Top 30 Financial Services Companies in West Palm Beach

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Below is the list of Top 30 Financial Services Companies in West Palm Beach ranked based on company size, client reviews, services, and awards.

Financial Services Companies in West Palm Beach

1. Ocwen Financial Corporation

Industry: Financial Services

Location: West Palm Beach, Florida

Company Founded: 1988

Company Size: 10001+

Company Address: 1661 Worthington Road, West Palm Beach, Florida, United States

Ocwen Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Deforest Soaries Independent Director
Mark Kearns Vice President, Customer Correspondence
Curtis Schares Vice President - Strategic Sourcing And Master Servicing
Timothy Yanoti Executive Vice President - Chief Growth Officer
Tamara Gifford Director, Community And External Relations
Tim Hayes Executive Vice President And General Counsel
Jenn Bonefas Mortgage Insurance Analyst
Requires/Intent and 98 more Employees
AI-powered Financial Insights
Fraud Detection & Prevention
ESG & Sustainable Finance Consulting
HR & Talent Acquisition
Tax Planning & Strategy
and more

2. Family Office Networks

Industry: Financial Services

Location: West Palm Beach, Florida

Website: familyofficenetworks.com

Company Founded: 2014

Company Size: 11-50

Company Address: 307 Evernia Street, West Palm Beach, Florida, United States

Family Office Networks Contact Details

Name Title LinkedIn Phone Email
Benjamin Inman Atlanta And Nashville Regional Director
Requires/Intent
Technology Consulting
Mergers & Acquisitions Advisory
and more

3. The Legend Group

Industry: Financial Services

Location: West Palm Beach, Florida

Website: legendgroup.com

Company Founded: 1964

Company Size: 51-200

The Legend Group Contact Details

Name Title LinkedIn Phone Email
Michael Tarr Registered Representative
Representative Robert Moore Investment Advisor Representative
Frank Frederick Owner
James Cecchini Registered Representative
Mike Marino Vice President Real Estate
Michael Sonaco Registered Representative, Certified Retirement CounselorÂ
Ken Swansegar Registered Representative
Requires/Intent and 12 more Employees
Employee Training & Workforce Development
Debt Collection & Recovery
Data Analytics & Business Intelligence
Corporate Finance Strategy
and more

4. Xannuli

Industry: Financial Services

Location: West Palm Beach, Florida

Website: xannuli.ai

Company Founded: 2018

Company Size: 1-10

Company Address: 777 South Flagler Drive, West Palm Beach, Florida, United States

Xannuli Contact Details

Name Title LinkedIn Phone Email
Diana Mouring Managing Director Of Client Development
Requires/Intent
Financial Planning & Retirement Solutions
Blockchain & Cryptocurrency Solutions
ERP For Financial Institutions
and more

5. Seedtrust Escrow

Industry: Financial Services

Location: West Palm Beach, Florida

Website: seedtrustescrow.com

Company Founded: 2015

Company Size: 1-10

Company Address: 301 Clematis Street, West Palm Beach, Florida, United States

Seedtrust Escrow Contact Details

Name Title LinkedIn Phone Email
Adam Winder President
Kayleen Stromberg Art Paralegal
Requires/Intent
Loan Origination & Servicing Platforms
Document Management & E-signature Solutions
and more

6. Smartx Advisory Solutions

Industry: Financial Services

Location: West Palm Beach, Florida

Company Founded: 2010

Company Size: 11-50

Company Address: 400 Clematis Street, West Palm Beach, Florida, United States

Smartx Advisory Solutions Contact Details

Name Title LinkedIn Phone Email
Alexander Smith-ryland Chief Marketing Officer
Kenith Dykes Software Engineer
Requires/Intent
Employee Training & Workforce Development
Tax Planning & Strategy
Corporate Finance Strategy
Mobile App Development For Financial Services
Cybersecurity & Data Protection
and more

7. Affiliated Managers Group

Industry: Financial Services

Location: West Palm Beach, Florida

Website: amg.com

Company Founded: 1993

Company Size: 1001-5000

Company Address: 777 South Flagler Drive, West Palm Beach, Florida, United States

Affiliated Managers Group Contact Details

Name Title LinkedIn Phone Email
Jeffrey Sinak Director, U.s Sub-advisory Distribution
Stephen Mccord Data Systems Architect
Teana Childs Debt Collector
Requires/Intent
Digital Payment & Subscription Solutions
ERP For Financial Institutions
and more

8. The Pension Studio

Industry: Financial Services

Location: West Palm Beach, Florida

Website: thepensionstudio.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1226 Omar Road, West Palm Beach, Florida, United States

The Pension Studio Contact Details

Name Title LinkedIn Phone Email
Julie Casey Regional Sales Consultant
Apa Louis Weiss Senior Actuarial Administrator
Julie Goodwin Pension Consultant
Michael Moncil Pension Analyst
Melanie Ramsey Retirement Plan Consultant
Lisa Gilbertson Pension Consultant At The Pension Studio
April Teshima Pension Consultant
Requires/Intent and 2 more Employees
AI-powered Financial Insights
Financial Forecasting & Modeling
Sales & Lead Generation Strategy
Employee Training & Workforce Development
Marketing Services
and more

9. Ocwen Loan Servicing, Llc

Industry: Financial Services

Location: West Palm Beach, Florida

Website: ocwencustomers.com

Company Size: 201-500

Ocwen Loan Servicing, Llc Contact Details

Name Title LinkedIn Phone Email
Jamie Leeper Business Process Manager And Imaging And Administration
Wendy Galida De Underwriter
Laurie Arwine Administrative Site Coordinator
Nicole Rogers Fha And Va Claims And Compliance Senior Analysis
Tiffany Luck It Manager
Jeanine Owen Director, Contact Monitoring
Jen Meester Manager- Loss Mit Fulfillment
Requires/Intent and 37 more Employees
Branding & Public Relations
Digital Payment & Subscription Solutions
and more

10. Anagenesis Capital Partners, Llc

Industry: Financial Services

Location: West Palm Beach, Florida

Website: anagenesiscp.com

Company Size: 1-10

Company Address: 515 North Flagler Drive, West Palm Beach, Florida, United States

Anagenesis Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Clark Principal
Requires/Intent
Wealth Management
Portfolio Management
Performance Tracking & KPI Analytics
and more

11. Farm Credit Of Florida

Industry: Financial Services

Location: West Palm Beach, Florida

Website: farmcreditfl.com

Company Founded: 1916

Company Size: 51-200

Company Address: 11903 Southern Boulevard, West Palm Beach, Florida, United States

Farm Credit Of Florida Contact Details

Name Title LinkedIn Phone Email
Talmadge Albritton Relationship Manager
Wendy Lounds Paralegal
Zackery Banker Loan Officer
Lloyd Rosier Senior Commercial Loan Officer
Requires/Intent and 1 more Employees
Mergers & Acquisitions Advisory
Financial Auditing & Reporting
and more

12. Educated Wealth Center

Industry: Financial Services

Location: West Palm Beach, Florida

Website: educatedwealthcenter.com

Company Size: 1-10

Company Address: 2101 Vista Parkway, West Palm Beach, Florida, United States

Educated Wealth Center Contact Details

Name Title LinkedIn Phone Email
John Convery President And Founder
Requires/Intent
Data Analytics & Business Intelligence
Compliance & Regulatory Advisory
and more

13. Supreme Alliance Llc

Industry: Financial Services

Location: West Palm Beach, Florida

Website: supremealliancellc.com

Company Founded: 1998

Company Size: 51-200

Company Address: 212 Catania Way, West Palm Beach, Florida, United States

Supreme Alliance Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Bass Investment Advisor Representative
Requires/Intent
Online Advertising & SEO
Cloud Computing Solutions
Risk Management & Compliance
Legal Compliance & Advisory
and more

14. Wealth Matters Consulting

Industry: Financial Services

Location: West Palm Beach, Florida

Website: wealthmattersconsulting.com

Company Founded: 2012

Company Size: 1-10

Company Address: 319 Clematis Street, West Palm Beach, Florida, United States

Wealth Matters Consulting Contact Details

Name Title LinkedIn Phone Email
Carrie Wanous Director Of Communications
Requires/Intent
Document Management & E-signature Solutions
Performance Tracking & KPI Analytics
Business Strategy & Growth Consulting
Automation & Workflow Optimization
API Integration For FinTech
and more

15. Veteran Payment Systems

Industry: Financial Services

Location: West Palm Beach, Florida

Website: veteranpaymentsystems.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1645 Palm Beach, West Palm Beach, Florida, United States

Veteran Payment Systems Contact Details

Name Title LinkedIn Phone Email
Brandon Twyford Payment Consultant
Requires/Intent
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
Tax Planning & Strategy
Risk Management & Compliance
and more

16. Ideal Lending Solutions, A Division Of Afn, Inc.

Industry: Financial Services

Location: West Palm Beach, Florida

Website: ideallending.net

Company Founded: 2007

Company Size: 11-50

Company Address: 5589 Okeechobee Boulevard, West Palm Beach, Florida, United States

Ideal Lending Solutions, A Division Of Afn, Inc. Contact Details

Name Title LinkedIn Phone Email
Carly Fritts Loan Processor
Requires/Intent
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
Cybersecurity & Data Protection
ERP For Financial Institutions
and more

17. Fastfunds Financial Corp (fffc)

Industry: Financial Services

Location: West Palm Beach, Florida

Website: fastfundsonline.com

Company Founded: 1985

Company Size: 11-50

Fastfunds Financial Corp (fffc) Contact Details

Name Title LinkedIn Phone Email
Nana Owusu-manu Sales And Marketing Specialist
Requires/Intent
Treasury & Cash Flow Management
Risk Assessment & Mitigation
and more

18. Heartland | A Global Payments Company

Industry: Financial Services

Location: West Palm Beach, Florida

Company Founded: 1997

Company Size: 11-50

Heartland | A Global Payments Company Contact Details

Name Title LinkedIn Phone Email
Shelia Ellery Customer Service Representative
Requires/Intent
IoT-enabled Smart Banking Solutions
Mobile App Development For Financial Services
and more

19. Cmax

Industry: Financial Services

Location: West Palm Beach, Florida

Website: cmaxllc.com

Company Size: 11-50

Company Address: 1555 Palm Beach, West Palm Beach, Florida, United States

Cmax Contact Details

Name Title LinkedIn Phone Email
Max Ramos Owner And Operator
Bud Johnson Owner
Michelle Lowery Marketing
Requires/Intent
Portfolio Management
Online Advertising & SEO
Accounting Services
and more

20. Blue Sky Exit Planning & Cfo Services

Industry: Financial Services

Location: West Palm Beach, Florida

Website: joegitto.com

Company Founded: 2007

Company Size: 1-10

Blue Sky Exit Planning & Cfo Services Contact Details

Name Title LinkedIn Phone Email
Christina Lobiondo Digital Marketing Coordinator
Requires/Intent
ESG & Sustainable Finance Consulting
Automation & Workflow Optimization
Risk Management & Compliance
Data Analytics & Business Intelligence
Portfolio Management
and more

21. Fast Credit Options Inc.

Industry: Financial Services

Location: West Palm Beach, Florida

Website: fastcreditoptions.com

Company Size: 1-10

Fast Credit Options Inc. Contact Details

Name Title LinkedIn Phone Email
Fabian Buckley Marketing Associate
Requires/Intent
Online Advertising & SEO
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
and more

22. Insurance Credentialing Specialist

Industry: Financial Services

Location: West Palm Beach, Florida

Website: insurancecredentialing.com

Company Founded: 2010

Company Size: 11-50

Company Address: 8925 North Military Trail, West Palm Beach, Florida, United States

Insurance Credentialing Specialist Contact Details

Name Title LinkedIn Phone Email
Robert Rooney Credentialing Specialist
Requires/Intent
Fraud Detection & Prevention
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
Branding & Public Relations
and more

23. Litton Mortgage

Industry: Financial Services

Location: West Palm Beach, Florida

Website: litton-mortgage.com

Company Size: 11-50

Litton Mortgage Contact Details

Name Title LinkedIn Phone Email
Melissa Walker Loan Originator At Litton Mortgage
Ramona Sanders Loan Processor
Requires/Intent
Technology Consulting
ERP For Financial Institutions
Quality Control & Assurance
and more

24. Palmetto Elementary School

Industry: Financial Services

Location: West Palm Beach, Florida

Company Size: 11-50

Company Address: 5801 Parker Avenue, West Palm Beach, Florida, United States

Palmetto Elementary School Contact Details

Name Title LinkedIn Phone Email
Amanda Jarrard Esol Teacher
Requires/Intent
Automation & Workflow Optimization
Corporate Finance Strategy
Tax Planning & Strategy
Loan Origination & Servicing Platforms
Online Advertising & SEO
and more

25. King Enterprises Pbc, Llc

Industry: Financial Services

Location: West Palm Beach, Florida

Website: kingent.org

Company Size: 1-10

Company Address: 224 Datura Street, West Palm Beach, Florida, United States

King Enterprises Pbc, Llc Contact Details

Name Title LinkedIn Phone Email
Chris Marten Self Employed
Requires/Intent
Portfolio Management
Corporate Finance Strategy
Insurance & Underwriting Services
Automation & Workflow Optimization
Financial Auditing & Reporting
and more

West Palm Beach Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Deforest Soaries Ocwen Financial Corporation Independent Director
2 Mark Kearns Ocwen Financial Corporation Vice President, Customer Correspondence
3 Curtis Schares Ocwen Financial Corporation Vice President - Strategic Sourcing And Master Servicing
4 Timothy Yanoti Ocwen Financial Corporation Executive Vice President - Chief Growth Officer
5 Tamara Gifford Ocwen Financial Corporation Director, Community And External Relations
6 Tim Hayes Ocwen Financial Corporation Executive Vice President And General Counsel
7 Jenn Bonefas Ocwen Financial Corporation Mortgage Insurance Analyst
8 Benjamin Inman Family Office Networks Atlanta And Nashville Regional Director
9 Michael Tarr The Legend Group Registered Representative
10 Representative Robert Moore The Legend Group Investment Advisor Representative
11 Frank Frederick The Legend Group Owner
12 James Cecchini The Legend Group Registered Representative
13 Mike Marino The Legend Group Vice President Real Estate
14 Michael Sonaco The Legend Group Registered Representative, Certified Retirement CounselorÂ
15 Ken Swansegar The Legend Group Registered Representative
16 Diana Mouring Xannuli Managing Director Of Client Development
17 Adam Winder Seedtrust Escrow President
18 Kayleen Stromberg Seedtrust Escrow Art Paralegal
19 Alexander Smith-ryland Smartx Advisory Solutions Chief Marketing Officer
20 Kenith Dykes Smartx Advisory Solutions Software Engineer
21 Jeffrey Sinak Affiliated Managers Group Director, U.s Sub-advisory Distribution
22 Stephen Mccord Affiliated Managers Group Data Systems Architect
23 Teana Childs Affiliated Managers Group Debt Collector
24 Julie Casey The Pension Studio Regional Sales Consultant
25 Apa Louis Weiss The Pension Studio Senior Actuarial Administrator
26 Julie Goodwin The Pension Studio Pension Consultant
27 Michael Moncil The Pension Studio Pension Analyst
28 Melanie Ramsey The Pension Studio Retirement Plan Consultant
29 Lisa Gilbertson The Pension Studio Pension Consultant At The Pension Studio
30 April Teshima The Pension Studio Pension Consultant
31 Jamie Leeper Ocwen Loan Servicing, Llc Business Process Manager And Imaging And Administration
32 Wendy Galida Ocwen Loan Servicing, Llc De Underwriter
33 Laurie Arwine Ocwen Loan Servicing, Llc Administrative Site Coordinator
34 Nicole Rogers Ocwen Loan Servicing, Llc Fha And Va Claims And Compliance Senior Analysis
35 Tiffany Luck Ocwen Loan Servicing, Llc It Manager
36 Jeanine Owen Ocwen Loan Servicing, Llc Director, Contact Monitoring
37 Jen Meester Ocwen Loan Servicing, Llc Manager- Loss Mit Fulfillment
38 Scott Clark Anagenesis Capital Partners, Llc Principal
39 Talmadge Albritton Farm Credit Of Florida Relationship Manager
40 Wendy Lounds Farm Credit Of Florida Paralegal