Top 75 Financial Services Companies in Knoxville

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

Financial Services Companies in Knoxville

1. Mortgage Investors Group

Industry: Financial Services

Location: Knoxville, Tennessee

Website: migonline.com

Company Founded: 1989

Company Size: 201-500

Company Address: 8320 East Walker Springs Lane, Knoxville, Tennessee, United States

Mortgage Investors Group Contact Details

Name Title LinkedIn Phone Email
Frank Myers Senior Loan Officer
Terre Webb Branch Manager
Kristin Abouelata Branch Manager And Loan Officer
Manuel Boyadjian Mortgage Consultant Nmls Unique Id#: 659274 - Tn License # 112582- Ms License # 659274
Donna Boling Sales Manager And Senior Loan Officer
George Margrave Mortgage Specialist
Robert Carter Senior Mortgage Loan Officer And Sales Manager
Requires/Intent and 192 more Employees
Automation & Workflow Optimization
Financial Forecasting & Modeling
Employee Training & Workforce Development
Mobile App Development For Financial Services
and more

2. 21st Mortgage Corporation

Industry: Financial Services

Location: Knoxville, Tennessee

Website: 21stmortgage.com

Company Founded: 1995

Company Size: 501-1000

Company Address: 620 Market Street, Knoxville, Tennessee, United States

21st Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Amie Cohorst Recruiter And Trainer
Doug Mack Senior Financial Counselor And Team Leader
Christopher Mcallester Team Leader
Candice Doolan Associate Communities Director
Peyton Leho Senior Financial Counselor
Elizabeth Wei Associate Business Development Manager
Matthew Sewell Financial Counselor
Requires/Intent and 282 more Employees
Mobile App Development For Financial Services
Cloud Computing Solutions
Branding & Public Relations
Mortgage & Loan Processing
Automation & Workflow Optimization
and more

3. Greater Sum Ventures

Industry: Financial Services

Location: Knoxville, Tennessee

Website: greatersumventures.com

Company Size: 11-50

Greater Sum Ventures Contact Details

Name Title LinkedIn Phone Email
Mark Hahn Associate, Strategic Aquisitions
Creed Huckaby Vice President And Operating Partner
Abe Dube Senior Associate
Kristin Alm Senior Vice President, Public Relations And Communications
Jacob Brackmann Private Equity Associate
Jon Ellison Managing Director
Mark Maglaya Vice President
Requires/Intent and 13 more Employees
Mortgage & Loan Processing
Automation & Workflow Optimization
Risk Management & Compliance
Financial Auditing & Reporting
and more

4. Tag Resources, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: tagresources.com

Company Founded: 2002

Company Size: 51-200

Company Address: 6501 Deane Hill Drive Southwest, Knoxville, Tennessee, United States

Tag Resources, Llc Contact Details

Name Title LinkedIn Phone Email
Roger Chandler Senior Vice President Business Development At Tag Resources, Llc
Ben Satterfield Manager Of Plan Aggregation
Patrick Martin Partner
Sofia Roper Account Manager
Deidra Gray Account Manager
Joshua Dykes Internal Sales Consultant
Kenneth Coulter New Business Manager
Requires/Intent and 25 more Employees
Fraud Detection & Prevention
Automation & Workflow Optimization
and more

5. Ut Federal Credit Union

Industry: Financial Services

Location: Knoxville, Tennessee

Website: utfcu.org

Company Founded: 1969

Company Size: 51-200

Company Address: 2100 White Avenue, Knoxville, Tennessee, United States

Ut Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Brandon Sykes Branch Manager
Anne Hewitt Assistant Vice President Retail Services
Donna Bryant Assistant Vice President And Controller
Sara Rolen Senior Call Center Representative
Lora Yount Marketing Specialist
Mike Clonce Senior Vice President And Chief Lending Officer
Teri Branam Business Development Manager
Requires/Intent and 15 more Employees
Tax Planning & Strategy
Mobile App Development For Financial Services
Securities Trading & Brokerage
Cybersecurity & Data Protection
and more

6. Securities Service Network, Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 1983

Company Size: 11-50

Company Address: 9729 Cogdill Road, Knoxville, Tennessee, United States

Securities Service Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Wade Wilkinson President, Chief Executive Officer
Aifâ Landon Moore Business Development Specialist
Chuck Porter Independent Financial Advisor
Bill Reuther Avp, Manager Of Home Office Supervision
Mina Patel Compliance Assistant
Adam Koson Advisory Services And Fee Billing Specialist
Douglas Whitten Securities Trade Support Advisor
Requires/Intent and 15 more Employees
Wealth Management
Technology Consulting
Marketing Services
and more

7. Patriot Investment Managment Group, Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Website: patriotinvestment.com

Company Founded: 1993

Company Size: 11-50

Company Address: 9721 Cogdill Road, Knoxville, Tennessee, United States

Patriot Investment Managment Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Bob Scurlock Investment Manager
Andy Ellis Fee-only Fiduciary Financial Advisor And Investment Manager
John Temple Wealth Advisor
J Taylor Wortham Investment Manager
Chris Brown Financial Advisor
Jeff Monson Investment Manager
Amy Walker Executive Assistant
Requires/Intent and 8 more Employees
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
Asset Management
ERP For Financial Institutions
Cloud Computing Solutions
and more

8. Rather & Kittrell

Industry: Financial Services

Location: Knoxville, Tennessee

Website: rkcapital.com

Company Founded: 2000

Company Size: 11-50

Company Address: 11905 Kingston Pike, Knoxville, Tennessee, United States

Rather & Kittrell Contact Details

Name Title LinkedIn Phone Email
Nathan Woods Advisor
Chris Kittrell Partner And Senior Advisor
Cfpâ Wes Brown Senior Wealth Advisor
Wesley Brown Senior Advisor
Chase Kerby Financial Advisor Associate
Daniel Maupin Associate Financial Advisor
Lisa Mcdonald Client Service Specialist
Requires/Intent and 3 more Employees
Online Advertising & SEO
Insurance & Underwriting Services
Investment Advisory
Mobile App Development For Financial Services
Sales & Lead Generation Strategy
and more

9. Lendio Greater Knoxville

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 2020

Company Size: 1-10

Lendio Greater Knoxville Contact Details

Name Title LinkedIn Phone Email
Dave Prescher Owner - Managing Partner
Zac Smith Owner - Managing Partner
Requires/Intent
Branding & Public Relations
Portfolio Management
and more

10. Slate, Disharoon, Parrish & Associates, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: sdp-planning.com

Company Founded: 2009

Company Size: 1-10

Company Address: 9724 Kingston Pike, Knoxville, Tennessee, United States

Slate, Disharoon, Parrish & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Craig Fowler Financial Planner And Investment Advisor Respresentative
Victoria Parsons Business And Marketing Manager
Kim Kiernan Administrative Assistant And Office Manager
Brenda Slate Assistant
Brenda Slate Assistant
Requires/Intent
Automation & Workflow Optimization
Mobile App Development For Financial Services
Portfolio Management
Omnichannel Customer Support
Accounting Services
and more

11. First Heritage Credit

Industry: Financial Services

Location: Knoxville, Tennessee

Website: first-heritage.com

Company Size: 11-50

Company Address: 8078 Kingston Pike, Knoxville, Tennessee, United States

First Heritage Credit Contact Details

Name Title LinkedIn Phone Email
Mike Culpepper President
Julie Ratliff Corporate Attorney|corporate Secretary|vice President Of Compliance
Bill Porter Member, Director And Chief Financial Officer
Thomas Querbach Branch Manager
Jamie Barnes Legal Assistant
Sabrina Padgett Customer Service Representative
Britta Myers Assistant Manager
Requires/Intent and 40 more Employees
Investment Advisory
Blockchain & Cryptocurrency Solutions
Banking & Payment Processing
Digital Payment & Subscription Solutions
and more

12. Securities Service Network, Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Website: joinssn.com

Company Founded: 1983

Company Size: 51-200

Company Address: 9729 Cogdill Road, Knoxville, Tennessee, United States

Securities Service Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Katey Marina Marketing Manager
Keith Macdougall Relationship Manager
Corey Keltner Practice Development Specialist
Jon Matthews Home Office Principal
Sarah Dempsey Project Manager
Tara Link Direct Business Specialist
Aida Dillman Corporate Trainer
Requires/Intent and 6 more Employees
Credit Rating & Analysis
Insurance & Underwriting Services
IoT-enabled Smart Banking Solutions
Financial Auditing & Reporting
and more

13. Visionary Horizons Wealth Management Group

Industry: Financial Services

Location: Knoxville, Tennessee

Website: visionaryhorizons.com

Company Founded: 2008

Company Size: 11-50

Company Address: 620 Mabry Hood Road, Knoxville, Tennessee, United States

Visionary Horizons Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Tyler Mcmurray Operations And Compliance Manager
Nick Hughes Wealth Advisor
Joseph Ellis Insurance Agent, Investment Advisor Representative
Requires/Intent
Tax Planning & Strategy
Data Analytics & Business Intelligence
Financial Auditing & Reporting
and more

14. Keystone Mortgage Group

Industry: Financial Services

Location: Knoxville, Tennessee

Website: keystonemortgagegroup.net

Company Founded: 2006

Company Size: 11-50

Company Address: 1508 Coleman Road, Knoxville, Tennessee, United States

Keystone Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Eric Nearing Mortgage Loan Officer
Kelsey Leffew Licensed Loan Officer
Allie Conway Mortgage Loan Officer
Jeremy Galbraith Loan Specialist
William Conway Loan Officer Assistant
Kim Madeiros Loan Officer
Patty Padgett Management Assistant
Requires/Intent
Banking & Payment Processing
Accounting Services
Employee Training & Workforce Development
Tax Planning & Strategy
and more

15. Education Loan Finance

Industry: Financial Services

Location: Knoxville, Tennessee

Website: elfi.com

Company Founded: 2015

Company Size: 11-50

Company Address: 104 North Seven Oaks Drive, Knoxville, Tennessee, United States

Education Loan Finance Contact Details

Name Title LinkedIn Phone Email
Scott Owen Personal Loan Advisor
Brandon Poore Sales Manager
David Burgett Systems Engineer
Paul Hodge Underwriter
Jeff Gibbs Chief Information Officer
Robert Nottingham Senior Underwriter
Ivan Marcinko Sales Manager
Requires/Intent and 1 more Employees
Cybersecurity & Data Protection
Treasury & Cash Flow Management
IoT-enabled Smart Banking Solutions
Employee Training & Workforce Development
and more

16. Vision Financial Consulting

Industry: Financial Services

Location: Knoxville, Tennessee

Website: visionfinancialconsulting.com

Company Founded: 2017

Company Size: 1-10

Company Address: 2042 Town Center Boulevard, Knoxville, Tennessee, United States

Vision Financial Consulting Contact Details

Name Title LinkedIn Phone Email
Matthew Mcdaniel Founder And Lead Financial Planner
Requires/Intent
HR & Talent Acquisition
Financial Planning & Retirement Solutions
and more

17. Medfinancial Services

Industry: Financial Services

Location: Knoxville, Tennessee

Website: med-financial.com

Company Founded: 2012

Company Size: 51-200

Company Address: 298 North Seven Oaks Drive, Knoxville, Tennessee, United States

Medfinancial Services Contact Details

Name Title LinkedIn Phone Email
George Semko Vice President
Jonathan Noble Marketing Director
Nirssa Dearinger Bilingual Customer Service Representative
Madalyn Martin Customer Service Representative
Stefany Lewis Supervisor
Samara Collins Customer Service Representative
Mauri Tate Csr
Requires/Intent and 1 more Employees
AI-powered Financial Insights
Performance Tracking & KPI Analytics
Securities Trading & Brokerage
Document Management & E-signature Solutions
Digital Payment & Subscription Solutions
and more

18. Capitalplus Equity, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: capitalplus.com

Company Founded: 1990

Company Size: 1-10

Company Address: 2510 Solway Road, Knoxville, Tennessee, United States

Capitalplus Equity, Llc Contact Details

Name Title LinkedIn Phone Email
Curtis Powell Vice President - Sales
Laura Rathbone Underwriting And Document Specialist
Wendy Washburn National Sales Director
Tobi Wilkins Vice President Sales And Marketing
Vicki Pinkston C.f.o
Tony Gainer Collections Manager At Capitalplus Equity, Llc
Mark Loosli Owner
Requires/Intent and 1 more Employees
AI-powered Financial Insights
Financial Auditing & Reporting
Fraud Detection & Prevention
Corporate Finance Strategy
and more

19. Paradigm Wealth Partners

Industry: Financial Services

Location: Knoxville, Tennessee

Website: paradigmwealthpartners.com

Company Founded: 2001

Company Size: 1-10

Company Address: 2099 Thunderhead Road, Knoxville, Tennessee, United States

Paradigm Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Luke Elliott Associate Vice President Of Research
Todd Birdwell Wealth Advisor
Requires/Intent
IoT-enabled Smart Banking Solutions
HR & Talent Acquisition
Legal Compliance & Advisory
and more

20. Tennessee Valley Asset Management Partners (tvamp)

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 2011

Company Size: 11-50

Company Address: 6025 Brookvale Lane, Knoxville, Tennessee, United States

Tennessee Valley Asset Management Partners (tvamp) Contact Details

Name Title LinkedIn Phone Email
Chris Bales Wealth Advisor | Certified Financial Planner | Certified Divorce Financial Analystâ
Jeff Sweat Senior Partner - Wealth Advisor
Rob Eddins Wealth Advisor
Scott Fisher Senior Partner And Wealth Advisor
Kallee Kirby Brand Manager
Jesse Loveday Business Development, Wealth Advisor
Eric Fitzgerald Wealth Advisor
Requires/Intent
Data Analytics & Business Intelligence
API Integration For FinTech
Employee Training & Workforce Development
and more

21. Thoroughbred Financial Services

Industry: Financial Services

Location: Knoxville, Tennessee

Website: thoroughbredfinancial.com

Company Size: 11-50

Company Address: 9041 Executive Park Drive, Knoxville, Tennessee, United States

Thoroughbred Financial Services Contact Details

Name Title LinkedIn Phone Email
Lynn Milner Sales Assistant
Heather Hale Compliance Officer
Chris Parker Corporate Counsel And Financial Advisor
Willa Glaze Sales Associate To The President
Sara Hylton Internal Operations Manager
Ethel Smallmon Administrator Assistant
Requires/Intent
Securities Trading & Brokerage
Blockchain & Cryptocurrency Solutions
Fraud Detection & Prevention
Loan Origination & Servicing Platforms
Mobile App Development For Financial Services
and more

22. Leading Edge Financial Planning

Industry: Financial Services

Location: Knoxville, Tennessee

Website: leadingedgeplanning.com

Company Size: 1-10

Company Address: 6921 Office Park Circle, Knoxville, Tennessee, United States

Leading Edge Financial Planning Contact Details

Name Title LinkedIn Phone Email
Kevin Gormley Chief Financial Officer And Lead Financial Planner
Charles Mattingly Financial Planner And Investment Advisor, Co-founder And Principal
Requires/Intent
Accounting Services
Cloud Computing Solutions
Automation & Workflow Optimization
Treasury & Cash Flow Management
ESG & Sustainable Finance Consulting
and more

23. Volunteer Financial Services

Industry: Financial Services

Location: Knoxville, Tennessee

Website: vfsknox.com

Company Founded: 2018

Company Size: 1-10

Company Address: 212 South Peters Road, Knoxville, Tennessee, United States

Volunteer Financial Services Contact Details

Name Title LinkedIn Phone Email
Shawn King Founder And President
Brad Grant Partner And President
Requires/Intent
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
and more

24. Axiom Wealth Management Group - Northwestern Mutual

Industry: Financial Services

Location: Knoxville, Tennessee

Company Size: 1-10

Company Address: 110 Triplett Lane Southwest, Knoxville, Tennessee, United States

Axiom Wealth Management Group - Northwestern Mutual Contact Details

Name Title LinkedIn Phone Email
Andrew Harrison Financial Planning Analyst
Requires/Intent
Quality Control & Assurance
Omnichannel Customer Support
Employee Training & Workforce Development
Loan Origination & Servicing Platforms
Treasury & Cash Flow Management
and more

25. Di-fi Solutions, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: difisolutions.com

Company Founded: 2005

Company Size: 11-50

Company Address: 2240 Sutherland Avenue, Knoxville, Tennessee, United States

Di-fi Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Toby Olson Account Manager
John Pontiff Software Support Analyst
Ken Allgood Solutions Architect Consultant
Christine Forward Accounting And Administration
Natalie Vinti-haberer Software Application Consultant
Sherri Abbott Lead Consultant
Gregory Carpenter Technical Support Engineer
Requires/Intent
IoT-enabled Smart Banking Solutions
Debt Collection & Recovery
and more

26. Head Investment Partners

Industry: Financial Services

Location: Knoxville, Tennessee

Website: headinvestmentpartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 2280 Valley Vista Road, Knoxville, Tennessee, United States

Head Investment Partners Contact Details

Name Title LinkedIn Phone Email
Jonathan Hayes Lead Analyst | Portfolio Manager
Nathan Ogier Director Of Client Relations
Requires/Intent
Insurance & Underwriting Services
Financial Forecasting & Modeling
Technology Consulting
and more

27. Smart Ria

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 2011

Company Size: 11-50

Company Address: 620 Mabry Hood Road, Knoxville, Tennessee, United States

Smart Ria Contact Details

Name Title LinkedIn Phone Email
Mihaela Mcreynolds Software Developer
Ben Bailey Software Developer
Joy Adeyemo Summer Intern
Joy Adeyemo Summer Intern
Joy Adeyemo Summer Intern
Bryan Dingman Full Stack Software Developer
Requires/Intent
HR & Talent Acquisition
Credit Rating & Analysis
Securities Trading & Brokerage
Document Management & E-signature Solutions
and more

28. Pya Waltman Capital Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: pyawaltman.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1402 Ebenezer Road, Knoxville, Tennessee, United States

Pya Waltman Capital Llc Contact Details

Name Title LinkedIn Phone Email
Roch Monnig Associate Advisor
Roch Monnig Financial Planning Associate
Eric Foster Director Of Institutional Services
Jessica Ott Chief Creative Officer
Lisa Young Client Service Associate
Requires/Intent
Compliance & Regulatory Advisory
Cybersecurity & Data Protection
Mergers & Acquisitions Advisory
and more

29. Blue Ridge Wealth Planners

Industry: Financial Services

Location: Knoxville, Tennessee

Website: blueridgewealth.com

Company Founded: 2004

Company Size: 11-50

Company Address: 9725 Cogdill Road, Knoxville, Tennessee, United States

Blue Ridge Wealth Planners Contact Details

Name Title LinkedIn Phone Email
Christopher Morris Wealth Planner
Zach Hill Portfolio Manager
Requires/Intent
HR & Talent Acquisition
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
and more

30. The Benefits Group (tbg), Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: thebenefitsgroupinc.net

Company Founded: 1978

Company Size: 1-10

Company Address: 9217 Park West Boulevard, Knoxville, Tennessee, United States

The Benefits Group (tbg), Llc Contact Details

Name Title LinkedIn Phone Email
Tyler Fee Partner
Requires/Intent
Cloud Computing Solutions
HR & Talent Acquisition
and more

31. Ridgepath Capital Management

Industry: Financial Services

Location: Knoxville, Tennessee

Website: ridgepathcapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 9202 South Northshore Drive, Knoxville, Tennessee, United States

Ridgepath Capital Management Contact Details

Name Title LinkedIn Phone Email
Danny Pressley President
Sam Pressley Managing And Founding Principal
Requires/Intent
Mobile App Development For Financial Services
Cloud Computing Solutions
Debt Collection & Recovery
Sales & Lead Generation Strategy
Tax Planning & Strategy
and more

32. Brogan Financial, Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Website: broganfinancial.com

Company Founded: 2001

Company Size: 11-50

Company Address: 8351 East Walker Springs Lane, Knoxville, Tennessee, United States

Brogan Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Amanda Brower Corporate Assistant And Event Planner
Larry Womack Paraplanner
Jill Wolverton Marketing And Communications Consultant
Aaron Buck Financial Advisor
Rich Polchinski Director Of Operations And Development
Requires/Intent
Risk Assessment & Mitigation
Insurance & Underwriting Services
Investment Advisory
Hedge Fund & Private Equity Consulting
Loan Origination & Servicing Platforms
and more

33. Aspire Private Wealth Counsel

Industry: Financial Services

Location: Knoxville, Tennessee

Website: aspirepwc.com

Company Founded: 2016

Company Size: 1-10

Company Address: 8351 East Walker Springs Lane, Knoxville, Tennessee, United States

Aspire Private Wealth Counsel Contact Details

Name Title LinkedIn Phone Email
Phil Dortch Wealth Advisor, Principal
Cheryl Dortch Business Partner
Paula Miller Client Service Specialist
Kristi Davis Marketing Director
Requires/Intent
Cybersecurity & Data Protection
Risk Management & Compliance
Wealth Management
ERP For Financial Institutions
and more

34. Edsouth Services

Industry: Financial Services

Location: Knoxville, Tennessee

Website: edsouthservices.com

Company Size: 51-200

Edsouth Services Contact Details

Name Title LinkedIn Phone Email
Eric Stewart Chief Operations Officer
Michele Rhoads Staff Accountant
Katiah Brown Student Outreach Counselor
Marsha Neilson Executive Assistant At Edsouth
Steven Fisher Manager
Ruthie Cawood Student Outreach Services Counselor
Fommy Schumpert Program Director
Requires/Intent and 4 more Employees
Sales & Lead Generation Strategy
Employee Training & Workforce Development
Technology Consulting
and more

35. Real Estate Finance Group (refg)

Industry: Financial Services

Location: Knoxville, Tennessee

Website: refg1.com

Company Size: 11-50

Company Address: 4700 Papermill Drive, Knoxville, Tennessee, United States

Real Estate Finance Group (refg) Contact Details

Name Title LinkedIn Phone Email
Neal Bailes President And Chief Executive Officer And Founder
Refg Frazier President
Dee Deatherage Mortgage Specialist At Real Estate Finance Group
Mark Stepp Senior Loan Officer
Chad Walker Administrative Assistant
Requires/Intent
Branding & Public Relations
Mobile App Development For Financial Services
Legal Compliance & Advisory
Automation & Workflow Optimization
and more

36. Proffitt & Goodson, Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Website: proffittgoodson.com

Company Founded: 1986

Company Size: 1-10

Company Address: 4800 Old Kingston Pike, Knoxville, Tennessee, United States

Proffitt & Goodson, Inc. Contact Details

Name Title LinkedIn Phone Email
Ben Goodson Senior Advisor
Jeff Stoneking Intern
Requires/Intent
Financial Auditing & Reporting
Digital Payment & Subscription Solutions
Branding & Public Relations
ERP For Financial Institutions
Document Management & E-signature Solutions
and more

37. Abacus Hive

Industry: Financial Services

Location: Knoxville, Tennessee

Website: abacushive.com

Company Founded: 2016

Company Size: 1-10

Abacus Hive Contact Details

Name Title LinkedIn Phone Email
Brannon Mcneillie Director Of Accounting
Ian Constantinos Accounting Assistant
Requires/Intent
Wealth Management
Online Advertising & SEO
and more

38. Pathfinder Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Website: pathfinderstrategicsolutions.com

Company Founded: 2009

Company Size: 1-10

Company Address: 720 Hunting Fox Lane, Knoxville, Tennessee, United States

Pathfinder Inc. Contact Details

Name Title LinkedIn Phone Email
Adam Kornegay Partner
Tannie Curtis Purchasing Manager
Trenell Terry Assistant Project Manager
Brenda Hopkins Residential Manager
Sherry Carty House Manager
Fred Noll Administrative Coordinator
Darin Hunter Dd Evaluator
Requires/Intent and 4 more Employees
Asset Management
Banking & Payment Processing
Quality Control & Assurance
Compliance & Regulatory Advisory
and more

39. Tennessee Valley Asset Management Partners (tvamp)

Industry: Financial Services

Location: Knoxville, Tennessee

Website: tvamp.net

Company Founded: 2011

Company Size: 11-50

Company Address: 6025 Brookvale Lane, Knoxville, Tennessee, United States

Tennessee Valley Asset Management Partners (tvamp) Contact Details

Name Title LinkedIn Phone Email
Andrew Cochran Wealth Advisor
Requires/Intent
Risk Assessment & Mitigation
Insurance & Underwriting Services
Compliance & Regulatory Advisory
and more

40. The Uptain Group, Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Website: uptaingroup.com

Company Founded: 1994

Company Size: 1-10

Company Address: 9000 Executive Park Drive, Knoxville, Tennessee, United States

The Uptain Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Beatrix Rivera Scheduler
Antoinette Jackson Information Technology Software Developer
Brad Kleiber Collection Manager
Kahm Taylor Accounting Manager
Shilana Mcdaniel Medical Billing And Collections
Jason Smith Patient Account Recovery Specialist
Peronica Alexander Insurance Accounts Receivable Representative
Requires/Intent and 2 more Employees
Mergers & Acquisitions Advisory
Customer Relationship Management (CRM)
and more

41. Ctm Financial, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: ctmfin.com

Company Size: 1-10

Company Address: 10107 Sherrill Boulevard, Knoxville, Tennessee, United States

Ctm Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Jaime Conry Portfolio Advisor
Brad Reynolds Portfolio Manager
Requires/Intent
Banking & Payment Processing
Automation & Workflow Optimization
and more

42. Knox Wealth Partners

Industry: Financial Services

Location: Knoxville, Tennessee

Website: knoxwealthpartners.com

Company Founded: 2014

Company Size: 11-50

Company Address: 10710 Murdock Drive, Knoxville, Tennessee, United States

Knox Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Raman Lal Investment Analyst Intern
Requires/Intent
Hedge Fund & Private Equity Consulting
Investment Advisory
Digital Payment & Subscription Solutions
and more

43. Prosperity Partners Wealth Management, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: prosperitypartners.com.au

Company Founded: 1984

Company Size: 1-10

Company Address: 306 Prosperity Drive, Knoxville, Tennessee, United States

Prosperity Partners Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Katherine Morris Medicare Specialist
Craig Hammer Senior Partner And Personal Wealth Strategist
Requires/Intent
Mortgage & Loan Processing
Financial Forecasting & Modeling
and more

44. Core Benefits And Investments

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 2007

Company Size: 1-10

Company Address: 1111 Northshore Drive, Knoxville, Tennessee, United States

Core Benefits And Investments Contact Details

Name Title LinkedIn Phone Email
Steve Grimsley Employee Benefit Specialist
Amy Wade Operations Director
Randy Davis Financial Services Professional
Requires/Intent
Cloud Computing Solutions
Technology Consulting
Investment Advisory
and more

45. Heritage Investors

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 2009

Company Size: 1-10

Heritage Investors Contact Details

Name Title LinkedIn Phone Email
Amy Ahrens Executive Director Of Operations
James De Tar Co-ceo, Certified Financial Planner
Requires/Intent
ESG & Sustainable Finance Consulting
Quality Control & Assurance
Blockchain & Cryptocurrency Solutions
and more

46. The Nalls Sherbakoff Group, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: nallssherbakoff.com

Company Founded: 2012

Company Size: 1-10

Company Address: 9724 Kingston Pike, Knoxville, Tennessee, United States

The Nalls Sherbakoff Group, Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Brown Financial Analyst
Requires/Intent
Tax Planning & Strategy
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
Debt Collection & Recovery
HR & Talent Acquisition
and more

47. Ez Money Pawn

Industry: Financial Services

Location: Knoxville, Tennessee

Company Size: 11-50

Company Address: 6140 Clinton Highway, Knoxville, Tennessee, United States

Ez Money Pawn Contact Details

Name Title LinkedIn Phone Email
Brianna Gonzalez Manager
Carmen Bell Auditor
Edgar Mills Chief Executive Officer Ez Money Pawn Inc
Larry Villanueva Regional Director
Carmen Bell Manager
Jennifer Pallanes Assistant Manager
Gloria Campopiano Pawn Broker
Requires/Intent and 9 more Employees
Omnichannel Customer Support
Performance Tracking & KPI Analytics
and more

48. Brogan Financial, Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 2001

Company Size: 1-10

Company Address: 8351 East Walker Springs Lane, Knoxville, Tennessee, United States

Brogan Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Peter Saganski Investment Advisor Representative
Lynn Stockett Client Care Specialist
Requires/Intent
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
Tax Planning & Strategy
ESG & Sustainable Finance Consulting
and more

49. New South Credit Union

Industry: Financial Services

Location: Knoxville, Tennessee

Website: newsouthcu.com

Company Size: 11-50

Company Address: 3261 North Mall Road, Knoxville, Tennessee, United States

New South Credit Union Contact Details

Name Title LinkedIn Phone Email
Lyn Dowd Senior Lender
Patricia Hill Member Service Representative
Richard Schulz President And Chief Executive Officer
Baylen Savage Bank Teller
Requires/Intent
Asset Management
Debt Collection & Recovery
Financial Auditing & Reporting
and more

50. Bpv Capital Management - Back Porch Vista

Industry: Financial Services

Location: Knoxville, Tennessee

Website: backporchvista.com

Company Founded: 2009

Company Size: 11-50

Company Address: 9202 South Northshore Drive, Knoxville, Tennessee, United States

Bpv Capital Management - Back Porch Vista Contact Details

Name Title LinkedIn Phone Email
Allison Fulmer Communications Assistant
Narda Cappuccilli Executive Assistant To Coach Phillip Fulmer
Requires/Intent
Automation & Workflow Optimization
Securities Trading & Brokerage
and more

51. Edsouth

Industry: Financial Services

Location: Knoxville, Tennessee

Website: edsouth.org

Company Size: 1-10

Company Address: 178 North Seven Oaks Drive, Knoxville, Tennessee, United States

Edsouth Contact Details

Name Title LinkedIn Phone Email
Amelia Leach Receptionist
Julie Henry Director Of Communication
Tom Schumpert Edscholar Program Director
Requires/Intent
Financial Planning & Retirement Solutions
Compliance & Regulatory Advisory
Legal Compliance & Advisory
and more

52. Petnet Inc.

Industry: Financial Services

Location: Knoxville, Tennessee

Website: httppetnet.com.ph

Company Size: 51-200

Petnet Inc. Contact Details

Name Title LinkedIn Phone Email
April Dizon Forex Account Officer
Katheryn Leblanc Staff Pharmacist
Ryan Kunkel Pharmacist
Mark Sharp Regional Sales Manager
Requires/Intent
Technology Consulting
Treasury & Cash Flow Management
and more

53. Core Benefits & Investments, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: corebi.net

Company Size: 1-10

Company Address: 1111 North Northshore Drive, Knoxville, Tennessee, United States

Core Benefits & Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Neal Clark Co-founder And Partner
Requires/Intent
Online Advertising & SEO
Automation & Workflow Optimization
Marketing Services
Loan Origination & Servicing Platforms
Mobile App Development For Financial Services
and more

54. Cfsi

Industry: Financial Services

Location: Knoxville, Tennessee

Company Size: 51-200

Cfsi Contact Details

Name Title LinkedIn Phone Email
Brianna Gates Office Staff
Adrien Tchana Network Support Technician
Robert Meier Independent Insurance Agent
Leon Griffin Trucker
Stan Fischer General Contractor
Brian Stokes Project Manager
Tony Le Duc Loan Officer At Cfsi
Requires/Intent and 1 more Employees
AI-powered Financial Insights
Blockchain & Cryptocurrency Solutions
Employee Training & Workforce Development
and more

55. Resource Advisory Services

Industry: Financial Services

Location: Knoxville, Tennessee

Website: resourceadv.com

Company Founded: 1985

Company Size: 1-10

Company Address: 2095 Lakeside Centre Way, Knoxville, Tennessee, United States

Resource Advisory Services Contact Details

Name Title LinkedIn Phone Email
Emily Forst Client Services Associate
Emily Watts Client Services Associate
Christie Lewis Christie N Lewis Office Manager And Client Relations Office Manager And Client Services
Requires/Intent
Quality Control & Assurance
Accounting Services
Automation & Workflow Optimization
Business Strategy & Growth Consulting
and more

56. Financially Simple

Industry: Financial Services

Location: Knoxville, Tennessee

Website: financiallysimple.com

Company Size: 1-10

Company Address: 11470 Parkside Drive, Knoxville, Tennessee, United States

Financially Simple Contact Details

Name Title LinkedIn Phone Email
Michael Pfeffer Freelance Writer
Requires/Intent
Insurance & Underwriting Services
Corporate Finance Strategy
and more

57. 7 Cuso

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 2003

Company Size: 1-10

7 Cuso Contact Details

Name Title LinkedIn Phone Email
Michel Jacobs Partner Mortgage Loan Officer
Requires/Intent
HR & Talent Acquisition
Mortgage & Loan Processing
and more

58. Providence Advisors Group, Llc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: providenceadvisors.com

Company Founded: 1993

Company Size: 1-10

Company Address: 2030 Falling Waters Road, Knoxville, Tennessee, United States

Providence Advisors Group, Llc Contact Details

Name Title LinkedIn Phone Email
Anita Doll Assistant To Financial Advisor
Sam Mccal Ma
Clarissa Mercier Executive Assistant To Paul W Cochran
Requires/Intent
Accounting Services
ERP For Financial Institutions
and more

59. Nacm E. Tennessee

Industry: Financial Services

Location: Knoxville, Tennessee

Website: nacmet.org

Company Size: 11-50

Company Address: 2727 East Magnolia Avenue, Knoxville, Tennessee, United States

Nacm E. Tennessee Contact Details

Name Title LinkedIn Phone Email
Kathy James Collection And Office Manager, Cga Notary Public
Gus Carlander Group Administrator
Requires/Intent
API Integration For FinTech
AI-powered Financial Insights
Mergers & Acquisitions Advisory
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
and more

60. Asset Planning Corporation

Industry: Financial Services

Location: Knoxville, Tennessee

Website: assetplanningcorp.com

Company Founded: 1975

Company Size: 1-10

Company Address: 234 South Peters Road, Knoxville, Tennessee, United States

Asset Planning Corporation Contact Details

Name Title LinkedIn Phone Email
Steve Carlson Client Service Administrator
Melissa Orrell Financial Planner And Investment Manager
Requires/Intent
Fraud Detection & Prevention
Automation & Workflow Optimization
Financial Planning & Retirement Solutions
Financial Forecasting & Modeling
Investment Advisory
and more

61. Hamilton Mortgage Inc

Industry: Financial Services

Location: Knoxville, Tennessee

Website: mioktn.com

Company Founded: 2012

Company Size: 11-50

Company Address: 8108 Cambridge Gables Lane, Knoxville, Tennessee, United States

Hamilton Mortgage Inc Contact Details

Name Title LinkedIn Phone Email
Bano Rizvi Mortgage Loan Originator
Dennis Pool Branch Manager
Requires/Intent
Cloud Computing Solutions
Performance Tracking & KPI Analytics
and more

62. Blue Ridge Wealth Planners

Industry: Financial Services

Location: Knoxville, Tennessee

Company Founded: 1998

Company Size: 1-10

Company Address: 9729 Cogdill Road, Knoxville, Tennessee, United States

Blue Ridge Wealth Planners Contact Details

Name Title LinkedIn Phone Email
Bob Fugate Wealth Planner
Requires/Intent
Document Management & E-signature Solutions
Business Strategy & Growth Consulting
and more

63. Fountain City Finance Co

Industry: Financial Services

Location: Knoxville, Tennessee

Website: fountaincityfinance.com

Company Size: 11-50

Company Address: 5319 Broadway Street, Knoxville, Tennessee, United States

Fountain City Finance Co Contact Details

Name Title LinkedIn Phone Email
Shayn Gray Loan Manager
Requires/Intent
Sales & Lead Generation Strategy
Document Management & E-signature Solutions
and more

64. Regal Cinemas Corporation

Industry: Financial Services

Location: Knoxville, Tennessee

Company Size: 11-50

Company Address: 7132 Mike Campbell Drive, Knoxville, Tennessee, United States

Regal Cinemas Corporation Contact Details

Name Title LinkedIn Phone Email
Gregory Hinton Concierge
Taliyah Hudson Concession
Requires/Intent
Omnichannel Customer Support
Blockchain & Cryptocurrency Solutions
Debt Collection & Recovery
Digital Payment & Subscription Solutions
and more

65. Capitalplus Supply Chain Partners

Industry: Financial Services

Location: Knoxville, Tennessee

Website: capitalplussupplychain.com

Company Size: 1-10

Company Address: 2510 Solway Road, Knoxville, Tennessee, United States

Capitalplus Supply Chain Partners Contact Details

Name Title LinkedIn Phone Email
Grant Applegate Director Of Operations
Requires/Intent
Tax Planning & Strategy
Insurance & Underwriting Services
and more

66. Heartland Mortgage

Industry: Financial Services

Location: Knoxville, Tennessee

Website: heartlandmortgagecorp.com

Company Founded: 1995

Company Size: 1-10

Company Address: 9040 Executive Park Drive, Knoxville, Tennessee, United States

Heartland Mortgage Contact Details

Name Title LinkedIn Phone Email
David Clarke Loan Officer
Robert Galloway Owner
Diann West Assistant Vice President Mortgage Platform Manager
Celedonia Iturralde Owner Manager
Requires/Intent
Mergers & Acquisitions Advisory
Securities Trading & Brokerage
Cybersecurity & Data Protection
Mortgage & Loan Processing
and more

67. Swofford Financial

Industry: Financial Services

Location: Knoxville, Tennessee

Website: swoffordfinancial.com

Company Founded: 1984

Company Size: 1-10

Company Address: 306 Prosperity Drive, Knoxville, Tennessee, United States

Swofford Financial Contact Details

Name Title LinkedIn Phone Email
Jennifer Bell Client Services
Requires/Intent
Treasury & Cash Flow Management
Banking & Payment Processing
Compliance & Regulatory Advisory
Sales & Lead Generation Strategy
and more

68. Tate Insurance Group

Industry: Financial Services

Location: Knoxville, Tennessee

Website: tateinsurancegroup.com

Company Size: 11-50

Company Address: 6423 Deane Hill Drive Southwest, Knoxville, Tennessee, United States

Tate Insurance Group Contact Details

Name Title LinkedIn Phone Email
Betty Goss Commercial Lines Account Manager
Requires/Intent
Blockchain & Cryptocurrency Solutions
ERP For Financial Institutions
Financial Forecasting & Modeling
Automation & Workflow Optimization
and more

69. Legacy Firms

Industry: Financial Services

Location: Knoxville, Tennessee

Website: legacyfirms.com

Company Size: 11-50

Company Address: 308 North Peters Road, Knoxville, Tennessee, United States

Legacy Firms Contact Details

Name Title LinkedIn Phone Email
Mark Walls Financial Planning
Requires/Intent
Insurance & Underwriting Services
Blockchain & Cryptocurrency Solutions
and more

70. Abs Medical Billing

Industry: Financial Services

Location: Knoxville, Tennessee

Company Size: 11-50

Company Address: 319 Erin Drive, Knoxville, Tennessee, United States

Abs Medical Billing Contact Details

Name Title LinkedIn Phone Email
Carrie Lawrence Medical Coder
Requires/Intent
Technology Consulting
Wealth Management
Financial Auditing & Reporting
Portfolio Management
Corporate Finance Strategy
and more

71. World Clutch

Industry: Financial Services

Location: Knoxville, Tennessee

Company Size: 1-10

Company Address: 3131 East Magnolia Avenue, Knoxville, Tennessee, United States

World Clutch Contact Details

Name Title LinkedIn Phone Email
Nathan Shorb Mechanic
Requires/Intent
Tax Planning & Strategy
Credit Rating & Analysis
Accounting Services
Technology Consulting
Document Management & E-signature Solutions
and more

72. Majors Security Corp

Industry: Financial Services

Location: Knoxville, Tennessee

Website: majorssecurity.com

Company Size: 1-10

Company Address: 5444 Hilton Industrial Way, Knoxville, Tennessee, United States

Majors Security Corp Contact Details

Name Title LinkedIn Phone Email
Cliff Majors Administrator
Requires/Intent
Securities Trading & Brokerage
Cybersecurity & Data Protection
Compliance & Regulatory Advisory
Quality Control & Assurance
Risk Assessment & Mitigation
and more
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Knoxville Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Frank Myers Mortgage Investors Group Senior Loan Officer
2 Terre Webb Mortgage Investors Group Branch Manager
3 Kristin Abouelata Mortgage Investors Group Branch Manager And Loan Officer
4 Manuel Boyadjian Mortgage Investors Group Mortgage Consultant Nmls Unique Id#: 659274 - Tn License # 112582- Ms License # 659274
5 Donna Boling Mortgage Investors Group Sales Manager And Senior Loan Officer
6 George Margrave Mortgage Investors Group Mortgage Specialist
7 Robert Carter Mortgage Investors Group Senior Mortgage Loan Officer And Sales Manager
8 Amie Cohorst 21st Mortgage Corporation Recruiter And Trainer
9 Doug Mack 21st Mortgage Corporation Senior Financial Counselor And Team Leader
10 Christopher Mcallester 21st Mortgage Corporation Team Leader
11 Candice Doolan 21st Mortgage Corporation Associate Communities Director
12 Peyton Leho 21st Mortgage Corporation Senior Financial Counselor
13 Elizabeth Wei 21st Mortgage Corporation Associate Business Development Manager
14 Matthew Sewell 21st Mortgage Corporation Financial Counselor
15 Mark Hahn Greater Sum Ventures Associate, Strategic Aquisitions
16 Creed Huckaby Greater Sum Ventures Vice President And Operating Partner
17 Abe Dube Greater Sum Ventures Senior Associate
18 Kristin Alm Greater Sum Ventures Senior Vice President, Public Relations And Communications
19 Jacob Brackmann Greater Sum Ventures Private Equity Associate
20 Jon Ellison Greater Sum Ventures Managing Director
21 Mark Maglaya Greater Sum Ventures Vice President
22 Roger Chandler Tag Resources, Llc Senior Vice President Business Development At Tag Resources, Llc
23 Ben Satterfield Tag Resources, Llc Manager Of Plan Aggregation
24 Patrick Martin Tag Resources, Llc Partner
25 Sofia Roper Tag Resources, Llc Account Manager
26 Deidra Gray Tag Resources, Llc Account Manager
27 Joshua Dykes Tag Resources, Llc Internal Sales Consultant
28 Kenneth Coulter Tag Resources, Llc New Business Manager
29 Brandon Sykes Ut Federal Credit Union Branch Manager
30 Anne Hewitt Ut Federal Credit Union Assistant Vice President Retail Services
31 Donna Bryant Ut Federal Credit Union Assistant Vice President And Controller
32 Sara Rolen Ut Federal Credit Union Senior Call Center Representative
33 Lora Yount Ut Federal Credit Union Marketing Specialist
34 Mike Clonce Ut Federal Credit Union Senior Vice President And Chief Lending Officer
35 Teri Branam Ut Federal Credit Union Business Development Manager
36 Wade Wilkinson Securities Service Network, Inc. President, Chief Executive Officer
37 Aifâ Landon Moore Securities Service Network, Inc. Business Development Specialist
38 Chuck Porter Securities Service Network, Inc. Independent Financial Advisor
39 Bill Reuther Securities Service Network, Inc. Avp, Manager Of Home Office Supervision
40 Mina Patel Securities Service Network, Inc. Compliance Assistant

Financial Services companies in different cities of Tennessee

No. Industry Number of Contacts Download
1 Financial services Companies in Nashville 20880
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