Top 50 Financial Services Companies in Scottsdale

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Below is the list of Top 50 Financial Services Companies in Scottsdale ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Scottsdale

1. Early Warning®

Industry: Financial Services

Location: Scottsdale, Arizona

Website: earlywarning.com

Company Founded: 1990

Company Size: 501-1000

Company Address: 16552 North 90th Street, Scottsdale, Arizona, United States

Early Warning® Contact Details

Name Title LinkedIn Phone Email
Raju Gangadhara Senior Software Engineer
Nichole Fabbro Marketing Operations Manager
Lou Alexander Chief Product Officer
Mannie Romero Senior Director Security Architecture
David Oppenheim Associate General Counsel
Heather Gomez Senior Technical Recruiter
Kelly Browning Senior Recruiter
Requires/Intent and 410 more Employees
Employee Training & Workforce Development
AI-powered Financial Insights
and more

2. V.i.p. Mortgage, Inc.

Industry: Financial Services

Location: Scottsdale, Arizona

Company Founded: 2006

Company Size: 201-500

Company Address: 4900 North Scottsdale Road, Scottsdale, Arizona, United States

V.i.p. Mortgage, Inc. Contact Details

Name Title LinkedIn Phone Email
Eric Kilstrom Senior Vice President At Vip Mortgage
Marty Olry Producing Branch Manager
Aaron Payne Loan Officer And Mortgage Banker
Ryan Madrid Loan Officer
Sheila Chonis Client Coordinator
Gregg Lindholm Vice President - Senior Loan Officer
Mark Shaw Senior Vice President Wholesale Lending
Requires/Intent and 131 more Employees
Marketing Services
Document Management & E-signature Solutions
Loan Origination & Servicing Platforms
and more

3. Homeowners Financial Group Usa, Llc

Industry: Financial Services

Location: Scottsdale, Arizona

Website: homeownersfg.com

Company Founded: 2004

Company Size: 201-500

Company Address: 16427 North Scottsdale Road, Scottsdale, Arizona, United States

Homeowners Financial Group Usa, Llc Contact Details

Name Title LinkedIn Phone Email
Nelson Deleon Director Of Capital Markets
Jake Mueller Area Sales Manager
Jake Mueller Area Sales Manager
Jake Mueller Area Sales Manager
William Dickens Regional Manager Nmls #448518
William Dickens Regional Manager Nmls #448518
Kevin Brumit Senior Loan Officer
Requires/Intent and 141 more Employees
Quality Control & Assurance
Financial Forecasting & Modeling
Risk Assessment & Mitigation
and more

4. Annexus Group

Industry: Financial Services

Location: Scottsdale, Arizona

Website: annexus.com

Company Founded: 2006

Company Size: 51-200

Company Address: 16767 North Perimeter Drive, Scottsdale, Arizona, United States

Annexus Group Contact Details

Name Title LinkedIn Phone Email
David Rauch Chief Operations Officer And Gc
James Hahn Executive Vice President Of Life Sales And Distribution
Jon Elder National Life Specialist
Jim Richards Chief Strategy Officer
Stephanie Bartruff Chief Distribution Officer For Annexus Distributors
Sarath Chalamcharla Senior Data Warehouse Business Architect And Developer
Michael Snyder Senior Director Of Marketing
Requires/Intent and 48 more Employees
Sales & Lead Generation Strategy
Fraud Detection & Prevention
Compliance & Regulatory Advisory
Data Analytics & Business Intelligence
AI-powered Financial Insights
and more

5. Micamp Solutions

Industry: Financial Services

Location: Scottsdale, Arizona

Website: micamp.com

Company Founded: 2007

Company Size: 51-200

Company Address: 4021 North 75th Street, Scottsdale, Arizona, United States

Micamp Solutions Contact Details

Name Title LinkedIn Phone Email
Jonathan Radow Senior Vice President Of Business Development
Ryan Yarter Director Of High Risk
Sean Mostrom Business Development
Reno Saintfleur Senior Account Manager
Tim George Business Development Specialist
Justin Kelly Sales Consultant
John Restivo Senior Account Specialist
Requires/Intent and 12 more Employees
Cloud Computing Solutions
Fraud Detection & Prevention
Marketing Services
AI-powered Financial Insights
Legal Compliance & Advisory
and more

6. Store Capital

Industry: Financial Services

Location: Scottsdale, Arizona

Website: storecapital.com

Company Founded: 2011

Company Size: 51-200

Company Address: 8377 East Hartford Drive, Scottsdale, Arizona, United States

Store Capital Contact Details

Name Title LinkedIn Phone Email
Christopher Volk President And Chief Executive Officer
Kris Reddick Managing Director-acquisitions
Jake Flick Vice President - Portfolio Management
Joshua Bowman Managing Director Of Acquisitions
Eric Wood Managing Director Of Acquisitions
Tyler Maertz Managing Director - Acquisitions
Jon Ruzan Vice President Communications
Requires/Intent and 32 more Employees
Performance Tracking & KPI Analytics
Insurance & Underwriting Services
and more

7. Watermark Wealth Strategies

Industry: Financial Services

Location: Scottsdale, Arizona

Website: watermarkwealth.com

Company Founded: 2009

Company Size: 11-50

Company Address: 11333 North Scottsdale Road, Scottsdale, Arizona, United States

Watermark Wealth Strategies Contact Details

Name Title LinkedIn Phone Email
Sara Gordon Practice Manager
Matt Phillips Financial Advisor
Aaron Gordon Certified Financial Planner
Janel Klugherz Client Services Manager
Tom Lundgaard Co-manager, Senior Financial Advisor At Watermark Wealth Strategies
Casey Fox Financial Advisor
Casey Fox Financial Advisor
Requires/Intent and 7 more Employees
Blockchain & Cryptocurrency Solutions
IoT-enabled Smart Banking Solutions
and more

8. Jfq Lending, Inc.

Industry: Financial Services

Location: Scottsdale, Arizona

Website: jfqlending.com

Company Founded: 2017

Company Size: 501-1000

Company Address: 15051 North Kierland Boulevard, Scottsdale, Arizona, United States

Jfq Lending, Inc. Contact Details

Name Title LinkedIn Phone Email
Chelsea Meek Manager Of Recruiting And Business Development
Matt Rubin Loan Officer
Hunter Johnson Loan Officer Nmls: 1920864
Megan Miller Operations Support Supervisor
Dallas Heidt Executive Loan Officer
Trey Tornga Loan Officer Nmls #1948892
Daniel Young-miller Loan Officer
Requires/Intent and 55 more Employees
Digital Payment & Subscription Solutions
ERP For Financial Institutions
HR & Talent Acquisition
Mortgage & Loan Processing
and more

9. Cornerstone Advisors

Industry: Financial Services

Location: Scottsdale, Arizona

Company Founded: 2002

Company Size: 1-10

Company Address: 7272 East Indian School Road, Scottsdale, Arizona, United States

Cornerstone Advisors Contact Details

Name Title LinkedIn Phone Email
Steve Williams President And Partner
Ryan Rackley Partner
Joel Pruis Senior Director
Geoffrey Gray Management Consultant
James Davis Director
Scott Sommer Chief Executive Officer And Partner
Quintin Sykes Managing Director, Technology Solutions Practice
Requires/Intent and 19 more Employees
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
Fraud Detection & Prevention
Branding & Public Relations
and more

10. United Planners Financial Services

Industry: Financial Services

Location: Scottsdale, Arizona

Website: unitedplanners.com

Company Founded: 1987

Company Size: 51-200

Company Address: 7333 East Doubletree Ranch Road, Scottsdale, Arizona, United States

United Planners Financial Services Contact Details

Name Title LinkedIn Phone Email
David Shindel Chief Executive Officer
Kimberly Ausborn Registered Principal
Billy Oliverio Executive Vice President - Chief Marketing Officer
Theresa Hall Registered Representative
Aifa Theresa Hall Registered Representative
Planner Alexander Bush Registered Representative
Dave Hauer Chief Compliance Officer And Aml Officer
Requires/Intent and 43 more Employees
Financial Auditing & Reporting
Customer Relationship Management (CRM)
Credit Rating & Analysis
Automation & Workflow Optimization
and more

11. Massmutual Arizona

Industry: Financial Services

Location: Scottsdale, Arizona

Company Founded: 1958

Company Size: 51-200

Company Address: 17550 North Perimeter Drive, Scottsdale, Arizona, United States

Massmutual Arizona Contact Details

Name Title LinkedIn Phone Email
Kelly Sese Director Of Recruiting
Charlie Alexander Financial Services Professional
Steve Horrell Retirement Income Specialist
J Blake Sypher Financial Services Professional
Edward Grant Registered Representative
Brendan Petty Vice President
Kelly Sese Director Of Recruiting
Requires/Intent and 20 more Employees
Tax Planning & Strategy
Quality Control & Assurance
and more

12. Financial Planning Association (fpa) Of Greater Phoenix

Industry: Financial Services

Location: Scottsdale, Arizona

Website: fpaofphoenix.org

Company Founded: 1988

Company Size: 201-500

Financial Planning Association (fpa) Of Greater Phoenix Contact Details

Name Title LinkedIn Phone Email
Rob Kanyur Partner
Requires/Intent
Hedge Fund & Private Equity Consulting
Wealth Management
Financial Planning & Retirement Solutions
Cybersecurity & Data Protection
ERP For Financial Institutions
and more

13. Imortgage

Industry: Financial Services

Location: Scottsdale, Arizona

Website: imortgage.com

Company Founded: 1999

Company Size: 501-1000

Company Address: 4800 North Scottsdale Road, Scottsdale, Arizona, United States

Imortgage Contact Details

Name Title LinkedIn Phone Email
James Porter Fha And De Underwriter 2
Rene Manager Building New Long Lasting Relationships Within The Building Industry And Growing Our Builder Market Share
Cheryl Ladd Branch Manager
Lilia Rosas Underwriter
Branch Maria Bauman Branch Manager
Janette Venturino-davanis Loan Officer Assistant
Stephanie Bielesch Internal Loan Consultant
Requires/Intent and 119 more Employees
Compliance & Regulatory Advisory
Debt Collection & Recovery
ERP For Financial Institutions
AI-powered Financial Insights
Blockchain & Cryptocurrency Solutions
and more

14. Middleton Advisory Group

Industry: Financial Services

Location: Scottsdale, Arizona

Website: middletonadvisorygroup.com

Company Founded: 2018

Company Size: 11-50

Company Address: 23623 North Scottsdale Road, Scottsdale, Arizona, United States

Middleton Advisory Group Contact Details

Name Title LinkedIn Phone Email
Chris Morones Business Development Concierge
Brian Boyles National Sales Manager
Larissa Griffin Business Development Liaison
Olga Ortega-singleton Executive Administrative Coordinator
Keegan Mueller Business Development Assistant
Michele Chapel Business Development Concierge
Requires/Intent
Treasury & Cash Flow Management
Data Analytics & Business Intelligence
ERP For Financial Institutions
Online Advertising & SEO
and more

15. Simplicity Financial Marketing

Industry: Financial Services

Location: Scottsdale, Arizona

Website: simplicitymarketing.com

Company Size: 51-200

Company Address: 8700 East Vista, Scottsdale, Arizona, United States

Simplicity Financial Marketing Contact Details

Name Title LinkedIn Phone Email
Jeremy Valerious Business Coach
Jordan Walker Business Coach
Bryson Craven Senior Marketing Associate
Sergio Serrano Business Development Specialist
Thomas Holm Business Coach
Alek Melkumov Business Development Consultant For Financial Advisors
Marisa Viterbo Advisor Development Consultant
Requires/Intent and 14 more Employees
Banking & Payment Processing
Corporate Finance Strategy
and more

16. First Financial Equity Corporation

Industry: Financial Services

Location: Scottsdale, Arizona

Website: ffec.com

Company Founded: 1985

Company Size: 51-200

Company Address: 7373 North Scottsdale Road, Scottsdale, Arizona, United States

First Financial Equity Corporation Contact Details

Name Title LinkedIn Phone Email
Alexander Aretakis Vice President - Investments
Martin Ercoline Vice President Investments
Robert Church Senior Vice President-investments, Registered Investment Advisor Representative
Kim Busard-bart Senior Compliance Officer
Taylor Reed Vice President - Investments
Larry Goldstein Senior Vice President Investments
Joshua Harter Investment Advisor Representative
Requires/Intent and 64 more Employees
IoT-enabled Smart Banking Solutions
Digital Payment & Subscription Solutions
Banking & Payment Processing
Mobile App Development For Financial Services
and more

17. The Quantum Group, Usa, Llc

Industry: Financial Services

Location: Scottsdale, Arizona

Website: thequantum.com

Company Size: 51-200

Company Address: 17550 North Perimeter Drive, Scottsdale, Arizona, United States

The Quantum Group, Usa, Llc Contact Details

Name Title LinkedIn Phone Email
Matthew Reeves Life Wholesaler
Michael Whorton Vice President Of Ria Development
Jennifer Becker Art Director
Andy Kvesic General Counsel
Geoffrey Dix Director Of Web Design And Development
Requires/Intent
API Integration For FinTech
Credit Rating & Analysis
Digital Payment & Subscription Solutions
and more

18. R.w. Kline Companies

Industry: Financial Services

Location: Scottsdale, Arizona

Website: rwkline.com

Company Founded: 1983

Company Size: 11-50

Company Address: 14500 North Northsight Boulevard, Scottsdale, Arizona, United States

R.w. Kline Companies Contact Details

Name Title LinkedIn Phone Email
Robert Kline President And Chief Executive Officer
Requires/Intent
Online Advertising & SEO
Marketing Services
Automation & Workflow Optimization
Investment Advisory
Data Analytics & Business Intelligence
and more

19. Wilde Wealth Management Group, Inc.

Industry: Financial Services

Location: Scottsdale, Arizona

Website: wildewealth.com

Company Size: 11-50

Company Address: 7025 North Scottsdale Road, Scottsdale, Arizona, United States

Wilde Wealth Management Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Lionel Evans Investment Advisor Representative
Vanessa Blaha Director Of Client Services
Mark Blaha Marketing Associate
Kirtus Brutsman Financial Planner And Wealth Advisor
Jason Fial Investment Advisor
Douglas Cole Director Of Investment Management
Mary Twitty Account Manager
Requires/Intent and 7 more Employees
Automation & Workflow Optimization
Hedge Fund & Private Equity Consulting
Credit Rating & Analysis
Debt Collection & Recovery
and more

20. Thomas Title & Escrow

Industry: Financial Services

Location: Scottsdale, Arizona

Website: thomastitle.com

Company Founded: 2006

Company Size: 51-200

Company Address: 7150 East Camelback Road, Scottsdale, Arizona, United States

Thomas Title & Escrow Contact Details

Name Title LinkedIn Phone Email
Dustin Gaskey Chief Operating Officer | Partner
Marla Murray Business Development Officer
Sheila Hunter Vice President And Senior Commercial Escrow Officer
Joe Gutierrez Builder Development
Lynne Kremer Assistant Escrow Officer
Georgette Khoury Escrow Assistant
Tara Nielsen Manager
Requires/Intent and 7 more Employees
AI-powered Financial Insights
Accounting Services
and more

21. Minute Mortgage

Industry: Financial Services

Location: Scottsdale, Arizona

Website: minutemortgage.com

Company Founded: 2017

Company Size: 1-10

Company Address: 8388 East Hartford Drive, Scottsdale, Arizona, United States

Minute Mortgage Contact Details

Name Title LinkedIn Phone Email
Maryann Rivera Mortgage Loan Officer
Angel Chambers Mortgage Loan Officer
Heather Lujan Operations Manager
Requires/Intent
API Integration For FinTech
Corporate Finance Strategy
Portfolio Management
and more

22. Silverhawk Financial

Industry: Financial Services

Location: Scottsdale, Arizona

Website: silverhawkfinancial.com

Company Founded: 1992

Company Size: 11-50

Company Address: 21090 North Pima Road, Scottsdale, Arizona, United States

Silverhawk Financial Contact Details

Name Title LinkedIn Phone Email
Paul Mershon Founder, Chief Executive Officer
Joe Laux Certified Private Wealth Advisor , Certified Financial Plannerâ
Nicholas Fisher Private Wealth Advisor
Brian Vaughn Private Wealth Advisor
Shanna Rivera Operations Manager
Robyn Waltz Executive Assistant
Harrison Mershon Private Wealth Advisor
Requires/Intent and 6 more Employees
Mergers & Acquisitions Advisory
API Integration For FinTech
Banking & Payment Processing
Technology Consulting
Cloud Computing Solutions
and more

23. Concord Servicing Corporation

Industry: Financial Services

Location: Scottsdale, Arizona

Website: powerofconcord.com

Company Founded: 1988

Company Size: 51-200

Company Address: 4150 North Drinkwater Boulevard, Scottsdale, Arizona, United States

Concord Servicing Corporation Contact Details

Name Title LinkedIn Phone Email
Mark Johnson Chief Executive Officer
Michael Malangoni Software Developer
Stephen Bertrand Chief Financial Officer
Kyle Derry Director Of Contact Center Operations And Business Development
Stephen Rufle Devops Engineer
Madelon Barrow Director Of Client Experience And Support
Justin Graham Senior Software Developer Business
Requires/Intent and 26 more Employees
Compliance & Regulatory Advisory
Banking & Payment Processing
Data Analytics & Business Intelligence
and more

24. American Senior Benefits Of Arizona

Industry: Financial Services

Location: Scottsdale, Arizona

Website: asbofaz.com

Company Founded: 2015

Company Size: 11-50

Company Address: 14362 North Frank Lloyd Wright Boulevard, Scottsdale, Arizona, United States

American Senior Benefits Of Arizona Contact Details

Name Title LinkedIn Phone Email
Stacey Weber Managing Partner
Chuck Delavega General Manager
Requires/Intent
Wealth Management
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
and more

25. Ag Lending Club

Industry: Financial Services

Location: Scottsdale, Arizona

Website: aglendingclub.com

Company Founded: 2015

Company Size: 1-10

Company Address: 8390 East Viaduct, Scottsdale, Arizona, United States

Ag Lending Club Contact Details

Name Title LinkedIn Phone Email
Richard Cook Managing Director
Madison Cook-durkin Vice President Account Management
Requires/Intent
HR & Talent Acquisition
Mortgage & Loan Processing
Insurance & Underwriting Services
and more

26. Entrust Funding

Industry: Financial Services

Location: Scottsdale, Arizona

Website: entrustfunding.com

Company Founded: 2019

Company Size: 11-50

Entrust Funding Contact Details

Name Title LinkedIn Phone Email
Kurtis Tippit Executive Loan Banker
Samuel Scott Executive Mortgage Banker
Chase Kimsey Founding Partner And Chief Executive Officer
Rip Roggow Mortgage Loan Officer
Melissa Ross Executive Banker
Brian Zettler Senior Vice President Of Sales
Brandon Stacy Director Of Business Strategy
Requires/Intent and 5 more Employees
Insurance & Underwriting Services
Investment Advisory
Debt Collection & Recovery
and more

27. Next-financing

Industry: Financial Services

Location: Scottsdale, Arizona

Website: next-financing.com

Company Founded: 2006

Company Size: 11-50

Company Address: 6991 East Camelback Road, Scottsdale, Arizona, United States

Next-financing Contact Details

Name Title LinkedIn Phone Email
Anthony Quinn President
Debra Freeman Vice President Strategic Marketing Relationships
Requires/Intent
Sales & Lead Generation Strategy
Automation & Workflow Optimization
Mortgage & Loan Processing
Quality Control & Assurance
Securities Trading & Brokerage
and more

28. Del Mar Financial & Investments, L.l.c.

Industry: Financial Services

Location: Scottsdale, Arizona

Website: delmarfinancialaz.com

Company Founded: 2012

Company Size: 1-10

Company Address: 14301 North 87th Street, Scottsdale, Arizona, United States

Del Mar Financial & Investments, L.l.c. Contact Details

Name Title LinkedIn Phone Email
Dennis Giacone Owner
Diana Ace Assistant
Requires/Intent
Quality Control & Assurance
Accounting Services
and more

29. Madison One Cuso

Industry: Financial Services

Location: Scottsdale, Arizona

Website: m1cuso.com

Company Size: 11-50

Company Address: 9375 East Shea Boulevard, Scottsdale, Arizona, United States

Madison One Cuso Contact Details

Name Title LinkedIn Phone Email
Chris Balestrino Managing Director
Jason Bengert Managing Director
Requires/Intent
Performance Tracking & KPI Analytics
Marketing Services
API Integration For FinTech
and more

30. Trajan Wealth Llc

Industry: Financial Services

Location: Scottsdale, Arizona

Website: trajanwealth.com

Company Founded: 2011

Company Size: 51-200

Company Address: 7702 East Doubletree Ranch Road, Scottsdale, Arizona, United States

Trajan Wealth Llc Contact Details

Name Title LinkedIn Phone Email
Mike Wilson Fiduciary Advisor
Marti Bryant Wealth Advisor
Cfed Tim Lambros Fiduciary Advisor
Avery Romano Digital Marketing Coordinator
Judith Maldonado Client Relationship Manager
Paul Kripal Financial Advisor
Amanda Elgey Director Of Human Resources
Requires/Intent and 12 more Employees
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
Mortgage & Loan Processing
ERP For Financial Institutions
Legal Compliance & Advisory
and more

31. Commloan

Industry: Financial Services

Location: Scottsdale, Arizona

Company Founded: 2014

Company Size: 11-50

Commloan Contact Details

Name Title LinkedIn Phone Email
John Dorsey President
David Luke Vice President
Eric Little Vp, National Business Development
Lindsay Rodgers Svp, Operations
Heather Rio Lender Services Coordinator
Tanya De La Cruz Senior Loan Officer
Melanie Reyes Manager, Lender Services
Requires/Intent and 1 more Employees
Debt Collection & Recovery
Financial Forecasting & Modeling
Risk Management & Compliance
Data Analytics & Business Intelligence
and more

32. Mth Mortgage, A Partnership Of Loandepot And Meritage Homes

Industry: Financial Services

Location: Scottsdale, Arizona

Website: mthmortgage.com

Company Size: 51-200

Company Address: 8800 East Raintree Drive, Scottsdale, Arizona, United States

Mth Mortgage, A Partnership Of Loandepot And Meritage Homes Contact Details

Name Title LinkedIn Phone Email
Michael Vandee Branch Manager
Daniel Murphy National Direct Loan Consultant
Kressina Sanchez Loan Consultant
Requires/Intent
Corporate Finance Strategy
Banking & Payment Processing
Credit Rating & Analysis
Risk Management & Compliance
and more

33. Bcj Financial Group

Industry: Financial Services

Location: Scottsdale, Arizona

Website: bcjfinancial.com

Company Founded: 1996

Company Size: 11-50

Bcj Financial Group Contact Details

Name Title LinkedIn Phone Email
Cfpâ Josh Hardman Financial Advisor
Josh Hardman Financial Advisor
Josh Hardman Financial Advisor
Lahn Simmons Financial Advisor
Daniel Reens Solicitor
Martin Muse Paraplanner
Paul Talbot Registered Representative
Requires/Intent and 13 more Employees
Fraud Detection & Prevention
Financial Auditing & Reporting
Mobile App Development For Financial Services
Investment Advisory
IoT-enabled Smart Banking Solutions
and more

34. Yrefy, Inc.

Industry: Financial Services

Location: Scottsdale, Arizona

Website: yrefy.com

Company Founded: 1981

Company Size: 11-50

Company Address: 15211 North Kierland Boulevard, Scottsdale, Arizona, United States

Yrefy, Inc. Contact Details

Name Title LinkedIn Phone Email
Laine Schoneberger Managing Partner
Dan Parks Executive Vice President Of Operations
Brian Osher Executive Vice President Of Finance
Teresa Williams Lead Processor
Felix Valencia Loan Acquisitions
Requires/Intent
Portfolio Management
API Integration For FinTech
Cybersecurity & Data Protection
Technology Consulting
and more

35. Dfg Advisors

Industry: Financial Services

Location: Scottsdale, Arizona

Website: dfgadvisors.com

Company Founded: 2016

Company Size: 11-50

Company Address: 17550 North Perimeter Drive, Scottsdale, Arizona, United States

Dfg Advisors Contact Details

Name Title LinkedIn Phone Email
Kael Cheatham Financial Advisor
Matthew Lowery Managing Director, Financial Planner And Wealth Management Advisor
Mark Sollomi Managing Partner
Josh Miceli Managing Partner
Josh Miceli Managing Partner
Requires/Intent
Blockchain & Cryptocurrency Solutions
Wealth Management
Financial Auditing & Reporting
Legal Compliance & Advisory
and more

36. Hail Financial Group

Industry: Financial Services

Location: Scottsdale, Arizona

Website: hailfinancial.com

Company Founded: 2010

Company Size: 1-10

Company Address: 15333 North Pima Road, Scottsdale, Arizona, United States

Hail Financial Group Contact Details

Name Title LinkedIn Phone Email
Cfpâ Aaron Hail Owner
Requires/Intent
Treasury & Cash Flow Management
Customer Relationship Management (CRM)
and more

37. Creditsuppliers, An Atlas44 Company

Industry: Financial Services

Location: Scottsdale, Arizona

Website: creditsuppliers.com

Company Founded: 2010

Company Size: 11-50

Company Address: 7702 East Doubletree Ranch Road, Scottsdale, Arizona, United States

Creditsuppliers, An Atlas44 Company Contact Details

Name Title LinkedIn Phone Email
James Nielsen Chief Executive Officer At Creditsuppliers, An Atlas44 Company
Duraye Lewis Business Development Specialist
Requires/Intent
Customer Relationship Management (CRM)
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
Hedge Fund & Private Equity Consulting
Mobile App Development For Financial Services
and more

38. Asb Elite

Industry: Financial Services

Location: Scottsdale, Arizona

Website: asbelite.com

Company Founded: 2018

Company Size: 1-10

Company Address: 14362 North Frank Lloyd Wright Boulevard, Scottsdale, Arizona, United States

Asb Elite Contact Details

Name Title LinkedIn Phone Email
Justin Weber Managing Partner
Requires/Intent
Business Strategy & Growth Consulting
Hedge Fund & Private Equity Consulting
Marketing Services
and more

39. Fairway Independent Mortgage Corporation Of Scottsdale

Industry: Financial Services

Location: Scottsdale, Arizona

Website: fairwayscottsdale.com

Company Size: 11-50

Company Address: 13835 North Northsight Boulevard, Scottsdale, Arizona, United States

Fairway Independent Mortgage Corporation Of Scottsdale Contact Details

Name Title LinkedIn Phone Email
Jason Wojtyna Mortgage Consultant
Jeremy Weeks Sales Manager And Senior Loan Officer
Julie Landin Closing Specialist
Ashley Snoozy Loan Officer Assistant
Andy Elliott Mortgage Loan Officer
Randy Solis Senior Training And Credit Analyst
Requires/Intent
Fraud Detection & Prevention
Wealth Management
Legal Compliance & Advisory
Document Management & E-signature Solutions
Insurance & Underwriting Services
and more

40. Sensible Money, Llc

Industry: Financial Services

Location: Scottsdale, Arizona

Website: sensiblemoney.com

Company Founded: 2011

Company Size: 1-10

Company Address: 4200 North Marshall Way, Scottsdale, Arizona, United States

Sensible Money, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Nancy Fellinger Financial Planner
Dana Anspach Founder And Chief Executive Officer
​cfp Amy Shepard Financial Planner
Amy Shepard Financial Planner
C.j Miller Financial Planning Associate Intern
Beau Kemp Financial Planning Technitian
Meghan Mccarthy Executive Assistant
Requires/Intent
Financial Forecasting & Modeling
Data Analytics & Business Intelligence
Marketing Services
HR & Talent Acquisition
Risk Management & Compliance
and more

41. Balanced Capital Partners

Industry: Financial Services

Location: Scottsdale, Arizona

Website: balancedcapitalpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: 7272 East Indian School Road, Scottsdale, Arizona, United States

Balanced Capital Partners Contact Details

Name Title LinkedIn Phone Email
Jerry Pence Managing Partner
Requires/Intent
Branding & Public Relations
IoT-enabled Smart Banking Solutions
and more

42. Spence Cassidy & Associates, Llc

Industry: Financial Services

Location: Scottsdale, Arizona

Website: scaaz.com

Company Size: 1-10

Company Address: 10450 North 74th Street, Scottsdale, Arizona, United States

Spence Cassidy & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Dwight Spence Managing Partner Spence, Cassidy And Associates, Llc General Agent With Oneamerica
Drew Spence Financial Advisor
Stephen Kolesar Insurance And Retirement Planning
Jill Warner-dimakos Director Of Recruiting
John Pruitt Advanced Markets Specialist
Hana Spence Social Media Marketing
Moureau John Financial Advisor
Requires/Intent and 6 more Employees
Portfolio Management
Marketing Services
and more

43. Calchoice Financial

Industry: Financial Services

Location: Scottsdale, Arizona

Website: calchoicefinancial.com

Company Size: 1-10

Company Address: 8901 East Mountain View Road, Scottsdale, Arizona, United States

Calchoice Financial Contact Details

Name Title LinkedIn Phone Email
Eric Elam Investment Advisor Representative
Thiel Ruperto Iar, Financial Coach And Educator, Tax-free Income Specialist
Douglas Lee Regional Associate
Bobby Ewan Financial Services Professional
Richelle Kim Regional Associate
Tiffanie Prince Financial Planner
Lesley Hikichi Insurance Broker
Requires/Intent and 4 more Employees
Corporate Finance Strategy
HR & Talent Acquisition
Treasury & Cash Flow Management
Customer Relationship Management (CRM)
and more

44. Madison One Capital

Industry: Financial Services

Location: Scottsdale, Arizona

Website: madisonone.com

Company Size: 11-50

Company Address: 9375 East Shea Boulevard, Scottsdale, Arizona, United States

Madison One Capital Contact Details

Name Title LinkedIn Phone Email
Jeff Grohs Sba And Usda Loan Specialist, Senior Business Development Officer
Alexios Georgousis Executive Vice President
Jeffrey Harthun Underwriting Director
Joshua Colón Commercial Loan Compliance Analyst
Requires/Intent
ESG & Sustainable Finance Consulting
Online Advertising & SEO
HR & Talent Acquisition
and more

45. Eventus Advisory Group, Llc

Industry: Financial Services

Location: Scottsdale, Arizona

Website: eventusag.com

Company Founded: 2009

Company Size: 11-50

Company Address: 14201 North Hayden Road, Scottsdale, Arizona, United States

Eventus Advisory Group, Llc Contact Details

Name Title LinkedIn Phone Email
Edward Pierce Engagement Director - Fractional Chief Financial Officer Advisory And Capital Advisory Services
Susan Burton Senior Manager
Susan Rugland Senior Manager
Requires/Intent
Employee Training & Workforce Development
Risk Assessment & Mitigation
Omnichannel Customer Support
and more

46. 52ten

Industry: Financial Services

Location: Scottsdale, Arizona

Website: 52ten.com

Company Founded: 2016

Company Size: 1-10

Company Address: 6424 East Greenway Parkway, Scottsdale, Arizona, United States

52ten Contact Details

Name Title LinkedIn Phone Email
Jack Martin Investment Relationships
Nate Pattee Co-founder | 52ten
Requires/Intent
Credit Rating & Analysis
Legal Compliance & Advisory
and more

47. Affinity Mortgage Inc.

Industry: Financial Services

Location: Scottsdale, Arizona

Website: affinitymortgageinc.com

Company Founded: 1995

Company Size: 11-50

Company Address: 14201 North 87th Street, Scottsdale, Arizona, United States

Affinity Mortgage Inc. Contact Details

Name Title LinkedIn Phone Email
Adam Yeazel Director Of Production
John Giger Mortgage Consultant
Collette Evans Loan Originator
Taylor Hawker Marketing Specialist
Susan Pachuta Client Relationship Specialist
Crystal Marx Loan Originator
Scott Helman Mortgage Loan Officer
Requires/Intent and 6 more Employees
ERP For Financial Institutions
Technology Consulting
AI-powered Financial Insights
Compliance & Regulatory Advisory
Asset Management
and more

48. Healthier Money

Industry: Financial Services

Location: Scottsdale, Arizona

Website: healthiermoney.com

Company Founded: 2012

Company Size: 1-10

Company Address: 7014 East Camelback Road, Scottsdale, Arizona, United States

Healthier Money Contact Details

Name Title LinkedIn Phone Email
Kyle Petyak Director Of Marketing
Brock Brenneman Planning Associate
Jesus Ramirez Planning Associate
Requires/Intent
ESG & Sustainable Finance Consulting
Branding & Public Relations
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
and more

49. Busola Group

Industry: Financial Services

Location: Scottsdale, Arizona

Website: busolagroup.com

Company Founded: 2016

Company Size: 11-50

Company Address: 17550 North Perimeter Drive, Scottsdale, Arizona, United States

Busola Group Contact Details

Name Title LinkedIn Phone Email
Lindsay Capozza Wealth Advisor
Requires/Intent
Financial Planning & Retirement Solutions
Document Management & E-signature Solutions
Legal Compliance & Advisory
ERP For Financial Institutions
and more

50. Fireapps

Industry: Financial Services

Location: Scottsdale, Arizona

Website: fireapps.com

Company Founded: 2005

Company Size: 51-200

Company Address: 8777 North Gainey Center Drive, Scottsdale, Arizona, United States

Fireapps Contact Details

Name Title LinkedIn Phone Email
Kalyani Patibandla Senior Lead Qa Professional
Angela Wetterer Sales Director - Lean Six Sigma Certified
Cassandra Slowik Marketing Campaign Specialist
W Reid Leake Information Security Analyst
Brandon Hacker System Engineer
Juanita Ewing Software Architect
Ward Bierle Project Manager
Requires/Intent and 5 more Employees
Investment Advisory
HR & Talent Acquisition
Corporate Finance Strategy
Performance Tracking & KPI Analytics
Automation & Workflow Optimization
and more
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Scottsdale Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Raju Gangadhara Early Warning® Senior Software Engineer
2 Nichole Fabbro Early Warning® Marketing Operations Manager
3 Lou Alexander Early Warning® Chief Product Officer
4 Mannie Romero Early Warning® Senior Director Security Architecture
5 David Oppenheim Early Warning® Associate General Counsel
6 Heather Gomez Early Warning® Senior Technical Recruiter
7 Kelly Browning Early Warning® Senior Recruiter
8 Eric Kilstrom V.i.p. Mortgage, Inc. Senior Vice President At Vip Mortgage
9 Marty Olry V.i.p. Mortgage, Inc. Producing Branch Manager
10 Aaron Payne V.i.p. Mortgage, Inc. Loan Officer And Mortgage Banker
11 Ryan Madrid V.i.p. Mortgage, Inc. Loan Officer
12 Sheila Chonis V.i.p. Mortgage, Inc. Client Coordinator
13 Gregg Lindholm V.i.p. Mortgage, Inc. Vice President - Senior Loan Officer
14 Mark Shaw V.i.p. Mortgage, Inc. Senior Vice President Wholesale Lending
15 Nelson Deleon Homeowners Financial Group Usa, Llc Director Of Capital Markets
16 Jake Mueller Homeowners Financial Group Usa, Llc Area Sales Manager
17 Jake Mueller Homeowners Financial Group Usa, Llc Area Sales Manager
18 Jake Mueller Homeowners Financial Group Usa, Llc Area Sales Manager
19 William Dickens Homeowners Financial Group Usa, Llc Regional Manager Nmls #448518
20 William Dickens Homeowners Financial Group Usa, Llc Regional Manager Nmls #448518
21 Kevin Brumit Homeowners Financial Group Usa, Llc Senior Loan Officer
22 David Rauch Annexus Group Chief Operations Officer And Gc
23 James Hahn Annexus Group Executive Vice President Of Life Sales And Distribution
24 Jon Elder Annexus Group National Life Specialist
25 Jim Richards Annexus Group Chief Strategy Officer
26 Stephanie Bartruff Annexus Group Chief Distribution Officer For Annexus Distributors
27 Sarath Chalamcharla Annexus Group Senior Data Warehouse Business Architect And Developer
28 Michael Snyder Annexus Group Senior Director Of Marketing
29 Jonathan Radow Micamp Solutions Senior Vice President Of Business Development
30 Ryan Yarter Micamp Solutions Director Of High Risk
31 Sean Mostrom Micamp Solutions Business Development
32 Reno Saintfleur Micamp Solutions Senior Account Manager
33 Tim George Micamp Solutions Business Development Specialist
34 Justin Kelly Micamp Solutions Sales Consultant
35 John Restivo Micamp Solutions Senior Account Specialist
36 Christopher Volk Store Capital President And Chief Executive Officer
37 Kris Reddick Store Capital Managing Director-acquisitions
38 Jake Flick Store Capital Vice President - Portfolio Management
39 Joshua Bowman Store Capital Managing Director Of Acquisitions
40 Eric Wood Store Capital Managing Director Of Acquisitions

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