Charles Adams Venminder Regional Sales Director
24 Angie Dickinson Venminder Enterprise Sales Director
25 Mike Campbell Venminder Chief Financial Officer
26 Michael Bowers Venminder Chairman
27 Brian Adams Venminder Chief Technology Officer
28 Kelly Vick Venminder President
29 Jerry Clark Saa Cedisus Eb-5 Projects Founder
30 John Leehy Payment Alliance International Vice President Of Sales
31 Jeffery Keith Payment Alliance International Chief Operations Officer
32 Michael Lee Payment Alliance International Regional Sales Manager
33 David Dove Payment Alliance International Chief Executive Officer
34 Matt Bamsey Payment Alliance International Business Intelligence Analyst
35 Bruce Coward Payment Alliance International Senior Vice President Operations
36 Rafer White Payment Alliance International Independent Sales Representative
37 Steven Kane Stored Value Solutions (svs) Svp, Client Development
38 Stepphone Mack Stored Value Solutions (svs) Account Manager
39 Sneha Katta Stored Value Solutions (svs) Front End Developer
40 Carlos Urtiaga Stored Value Solutions (svs) Desktop Support Analyst

Financial Services companies in different states of USA

No. Industry Number of Contacts Download
1 Financial services Companies in Alabama 2004
2 Financial services Companies in Alaska 457
3 Financial services Companies in Arizona 4858
4 Financial services Companies in Arkansas 529
5 Financial services Companies in California 62258
6 Financial services Companies in Colorado 5704
7 Financial services Companies in Connecticut 9599
8 Financial services Companies in Delaware 2083
9 Financial services Companies in Florida 5273
10 Financial services Companies in Georgia 13506
11 Financial services Companies in Hawaii 103
12 Financial services Companies in Idaho 869
13 Financial services Companies in Illinois 16797
14 Financial services Companies in Indiana 5687
15 Financial services Companies in Iowa 8813
16 Financial services Companies in Kansas 5318
17 Financial services Companies in Louisiana 2169
18 Financial services Companies in Maine 2149
19 Financial services Companies in Maryland 6935
20 Financial services Companies in Massachusetts 16587
21 Financial services Companies in Michigan 5559
22 Financial services Companies in Minnesota 14603
23 Financial services Companies in Mississippi 2290
24 Financial services Companies in Missouri 19297
25 Financial services Companies in Montana 898
26 Financial services Companies in Nebraska 6544
27 Financial services Companies in Nevada 1792
28 Financial services Companies in New Hampshire 1010
29 Financial services Companies in New Jersey 9176
30 Financial services Companies in New Mexico 1008
31 Financial services Companies in New York 113150
32 Financial services Companies in North Carolina 7960
33 Financial services Companies in North Dakota 642
34 Financial services Companies in Ohio 8615
35 Financial services Companies in Oklahoma 2910
36 Financial services Companies in Oregon 3218
37 Financial services Companies in Pennsylvania 21443
38 Financial services Companies in Rhode Island 658
39 Financial services Companies in South Carolina 4269
40 Financial services Companies in South Dakota 947
41 Financial services Companies in Tennessee 8071
42 Financial services Companies in Texas 12289
43 Financial services Companies in Utah 8759
44 Financial services Companies in Vermont 800
45 Financial services Companies in Virginia 26128
46 Financial services Companies in Washington 2203
47 Financial services Companies in West Virginia 107
48 Financial services Companies in Wisconsin 21503
49 Financial services Companies in Wyoming 325
50 Financial services Companies in District Of Columbia 7241

Financial Services companies in different cities of Kentucky

No. Cities Number of Contacts Download
1 Financial services Companies in Louisville 40832
2 Financial services Companies in Lexington 17168
3 Financial services Companies in Frankfort 3248
4 Financial services Companies in Bowling Green 2784
5 Financial services Companies in Paducah 1856
6 Financial services Companies in Owensboro 464