Directory · US
Financial Services in United States
A register of firms and the professionals working at them in the Financial Services sector based in United States. Browse the public index, then filter or export on Kipplo.
Companies
88K on file
Acrisure
As a global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, real estate services – and beyond. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over colleagues in 23 countries. And this is just the beginning.
10001+ staff
Onemain Financial
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. We look beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans and auto loans, credit cards and financial wellness products like Trim and Credit Worthy by OneMain Financial® help people borrow better and work toward a brighter future. In our 1,300+ branches and across the U.S, join almost team members helping millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures, extending household budgets or something else people might need. Together, we meet customers where they want to be — in person, by phone and online. Find your place in our Most Loved Workplace with a recognized focus on supporting Volunteerism, Diversity and Veterans. Every day, be part of our mission-driven culture committed to inclusion and respect, career growth and impacting the communities where we live and work. There’s never been a better time to shine with OneMain. Loans offered by OneMain Financial Group, LLC (NMLS# 1339418 – nmlsconsumeraccess.org; onemainfinancial.com/legal/disclosures.
10001+ staff
Bb&t
We’d love to stay connected with you! Please follow our Truist company page and unfollow this page which is no longer active. BB & T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB & T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
10001+ staff
Boston Financial Data Services
SS & C Technologies has acquired Boston Financial Data Services (BFDS). For updates and the latest news, connect with SS & C Technologies on LinkedIn, or visit our website:
10001+ staff
Carecredit
CareCredit, a Synchrony solution, is a leading health and wellness credit card with flexible financing options that patients or clients can use to finance the care they want and need without delaying appointments or treatment for themselves or their pets.* With over 12 million cardholder accounts, the CareCredit credit card helps people reach their health and wellness goals by offering special financing options with convenient monthly payments on every qualifying purchase. And, practices receive payment within two business days! For more information on offering a patient payment solution and to get started with CareCredit, visit carecredit.com/providers. CareCredit is accepted at provider and retail locations nationwide, including: Dental, Veterinary, Ophthalmology, Optometry, Cosmetic Surgery, Dermatology, Hearing, Chiropractic, Women’s Health, Physical Therapy and more.*Subject to credit approval. Minimum monthly payments required.
10001+ staff
Factset
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
10001+ staff
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
10001+ staff
Loomis
We offer secure and effective comprehensive solutions for managing payments, including the distribution, handling, recycling and storage of cash and other valuables. Our customers belong to a diverse range of entities, including financial institutions, retailers, other commerce-related businesses, and the public sector. We have 170 years of history. More than employees operating in +400 branch offices spread across 27 countries and our headquarters are in Stockholm, Sweden. We pride ourselves on being the trusted partner of the main banks and Central Banks, utilizing a sustainable approach by reducing cash movement through our bulk till facilities and recycling returned bank notes. Our corporate culture is based on three core values: People, Service and Integrity. Loomis’ employees work daily to improve the experience of our customers. For us, it is crucial to have integrity, a strong sense of security, ethics and morals, the right competence and a desire to always exceed the customer’s expectations. Sustainability is an integrated part of the business. Loomis has a central role to play in providing the infrastructure to Ensure that payment flows are efficient in society. By welcoming all types of payments and facilitating access to financial services, Loomis helps build an inclusive and resilient society. Why choose Loomis? Customer Service There is a dedicate support team ready to help our clients. Risks Management We have developed an effective security system based on precision and transparency. Business Efficiency We keep up to date with the newest tech resources and we sustain a network of high performance Sustainability We aim to be the leading sustainable business partner in the industry. This means constantly working to reduce the environmental impact of operations, being a responsible employer and contributing to the societies where we operate.
10001+ staff
Northern Trust Asset Servicing
Northern Trust is a leading global provider of asset servicing and related services. We have experience helping some of the world’s largest and most complex organizations handle their asset servicing needs, offering guidance and insight with personalized service. We work with corporate and government retirement funds, nonprofit organizations, fund managers, sovereign wealth funds, insurance companies and other institutional investors around the globe. Our ongoing investment in technology allows us to provide our clients with the solutions they need to operate their businesses more efficiently. We couple this with a client-centered approach to provide a powerful combination of service, technology and expertise. Member FDIC
10001+ staff
Northern Trust Wealth Management
Any successful wealth plan begins with a thorough discussion of your ambitions. Whether you’re pursuing your next dream, investing in your family’s future or exploring your philanthropic legacy, we take the full spectrum into consideration. By understanding the intricacies of your goals, we create a more meaningful approach to wealth management.
10001+ staff
People's United Bank, N.A
On April 2, 2022, People’s United Bank, M.A. merged into M&T Bank. It is now part of M&T Bank and its former branches, and most services will operate as the People’s United division of M&T Bank until we complete the integration of our systems later in 2022. Founded in 1842, People’s United Bank is a premier, community-based, regional Northeast bank with more than 5,500 employees offering commercial and retail banking, as well as wealth management services. We have a network of over 400 retail locations in Connecticut, New York Massachusetts, Vermont, New Hampshire, and Maine. Our story reflects not only our more than 175 year banking history, but also our values, attitudes and way of doing business. These values inspire our delivery of service, products and solutions. Knowledge, hands-on know-how, and a friendly, local approach to working with customers sets People’s United Bank in motion. The result— financial well-being, customized to help every customer achieve their unique goals.
10001+ staff
Raymond James
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
10001+ staff
Rbc Wealth Management
We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc, RBC Global Asset Management Inc, Royal Trust Corporation of Canada and The Royal Trust Company.*Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC. The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs. For information about our legal terms of use, please visit
10001+ staff
State Street
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion
10001+ staff
The Hartford
Showing up for people isn’t just what we do. It’s who we are – for over 200 years. And while it looks different every day, we do more to innovate for our customers, our communities and our employees. Because you put your trust in us.
10001+ staff
Usaa
Since the beginning, our mission has been to provide a range of financial services to the military community and their families. Along the way, we’ve also established ourselves as a destination employer for passionate people looking to serve those who are willing to give it their all. Our mission is to stand with our members and be there for them and their families by facilitating their financial security. It starts with offering a range of highly competitive products, exceptional service, and trusted advice. But to be the military community’s provider of choice also takes dedicated team members who share our core values of service, loyalty, honesty, and integrity.
10001+ staff
Bmo
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture. Sound like your kind of place? Then we should be co-workers.
10001+ staff
Citizens Private Wealth
Citizens Private Wealth is a division of Citizens Financial Group, Inc.(NYSE CFG)- one of the oldest and largest financial institutions in the United States. We provide extraordinary service and forge lasting client relationships delivering clients best-in-class products, services, and capabilities. We are a trusted source to help wealthy individuals and families solve complex financial planning issues. Our multi-disciplined approach to family wealth management consolidates all the expertise and services you need in one firm. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A.(“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc.(“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. Securities, Investments and Insurance Products are subject to risk, including principal amount invested, and are:*NOT FDIC INSURED *NOT BANK GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *MAY LOSE VALUE
10001+ staff
Equifax
At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.
10001+ staff
First Citizens Bank And Trust Company, Inc
This page is no longer active. Please follow us at First Citizens Bank. All former First Citizens Bank and Trust Company branches in South Carolina are now operating under the First Citizens Bank name. In September 2015, First Citizens Bank and Trust Company merged with and became a division of First Citizens Bank and Trust Company, a North Carolina-chartered commercial bank. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C, First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc.(NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. For more information, visit firstcitizens.com or call toll-free DIRECT Member FDIC. Equal Housing Lender.
10001+ staff
Loomis Us
Loomis is the industry’s leading provider of cash management and cash optimization solutions. Loomis uses cutting-edge technology and unmatched service and expertise to improve efficiency, reduce risk, and increase profitability for a wide variety of clients, including financial institutions, multi-location retailers, fast-casual and quick-service restaurants, and other commercial enterprises. Loomis operates one of the nation’s largest integrated cash distribution network, featuring: • Nearly 200 operating locations in the United States • Over employees • A fleet of more than 3,200 vehicles Loomis has operations in 23 countries: Argentina, Austria, Belgium, Canada, Chile, the Czech Republic, Denmark, Dubai, Finland, France, Germany, Hong Kong, Norway, Portugal, Singapore, Shanghai, Slovakia, Spain, Sweden, Switzerland, Turkey, the United Kingdom and the United States. An extensive international presence is an important asset, contributing a considerable amount of collective expertise in cash. The Loomis share (LOOM B) has been listed on the NASDAQ OMX Stockholm since December 9, 2008. It is part of the Nordic Mid Cap list in the sector Industrial Goods and Services. SafePoint® by Loomis SafePoint is a comprehensive cash management solution that combines advanced technology with Loomis’ expertise and support to help businesses cut cash-handling costs, increase efficiency, protect employees and customers, and save money. SafePoint features and benefits: • Advanced SafePoint Titan smart safe or cash recycler technology • Dedicated in-house SafePoint IT development and support • Total visibility of account and reporting information with Loomis Direct customer portal • Loomis’ cash management network, secure armored transport services, and customer support • Funds guaranteed and provisionally credited to account once validated in smart safe
10001+ staff
Suntrust
We’d love to stay connected with you! Please follow our Truist company page and unfollow this page which is no longer active. BB & T and SunTrust formed Truist with a shared purpose—to inspire and build better lives and communities. With our combined resources, collective passion, and commitment to innovation, we’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB & T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending; and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
10001+ staff
Ally
Ally Financial Inc.(NYSE: ALLY) is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and corporate clients. NMLS #3015 |#181005 | Ally's legacy dates back to 1919, and the company was redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. Ally has an award-winning online bank (Ally Bank, Member FDIC), one of the largest full service auto finance operations in the country, a complementary auto-focused insurance business, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies. We extend equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual’s age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.
10001+ staff
Broadridge Financial Services
Broadridge Financial Services is now a part of Broadridge. Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge’s infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S.$9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over associates in 21 countries.
10001+ staff
Cantor Fitzgerald
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. In all its businesses, the firm is an acknowledged leader in developing advanced technologies to expand market access, and help clients achieve their most important financial and strategic objectives. This commitment to client-centered innovation has led to enduring relationships with many of the world’s most demanding institutional investors and corporations. For more information please visit
10001+ staff
Capital One
At Capital One, we're making things better for our customers and associates through innovation and collaboration. We were founded on the belief that everyone deserves financial freedom—and are dedicated to a world where all have equal opportunity to prosper. Banking is in our DNA, but we are so much more than a bank. We always think about what’s next—and how we can bring our customers the tools needed to improve their financial lives. Your ideas, experiences and skills will help make banking better. You’ll be part of a supportive culture while earning amazing benefits. That’s life at Capital One. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. View our Social Media Community Guidelines
10001+ staff
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: (#0424-TM8W)
10001+ staff
Citizens Commercial Banking
You’re ready to achieve more and explore new ways to meet your strategic objectives. Citizens is ready too. With the strength of a major institution, the industry insights of a specialist firm, and the personalized service you deserve-Citizens can help you move forward. From corporate financing, debt and equity capital markets, M&A advisory to treasury, risk, and wealth management we’re ready to listen, so you’re ready to rise. Learn more and explore our website for insights and ideas for building your business.
10001+ staff
Firstcash
FirstCash is the leading international operator of pawn stores with more than 2,800 retail pawn and consumer lending locations in 25 U.S. states and the District of Columbia and in Latin America, which includes all the states in Mexico and the countries of Guatemala, El Salvador and Colombia. The Company employs approximately people between the U.S. and Latin America. FirstCash focuses on serving cash and credit constrained consumers primarily through its retail pawn locations, which buy and sell a wide variety of jewelry, consumer electronics, tools, household appliances, sporting goods, musical instruments and other merchandise, and make small consumer pawn loans secured by pledged personal property. FirstCash is a component company in both the Standard & Poor’s MidCap 400 Index® and the Russell Index®.
10001+ staff
Goldman Sachs Group Limited
Asset management / commercial bank / daily necessities / investment bank / investment management / investment fund / prime broker, Goldman Sachs Group provides investment management, securities, asset management, prime broker and securities underwriting and other services.
10001+ staff
J.P. Morgan
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first. J.P. Morgan is part of JPMorgan Chase & Co.(NYSE: JPM), a global financial services firm. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
10001+ staff
Laurel Road
Laurel Road is a digital banking platform and brand of KeyBank that provides tailored offerings to support the financial wellbeing of healthcare and business professionals. Laurel Road’s banking and lending solutions, including Loyalty Checking and High Yield Savings accounts, Student Loan Cashback Credit Card, Student Loan Refinancing, Mortgages, Personal Loans and more, provide our members with a simplified, personalized experience that helps them better navigate their financial journey and achieve life’s goals. Additionally, through a partnership with GradFin, one of the nation’s leading PSLF providers, Laurel Road offers student loan counseling services that help borrowers manage and understand their options. Laurel Road has reimagined banking and financial management for physicians and dentists through Laurel Road for Doctors, a tailored digital experience made up of banking, insights, and exclusive benefits to provide the financial help and peace of mind they need through each career stage. In spring of 2022, Laurel Road also launched Loyalty Checking, the first checking account designed with nurses in mind, furthering the company’s commitment to healthcare professionals. A Brand of @Keybank NA, Member FDIC. Equal Housing Lender. NMLS # 399797
10001+ staff
Marsh Mclennan
Marsh (NYSE: MRSH) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh Risk, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue over $24 billion and more than colleagues, Marsh helps build the confidence to thrive through the power of perspective
10001+ staff
Merrill Lynch
Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF & S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html
10001+ staff
Mizuho
This is not your typical financial institution. It’s our people who make us a cut above. Here, every person is respected because of their differences, not in spite of them. We pride ourselves on a culture of purpose, passion and compassion. At Mizuho, we provide the stability of an international industry leader with the career trajectory of a growing business. Our steady, strategic growth gives our people at all levels rewarding degrees of responsibility and a richer work experience than a boutique firm or an established giant could offer alone. Working for Mizuho opens doors not just to a rewarding career with excellent prospects, but to lasting friendships with colleagues from diverse cultures. It’s the local expertise of our employees that makes our global network so powerful. By collaborating with colleagues and clients who have your same ambition, you can amplify your sphere of influence and base of knowledge as part of one of the largest—and growing—banks in the world. We’re all global citizens, and that’s why our company feels compelled to make an impact through more than just drawing up deals. We prove that it’s possible to do well and do good. We do right by our clients, our community and each other.
10001+ staff
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. All interactions on/with this account are subject to the Social Media Important Information which includes Morgan Stanley’s Privacy Pledge and relevant disclaimers/disclosures. By interacting with this account, you consent to the retention and monitoring of your interactions.
10001+ staff
Navy Federal Credit Union
Navy Federal is the world’s largest credit union, with more than 15 million members,$190 billion+ in assets and employees. Throughout campuses in Vienna, VA Pensacola, FL and Winchester, VA, as well as 370 branches, we serve the Armed Forces, Department of Defense, Veterans and their families with world-class financial products and services. Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. Federally insured by NCUA. Equal opportunity employer. Android™ is a trademark of Google, Inc. iPhone® is a registered trademark of Apple, Inc. iPad® is a registered trademark of Apple, Inc. App Store(SM) is a service mark of Apple, Inc. Message and data rates may apply. FORTUNE and 100 Best Companies to Work For are registered trademarks of Time Inc, and are used under license. FORTUNE and Time Inc, are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. For more info, visit navyfederal.org. Images used for representational purposes only; do not imply government endorsement. Equal Housing Lender Equal Opportunity Employer, including disability/vets
10001+ staff
Pnc
We’ll help keep your money boring so your life doesn’t have to be. pnc.co/guidelines
10001+ staff
Principal Financial Group
Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 62M customers plan, protect, invest, and retire as of December 31, 2023. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce. We’re proud to be recognized as a Best Place to Work in Money Management by Pensions & Investments for the 11th consecutive year, an Ethisphere World’s Most Ethical Companies for the 12th time and as Forbes The Best Employers for Diversity 2023. Disclosure: Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Investment advisory services are offered through Principal Global Investors, LLC or its affiliates. Principal Asset Management℠ is a trade name of Principal Global Investors, LLC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. ©2024 Principal Financial Services, Inc. Principal Financial Group Foundation, Inc.("Principal® Foundation") is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc.("Principal") operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so.
10001+ staff
Prudential Financial
Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone, and for over 140 years, we have helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, we are one of the world’s largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe and Latin America, we are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies. We also have one of the most recognized and trusted brand symbols: The Rock®, an icon of strength, stability, expertise and innovation. We measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in our industry. We offer an inclusive work environment where employees can develop to their full potential, and give back to the communities where we live and work.(Pru.us/disclaimer)
10001+ staff
Quicken Loans
Welcome to the NEW Quicken Loans, the cutting-edge online marketplace transforming the way you find financial providers. On November 1, 2023, Quicken Loans came under the control of LMB OpCO, and is now a financial marketplace platform connecting customers with a wide range of services, including mortgages, personal loans, home services, auto loans, and more. Our passion lies in simplifying the process of choosing the perfect solution for your unique financial needs, and we've made it our mission to empower you with the information you need to make confident decisions. NMLS #167283 | NMLS Access: nmlsconsumeraccess.org
10001+ staff
S&p Global
S&P Global (NYSE: SPGI) enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively, and thrive economically in a rapidly changing global landscape. From helping our customers assess new investments across the capital and commodities markets to guiding them through the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading organizations to unlock opportunities, solve challenges, and plan for tomorrow – today. Learn more at Recruitment Fraud Alert: If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here:
10001+ staff
Synchrony
At Synchrony, our driving force is to be essential to people's everyday lives by making it easier for the many millions of people who rely on us to access their essential needs and everyday wants with consumer financing that works for them – from their first credit card to a lifetime of flexibility. We do this by helping people make informed, smart credit choices so they can live healthier financial lives and by connecting them to Synchrony's ecosystem of hundreds of thousands of small- and mid-sized businesses and health and wellness providers that are the backbone of the U.S. economy.
10001+ staff
Tiaa
At TIAA, we believe everyone has the right to retire with dignity. For more than 100 years, we’ve provided retirement plans, insurance, and investment services, empowering millions of people— in education, healthcare, and nonprofit —with the knowledge, guidance, and lifetime income needed to plan their futures. We are fighting to ensure a more secure financial future for all and for generations to come. Visit tiaa.org to learn more about preparing for a more secure retirement. For our Terms of Use, please visit ter.li/termsofuse.
10001+ staff
Tsys
TSYS joins FIS as Total Issuing Solutions. For more information, visit We’re also on Twitter (@TSYS_TSS) and Facebook.
10001+ staff
Vanguard
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests. For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed. Community guidelines: vgi.vg/sgl1
10001+ staff
Wealthwave
WealthWave is bringing an end to the global crisis of financial illiteracy by disrupting the largest industry in the world—the financial industry. Unlike the rest of the industry who overlook the majority of North Americans or take advantage of them, we fight for families by first teaching them how money really works and then by helping them create the financial security and independence they deserve. With thousands of entrepreneurs across North America, WealthWave's team of educators are united to stamp out financial illiteracy. With world-class training, tools, and technology our leaders are building scalable businesses without limits as we spearhead our crusade. We see a world where everyone is financially literate and has access to the tools and support they need to use that knowledge to create a better life for themselves and their children.
10001+ staff
Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
10001+ staff
