Top 20 Financial Services Companies in Plano

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

Below is the list of Top 20 Financial Services Companies in Plano ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Plano

1. Benchmark Mortgage (nmls #2143)

Industry: Financial Services

Location: Plano, Texas

Website: benchmark.us

Company Founded: 1999

Company Size: 501-1000

Company Address: 5160 Tennyson Parkway, Plano, Texas, United States

Benchmark Mortgage (nmls #2143) Contact Details

Name Title LinkedIn Phone Email
Eric Almquist Branch Manager
Mike Watson Senior Mortgage Loan Officer
Suzanne Söderberg Senior Mortgage Loan Originator
Glenn Davis Branch Manager
Allyson Leisey Senior Mortgage Loan Officer
Suzie Ludwick Senior Mortgage Loan Consultant
Brian Farley Mortgage Loan Originator
Requires/Intent and 92 more Employees
Corporate Finance Strategy
Hedge Fund & Private Equity Consulting
and more

2. Certainty Home Loans

Industry: Financial Services

Location: Plano, Texas

Website: certaintyhomeloans.com

Company Founded: 2000

Company Size: 201-500

Company Address: 6860 North Dallas Parkway, Plano, Texas, United States

Certainty Home Loans Contact Details

Name Title LinkedIn Phone Email
Tony Armstrong Mortgage Loan Officer
Janette Johnson Loan Administrator
Kelley Hunt Branch Manager
Bobby Green Branch Manager
Dylan Casbon Mlo
Amanda Lubben Loan Officer
Sandy Barrett Loan Officer
Requires/Intent and 13 more Employees
Marketing Services
Performance Tracking & KPI Analytics
Corporate Finance Strategy
and more

3. Marquis

Industry: Financial Services

Location: Plano, Texas

Website: gomarquis.com

Company Founded: 1987

Company Size: 201-500

Company Address: 5208 Tennyson Parkway, Plano, Texas, United States

Marquis Contact Details

Name Title LinkedIn Phone Email
Chelle Gordon Svp, Product Manager
Cfmp Trevor Riley Vice President, Regional Manager
Robert Shibla Vp, Marketing Strategy
Bennett Seibert Vice President, Software And Services Implementation Specialist
Trevor Riley Vice President, Regional Manager
Joline Walgamott Vp, National Account Manager
Jenna Rowland Senior Vice President Of Marketing Analytics And Strategy
Requires/Intent and 47 more Employees
Corporate Finance Strategy
Blockchain & Cryptocurrency Solutions
Legal Compliance & Advisory
Mergers & Acquisitions Advisory
and more

4. Alkami Technology

Industry: Financial Services

Location: Plano, Texas

Website: alkami.com

Company Founded: 2010

Company Size: 201-500

Company Address: 5601 Granite Parkway, Plano, Texas, United States

Alkami Technology Contact Details

Name Title LinkedIn Phone Email
Adam Dolby Senior Manager, Partnerships
Maulik Shah Product Manager
Jason Song Senior Scrum Master And Coach
Nick Chasse Senior Sales Engineer
Danielle Hull Lead Principal Project Manager
Anna Davis Client Sales Executive
Bill Kemsley Instructional Designer
Requires/Intent and 4 more Employees
Securities Trading & Brokerage
Cybersecurity & Data Protection
Accounting Services
Hedge Fund & Private Equity Consulting
and more

5. Eleven Mortgage

Industry: Financial Services

Location: Plano, Texas

Website: elevenmortgage.com

Company Size: 51-200

Company Address: 5160 Tennyson Parkway, Plano, Texas, United States

Eleven Mortgage Contact Details

Name Title LinkedIn Phone Email
Michael Sheffield Regional Sales Manager
Stacy Dooms Wholesale Account Executive
Sue Whitney Account Executive
Trish Sheffield Senior Account Executive
Janell Gregersen Team Lead Account Manager
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more

6. Centra Funding

Industry: Financial Services

Location: Plano, Texas

Website: centrafunding.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1400 Preston Road, Plano, Texas, United States

Centra Funding Contact Details

Name Title LinkedIn Phone Email
Jason Trenkamp Vice President Of Sales
Drew Kabo Vice President Of Sales
Ramsey Lawrence Vice President Of Sales
Jacob Patridge Regional Vice President Of Sales
Requires/Intent
Accounting Services
Online Advertising & SEO
Legal Compliance & Advisory
Loan Origination & Servicing Platforms
Compliance & Regulatory Advisory
and more

7. Training Consultants

Industry: Financial Services

Location: Plano, Texas

Website: trainingconsultants.com

Company Founded: 1979

Company Size: 11-50

Company Address: 5851 Legacy Circle, Plano, Texas, United States

Training Consultants Contact Details

Name Title LinkedIn Phone Email
Adam Hansley Enterprise Account Executive
Requires/Intent
Hedge Fund & Private Equity Consulting
Treasury & Cash Flow Management
Document Management & E-signature Solutions
Business Strategy & Growth Consulting
and more

8. Retirement Planners Of America

Industry: Financial Services

Location: Plano, Texas

Website: retirementplannersofamerica.com

Company Size: 51-200

Company Address: 2820 Dallas Parkway, Plano, Texas, United States

Retirement Planners Of America Contact Details

Name Title LinkedIn Phone Email
Karli Bradley Financial Advisor
Requires/Intent
Technology Consulting
Branding & Public Relations
and more

9. The Planning Cloud™

Industry: Financial Services

Location: Plano, Texas

Website: myepcloud.com

Company Founded: 2017

Company Size: 11-50

Company Address: 5700 Tennyson Parkway, Plano, Texas, United States

The Planning Cloud™ Contact Details

Name Title LinkedIn Phone Email
Abram Smith Chief Executive Officer
Scott Mehr Advisory Board
Craig Alger Advisor Partner Representative
Requires/Intent
Fraud Detection & Prevention
Corporate Finance Strategy
HR & Talent Acquisition
Branding & Public Relations
Business Strategy & Growth Consulting
and more

10. Wr Starkey Mortgage

Industry: Financial Services

Location: Plano, Texas

Website: starkeymtg.com

Company Founded: 2000

Company Size: 201-500

Company Address: 6101 West Plano Parkway, Plano, Texas, United States

Wr Starkey Mortgage Contact Details

Name Title LinkedIn Phone Email
Lori Harris Branch Manager
Sandy Shannon Loan Officer At Wr Starkey Mortgage
Bridgette Kirkley Senior Processor
Mel Allen Mortgage Loan Originator
Wendy Kizer Loan Officer Assistant
Maura Bonwitt Senior Loan Procesor
Kim Marks Mortgage Loan Assistant
Requires/Intent and 45 more Employees
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
and more

11. Autoassure

Industry: Financial Services

Location: Plano, Texas

Website: autoassure.com

Company Size: 51-200

Autoassure Contact Details

Name Title LinkedIn Phone Email
Tiffany Cole Sales
Seant Coughlin Sales Manager And Takeover Manager
Dinah Appelbaum Inside Sales Representative
Patrick Williams Sales Manager
Shelby Clark Director Of Customer Relations
Amber Palazzolo Sales Training Manager
Paul Nixon Sales Manager
Requires/Intent and 18 more Employees
Corporate Finance Strategy
Debt Collection & Recovery
Securities Trading & Brokerage
Mergers & Acquisitions Advisory
Treasury & Cash Flow Management
and more

12. Capital One Auto Finance

Industry: Financial Services

Location: Plano, Texas

Company Size: 201-500

Company Address: 7933 Preston Road, Plano, Texas, United States

Capital One Auto Finance Contact Details

Name Title LinkedIn Phone Email
Vickie Matthews Senior Vice President, Regional Sales Manager
Joseph Cameron Titles Department
Michael Montague Risk Associate
Nick Rodighiero Chief Executive Officer Of Capital One Bank
Jesse Garafola Relationship Manager
Requires/Intent
Wealth Management
Blockchain & Cryptocurrency Solutions
and more

13. Synerprise Consulting Services Inc

Industry: Financial Services

Location: Plano, Texas

Website: synerpriseconsulting.com

Company Founded: 2001

Company Size: 51-200

Company Address: 2809 Regal Road, Plano, Texas, United States

Synerprise Consulting Services Inc Contact Details

Name Title LinkedIn Phone Email
Jason Beeding General Manager
Brandon Wagle Collections Manager
Richie Mccoy Floor Supervisor
Felicia Rice Collections Representative
Matt Mcneil Collections Manager
Christopher Mohr Accounts Receivable Specialist
Rich Mccoy Manager
Requires/Intent
Automation & Workflow Optimization
API Integration For FinTech
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Plano Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Eric Almquist Benchmark Mortgage (nmls #2143) Branch Manager
2 Mike Watson Benchmark Mortgage (nmls #2143) Senior Mortgage Loan Officer
3 Suzanne Söderberg Benchmark Mortgage (nmls #2143) Senior Mortgage Loan Originator
4 Glenn Davis Benchmark Mortgage (nmls #2143) Branch Manager
5 Allyson Leisey Benchmark Mortgage (nmls #2143) Senior Mortgage Loan Officer
6 Suzie Ludwick Benchmark Mortgage (nmls #2143) Senior Mortgage Loan Consultant
7 Brian Farley Benchmark Mortgage (nmls #2143) Mortgage Loan Originator
8 Tony Armstrong Certainty Home Loans Mortgage Loan Officer
9 Janette Johnson Certainty Home Loans Loan Administrator
10 Kelley Hunt Certainty Home Loans Branch Manager
11 Bobby Green Certainty Home Loans Branch Manager
12 Dylan Casbon Certainty Home Loans Mlo
13 Amanda Lubben Certainty Home Loans Loan Officer
14 Sandy Barrett Certainty Home Loans Loan Officer
15 Chelle Gordon Marquis Svp, Product Manager
16 Cfmp Trevor Riley Marquis Vice President, Regional Manager
17 Robert Shibla Marquis Vp, Marketing Strategy
18 Bennett Seibert Marquis Vice President, Software And Services Implementation Specialist
19 Trevor Riley Marquis Vice President, Regional Manager
20 Joline Walgamott Marquis Vp, National Account Manager
21 Jenna Rowland Marquis Senior Vice President Of Marketing Analytics And Strategy
22 Adam Dolby Alkami Technology Senior Manager, Partnerships
23 Maulik Shah Alkami Technology Product Manager
24 Jason Song Alkami Technology Senior Scrum Master And Coach
25 Nick Chasse Alkami Technology Senior Sales Engineer
26 Danielle Hull Alkami Technology Lead Principal Project Manager
27 Anna Davis Alkami Technology Client Sales Executive
28 Bill Kemsley Alkami Technology Instructional Designer
29 Michael Sheffield Eleven Mortgage Regional Sales Manager
30 Stacy Dooms Eleven Mortgage Wholesale Account Executive
31 Sue Whitney Eleven Mortgage Account Executive
32 Trish Sheffield Eleven Mortgage Senior Account Executive
33 Janell Gregersen Eleven Mortgage Team Lead Account Manager
34 Jason Trenkamp Centra Funding Vice President Of Sales
35 Drew Kabo Centra Funding Vice President Of Sales
36 Ramsey Lawrence Centra Funding Vice President Of Sales
37 Jacob Patridge Centra Funding Regional Vice President Of Sales
38 Adam Hansley Training Consultants Enterprise Account Executive
39 Karli Bradley Retirement Planners Of America Financial Advisor
40 Abram Smith The Planning Cloud™ Chief Executive Officer

Financial Services companies in different cities of Texas

No. Industry Number of Contacts Download
1 Financial services Companies in Dallas 27892
2 Financial services Companies in Houston 24222
3 Financial services Companies in Austin 27158
4 Financial services Companies in Irving 8074
5 Financial services Companies in San Antonio 8808
6 Financial services Companies in Fort Worth 6606
7 Financial services Companies in Addison 4404
8 Financial services Companies in Richardson 1468
9 Financial services Companies in Sugar Land 2202
10 Financial services Companies in Arlington 1468