The 29 largest Financial Services companies in Charlotte

Truisttruist.com

A financial institution formed to inspire and improve lives and communities, offering a wide range of services to individuals and businesses nationwide

Bank of America Merrill Lynchbusiness.bofa.com

Global banking and markets business providing strategic advisory, securities, investment banking, retirement services, and commercial banking activities across local and global financial markets.

BB&Tbbt.com

Financial services provider offering retail, small business, and commercial banking, insurance, mortgage, asset management, and wealth management for millions of households and businesses.

SunTrusttruist.com

Financial institution providing retail, small business, and commercial banking services, including asset management, capital markets, insurance, mortgage, specialized lending, and wealth management solutions.

Baringsbarings.com

Global investment manager with $381+ billion AUM invested in public and private fixed income, real estate, and specialist equity markets worldwide

Cardinal Financial Company, Limited Partnershipcardinalfinancial.com

Revolutionizing the mortgage industry with transparency, simplicity, and speed Offering low rates, fast closings, great service, and a personal experience

Truist Wealthtruist.com

Providing guidance in building wealth, protecting assets, and generating income in retirement through personalized financial planning and innovative solutions

LendingTreelendingtree.com

An online marketplace connecting consumers with various financial services, empowering them to compare and choose the best option for their needs

Allspring Global Investmentsallsprg.co

This company is redefining investing by focusing on financial returns and positive outcomes, with a commitment to thoughtful and purposeful planning

Bank of America Businessbusiness.bofa.com

Global banking and markets services including commercial lending, financial instrument trading, strategic advisory, and investment banking activities for diverse clients across international jurisdictions.

Paymentuspaymentus.com

A leading provider of cloud-based bill payment technology, offering flexible and secure electronic payment solutions to over 1,900 billers across North America

Meduit | Driving Revenue Cycle Performancemeduitrcm.com

An innovative RCM company collaborates with leading firms to improve revenue cycle management for healthcare organizations, focusing on financial, operational, and clinical performance

Tree.comtree.com

A leading marketplace connecting consumers with financial and real estate businesses and professionals to comparison shop for loans and other products

Bank of America Merchant Servicesmerch.bankofamerica.com

A leading provider of payment, eCommerce, and security solutions, guiding businesses through the world of payments to improve customer experiences and optimize global commerce

Wachovia Corpwachovia.com

A leading provider of investment and advisory services, catering to individuals, corporations, and institutions in the financial sector

Commercial Credit Group Inc.commercialcreditgroup.com

An independent commercial equipment finance company providing secured loans and leases to small and mid-sized businesses in various industries

finzlyfinzly.com

Provides a cloud-native operating system with a payment hub for banks to process various payments and offer products in payments, trade, BaaS, and treasury experience.

1st Metropolitan Mortgage1stmet.com

Dedicated mortgage provider offering fast, friendly service to maximize financial resources and help clients achieve homeownership goals with high standards of care

Consolidated Planning, Inc.cplanning.com

A finance company challenging the industry norm by focusing on protection first and empowering clients to take control of their financial future

Sunlight Financialsunlightfinancial.com

The company provides easy financing solutions for home upgrades, specializing in solar and home improvement projects with innovative technology and supportive partnerships

GEMgeminvestments.com

An investment management firm specializing in protecting and growing multigenerational capital for long-term investors through bespoke portfolios and alternative investment vehicles

DebtBookdebtbook.com

DebtBook provides cloud-based software solutions for public finance industry, helping organizations manage debt, leases, subscriptions, improve financial outcomes, and achieve strategic goals

Wyndham Capital Mortgagewyndhamcapital.com

Empowering employees through a caring corporate culture, Wyndham Capital Mortgage provides direct lending services with a focus on integrity and exceptional customer experience

Carolina Asset Managementcamplanning.com

The company provides personalized financial solutions, education, and macro-economic modeling to help clients achieve their goals and navigate retirement planning efficiently

Athens Capital Managementacm401.com

A leading financial investment service provider with over 20 years' experience, dedicated to helping clients achieve their financial objectives globally

Harris Williams Primary Fund Placementharriswilliams.com

An alternative asset placement business connecting top investment talent with exclusive pools of capital to generate high returns

KENSON Investmentskensoninvestments.com

A team of experienced professionals at the forefront of digital asset investing, offering opportunities for diversification and growth to HNWI and enterprises

Old Well Partnersoldwellpartners.com

Global investment firm utilizing technology for long-term investing, managed by experienced professionals from hedge funds and institutional firms Email for opportunities or strategy information

Brown Legacy Enterprisesbrownlegacy-enterprises.com

A rapidly growing financial institution in the southeast, dedicated to serving others and improving quality of life through impactful work