Top 100 Financial Services Companies in Washington

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

Financial Services Companies in Washington

1. Fisher Investments

Industry: Financial Services

Location: Washington

Website: fisherinvestments.com

Company Founded: 1979

Company Size: 1001-5000

Company Address: 5525 Northwest Fisher Creek Drive, Camas, Washington, United States

Fisher Investments Contact Details

Name Title LinkedIn Phone Email
Taye Baker Business Development Executive 401k Solutions
Jonathon Dues Vice President, U.s Defined Contribution
Don Anderson Recruiter
Erin Harris Recognition Program Manager
Mark Israel Executive Vice President Technology And Transformation
Steven Ferretti Regional Vice President
Aaron Kraljev Gvp - Talent And Brand Leader
Requires/Intent and 555 more Employees
Mobile App Development For Financial Services
Banking & Payment Processing
and more

2. Russell Investments

Industry: Financial Services

Location: Washington

Website: russellinvestments.com

Company Size: 1001-5000

Company Address: 1301 2nd Avenue, Seattle, Washington, United States

Russell Investments Contact Details

Name Title LinkedIn Phone Email
Mitchell Burd Senior Recruiter
Ron Pierce Global Head Of Information Technology
Glenn Allen Senior Talent Acquisition Consultant
Tim Halverson Senior Regional Director
Alena Karr Senior Manager, Global Manager Operational Due Diligence
Rob Balkema Senior Director, Head Of Multi-asset North America
Alex Rabinovich Director Of Business Development
Requires/Intent and 212 more Employees
Data Analytics & Business Intelligence
API Integration For FinTech
Compliance & Regulatory Advisory
Hedge Fund & Private Equity Consulting
and more

3. Axia Home Loans

Industry: Financial Services

Location: Washington

Company Founded: 2007

Company Size: 501-1000

Company Address: 1120 112th Avenue Northeast, Bellevue, Washington, United States

Axia Home Loans Contact Details

Name Title LinkedIn Phone Email
James Elvick Regional Manager
Brian Neville Regional Sales Manager
Sean Harvey Mortgage Advisor, Cmps
Passionate Sue Hall Vice President Pacific Northwest Regional Manager
Chad Henry Area Manager
Dawson Jablonsky Mortgage Loan Originator
Leslie Boyce Human Resources Director
Requires/Intent and 92 more Employees
Debt Collection & Recovery
Automation & Workflow Optimization
HR & Talent Acquisition
and more

4. Evergreen Home Loans Nmls 3182

Industry: Financial Services

Location: Washington

Website: evergreenhomeloans.com

Company Founded: 1987

Company Size: 501-1000

Company Address: 15405 Southeast 37th Street, Bellevue, Washington, United States

Evergreen Home Loans Nmls 3182 Contact Details

Name Title LinkedIn Phone Email
Jana Capua Home Mortgage Consultant
Tonda Hall Regional Manager
Todd Miles Regional Manager
Paul Scobee Senior Mortgage Banker
Fatima Botello Mortgage Loan Officer - Nmls #1525146 At Evergreen Home Loans Nmls 3182
Ryan Iverson Home Loan Officer
Alison Gillespie Operations And Compliance
Requires/Intent and 59 more Employees
Employee Training & Workforce Development
Marketing Services
and more

5. Baxter Boyer

Industry: Financial Services

Location: Washington

Website: baxterboyer.com

Company Founded: 1998

Company Size: 11-50

Company Address: 10400 Northeast 4th Street, Bellevue, Washington, United States

Baxter Boyer Contact Details

Name Title LinkedIn Phone Email
James Baxter Chief Executive Officer
Colt Ness Associate
Requires/Intent
Debt Collection & Recovery
Business Strategy & Growth Consulting
and more

6. Brighton Jones

Industry: Financial Services

Location: Washington

Website: brightonjones.com

Company Founded: 2000

Company Size: 201-500

Company Address: 2030 1st Avenue, Seattle, Washington, United States

Brighton Jones Contact Details

Name Title LinkedIn Phone Email
Grant Lyon Associate Advisor
Kory Leadon Managing Director
Tina Adelstein Learning And Team Development Manager
Jay Rudwall Associate Advisor
Molly Norton Philanthropic Advisor
Bryce Baker Associate Advisor | Manager At Brighton Jones, Llc
Alexia Candelaria Associate Advisor
Requires/Intent and 27 more Employees
Mergers & Acquisitions Advisory
Accounting Services
and more

7. Homestreet Bank

Industry: Financial Services

Location: Washington

Website: homestreet.com

Company Founded: 1921

Company Size: 1001-5000

Company Address: 601 Union Street, Seattle, Washington, United States

Homestreet Bank Contact Details

Name Title LinkedIn Phone Email
Ai-rrs Darwin Ernst Review Appraiser
Chris Huth Vice President, Commerical Banking Relationship Manager
Steven Shigaya Regulatory Compliance Manager
Jamie Kaku Fvp, Model Risk Manager
Tony Cabrera Eastern Region Agriculture And Commercial Lending Team Lead
Andrew Bembry Fvp And Cre Credit Administrator
Tony Quan Vice President And Senior Relationship Manager - Commercial Banking Division
Requires/Intent and 73 more Employees
Hedge Fund & Private Equity Consulting
Financial Planning & Retirement Solutions
Wealth Management
Online Advertising & SEO
and more

8. Convergentusa

Industry: Financial Services

Location: Washington

Website: convergentusa.com

Company Founded: 1998

Company Size: 1001-5000

Company Address: 800 Southwest 39th Street, Renton, Washington, United States

Convergentusa Contact Details

Name Title LinkedIn Phone Email
Xavier Nelson Corporate Recruiter
Mark Friedrich Senior Vice President
David Wright Vice President Of Business Develpment
Maria Hallman-jordan Regional Vice President Business Development
Michelle Matthews-davis Account Specialist
Phil Thomas Vice President Of Sales
Kristen Miller Legal Department
Requires/Intent and 46 more Employees
Asset Management
Data Analytics & Business Intelligence
Marketing Services
Tax Planning & Strategy
Cloud Computing Solutions
and more

9. Gravity Payments

Industry: Financial Services

Location: Washington

Website: gravitypayments.com

Company Founded: 2004

Company Size: 51-200

Company Address: 5601 22nd Avenue Northwest, Seattle, Washington, United States

Gravity Payments Contact Details

Name Title LinkedIn Phone Email
Jared Spears Merchant Relations
Ian Nisbet Human Resources Manager
Neil Maglaya Relationship Manager
Shantel Murray Strategic Partnership Development And Relationship Manager
Dexter Andrews Sales Representative
Tanner Pfeil Integrated Merchant Sales
Brad Hennessy Sales
Requires/Intent and 33 more Employees
Fraud Detection & Prevention
Cybersecurity & Data Protection
and more

10. Northwest Farm Credit Services

Industry: Financial Services

Location: Washington

Website: northwestfcs.com

Company Size: 501-1000

Company Address: 2001 South Flint Road, Spokane, Washington, United States

Northwest Farm Credit Services Contact Details

Name Title LinkedIn Phone Email
Curtis Noble Digital Marketing Director
Jesika Harper Vp-agvision
Scott Kesler Relationship Manager And Assistant Vice President
Benjamin Hunsaker Credit Officer
Ronda Dobbel Financial Specialist
Megan Knight Shroyer - Montana President
Crystal Kidd Learning Operations Analyst
Requires/Intent and 102 more Employees
Automation & Workflow Optimization
Banking & Payment Processing
Financial Auditing & Reporting
AI-powered Financial Insights
Fraud Detection & Prevention
and more

11. Pacific Portfolio Consulting, Llc

Industry: Financial Services

Location: Washington

Website: pacific-portfolio.com

Company Founded: 1992

Company Size: 11-50

Company Address: 701 5th Avenue, Seattle, Washington, United States

Pacific Portfolio Consulting, Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Julius Client Relationship Manager
Bryan Carr Senior Research Analyst
Eric Brown Portfolio Administrator
Requires/Intent
Customer Relationship Management (CRM)
Securities Trading & Brokerage
Mortgage & Loan Processing
Automation & Workflow Optimization
Cybersecurity & Data Protection
and more

12. Credit International Corporation

Industry: Financial Services

Location: Washington

Website: ccvcorp.com

Company Founded: 1987

Company Size: 11-50

Company Address: 10413 Beardslee Boulevard, Bothell, Washington, United States

Credit International Corporation Contact Details

Name Title LinkedIn Phone Email
Alex Gallegos President
Anca Cheldiu Sales Reprezentative Services
Nicole Houk Manager
Requires/Intent
Mortgage & Loan Processing
Quality Control & Assurance
Legal Compliance & Advisory
and more

13. Pacific Capital Resource Group

Industry: Financial Services

Location: Washington

Website: pcrg.com

Company Founded: 1998

Company Size: 51-200

Company Address: 10900 Northeast 8th Street, Bellevue, Washington, United States

Pacific Capital Resource Group Contact Details

Name Title LinkedIn Phone Email
John Whitehead Vice President
Frankie Busichio Financial Advisor
Jason Rhodes Vice President And Sales Manager
Melissa Larson Financial Planner At Pacific Capital Resource Group, Inc
Lauren Perry Manager
Sean Nicol Vice President Of Investments
Madalyn Spitzer Intern
Requires/Intent and 16 more Employees
Online Advertising & SEO
Employee Training & Workforce Development
Sales & Lead Generation Strategy
Corporate Finance Strategy
and more

14. Northwest Credit Union Association

Industry: Financial Services

Location: Washington

Website: nwcua.org

Company Size: 11-50

Company Address: 18000 International Boulevard, Seatac, Washington, United States

Northwest Credit Union Association Contact Details

Name Title LinkedIn Phone Email
Benjamin Shuey Digital Marketing And Analytics Specialist
Lynn Heider Vice President, Communications And Public Relations
Danielle Sittu Senior Vice President, Marketing And Communications
Christine Ruzzi Avp, Enterprise Engagement Resources
Ryan Fitzgerald Vice President Of Legislative Affairs For Idaho
Holly Miller Director, Programming
Jennifer Wagner Chief Advocacy Officer
Requires/Intent and 1 more Employees
Financial Forecasting & Modeling
Business Strategy & Growth Consulting
AI-powered Financial Insights
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
and more

15. Remitly

Industry: Financial Services

Location: Washington

Website: remitly.com

Company Founded: 2011

Company Size: 1001-5000

Company Address: 1111 3rd Avenue, Seattle, Washington, United States

Remitly Contact Details

Name Title LinkedIn Phone Email
Allison Stein Senior Program Manager
Laura Hernández Office Coordinator
Michelle Huete Senior Product Marketing Associate
Josh Hug Chief Operations Officer And Co-founder
Jennifer Johnson Senior Analyst
Mario Reinoso Creative Lead
Enrique Silva Principal Product Manager
Requires/Intent and 10 more Employees
Wealth Management
API Integration For FinTech
and more

16. Dignifi

Industry: Financial Services

Location: Washington

Website: dignifi.com

Company Founded: 2012

Company Size: 51-200

Company Address: 500 108th Avenue, Bellevue, Washington, United States

Dignifi Contact Details

Name Title LinkedIn Phone Email
Timothy Wood Controller
Scott Piette Director Of Engineering
Michelle Heitz Human Resources Manager
Ryan Spittler Software Developer
Laura Happenny Collections
Wendy Reynolds Collector
Requires/Intent
Treasury & Cash Flow Management
Corporate Finance Strategy
and more

17. Techstrat Ltd.

Industry: Financial Services

Location: Washington

Website: techstrat.com

Company Founded: 2004

Company Size: 1-10

Company Address: 999 3rd Avenue, Seattle, Washington, United States

Techstrat Ltd. Contact Details

Name Title LinkedIn Phone Email
Nat Burgess Managing Partner
Requires/Intent
Customer Relationship Management (CRM)
Asset Management
IoT-enabled Smart Banking Solutions
Quality Control & Assurance
Online Advertising & SEO
and more

18. Ambassador Wealth Management

Industry: Financial Services

Location: Washington

Website: ambassadorwm.com

Company Founded: 2009

Company Size: 1-10

Company Address: 7720 Northeast Vancouver Mall Drive, Vancouver, Washington, United States

Ambassador Wealth Management Contact Details

Name Title LinkedIn Phone Email
Petr Burunov Creative Thought Leader
Requires/Intent
Corporate Finance Strategy
HR & Talent Acquisition
and more

19. Stcu

Industry: Financial Services

Location: Washington

Website: stcu.org

Company Founded: 1934

Company Size: 501-1000

Company Address: 1620 North Signal Drive, Liberty Lake, Washington, United States

Stcu Contact Details

Name Title LinkedIn Phone Email
Ezra Eckhardt President And Chief Executive Officer
Rebekah Dobbs Commercial Banking Manager
Marty Dickinson Chief Marketing Officer
Courtney Whitman Information Security Analyst
Sara Spurlock Talent Development Program Design Manager At Stcu
Dale Davaz R And D Strategist
Jaylene Crosby Loan Service Assistant Manager
Requires/Intent and 29 more Employees
Financial Auditing & Reporting
Banking & Payment Processing
Financial Planning & Retirement Solutions
Omnichannel Customer Support
and more

20. Professional Credit

Industry: Financial Services

Location: Washington

Website: professionalcredit.com

Company Founded: 1933

Company Size: 51-200

Professional Credit Contact Details

Name Title LinkedIn Phone Email
Cally Christensen Regional Development Director
Ralph Hall Vp, Implementation And Edi
Carl Christensen Vice President Of Collections
Dennis Reilly It Intern
Buz Mattson Chief Litigation Counsel
Rob Nestell Senior Account Executive
Alicia Gifford Credit Representative
Requires/Intent and 28 more Employees
Data Analytics & Business Intelligence
Wealth Management
Accounting Services
and more

21. Sound Credit Union

Industry: Financial Services

Location: Washington

Website: soundcu.com

Company Founded: 1940

Company Size: 201-500

Company Address: 1331 Broadway, Tacoma, Washington, United States

Sound Credit Union Contact Details

Name Title LinkedIn Phone Email
Curtis Anderson Vice President Business Lending Department
Lyman Williams Senior Vice President And Chief Lending Officer
Sandra Tietz He Mortgage Loan Processor
Taylor Towsley It Support And Infrastructure Manager
Douglas Taylor Contact Center Manager
Sheila Fish-chandler Branch Manager
Tammy Rose Member Service
Requires/Intent
HR & Talent Acquisition
Quality Control & Assurance
Corporate Finance Strategy
and more

22. Craft3

Industry: Financial Services

Location: Washington

Website: craft3.org

Company Founded: 1994

Company Size: 51-200

Company Address: 203 Howerton Way Southeast, Ilwaco, Washington, United States

Craft3 Contact Details

Name Title LinkedIn Phone Email
Stephanie Hirche Business Lender
Mark Stevenson Chief Financial Officer
Fernando Rodriguez Business Intelligence Architect
Brandon Reilly Learning And Evaluation Coordinator
Maggie Kirby Senior Vice President, Development Director
Callie Lawson Consumer Credit Portfolio Manager, Vice President
Tawny Reader Consumer Product Mananger, Assistant Vice President
Requires/Intent and 5 more Employees
Quality Control & Assurance
Securities Trading & Brokerage
Legal Compliance & Advisory
Treasury & Cash Flow Management
and more

23. Riverview Community Bank

Industry: Financial Services

Location: Washington

Website: riverviewbank.com

Company Founded: 1923

Company Size: 201-500

Company Address: 900 Washington Street, Vancouver, Washington, United States

Riverview Community Bank Contact Details

Name Title LinkedIn Phone Email
Dominique Merriweather Commercial Loan Officer
Krista Holland Svp, Human Resources
Scott Miller Svp-marketing
P.j Fisher Vice President Small Business Commercial Lending
Ken Cline Vice President And Branch Manager
Oliver Hickman Commercial Portfolio Manager
Matt Brown Portfolio Manager
Requires/Intent and 54 more Employees
Insurance & Underwriting Services
Business Strategy & Growth Consulting
and more

24. The Retirement Solution Inc.

Industry: Financial Services

Location: Washington

Website: theretirementsolution.com

Company Founded: 2007

Company Size: 11-50

Company Address: 18300 Redmond Way, Redmond, Washington, United States

The Retirement Solution Inc. Contact Details

Name Title LinkedIn Phone Email
Mike Whitmore Financial Planner
Shane Perry Financial Planner
Requires/Intent
Fraud Detection & Prevention
Securities Trading & Brokerage
Quality Control & Assurance
AI-powered Financial Insights
Financial Planning & Retirement Solutions
and more

25. Iq Credit Union

Industry: Financial Services

Location: Washington

Website: iqcu.com

Company Founded: 1940

Company Size: 201-500

Company Address: 1313 Main Street, Vancouver, Washington, United States

Iq Credit Union Contact Details

Name Title LinkedIn Phone Email
Ali Migaki Career At Iq
Lamont Shaindlin Insurance Sales Representative
Dawn Redmond Business Lending Officer
Eric Petracca Chief Operations Officer
Alexa Morris Digital Marketing Supervisor
Trista Carbajal Executive Assistant To Chief Executive Officer
Kim Durr Data System Analyst
Requires/Intent and 20 more Employees
Automation & Workflow Optimization
Risk Assessment & Mitigation
and more

26. Hawes Financial Group

Industry: Financial Services

Location: Washington

Website: hawesfinancial.com

Company Founded: 2006

Company Size: 201-500

Company Address: 12204 Southeast Mill Plain Boulevard, Vancouver, Washington, United States

Hawes Financial Group Contact Details

Name Title LinkedIn Phone Email
Hayden Reece Behavioral Strategist
Karla Graves Vice President Human Resources
Chelsea Trieb Corporate Operations Manager
Peggy Wiederkehr Vice President, Project Management
John Tennant Account Executive
Karla Torres Vice President Human Resources
Hannah Horsfall Staff Attorney
Requires/Intent and 21 more Employees
Financial Forecasting & Modeling
Blockchain & Cryptocurrency Solutions
Branding & Public Relations
Marketing Services
and more

27. Bankcard Brokers

Industry: Financial Services

Location: Washington

Website: bankcardbrokers.com

Company Founded: 2007

Company Size: 11-50

Company Address: 300 West 15th Street, Vancouver, Washington, United States

Bankcard Brokers Contact Details

Name Title LinkedIn Phone Email
Rhett Eta Chief Marketing Officer
Kristina Mccarthy Associate Underwriter
Requires/Intent
Credit Rating & Analysis
AI-powered Financial Insights
Cloud Computing Solutions
and more

28. Guidant Financial

Industry: Financial Services

Location: Washington

Website: guidantfinancial.com

Company Founded: 2003

Company Size: 51-200

Company Address: 1100 112th Avenue Northeast, Bellevue, Washington, United States

Guidant Financial Contact Details

Name Title LinkedIn Phone Email
Cory Sanford Head Of People
Jared Weed Vice President Of Finance And Operations
Jennifer Friedrichs Client Services Manager
Sylvia Armitstead Retirement Administrator Specialist
Catherine Hall Client Experience Manager
Alexa Nordstrom Retirement Plan Specialist
Marylynn Sawyer Payroll Benefits Manager
Requires/Intent and 14 more Employees
Branding & Public Relations
Investment Advisory
Risk Assessment & Mitigation
Compliance & Regulatory Advisory
and more

29. Kms Financial Services, Inc.

Industry: Financial Services

Location: Washington

Website: kms.com

Company Founded: 1971

Company Size: 51-200

Company Address: 2001 Sixth Avenue, Seattle, Washington, United States

Kms Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
David Carratt Senior Business Consultant
Ryan Slattery Compliance Officer
Lauren Peck Certified Financial Planner
Quy Nguyen Brokerage Operations Specialist
Jarod Reimer Securities Operations Specialist At Kms Financial Services, Inc
Sven Richter Trading
David Monkelien Cfp Professional
Requires/Intent and 6 more Employees
IoT-enabled Smart Banking Solutions
Financial Planning & Retirement Solutions
and more

30. Claraphi Advisory Network, Llc

Industry: Financial Services

Location: Washington

Website: claraphi.com

Company Size: 11-50

Claraphi Advisory Network, Llc Contact Details

Name Title LinkedIn Phone Email
Travis Tazawa Wealth Management
Scott Klaassen Chief Operations Officer
Cfpâ Hans-christian Winkler Certified Financial Plannerà   Certificant
Requires/Intent
Mobile App Development For Financial Services
Debt Collection & Recovery
Online Advertising & SEO
Mortgage & Loan Processing
Marketing Services
and more

31. Orange Commercial Credit

Industry: Financial Services

Location: Washington

Website: occfactor.com

Company Founded: 1979

Company Size: 51-200

Company Address: 2415 Heritage Court Southwest, Olympia, Washington, United States

Orange Commercial Credit Contact Details

Name Title LinkedIn Phone Email
Clfp Tina Cawthorn Business Development Manager
Chuck Naab Bdm
Maria Nilsson Senior Portfolio Manager
Jacquelyn Bishop Account Executive
Renea Hess Collections
Elizabeth Hudson Portfolio Manager
Melissa Cornwell Account Executive
Requires/Intent and 2 more Employees
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
AI-powered Financial Insights
Online Advertising & SEO
and more

32. Orion First Financial, Llc

Industry: Financial Services

Location: Washington

Website: orionfirst.com

Company Founded: 2001

Company Size: 51-200

Company Address: 5403 Olympic Drive Northwest, Gig Harbor, Washington, United States

Orion First Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Joe Collins Senior Vice President, Business Development Officer
Zack Marsh Chief Financial Officer
David Trost Vice President Product And Analytics
Clfp Tony Sedlacek Svp, Portfolio Management
Kristin Orvis Commercial Collections Asset Manager
David Pender It Support Technician
Grant Smith Assistant Vice President Portfolio Services
Requires/Intent
Document Management & E-signature Solutions
Business Strategy & Growth Consulting
Cloud Computing Solutions
Compliance & Regulatory Advisory
and more

33. Orsnn

Industry: Financial Services

Location: Washington

Website: orsnn.com

Company Founded: 2018

Company Size: 11-50

Orsnn Contact Details

Name Title LinkedIn Phone Email
Sean Banerjee Co-founder And Chief Executive Officer
Requires/Intent
Performance Tracking & KPI Analytics
Legal Compliance & Advisory
Data Analytics & Business Intelligence
and more

34. Attunely, Inc.

Industry: Financial Services

Location: Washington

Website: attunely.com

Company Founded: 2018

Company Size: 11-50

Company Address: 2nd Avenue South, Seattle, Washington, United States

Attunely, Inc. Contact Details

Name Title LinkedIn Phone Email
Rob Nadler Senior Vice President Of Sales
Steve Wilansky Chief Legal And Compliance Officer
Requires/Intent
AI-powered Financial Insights
Debt Collection & Recovery
HR & Talent Acquisition
and more

35. Cobalt Mortgage

Industry: Financial Services

Location: Washington

Website: caliberhomeloansinc.com

Company Founded: 2001

Company Size: 1001-5000

Company Address: 11241 Slater Avenue, Kirkland, Washington, United States

Cobalt Mortgage Contact Details

Name Title LinkedIn Phone Email
Rachel Lang President | Loan Officer
Mike Roberts Chief Executive Officer
Melissa Carter Branch Marketing Coordinator
Brad Rogers Mortgage Consultant
Lavonne Bear Mortgage Support Specialist And Nmls#136778
Cheri Johnson Team Givens Assistant At Cobalt Mortgage
Ariana Aiello Loan Officer
Requires/Intent and 37 more Employees
Business Strategy & Growth Consulting
Investment Advisory
and more

36. Gesa Credit Union

Industry: Financial Services

Location: Washington

Website: gesa.com

Company Founded: 1953

Company Size: 201-500

Company Address: 51 Gage Boulevard, Richland, Washington, United States

Gesa Credit Union Contact Details

Name Title LinkedIn Phone Email
Brant Spangler Vice President - Consumer Lending
Cude Dean Lewis Assistant Vice President, Retail Services
Randy Wacker Vice President Of Mortgage Lending
Al Thiemens Commercial Lender
Rick Garza Assistant Vice President Of Consumer Underwriting
Vu Tran Senior It Lead
Kevin Howard Facilities Manager
Requires/Intent and 13 more Employees
Employee Training & Workforce Development
Credit Rating & Analysis
Data Analytics & Business Intelligence
Hedge Fund & Private Equity Consulting
and more

37. Sound Legacy Wealth Advisors

Industry: Financial Services

Location: Washington

Website: soundlegacy.com

Company Founded: 2020

Company Size: 1-10

Sound Legacy Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Joel Petersen Managing Partner
Requires/Intent
Compliance & Regulatory Advisory
Omnichannel Customer Support
Automation & Workflow Optimization
Business Strategy & Growth Consulting
Credit Rating & Analysis
and more

38. Moneytree

Industry: Financial Services

Location: Washington

Website: moneytreeinc.com

Company Founded: 1983

Company Size: 501-1000

Moneytree Contact Details

Name Title LinkedIn Phone Email
Jason Redman Senior Instructional Designer
Jeff Wilmot Vice President Of Operations
Jose Soto Payment Administrator
Kimberly Dunn Branch Manager
Sparkle Smith Training Project Manager
Gayle Tabada Teller
Norma Gaytan Teller Customer Service
Requires/Intent and 46 more Employees
Online Advertising & SEO
Branding & Public Relations
Tax Planning & Strategy
Debt Collection & Recovery
and more

39. Builders Capital

Industry: Financial Services

Location: Washington

Website: builders-capital.com

Company Founded: 2009

Company Size: 51-200

Company Address: 5601 6th Avenue South, Seattle, Washington, United States

Builders Capital Contact Details

Name Title LinkedIn Phone Email
Tyler Tietz Senior Sales Executive
Bill Southworth Managing Director
Jacob Wolbach Horizontal And Vertical Construction Lender
Rich Pera Loan Originator
Lars Likkel Staff Accountant
Chelsea Vanderford Draw Administrator
Rich Rowley President
Requires/Intent and 1 more Employees
API Integration For FinTech
Branding & Public Relations
Legal Compliance & Advisory
Financial Auditing & Reporting
and more

40. Merriman, Llc

Industry: Financial Services

Location: Washington

Website: merriman.com

Company Founded: 1983

Company Size: 11-50

Company Address: 800 5th Avenue, Seattle, Washington, United States

Merriman, Llc Contact Details

Name Title LinkedIn Phone Email
Aimee Butler Wealth Advisor
Kelcey Sharp Client Services Account Specialist
Sarah Kordon Wealth Advisor
Charlene Carter Wealth Advisor
Brian Woodward Client Service Specialist
Cheryl Curran Cfp
Michelle Miller Operations Manager
Requires/Intent
Sales & Lead Generation Strategy
Fraud Detection & Prevention
Mobile App Development For Financial Services
Loan Origination & Servicing Platforms
and more

41. Incredible Capital

Industry: Financial Services

Location: Washington

Website: incrediblecapital.com

Company Size: 1-10

Company Address: 3410 Carillon Point, Kirkland, Washington, United States

Incredible Capital Contact Details

Name Title LinkedIn Phone Email
Brian Cook Founder
Requires/Intent
Blockchain & Cryptocurrency Solutions
Wealth Management
and more

42. Evergreen Gavekal

Industry: Financial Services

Location: Washington

Website: evergreengavekal.com

Company Founded: 1983

Company Size: 11-50

Company Address: 10500 Northeast 8th Street, Bellevue, Washington, United States

Evergreen Gavekal Contact Details

Name Title LinkedIn Phone Email
Tygue Howland Business Development, Family Office And Private Wealth Management
Quinn Sterling Client Relationship Manager
Heidi Jeromanovs Senior Financial Planner, Regional Director Oregon At Evergreen Gavekal
Requires/Intent
Fraud Detection & Prevention
Accounting Services
Blockchain & Cryptocurrency Solutions
Sales & Lead Generation Strategy
and more

43. Hapo Community Credit Union

Industry: Financial Services

Location: Washington

Website: hapo.org

Company Founded: 1953

Company Size: 201-500

Company Address: 601 Williams Boulevard, Richland, Washington, United States

Hapo Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Candice Jones Business Systems Analyst Ii
Kenneth Lowry Contact Center Represenative
Kelly Chasteen Financial Service Specialist Iii
Brandee Perazzo Interactive Solutions Advisor
Daisy Cisneros Financial Service Specialist
Sonia Aguilera Financial Service Specialist
Sonia Courtney Bank Teller
Requires/Intent and 4 more Employees
Customer Relationship Management (CRM)
Sales & Lead Generation Strategy
Data Analytics & Business Intelligence
Marketing Services
and more

44. Absolute Mortgage A Division Of Finance Of America Mortgage Llc

Industry: Financial Services

Location: Washington

Website: absoluteloans.com

Company Founded: 1996

Company Size: 201-500

Company Address: 3933 Lake Washington Boulevard Northeast, Kirkland, Washington, United States

Absolute Mortgage A Division Of Finance Of America Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Jasen Nuetzmann Mlo #85897 - Executive Vice President
Toby Kean Manager
Robert Perry Branch Manager
Andrea Harris Marketing Specialist
Hannah Baber Mortgage Advisor Assistant
Angela Marr Mortgage Broker
Sam Sebuwufu Mortgage Advisor
Requires/Intent and 6 more Employees
Blockchain & Cryptocurrency Solutions
Sales & Lead Generation Strategy
and more

45. Reliable Credit Assn Inc

Industry: Financial Services

Location: Washington

Company Size: 11-50

Company Address: 6815 196th Street Southwest, Lynnwood, Washington, United States

Reliable Credit Assn Inc Contact Details

Name Title LinkedIn Phone Email
Brian Tuttle It Director
Dan Saunders Senior Brand Specialist
James Herr Systems Support Specialist
Jacob Staples Credit Officer
Nicholas Williams Assistant Manager
Jacob Dean Assistant Branch Manager And Credit Officer
John Karay Senior Systems Analyst
Requires/Intent and 6 more Employees
Marketing Services
Mortgage & Loan Processing
Mergers & Acquisitions Advisory
Banking & Payment Processing
and more

46. Tax Advisors, Pllc

Industry: Financial Services

Location: Washington

Website: taxadvisorscpa.com

Company Founded: 1996

Company Size: 11-50

Company Address: 230 South East Park Plaza Drive, Vancouver, Washington, United States

Tax Advisors, Pllc Contact Details

Name Title LinkedIn Phone Email
Gregory Damico Managing Member
Christopher Snead Valuation Analyst And It Administrator
Greg Leblanc Valuation Director
Lance Bantlin Valuation And Cost Segregation Analyst
Debbie Tulp Client Services Manager
Kent Osborne Cost Segregation Engineer
Requires/Intent
Cybersecurity & Data Protection
Legal Compliance & Advisory
Risk Management & Compliance
and more

47. Pacific Current Group

Industry: Financial Services

Location: Washington

Website: nlcg.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1301 2nd Avenue, Seattle, Washington, United States

Pacific Current Group Contact Details

Name Title LinkedIn Phone Email
Justin Kroll Director, Business Development
Trevor Shippee Associate, Business Development
Nika Barbakadze Senior Associate
Requires/Intent
Cloud Computing Solutions
Employee Training & Workforce Development
IoT-enabled Smart Banking Solutions
and more

48. Integrity Financial Corporation

Industry: Financial Services

Location: Washington

Website: ifclegacy.com

Company Founded: 2004

Company Size: 11-50

Company Address: 2821 Northup Way, Bellevue, Washington, United States

Integrity Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Awma Jason Mckinney Financial Advisor
Jason Mckinney Wealth Manager And 401 Advisor
Requires/Intent
Quality Control & Assurance
Branding & Public Relations
Financial Forecasting & Modeling
and more

49. Epic Trust Investment Advisors Llc

Industry: Financial Services

Location: Washington

Website: epictrust.com

Company Size: 1-10

Company Address: 8656 West Gage Boulevard, Kennewick, Washington, United States

Epic Trust Investment Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Lori Selby Vice President And Investment Advisor Representative
Requires/Intent
Fraud Detection & Prevention
Financial Planning & Retirement Solutions
and more

50. Laird Norton Wealth Management

Industry: Financial Services

Location: Washington

Website: lairdnortonwm.com

Company Founded: 1967

Company Size: 51-200

Company Address: 801 Second Avenue, Seattle, Washington, United States

Laird Norton Wealth Management Contact Details

Name Title LinkedIn Phone Email
Tonye Wokoma Client Analyst
Nadia Reynolds Client Advisor
Brandi Proper Reporting Supervisor
Michael Greim Client Associate
Dorothy Cottrell Director Of Human Resources
Requires/Intent
Securities Trading & Brokerage
Corporate Finance Strategy
Insurance & Underwriting Services
HR & Talent Acquisition
and more

51. Bittrex

Industry: Financial Services

Location: Washington

Website: bittrex.com

Company Founded: 2014

Company Size: 51-200

Bittrex Contact Details

Name Title LinkedIn Phone Email
Stephen Stonberg Chief Operating Officer
Chad Mccallister Listing Coordinator
Ryan Hentz Director Of Support
Christopher Shimizu Compliance Analyst
Britney Lorenz Customer Support Analyst
Chivon Murray Compliance Analyst
Mike Dan Cryptotrader
Requires/Intent and 7 more Employees
Quality Control & Assurance
Customer Relationship Management (CRM)
and more

52. The Ensemble Practice

Industry: Financial Services

Location: Washington

Website: ensemblepractice.com

Company Founded: 2012

Company Size: 1-10

Company Address: 1914 North 34th Street, Seattle, Washington, United States

The Ensemble Practice Contact Details

Name Title LinkedIn Phone Email
Philip Palaveev Chief Executive Officer At The Ensemble Practice Llc
Requires/Intent
Financial Auditing & Reporting
Document Management & E-signature Solutions
Digital Payment & Subscription Solutions
and more

53. Rain City Capital

Industry: Financial Services

Location: Washington

Website: raincitycapital.com

Company Founded: 2009

Company Size: 11-50

Company Address: 12131 113th Avenue Northeast, Kirkland, Washington, United States

Rain City Capital Contact Details

Name Title LinkedIn Phone Email
Chris Burdick Sales Executive
Requires/Intent
Data Analytics & Business Intelligence
Mortgage & Loan Processing
and more

54. Camano Capital Llc

Industry: Financial Services

Location: Washington

Website: camanocapital.com

Company Founded: 2018

Company Size: 1-10

Camano Capital Llc Contact Details

Name Title LinkedIn Phone Email
Taylor Hanson Partner
Requires/Intent
Corporate Finance Strategy
Insurance & Underwriting Services
ESG & Sustainable Finance Consulting
Performance Tracking & KPI Analytics
and more

55. E.k. Riley Investments, Llc

Industry: Financial Services

Location: Washington

Website: ekriley.com

Company Founded: 2002

Company Size: 51-200

Company Address: 1420 5th Avenue, Seattle, Washington, United States

E.k. Riley Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Gavin Schumaker Financial Advisor
Steve Elias Muni Bond Trader
Cal Willis Financial Advisor
Shannon Houy Assistant
Mark Dearman Vice President
Requires/Intent
Banking & Payment Processing
Mobile App Development For Financial Services
and more

56. Homestead Mortgage

Industry: Financial Services

Location: Washington

Company Size: 201-500

Homestead Mortgage Contact Details

Name Title LinkedIn Phone Email
Jennifer Carreto Business Development And Sales Trainer
Tim Barr Homes For Heroes Lender Affiliate, Branch Manager And Senior Mortgage Consultant At Homestead Mortgage Llc
Jason Martin Mortgage Loan Officer
Paul Capeless Senior Mortgage Consultant
Dana Belcher Senior Mortgage Processor
Jim Labarbera Loan Officer
Denise Law Underwriter
Requires/Intent and 4 more Employees
Investment Advisory
Risk Management & Compliance
and more

57. Usi Kibble & Prentice

Industry: Financial Services

Location: Washington

Website: kpcom.com

Company Founded: 1972

Company Size: 201-500

Company Address: 601 Union Street, Seattle, Washington, United States

Usi Kibble & Prentice Contact Details

Name Title LinkedIn Phone Email
Susan Brame National Director Of Employee Benefit Operations
Jerri Tranquilli Senior Vice President - Alpine Shield
Sofia Janjgava Commercial Lines Account Manager
Van Stone Client Manager, Ais, Cisr - Professional Liability
Matt Armstrong Regional Chief Human Resources Officer
Philip White Regional Risk Control Consultant
Lucy Mcdowell Licensing Analyst
Requires/Intent and 8 more Employees
Securities Trading & Brokerage
Data Analytics & Business Intelligence
Banking & Payment Processing
Employee Training & Workforce Development
Accounting Services
and more

58. Priority Home Lending, Llc.

Industry: Financial Services

Location: Washington

Website: prioritylending.com

Company Size: 11-50

Company Address: 3500 188th Street Southwest, Lynnwood, Washington, United States

Priority Home Lending, Llc. Contact Details

Name Title LinkedIn Phone Email
Wendy St.clair Mortgage Loan Originatior
Robert Skoro Senior Loan Officer
Charlie Sanford Home Mortgage Consultant And Branch Manager
Requires/Intent
HR & Talent Acquisition
Financial Planning & Retirement Solutions
Hedge Fund & Private Equity Consulting
Credit Rating & Analysis
and more

59. Pinnacle Capital

Industry: Financial Services

Location: Washington

Website: pinnaclecap.com

Company Founded: 2000

Company Size: 11-50

Company Address: 914 A Street, Tacoma, Washington, United States

Pinnacle Capital Contact Details

Name Title LinkedIn Phone Email
Dan Harris Equipment Finance Specialist
Robin Richards Funding Coordinator
Gregory Bied Commercial Financial Specialst
Chad Olsen Manager
Requires/Intent
Automation & Workflow Optimization
Corporate Finance Strategy
Blockchain & Cryptocurrency Solutions
AI-powered Financial Insights
and more

60. Helium Financial Group

Industry: Financial Services

Location: Washington

Company Founded: 2016

Company Size: 1-10

Helium Financial Group Contact Details

Name Title LinkedIn Phone Email
Howard Morin Founder And Partner At Helium Advisors And Chief Executive Officer
Requires/Intent
Omnichannel Customer Support
Financial Auditing & Reporting
Document Management & E-signature Solutions
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
and more

61. Johnson Bixby Llc

Industry: Financial Services

Location: Washington

Website: johnsonbixby.com

Company Founded: 1983

Company Size: 11-50

Company Address: 275 West Third Street, Vancouver, Washington, United States

Johnson Bixby Llc Contact Details

Name Title LinkedIn Phone Email
Rachel Gorretta Marketing And Communications Director
Lynn Snyder Investment Analyst
Mandy France Client Services
Patricia Spies Associate Financial Planner
Michelle Bower Client Services Specialist
Requires/Intent
HR & Talent Acquisition
Sales & Lead Generation Strategy
Hedge Fund & Private Equity Consulting
and more

62. Myicon

Industry: Financial Services

Location: Washington

Website: myicon.com

Company Founded: 2005

Company Size: 11-50

Company Address: 520 6th Street South, Kirkland, Washington, United States

Myicon Contact Details

Name Title LinkedIn Phone Email
Matt Mckellar Founder And Chief Executive Officer
Requires/Intent
Mortgage & Loan Processing
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
ESG & Sustainable Finance Consulting
and more

63. Beacon Policy Advisors Llc

Industry: Financial Services

Location: Washington

Website: beaconpa.com

Company Founded: 2014

Company Size: 1-10

Beacon Policy Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Brandon Barford Partner
Ben Koltun Senior Research Analyst
Requires/Intent
Fraud Detection & Prevention
AI-powered Financial Insights
Compliance & Regulatory Advisory
Hedge Fund & Private Equity Consulting
Risk Management & Compliance
and more

64. Synergy Financial Management Llc

Industry: Financial Services

Location: Washington

Website: sfmadvisors.com

Company Size: 1-10

Company Address: 701 5th Avenue, Seattle, Washington, United States

Synergy Financial Management Llc Contact Details

Name Title LinkedIn Phone Email
Tim Nyland Investment Advisory Board Member
Ryan Rippy Director Of Advisor Services
Requires/Intent
Blockchain & Cryptocurrency Solutions
Document Management & E-signature Solutions
and more

65. Cascade Northern Mortgage

Industry: Financial Services

Location: Washington

Website: cascadenorthernmortgage.com

Company Size: 1-10

Company Address: 7710 Northeast Greenwood Drive, Vancouver, Washington, United States

Cascade Northern Mortgage Contact Details

Name Title LinkedIn Phone Email
Sheila Eisert Mortgage Loan Specialist In Oregon And Washington
Paul Mattila President-ceo
Requires/Intent
Compliance & Regulatory Advisory
Hedge Fund & Private Equity Consulting
Corporate Finance Strategy
Cybersecurity & Data Protection
Branding & Public Relations
and more

66. Hil Financial

Industry: Financial Services

Location: Washington

Website: hilfinancial.com

Company Founded: 2000

Company Size: 11-50

Company Address: 10900 Northeast 4th Street, Bellevue, Washington, United States

Hil Financial Contact Details

Name Title LinkedIn Phone Email
Matthew Bortles Financial Director
Corey Eckhoff Finance Director
Amanda Pear H.i.l Financial Denver Office
Requires/Intent
Business Strategy & Growth Consulting
HR & Talent Acquisition
and more

67. Financial Pacific Leasing

Industry: Financial Services

Location: Washington

Website: finpac.com

Company Founded: 1975

Company Size: 51-200

Company Address: 3455 South 344th Way, Federal Way, Washington, United States

Financial Pacific Leasing Contact Details

Name Title LinkedIn Phone Email
Brian Black Credit Officer
Terry Fletcher Technical Support Specialist
Janet Gonzales V.p Portfolio Services At Financial Pacific Leasing
Alison Lane Assistant Controller
Corey Reimer Collections Specialist
Joshua Mock Credit Analyst
Vicki Clark Collection Supervisor At Financial Pacific Leasing
Requires/Intent and 2 more Employees
Financial Auditing & Reporting
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
Marketing Services
Fraud Detection & Prevention
and more

68. Universal Funding Corporation

Industry: Financial Services

Location: Washington

Website: universalfunding.com

Company Founded: 1998

Company Size: 11-50

Company Address: 16201 East Indiana Avenue, Spokane Valley, Washington, United States

Universal Funding Corporation Contact Details

Name Title LinkedIn Phone Email
Kyle Bergstedt President And General Counsel
Susie Mautz Mortgage Loan Originator
Rachel Speer Account Executive
Colin Lloyd Senior Underwriter
Manuel Arroyo Underwriter
Crystal Tupling Account Manager
Rebecca Stolz Senior Finance Officer
Requires/Intent
Compliance & Regulatory Advisory
Debt Collection & Recovery
Digital Payment & Subscription Solutions
and more

69. Sound Credit Union

Industry: Financial Services

Location: Washington

Company Founded: 1940

Company Size: 1-10

Company Address: 1331 Broadway, Tacoma, Washington, United States

Sound Credit Union Contact Details

Name Title LinkedIn Phone Email
Donna Himpler Business Loan Officer
Heather Minniti Senior Training And Development Specialist
Douglas Taylor Contact Center Manager
Requires/Intent
Automation & Workflow Optimization
Customer Relationship Management (CRM)
Mobile App Development For Financial Services
Loan Origination & Servicing Platforms
HR & Talent Acquisition
and more

70. Retail Lockbox, Inc.

Industry: Financial Services

Location: Washington

Website: retaillockbox.com

Company Founded: 1994

Company Size: 51-200

Company Address: 105 14th Avenue, Seattle, Washington, United States

Retail Lockbox, Inc. Contact Details

Name Title LinkedIn Phone Email
Bryan Henry National Sales Executive
Anh Khuc Payment Processor
Requires/Intent
Cybersecurity & Data Protection
Financial Auditing & Reporting
Loan Origination & Servicing Platforms
Legal Compliance & Advisory
and more

71. Merchants Credit Association

Industry: Financial Services

Location: Washington

Website: merchantscredit.com

Company Founded: 1937

Company Size: 51-200

Company Address: 2245 152nd Avenue Northeast, Redmond, Washington, United States

Merchants Credit Association Contact Details

Name Title LinkedIn Phone Email
Marian Rawls Regional Manager
Carol Taylor Operations Manager And Human Resources Manager
Sara Foulk Collection Manager
Lisa Spearman Office Manager
Kendra Elliott Debt Collector
Requires/Intent
Tax Planning & Strategy
Securities Trading & Brokerage
Mobile App Development For Financial Services
and more

72. Penrith Home Loans

Industry: Financial Services

Location: Washington

Website: penrithloans.com

Company Founded: 1997

Company Size: 51-200

Company Address: 601 Union Street, Seattle, Washington, United States

Penrith Home Loans Contact Details

Name Title LinkedIn Phone Email
Jani Beatty Branch Manager And Mortgage Consultant
Tom Gustafson Sales Manager
Kathalyse Parco Mortgage Consultant Assistant
Amber Jacobsen Loan Officer Assistant
Grandma Deleon Mortgage Assistant
Requires/Intent
API Integration For FinTech
Investment Advisory
and more

73. Clearpoint

Industry: Financial Services

Location: Washington

Website: clearpoint401k.com

Company Founded: 2002

Company Size: 51-200

Clearpoint Contact Details

Name Title LinkedIn Phone Email
Michael Tuell Financial Advisor
Lisa Sandals Customer Service Representative
Louise Stevens Account Director
Keri Strong Account Associate
Aaron Soto Accountant
Requires/Intent
Credit Rating & Analysis
Loan Origination & Servicing Platforms
Securities Trading & Brokerage
Compliance & Regulatory Advisory
Blockchain & Cryptocurrency Solutions
and more

74. Dg Advisors Llc

Industry: Financial Services

Location: Washington

Website: dentalgroupllc.com

Company Size: 11-50

Company Address: 5808 Lake Washington Boulevard, Kirkland, Washington, United States

Dg Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Ben Barrett President
Robert Gray Member - Manager
Leann Winters Accounting Clerk
Marie-france Dagenais Consultant
Robert Gray Member
Requires/Intent
Wealth Management
Banking & Payment Processing
Cloud Computing Solutions
and more

75. Liberty Lake Tax Service

Industry: Financial Services

Location: Washington

Company Size: 51-200

Company Address: P/o Box 90, Liberty Lake, Washington, United States

Liberty Lake Tax Service Contact Details

Name Title LinkedIn Phone Email
Bethinina Gary Tax Preparer
Robert Maddalena Supervisor
Requires/Intent
Data Analytics & Business Intelligence
Branding & Public Relations
Performance Tracking & KPI Analytics
and more

76. Legacy Group Capital Llc

Industry: Financial Services

Location: Washington

Website: lgcapblog.com

Company Founded: 2006

Company Size: 11-50

Company Address: 400 112th Avenue Northeast, Bellevue, Washington, United States

Legacy Group Capital Llc Contact Details

Name Title LinkedIn Phone Email
Nicholas Wilson Mortgage Loan Officer
Requires/Intent
Legal Compliance & Advisory
Hedge Fund & Private Equity Consulting
Quality Control & Assurance
and more

77. Member Access Pacific

Industry: Financial Services

Location: Washington

Website: mapacific.com

Company Founded: 1999

Company Size: 11-50

Company Address: 16000 Christensen Road, Seattle, Washington, United States

Member Access Pacific Contact Details

Name Title LinkedIn Phone Email
Jeff Aipperspach Vice President Product Services
Anthony Nguyen Senior Implementation Specialist
Alex Maring Marketing Specialist
Requires/Intent
Omnichannel Customer Support
IoT-enabled Smart Banking Solutions
Banking & Payment Processing
AI-powered Financial Insights
and more

78. Viridian Advisors

Industry: Financial Services

Location: Washington

Website: viridianadvisors.com

Company Founded: 2009

Company Size: 11-50

Company Address: 22232 17th Avenue Southeast, Bothell, Washington, United States

Viridian Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Jaeger Chief Operating Officer And Chief Compliance Officer
Requires/Intent
Data Analytics & Business Intelligence
Technology Consulting
and more

79. Novartus Consulting Group

Industry: Financial Services

Location: Washington

Website: globalindexgroup.com

Company Founded: 2010

Company Size: 1-10

Novartus Consulting Group Contact Details

Name Title LinkedIn Phone Email
Paul Starkey Chief Operating Officer
Requires/Intent
Technology Consulting
Cloud Computing Solutions
Tax Planning & Strategy
and more

80. Kshetra Pbc

Industry: Financial Services

Location: Washington

Website: kshetra.world

Company Founded: 2020

Company Size: 1-10

Kshetra Pbc Contact Details

Name Title LinkedIn Phone Email
Ranjani Sridharan Founder
Siddhartha Mittra Internal Advisor, Project Strategy
Requires/Intent
Blockchain & Cryptocurrency Solutions
API Integration For FinTech
and more

81. Center Id: Introducing Centercard

Industry: Financial Services

Location: Washington

Website: centercard.com

Company Founded: 2014

Company Size: 11-50

Center Id: Introducing Centercard Contact Details

Name Title LinkedIn Phone Email
Tom Tran Senior Staff Software Engineer
Harry Merrill Erp Specialist And It Lead
Requires/Intent
Quality Control & Assurance
Cloud Computing Solutions
and more

82. Acranet, Branch 100

Industry: Financial Services

Location: Washington

Website: acranet.com

Company Founded: 1903

Company Size: 11-50

Acranet, Branch 100 Contact Details

Name Title LinkedIn Phone Email
Cole Hockett Senior Product Manager
Acranet Jacobs Production Manager
Requires/Intent
Fraud Detection & Prevention
Mobile App Development For Financial Services
Accounting Services
Hedge Fund & Private Equity Consulting
and more

83. Randall & Hurley, Inc.

Industry: Financial Services

Location: Washington

Website: randall-hurley.com

Company Founded: 1995

Company Size: 11-50

Company Address: 1328 North Whitman Lane, Liberty Lake, Washington, United States

Randall & Hurley, Inc. Contact Details

Name Title LinkedIn Phone Email
Lindsay Beresford Pension Consultant And Junior Actuary
Kathy Sampson Manager, Plan Consultant
Danielle Berry Consultant
Kellie Langer Director Of Human Resources, Manager
Mandy Hunter Plan Consultant
Rebecca Van Cleef Manager, Retirement Plan Consultant
Matt Jansen Information Systems
Requires/Intent and 4 more Employees
Customer Relationship Management (CRM)
Financial Forecasting & Modeling
and more

84. Consolidated Billing Services, Inc.

Industry: Financial Services

Location: Washington

Website: billing-services.com

Company Founded: 1998

Company Size: 11-50

Company Address: 1908 North Dale Lane, Spokane Valley, Washington, United States

Consolidated Billing Services, Inc. Contact Details

Name Title LinkedIn Phone Email
William Hartung Director Of Reimbursement
Requires/Intent
Tax Planning & Strategy
Marketing Services
AI-powered Financial Insights
Debt Collection & Recovery
and more

85. Tapco Credit Union

Industry: Financial Services

Location: Washington

Website: tapcocu.org

Company Founded: 1934

Company Size: 51-200

Company Address: 6312 19th Street West, Tacoma, Washington, United States

Tapco Credit Union Contact Details

Name Title LinkedIn Phone Email
William Peters Chief Operations Officer
Rebecca Batinovich Assistant Branch Manager
Talaijah Jives Member Services Associate
Requires/Intent
Document Management & E-signature Solutions
Blockchain & Cryptocurrency Solutions
and more

86. Spokane Federal Credit Union

Industry: Financial Services

Location: Washington

Website: spokanefederal.com

Company Founded: 1956

Company Size: 11-50

Spokane Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Megan Shover Vice President Of Administration
Requires/Intent
ESG & Sustainable Finance Consulting
Portfolio Management
Asset Management
Branding & Public Relations
Automation & Workflow Optimization
and more

87. Salal Credit Union

Industry: Financial Services

Location: Washington

Website: salalcu.org

Company Founded: 1948

Company Size: 201-500

Company Address: P/o Box 19340, Seattle, Washington, United States

Salal Credit Union Contact Details

Name Title LinkedIn Phone Email
Annette Murphy Vice Chairman Of The Board
Christina Grandy Credit Analyst
Katie Caldwell Talent Acquisition Partner
Ashley Veal Retail Operations Manager
Markus Phillips Consumer Loan Funder
Requires/Intent
Compliance & Regulatory Advisory
Cloud Computing Solutions
Securities Trading & Brokerage
Automation & Workflow Optimization
and more

88. Boston Energy Group

Industry: Financial Services

Location: Washington

Website: bostonenergygroup.com

Company Founded: 2016

Company Size: 11-50

Company Address: 400 Lincoln Square, Bellevue, Washington, United States

Boston Energy Group Contact Details

Name Title LinkedIn Phone Email
Reece Burt Energy Trader
Patrick Sunseri Energy Trader
Wang Kim Energy Trader
Requires/Intent
Online Advertising & SEO
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
Banking & Payment Processing
Legal Compliance & Advisory
and more

89. Columbia River Advisors

Industry: Financial Services

Location: Washington

Website: investcra.com

Company Founded: 2011

Company Size: 11-50

Company Address: 2115 North 30th Street, Tacoma, Washington, United States

Columbia River Advisors Contact Details

Name Title LinkedIn Phone Email
Matt Keefe Managing Partner - Chief Investment Officer
Ben Addink Managing Partner
Requires/Intent
AI-powered Financial Insights
Wealth Management
and more

90. Heritage Benefits

Industry: Financial Services

Location: Washington

Website: heritage-benefits.com

Company Size: 1-10

Heritage Benefits Contact Details

Name Title LinkedIn Phone Email
Peter Schlossenberg Senior Account Manager
Requires/Intent
Employee Training & Workforce Development
Tax Planning & Strategy
Investment Advisory
Mobile App Development For Financial Services
Branding & Public Relations
and more

91. Icon Consulting

Industry: Financial Services

Location: Washington

Website: iconconsultingllc.com

Company Founded: 2005

Company Size: 11-50

Company Address: 1412 112th Avenue Northeast, Bellevue, Washington, United States

Icon Consulting Contact Details

Name Title LinkedIn Phone Email
Jeff Brown President, Icon Consulting, Inc
Dee Haley Director Of Marketing And Business Development
Kevin Wright Senior Hpc System Administrator
Merinda Stone Lead Operations Manager At Icon Consulting
Jason Renner Hpc Systems Administrator
Requires/Intent
Hedge Fund & Private Equity Consulting
Treasury & Cash Flow Management
and more

92. Sharebuilder 401k

Industry: Financial Services

Location: Washington

Website: sharebuilder401k.com

Company Founded: 2005

Company Size: 11-50

Company Address: 801 2nd Avenue, Seattle, Washington, United States

Sharebuilder 401k Contact Details

Name Title LinkedIn Phone Email
Stuart Robertson Chief Executive Officer
Requires/Intent
Document Management & E-signature Solutions
Cloud Computing Solutions
Accounting Services
and more

93. Creative Planning Property & Casualty, Llc

Industry: Financial Services

Location: Washington

Website: cpfirms.com

Company Size: 1-10

Creative Planning Property & Casualty, Llc Contact Details

Name Title LinkedIn Phone Email
Melissa Allen Commercial Lines Account Manager At Creative Planning Risk Services
Brenda Mulkey Key Account Manager
Wendy Wuellner Personal Insurance Department Manager
Jessica Shepler Account Executive
Requires/Intent
Quality Control & Assurance
Document Management & E-signature Solutions
Financial Planning & Retirement Solutions
and more

94. Dsc Capital

Industry: Financial Services

Location: Washington

Website: dsccap.com

Company Founded: 2014

Company Size: 1-10

Company Address: 1809 7th Avenue, Seattle, Washington, United States

Dsc Capital Contact Details

Name Title LinkedIn Phone Email
Mark Dibble Partner
Requires/Intent
Technology Consulting
ESG & Sustainable Finance Consulting
Online Advertising & SEO
and more

95. Lighter Capital

Industry: Financial Services

Location: Washington

Website: lightercapital.com

Company Founded: 2010

Company Size: 51-200

Company Address: 1201 3rd Avenue, Seattle, Washington, United States

Lighter Capital Contact Details

Name Title LinkedIn Phone Email
Jie Ji Credit Manager
Justin Harper Software Engineer
Requires/Intent
Compliance & Regulatory Advisory
Quality Control & Assurance
and more

96. Journey Financial Inc

Industry: Financial Services

Location: Washington

Website: journeyfinancial.com

Company Size: 51-200

Journey Financial Inc Contact Details

Name Title LinkedIn Phone Email
Morey Trupe Financial Advisor
Randy Lieber Owner
Jesse Plummer Loan Officer
Requires/Intent
Fraud Detection & Prevention
Corporate Finance Strategy
Legal Compliance & Advisory
Document Management & E-signature Solutions
Investment Advisory
and more

97. Belay Mortgage Group Nmls 1737549

Industry: Financial Services

Location: Washington

Website: belaymortgage.com

Company Founded: 2018

Company Size: 1-10

Company Address: 810 Main Street, Vancouver, Washington, United States

Belay Mortgage Group Nmls 1737549 Contact Details

Name Title LinkedIn Phone Email
Jodi White Owner And Senior Loan Officer Nmls 89759
Ashley Barnts Mortgage Loan Coordinator
Requires/Intent
Insurance & Underwriting Services
Portfolio Management
Quality Control & Assurance
Financial Planning & Retirement Solutions
and more

98. Northstar Wealth Management

Industry: Financial Services

Location: Washington

Website: northstarwealthmgt.com

Company Founded: 2010

Company Size: 1-10

Company Address: 7525 Southeast 24th Avenue, Mercer Island, Washington, United States

Northstar Wealth Management Contact Details

Name Title LinkedIn Phone Email
Carter Cowan Accredited Investment Fiduciary And Chartered Retirement Plans Specialist
Monica Freeny Financial Advisor
Requires/Intent
Performance Tracking & KPI Analytics
IoT-enabled Smart Banking Solutions
Portfolio Management
and more

99. Financial Advocates

Industry: Financial Services

Location: Washington

Website: financialadvocates.com

Company Founded: 1996

Company Size: 11-50

Company Address: 1601 Cooper Point Road Northwest, Olympia, Washington, United States

Financial Advocates Contact Details

Name Title LinkedIn Phone Email
Josh Larson Business Development Associate
Molly Merz-semingson Compliance And Operations Manager
Sara Forgey Marketing Coordinator
Keith Moore Regional Director
Kerry Prichard Director, Client Care
Matt Lazaras Financial Advisor
Requires/Intent
Treasury & Cash Flow Management
Insurance & Underwriting Services
Hedge Fund & Private Equity Consulting
and more

100. Asg Partners

Industry: Financial Services

Location: Washington

Website: asgpartners.com

Company Size: 1-10

Asg Partners Contact Details

Name Title LinkedIn Phone Email
Paul Keller Managing Partner
Requires/Intent
HR & Talent Acquisition
Cloud Computing Solutions
Technology Consulting
Financial Auditing & Reporting
and more
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Washington Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Taye Baker Fisher Investments Business Development Executive 401k Solutions
2 Jonathon Dues Fisher Investments Vice President, U.s Defined Contribution
3 Don Anderson Fisher Investments Recruiter
4 Erin Harris Fisher Investments Recognition Program Manager
5 Mark Israel Fisher Investments Executive Vice President Technology And Transformation
6 Steven Ferretti Fisher Investments Regional Vice President
7 Aaron Kraljev Fisher Investments Gvp - Talent And Brand Leader
8 Mitchell Burd Russell Investments Senior Recruiter
9 Ron Pierce Russell Investments Global Head Of Information Technology
10 Glenn Allen Russell Investments Senior Talent Acquisition Consultant
11 Tim Halverson Russell Investments Senior Regional Director
12 Alena Karr Russell Investments Senior Manager, Global Manager Operational Due Diligence
13 Rob Balkema Russell Investments Senior Director, Head Of Multi-asset North America
14 Alex Rabinovich Russell Investments Director Of Business Development
15 James Elvick Axia Home Loans Regional Manager
16 Brian Neville Axia Home Loans Regional Sales Manager
17 Sean Harvey Axia Home Loans Mortgage Advisor, Cmps
18 Passionate Sue Hall Axia Home Loans Vice President Pacific Northwest Regional Manager
19 Chad Henry Axia Home Loans Area Manager
20 Dawson Jablonsky Axia Home Loans Mortgage Loan Originator
21 Leslie Boyce Axia Home Loans Human Resources Director
22 Jana Capua Evergreen Home Loans Nmls 3182 Home Mortgage Consultant
23 Tonda Hall Evergreen Home Loans Nmls 3182 Regional Manager
24 Todd Miles Evergreen Home Loans Nmls 3182 Regional Manager
25 Paul Scobee Evergreen Home Loans Nmls 3182 Senior Mortgage Banker
26 Fatima Botello Evergreen Home Loans Nmls 3182 Mortgage Loan Officer - Nmls #1525146 At Evergreen Home Loans Nmls 3182
27 Ryan Iverson Evergreen Home Loans Nmls 3182 Home Loan Officer
28 Alison Gillespie Evergreen Home Loans Nmls 3182 Operations And Compliance
29 James Baxter Baxter Boyer Chief Executive Officer
30 Colt Ness Baxter Boyer Associate
31 Grant Lyon Brighton Jones Associate Advisor
32 Kory Leadon Brighton Jones Managing Director
33 Tina Adelstein Brighton Jones Learning And Team Development Manager
34 Jay Rudwall Brighton Jones Associate Advisor
35 Molly Norton Brighton Jones Philanthropic Advisor
36 Bryce Baker Brighton Jones Associate Advisor | Manager At Brighton Jones, Llc
37 Alexia Candelaria Brighton Jones Associate Advisor
38 Ai-rrs Darwin Ernst Homestreet Bank Review Appraiser
39 Chris Huth Homestreet Bank Vice President, Commerical Banking Relationship Manager
40 Steven Shigaya Homestreet Bank Regulatory Compliance Manager

Financial Services companies in different states of USA

No. Industry Number of Contacts Download
1 Financial services Companies in Alabama 2004
2 Financial services Companies in Alaska 457
3 Financial services Companies in Arizona 4858
4 Financial services Companies in Arkansas 529
5 Financial services Companies in California 62258
6 Financial services Companies in Colorado 5704
7 Financial services Companies in Connecticut 9599
8 Financial services Companies in Delaware 2083
9 Financial services Companies in Florida 5273
10 Financial services Companies in Georgia 13506
11 Financial services Companies in Hawaii 103
12 Financial services Companies in Idaho 869
13 Financial services Companies in Illinois 16797
14 Financial services Companies in Indiana 5687
15 Financial services Companies in Iowa 8813
16 Financial services Companies in Kansas 5318
17 Financial services Companies in Kentucky 2363
18 Financial services Companies in Louisiana 2169
19 Financial services Companies in Maine 2149
20 Financial services Companies in Maryland 6935
21 Financial services Companies in Massachusetts 16587
22 Financial services Companies in Michigan 5559
23 Financial services Companies in Minnesota 14603
24 Financial services Companies in Mississippi 2290
25 Financial services Companies in Missouri 19297
26 Financial services Companies in Montana 898
27 Financial services Companies in Nebraska 6544
28 Financial services Companies in Nevada 1792
29 Financial services Companies in New Hampshire 1010
30 Financial services Companies in New Jersey 9176
31 Financial services Companies in New Mexico 1008
32 Financial services Companies in New York 113150
33 Financial services Companies in North Carolina 7960
34 Financial services Companies in North Dakota 642
35 Financial services Companies in Ohio 8615
36 Financial services Companies in Oklahoma 2910
37 Financial services Companies in Oregon 3218
38 Financial services Companies in Pennsylvania 21443
39 Financial services Companies in Rhode Island 658
40 Financial services Companies in South Carolina 4269
41 Financial services Companies in South Dakota 947
42 Financial services Companies in Tennessee 8071
43 Financial services Companies in Texas 12289
44 Financial services Companies in Utah 8759
45 Financial services Companies in Vermont 800
46 Financial services Companies in Virginia 26128
47 Financial services Companies in West Virginia 107
48 Financial services Companies in Wisconsin 21503
49 Financial services Companies in Wyoming 325
50 Financial services Companies in District Of Columbia 7241