Top 20 Financial Services Companies in Santa Fe

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

Financial Services Companies in Santa Fe

1. Thornburg Investment Management

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: thornburg.com

Company Founded: 1982

Company Size: 201-500

Company Address: 2300 North Ridgetop Road, Santa Fe, New Mexico, United States

Thornburg Investment Management Contact Details

Name Title LinkedIn Phone Email
Larry Martine Head Of Digital Marketing
Larry Martine Head Of Digital Marketing
Jennifer Herring Senior Human Resources Manager
Jennifer Herring Senior Human Resources Manager
Nimish Bhatt Chief Financial Officer, Treasurer And Managing Director
Nimish Bhatt Chief Financial Officer, Treasurer And Managing Director
Stirling Adelhelm Analyst
Requires/Intent and 190 more Employees
Document Management & E-signature Solutions
Fraud Detection & Prevention
Automation & Workflow Optimization
Debt Collection & Recovery
Portfolio Management
and more

2. Bank On Yourself®

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: bankonyourself.com

Company Founded: 1990

Company Size: 1-10

Company Address: 903 West Alameda Street, Santa Fe, New Mexico, United States

Bank On Yourself® Contact Details

Name Title LinkedIn Phone Email
Pamela Yellen President
Pamela Yellen President
Neal Buechler Bank On Yourself
Angelina Hull Director Of Operations
Angelina Hull Director Of Operations
Aurael Christall Director Of Marketing And Business Owner
Aurael Christall Director Of Marketing And Business Owner
Requires/Intent
Digital Payment & Subscription Solutions
Mobile App Development For Financial Services
IoT-enabled Smart Banking Solutions
Technology Consulting
and more

3. Homewise Inc.

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: homewise.org

Company Founded: 1986

Company Size: 51-200

Company Address: 1301 Siler Road, Santa Fe, New Mexico, United States

Homewise Inc. Contact Details

Name Title LinkedIn Phone Email
Jaime Jaramillo Real Estate Development Planning Manager
Jaime Jaramillo Real Estate Development Planning Manager
Robert Morlino Marketing Director
Robert Morlino Marketing Director
Daniel Slavin Director Of Real Estate Development
Daniel Slavin Director Of Real Estate Development
Gloria Chavez Customer Care Manager
Requires/Intent and 56 more Employees
Digital Payment & Subscription Solutions
Treasury & Cash Flow Management
Omnichannel Customer Support
Risk Management & Compliance
and more

4. New Mexico Finance Authority

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: nmfa.net

Company Founded: 1992

Company Size: 11-50

Company Address: 207 Shelby Street, Santa Fe, New Mexico, United States

New Mexico Finance Authority Contact Details

Name Title LinkedIn Phone Email
Joe Durr Regional Finance Manager
Joe Durr Regional Finance Manager
Leslie Medina Director Of Loan Operations Department
Leslie Medina Director Of Loan Operations Department
Norman Vuylsteke Senior Accountant
Norman Vuylsteke Senior Accountant
John Brooks Director Of Commercial Lending
Requires/Intent and 29 more Employees
Financial Forecasting & Modeling
Risk Management & Compliance
Marketing Services
and more

5. Guadalupe Credit Union

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: guadalupecu.org

Company Founded: 1948

Company Size: 11-50

Company Address: 3610 Mimbres Lane, Santa Fe, New Mexico, United States

Guadalupe Credit Union Contact Details

Name Title LinkedIn Phone Email
Diane Sandoval-griego Financial Empowerment And Outreach Manager
Diane Sandoval-griego Financial Empowerment And Outreach Manager
Cude Nelson Medina Branch Manager
Cude Nelson Medina Branch Manager
Cude Antoinette Olivas Collector
Cude Antoinette Olivas Collector
Michael Rodriguez Quality Control
Requires/Intent and 11 more Employees
HR & Talent Acquisition
Investment Advisory
Customer Relationship Management (CRM)
Financial Auditing & Reporting
Quality Control & Assurance
and more

6. Longview Asset Management Llc

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: longviewasset.com

Company Founded: 2002

Company Size: 1-10

Company Address: 136 Grant Avenue, Santa Fe, New Mexico, United States

Longview Asset Management Llc Contact Details

Name Title LinkedIn Phone Email
Douglas Lynam Principal
Douglas Lynam Principal
Maria Motsinger Client Services Manager
Maria Motsinger Client Services Manager
Requires/Intent
Performance Tracking & KPI Analytics
Portfolio Management
Employee Training & Workforce Development
and more

7. The Rikoon Group

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: rikoongroup.com

Company Size: 1-10

Company Address: 2218 Old Arroyo Chamiso, Santa Fe, New Mexico, United States

The Rikoon Group Contact Details

Name Title LinkedIn Phone Email
Kyle Burns Vice President And Chief Operations Officer
Kyle Burns Vice President And Chief Operations Officer
Contessa Archuleta Financial Advisor
Contessa Archuleta Financial Advisor
Requires/Intent
API Integration For FinTech
Banking & Payment Processing
Investment Advisory
Cloud Computing Solutions
Automation & Workflow Optimization
and more

8. Santa Fe Sports Med & Rehab

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: santafesportsmedicine.com

Company Size: 1-10

Company Address: 104 Old Las Vegas Highway, Santa Fe, New Mexico, United States

Santa Fe Sports Med & Rehab Contact Details

Name Title LinkedIn Phone Email
Cert Alyson Yacono Doctor Of Physical Therapy
Cert Alyson Yacono Doctor Of Physical Therapy
Alyson Yacono Doctor Of Physical Therapy
Alyson Yacono Doctor Of Physical Therapy
Kenyon Candace President
Kenyon Candace President
Requires/Intent
Sales & Lead Generation Strategy
HR & Talent Acquisition
and more

9. State Employee Credit Union

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: secunm.org

Company Founded: 1958

Company Size: 51-200

Company Address: 813 St Michaels Drive, Santa Fe, New Mexico, United States

State Employee Credit Union Contact Details

Name Title LinkedIn Phone Email
Al Padilla Sales Manager
Al Padilla Sales Manager
Ingrid Irwin Financial Services Representative
Erica Gonzales Training Supervisor
Erica Gonzales Training Supervisor
Emilio Atencio Chief Lending Officer
Emilio Atencio Chief Lending Officer
Requires/Intent and 2 more Employees
Debt Collection & Recovery
Risk Assessment & Mitigation
and more

10. Girls Scouts Of America

Industry: Financial Services

Location: Santa Fe, New Mexico

Company Size: 11-50

Girls Scouts Of America Contact Details

Name Title LinkedIn Phone Email
Lisa Butler Girl Scout Leader
Margaret Collins Unit Counselor
Kris Johnstone Office Worker
Stacy Stark Troop Leader
Nikki Smoot Troop Leader
Billy Golden Network Administrator
Breanna Brunner Riding Instructor
Requires/Intent
Marketing Services
AI-powered Financial Insights
HR & Talent Acquisition
Quality Control & Assurance
Customer Relationship Management (CRM)
and more

11. Zia Financial Group

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: ziafinancialgroup.com

Company Founded: 2011

Company Size: 1-10

Company Address: 460 St Michaels Drive, Santa Fe, New Mexico, United States

Zia Financial Group Contact Details

Name Title LinkedIn Phone Email
Lutcf J. Leland Davis Financial Advisor And Managing Director
Requires/Intent
Risk Assessment & Mitigation
Financial Auditing & Reporting
Insurance & Underwriting Services
ESG & Sustainable Finance Consulting
Securities Trading & Brokerage
and more

12. Marketgauge

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: marketgauge.com

Company Founded: 1997

Company Size: 1-10

Marketgauge Contact Details

Name Title LinkedIn Phone Email
Keith Schneider Chief Executive Officer
Keith Schneider Chief Executive Officer
Requires/Intent
Treasury & Cash Flow Management
Omnichannel Customer Support
Investment Advisory
Risk Management & Compliance
Loan Origination & Servicing Platforms
and more

13. Legacy Concierge

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: legacy-concierge.com

Company Founded: 2014

Company Size: 1-10

Company Address: 12 Calle De Luz, Santa Fe, New Mexico, United States

Legacy Concierge Contact Details

Name Title LinkedIn Phone Email
Damon Altomare Chief Technology Officer
Damon Altomare Chief Technology Officer
Requires/Intent
Treasury & Cash Flow Management
Mobile App Development For Financial Services
Marketing Services
Digital Payment & Subscription Solutions
and more

14. Anasazi Mortgage

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: anasazimortgage.com

Company Size: 1-10

Company Address: 1660 Old Pecos Trail, Santa Fe, New Mexico, United States

Anasazi Mortgage Contact Details

Name Title LinkedIn Phone Email
Ginger Sullivan Owner
Ginger Sullivan Owner
Requires/Intent
Financial Planning & Retirement Solutions
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
and more

15. Acceptance Capital Mortgage Corporation

Industry: Financial Services

Location: Santa Fe, New Mexico

Company Size: 1-10

Company Address: 1228 Osage Avenue, Santa Fe, New Mexico, United States

Acceptance Capital Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Sara Watson Mortgage Loan Processor
Requires/Intent
Branding & Public Relations
Marketing Services
Compliance & Regulatory Advisory
and more

16. Horizons Sustainable Financial Services, Inc.

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: horizonssfs.com

Company Size: 1-10

Company Address: 535 Cerrillos Road, Santa Fe, New Mexico, United States

Horizons Sustainable Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Guy Le Sage Financial Advisor
Guy Le Sage Financial Advisor
Requires/Intent
Blockchain & Cryptocurrency Solutions
Cloud Computing Solutions
Risk Management & Compliance
and more

17. Taylor Made Construction

Industry: Financial Services

Location: Santa Fe, New Mexico

Website: taylormadesconstruction.com

Company Size: 51-200

Company Address: P/o Box 4967, Santa Fe, New Mexico, United States

Taylor Made Construction Contact Details

Name Title LinkedIn Phone Email
Jesse Farniok Carpenter
Requires/Intent
Treasury & Cash Flow Management
Mobile App Development For Financial Services
and more

18. Winston Associates

Industry: Financial Services

Location: Santa Fe, New Mexico

Company Size: 51-200

Company Address: 905 Dunlap Street, Santa Fe, New Mexico, United States

Winston Associates Contact Details

Name Title LinkedIn Phone Email
Abby Lane Creative Director
Requires/Intent
Treasury & Cash Flow Management
Tax Planning & Strategy
IoT-enabled Smart Banking Solutions
and more
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Santa Fe Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Larry Martine Thornburg Investment Management Head Of Digital Marketing
2 Larry Martine Thornburg Investment Management Head Of Digital Marketing
3 Jennifer Herring Thornburg Investment Management Senior Human Resources Manager
4 Jennifer Herring Thornburg Investment Management Senior Human Resources Manager
5 Nimish Bhatt Thornburg Investment Management Chief Financial Officer, Treasurer And Managing Director
6 Nimish Bhatt Thornburg Investment Management Chief Financial Officer, Treasurer And Managing Director
7 Stirling Adelhelm Thornburg Investment Management Analyst
8 Pamela Yellen Bank On Yourself® President
9 Pamela Yellen Bank On Yourself® President
10 Neal Buechler Bank On Yourself® Bank On Yourself
11 Angelina Hull Bank On Yourself® Director Of Operations
12 Angelina Hull Bank On Yourself® Director Of Operations
13 Aurael Christall Bank On Yourself® Director Of Marketing And Business Owner
14 Aurael Christall Bank On Yourself® Director Of Marketing And Business Owner
15 Jaime Jaramillo Homewise Inc. Real Estate Development Planning Manager
16 Jaime Jaramillo Homewise Inc. Real Estate Development Planning Manager
17 Robert Morlino Homewise Inc. Marketing Director
18 Robert Morlino Homewise Inc. Marketing Director
19 Daniel Slavin Homewise Inc. Director Of Real Estate Development
20 Daniel Slavin Homewise Inc. Director Of Real Estate Development
21 Gloria Chavez Homewise Inc. Customer Care Manager
22 Joe Durr New Mexico Finance Authority Regional Finance Manager
23 Joe Durr New Mexico Finance Authority Regional Finance Manager
24 Leslie Medina New Mexico Finance Authority Director Of Loan Operations Department
25 Leslie Medina New Mexico Finance Authority Director Of Loan Operations Department
26 Norman Vuylsteke New Mexico Finance Authority Senior Accountant
27 Norman Vuylsteke New Mexico Finance Authority Senior Accountant
28 John Brooks New Mexico Finance Authority Director Of Commercial Lending
29 Diane Sandoval-griego Guadalupe Credit Union Financial Empowerment And Outreach Manager
30 Diane Sandoval-griego Guadalupe Credit Union Financial Empowerment And Outreach Manager
31 Cude Nelson Medina Guadalupe Credit Union Branch Manager
32 Cude Nelson Medina Guadalupe Credit Union Branch Manager
33 Cude Antoinette Olivas Guadalupe Credit Union Collector
34 Cude Antoinette Olivas Guadalupe Credit Union Collector
35 Michael Rodriguez Guadalupe Credit Union Quality Control
36 Douglas Lynam Longview Asset Management Llc Principal
37 Douglas Lynam Longview Asset Management Llc Principal
38 Maria Motsinger Longview Asset Management Llc Client Services Manager
39 Maria Motsinger Longview Asset Management Llc Client Services Manager
40 Kyle Burns The Rikoon Group Vice President And Chief Operations Officer

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