# List of financial services firms in Phoenix

Tamtam tracks 25 financial services firms headquartered in Phoenix. This list ranks all of them by number of employees on LinkedIn, led by Western Alliance Bank, Blue Cross Blue Shield of Arizona and Lincoln Heritage Life Insurance Company®. Their median headcount is 156. Half of them were founded in 1987 or later.

These Phoenix companies are predominantly large financial services firms, with a strong emphasis on banking and insurance. Western Alliance Bank provides commercial and consumer banking, while Blue Cross Blue Shield of Arizona offers health insurance to Arizonans. Lincoln Heritage Life Insurance Company specializes in final expense life insurance, and CopperPoint Insurance Companies provides workers’ compensation and commercial insurance. Desert Financial Credit Union and Arizona Financial Credit Union are locally based credit unions.

The presence of financial institutions founded in the mid-20th century, such as Blue Cross Blue Shield of Arizona and Desert Financial Credit Union, both established in 1939, indicates a long-standing financial sector in Phoenix. The list also includes newer firms like Goldwater Bank, N.A. (2007) and Trinity Capital (2008), which focuses on venture debt and equipment financing for high-growth companies.

🇺🇸 Phoenix · 25 companies · Updated Nov 11, 2026

| # | Company | Industry | Headquarters | Employees | Founded |
|---|---|---|---|---|---|
| 1 | [Western Alliance Bank](https://www.tamtam.ai/c/western-alliance-bank) (westernalliancebancorporation.com)<br>Provides tailored commercial banking and consumer financial products with expert service, operating nationwide through multiple full-service banking brands. | Banking | 🇺🇸 Phoenix | 4,327 |  |
| 2 | [Blue Cross Blue Shield of Arizona](https://www.tamtam.ai/c/blue-cross-blue-shield-of-arizona) (azblue.com)<br>Provides health insurance and related services to over 2 million Arizonans, focusing on improving health and wellness statewide. | Insurance | 🇺🇸 Phoenix | 2,286 | 1939 |
| 3 | [Lincoln Heritage Life Insurance Company®](https://www.tamtam.ai/c/lincoln-heritage-life-insurance-company) (lhlic.com)<br>Specializing in agent-produced final expense life insurance, offering fast claims service and personalized support for senior customers in the expanding market | Insurance | 🇺🇸 Phoenix | 1,710 | 1963 |
| 4 | [Western Alliance Bancorporation](https://www.tamtam.ai/c/western-alliance-bancorporation) (westernalliancebancorporation.com)<br>A top-performing banking company with $30 billion in assets, offering customized financial services through experienced bankers for businesses nationwide | Banking | 🇺🇸 Phoenix | 1,525 |  |
| 5 | [Desert Financial Credit Union](https://www.tamtam.ai/c/desert-financial-credit-union) (desertfinancial.com)<br>This company is a locally-based credit union in Arizona, focused on providing financial solutions to over 350,000 members and strengthening the local economy | Financial Services | 🇺🇸 Phoenix | 1,069 | 1939 |
| 6 | [Cavco Industries, Inc.](https://www.tamtam.ai/c/cavco-industries-inc) (cavcohomes.com)<br>A leader in offsite home construction, Cavco provides innovative, affordable housing solutions, employing 6000+ people nationwide and investing in employee development and growth | Construction | 🇺🇸 Phoenix | 961 | 1965 |
| 7 | [CopperPoint Insurance Companies](https://www.tamtam.ai/c/copperpoint-insurance-companies) (copperpoint.com)<br>A leading provider of workers’ compensation and commercial insurance solutions with $51 billion in assets, serving agents, brokers, and customers in 26 states | Insurance | 🇺🇸 Phoenix | 907 |  |
| 8 | [National Bank of Arizona](https://www.tamtam.ai/c/national-bank-of-arizona) (nbarizona.com)<br>This company provides exceptional customer service and builds local relationships by offering financial services through nearly 500 local financial centers | Banking | 🇺🇸 Phoenix | 833 | 1984 |
| 9 | [Advisor Group](https://www.tamtam.ai/c/advisor-group) (osaic.com)<br>Network of over 11,000 independent financial advisors managing $450 billion in client assets, providing securities and advisory services. | Financial Services | 🇺🇸 Phoenix | 582 |  |
| 10 | [Arizona Financial Credit Union](https://www.tamtam.ai/c/arizona-financial-credit-union) (arizonafinancial.org)<br>Arizona Financial offers consumer and small business banking services, with a focus on convenience, local expertise, and commitment to strengthening local economies | Banking | 🇺🇸 Phoenix | 545 | 1936 |
| 11 | [OneAZ Credit Union](https://www.tamtam.ai/c/oneaz-credit-union) (oneazcu.com)<br>A credit union in Arizona dedicated to improving lives through personal and business banking solutions, community involvement, and member-owned benefits | Banking | 🇺🇸 Phoenix | 409 | 1951 |
| 12 | [Goldwater Bank, N.A.](https://www.tamtam.ai/c/goldwater-bank-n-a) (goldwaterbank.com)<br>We provide unparalleled customer service and financial solutions, prioritizing satisfaction and community involvement Our online and mobile platforms offer flexible banking options | Banking | 🇺🇸 Phoenix | 195 | 2007 |
| 13 | [SagePoint Financial](https://www.tamtam.ai/c/sagepoint-financial) (osaic.com)<br>SagePoint Financial is an independent broker-dealer focused on transforming relationships with advisors through collaboration, flexibility, and cutting-edge technology | Financial Services | 🇺🇸 Phoenix | 156 |  |
| 14 | [Trinity Capital](https://www.tamtam.ai/c/trinity-capital) (trinitycapital.com)<br>Venture debt and equipment financing provider for high-growth venture capital-backed companies, offering support, flexibility, and competitive financing solutions to fuel growth | Financial Services | 🇺🇸 Phoenix | 140 | 2008 |
| 15 | [GPW and Associates, Inc.](https://www.tamtam.ai/c/gpw-and-associates-inc) (gpwa.com)<br>A provider of actuarial, reinsurance, and captive services, offering comprehensive risk management solutions with expertise in accounting, tax, compliance, and regulatory requirements | Insurance | 🇺🇸 Phoenix | 104 | 1998 |
| 16 | [TFO Family Office Partners](https://www.tamtam.ai/c/tfo-family-office-partners) (linktr.ee)<br>TFO Phoenix guides families in aligning their wealth with their goals through holistic advice in wealth planning, investment, tax, estate, and philanthropic planning | Financial Services | 🇺🇸 Phoenix | 78 | 2011 |
| 17 | [Beyond Risk](https://www.tamtam.ai/c/beyond-risk) (beyondrisk.com)<br>An independent risk management solutions provider offering comprehensive alternative risk solutions for middle-market and SMB clients, focusing on transparency, trust, and integrity | Insurance | 🇺🇸 Phoenix | 40 |  |
| 18 | [John Driscoll & Company, Inc.](https://www.tamtam.ai/c/john-driscoll-and-company-inc) (jdriscollco.com)<br>A financial services company offering personalized planning for individuals, families, and businesses, focusing on protection, wealth creation, and flexibility for life events | Financial Services | 🇺🇸 Phoenix | 28 | 1954 |
| 19 | [Senior Lifestyle Solutions](https://www.tamtam.ai/c/senior-lifestyle-solutions) (seniorlifestylesolutions.net)<br>Experienced team of insurance professionals offering Life & Health Insurance, Asset Protection, Senior Consulting, Group Health plans, and personalized planning services | Insurance | 🇺🇸 Phoenix | 27 |  |
| 20 | [Lakemore Partners](https://www.tamtam.ai/c/lakemore-partners) (lakemore.com)<br>A global private credit investment firm specializing in US CLOs, offering reliable returns through market cycles with expertise in niche credit markets | Investment Management | 🇺🇸 Phoenix | 23 | 2016 |
| 21 | [Cohn Financial Group](https://www.tamtam.ai/c/cohn-financial-group) (cfgllc.com)<br>Specializing in complex life insurance planning for high net worth clients, including Private Placement Life Insurance, with expertise in tax and legal strategies | Insurance | 🇺🇸 Phoenix | 20 | 1987 |
| 22 | [Reseco Group Holdings](https://www.tamtam.ai/c/reseco-group-holdings) (resecoadvisors.com)<br>A results-driven insurance and risk management firm providing leading-edge products, exceptional service, risk assessment, loss containment, training, and customized insurance programs | Insurance | 🇺🇸 Phoenix | 17 | 2012 |
| 23 | [Hako Risk & Insurance](https://www.tamtam.ai/c/hako-risk-and-insurance) (hakorisk.com)<br>Specializing in Risk Management Solutions and Commercial Insurance for businesses in the US, focusing on challenging market segments and providing comprehensive Risk Management Analysis | Insurance | 🇺🇸 Phoenix | 10 | 2021 |
| 24 | [Phoenix Insurance Group](https://www.tamtam.ai/c/phoenix-insurance-group) (phoenixinsgroup.com)<br>An experienced insurance provider offering personalized plans for individuals and organizations, with affordable rates, exceptional service, and strong industry relationships | Insurance | 🇺🇸 Phoenix | 8 | 2010 |
| 25 | [Samuel Insurance Agency](https://www.tamtam.ai/c/samuel-insurance-agency) (siastrong.com)<br>A comprehensive provider offering a range of services for insurance and financial needs, serving as a one-stop shop for clients | Insurance | 🇺🇸 Phoenix | 7 |  |

## How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Nov 11, 2026.

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## The same list elsewhere in United States

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Source: https://www.tamtam.ai/l/financial-services-firms-phoenix