Top 59 financial services firms in Atlanta

Equifaxequifax.com

Global data, analytics, and technology company providing insights to help financial institutions, companies, employers, and government agencies make confident decisions worldwide

Assurantassurant.com

A global business services company supporting and protecting major consumer purchases through innovative solutions and enhanced customer experiences

ICEice.com

This company connects individuals to data, technology, and expertise to foster opportunity and drive innovation in various industries

Invescoinvesco.com

Global asset manager providing diversified investment strategies across all asset classes through advanced analytics, market intelligence, and customized portfolio solutions for international clients.

Invesco USinvesco.com

Provides focused investment management services emphasizing diverse perspectives and passionate pursuit of superior portfolio-building opportunities for investors.

OneDigitalonedigital.com

Provides personalized, tech-enabled insurance, financial services, and HR solutions, empowering employers and individuals for health, success, and financial security, trusted by over 100,000 businesses.

Ameris Bankamerisbank.com

Financial institution focused on providing peace of mind through personalized financial planning and support for individuals and businesses

Federal Reserve Bank of Atlantaatlantafed.org

The company is a regional Reserve Bank that conducts monetary policy, regulates financial institutions, promotes financial stability, and fosters community development

Truist Securitiestruist.com

Truist Securities offers a comprehensive range of capital markets, investment banking, and financial solutions for corporate and institutional clients nationwide

Delta Community Credit Uniondeltacommunitycu.com

Financial institution in Georgia serving over 480,000 members with banking products, loans, insurance, and financial planning services Not-for-profit giving back to communities

USAA Inc

Providing financial products and services dedicated to supporting U.S. military members and their families with integrity and loyalty.

Peachtree Grouppeachtreegroup.com

Private equity firm deploying capital in hospitality, real estate lending, residential development, and capital markets, with over $70 billion in investments completed

Safe-Guard Products Internationalsafe-guardproducts.com

Providing innovative protection products and solutions for automotive, powersports, marine, and RV industries, supporting dealers and finance professionals.

EPMepmwholesale.com

A licensed mortgage lender offering various mortgage products nationwide, with a focus on empowering financial independence and providing top financial service

Atlanticusatlanticus.com

Providing technology and analytics for partners to offer more inclusive financial services to everyday Americans, with a focus on consumer loans

OppenheimerFundsinvesco.com

A former asset management firm specializing in various investment strategies was acquired by Invesco, providing tailored insights and solutions for investors

Accelerantaccelerant.ai

Platform connecting specialty insurance underwriters with risk capital providers, offering analytics, distribution, and operational support for profitable underwriting.

MagMutualmagmutual.com

A liability insurance provider and healthcare consultancy offering protection, resources, and advice for physicians and healthcare organizations, with a focus on risk management and performance improvement

RSUI Group, Inc.rsui.com

A leading underwriter of specialty insurance products, providing property, casualty, professional liability, and unique risk coverage to companies nationwide

Hiscox USAhiscox.com

specialty insurance company providing professional liability, cyber security, media, entertainment, management, crime, and commercial property insurance products

Porsche Financial Services, Inc.porsche.com

A dedicated financial services provider offering custom solutions and products to Porsche, Bentley, Lamborghini, and Bugatti customers and dealers in North America

SunTrust Robinson Humphreytruist.com

A leading full-service corporate and investment bank, specializing in tailored solutions for smart growth through strategic advisory and financial services

FIS Reliance Trustlinkedin.com

A leading provider of financial services with expertise in wealth management, retirement solutions, and trust services for individuals and organizations globally

Mercury® Financialatlanticus.com

A mission-driven fintech company working to expand financial inclusion and help Americans build better credit for a better life

Citizens Trust Bankctbconnect.com

A long-standing financial institution offering personalized service and solutions to empower customers and support community development through lending, investments, and service

APCU/Center Parcmycenterparc.com

A member-owned credit union established in 1925, helping individuals and communities thrive by providing financial services to over 103,000 members nationwide

J.P. Turner & Company, LLCjpturner.com

A full-service investment banking and brokerage firm with 180 independent offices nationwide, offering advisory services through JPTCM Partnered with SIPC

Knockknock.com

It provides innovative solutions for home buying and selling, allowing users to leverage equity from their current home for new purchases.

Bankers Fidelity Life Insurance Company®bankersfidelity.com

A trusted provider of customer-oriented insurance products, known for fair claims payment and innovative offerings in the life and health insurance industry

Ironwoodironwoodins.com

An insurance brokerage firm based in Atlanta offering customized risk management programs, claims services, employee benefits consulting, and employer services with a focus on excellent customer service

Angel Oak Capital Advisors, LLCangeloakcapital.com

An investment management firm specializing in fixed income solutions, focusing on mortgage-backed securities and structured credit to deliver attractive risk-adjusted returns

Palmer & Caypalmerandcay.com

Specialty commercial insurance and employee benefits brokerage and consulting firm for middle market to large corporate clients worldwide

CMWcmwealth.org

A global financial institution offering private wealth counsel, investment management, private equity, estate and taxation counsel, social ventures, trust services, and foundation management

Forest Investment Associatesforestinvest.com

Forest Investment Associates provides investment management services for timberland investors, including pension plans, retirement systems, endowments, foundations, and family offices

IFS Securitiesifssecurities.com

A boutique investment firm with global reach, offering personal attention and unique investment insights to advisors and institutional clients

Source Capitalsource-cap.com

Private investment firm providing equity and debt capital to growing lower middle-market companies in various industries since 2002

GMT Capitalgmtcapital.com

Global long/short equity investment management with deep industry knowledge, global presence, and a collaborative culture focused on high returns.

A+ Financial Servicesmybudgetcenter.com

Providing comprehensive financial and securities solutions through insurance products and funding options to improve financial well-being

MONTAG Wealth Managementmontagwealthmanagement.com

A family-run wealth management business that provides personalized investment strategies for individuals, families, and institutions, focusing on building lifelong relationships with clients

Pritchard & Jerdenssp.com

An insurance and risk management company providing tailored solutions, exceptional service, industry expertise, and innovative workplace perks to clients

CI Brightworth Private Wealthbrightworth.com

A nationally recognized wealth management firm offering comprehensive financial advice to families across the country with deep expertise in various financial disciplines

Five Star Insurance Agencyfivestarinsuranceagency.com

Providing quality insurance products and services to meet individual and business needs with outstanding service and comprehensive, cost-effective solutions

Sage Mountain Advisorssagemountainadvisors.com

Wealth management firm offering concierge-level service and alternative investing opportunities to protect and grow family net worth for future generations

Angel Oak Companiesangeloakcompanies.com

A leading asset manager providing innovative mortgage and consumer credit solutions through a integrated credit and investment platform

Atlanta Consulting Groupacgconsulting.com

Providing comprehensive investment consulting services to institutional clients and family offices worldwide, guiding them in achieving their investment objectives with expertise and professionalism

Resurgens Riskrrmgt.com

A progressive Risk Management & Consulting firm offering a wide range of services including Employee Benefits, Commercial & Personal Risk Management Insurance, and Claim Management

JP Turner & Companyjpturner.com

An independent brokerage and investment banking firm offering a variety of investment products and services, including advisory and financial planning through an affiliate company

Montag & Caldwellmontag.com

A SEC registered investment advisory firm specializing in fundamental analysis, offering proprietary investment solutions for over 75 years to help clients reach their financial goals

Altera Investmentsalteraprivate.com

Investment firm targeting lower middle market private investments, partnering with best-in-class fund managers and independent sponsors for ultra high net worth individuals

Masters Capital Management, LLCmasterscapital.com

Investment management firm offering advisory services to sophisticated investors specializing in US equities and derivatives, led by Michael W Masters

Dempsey Companiessimplicitypiedmont.com

An independent insurance brokerage specializing in life, annuity, long-term care, and disability insurance Focus on client-focused solutions through financial advisors

Genesis Capital, LLCgenesis-capital.com

Independent investment and merchant banking firm specializing in strategic growth initiatives, mergers, acquisitions, and private placements to maximize shareowner value

JLM Risk Managementjlmriskmgmt.com

A global insurance firm offering innovative solutions to Fortune 500 companies, middle market enterprises, and high net worth individuals Specializing in insurance brokerage, consultation, and claims management

Limitless Capital Management Inc.limitlesscapmgmt.com

Limitless Capital Management offers global investment solutions with a focus on research, active management, and delivering attractive risk-adjusted returns for investors

Gray & Company Global Investment Solutionsegrayco.com

An independent Investment Solutions firm offering comprehensive services for institutional investors, including consulting, discretionary services, outsourced CIO solutions, and alternative investments allocation

Reliance Risk Solutions, a Wholesure Partnerreliance-risk.com

Expert provider of tailor-made insurance products for successful individuals, offering comprehensive coverage tailored to specific needs through partnerships with insurance companies

Vinitas Partnersvinitaspartners.com

A boutique financial services firm in Atlanta specializing in personalized financial and asset management services for private wealth clients

Wolverine Investment Advisorsw-ria.com

Investment advisory firm providing digital platform for personalized investment management aiming to maximize returns and minimize market risk for clients

Valcin Holdings LLCvalcinholdings.com

Equity capital consultancy and investment firm specializing in Technology, Fintech, AI, Data Analytics, and Entertainment-Technology industries, with expertise in mergers and acquisitions