Directory · US
Financial Services in United States
Financial services in the US — banks, insurers, lenders, asset managers, fintech and payments — with the executives, ops leaders and compliance owners mapped to each. Built for vendors selling into regulated financial-services buyers.
Companies
88K on file
Truist
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. As a leading U.S. commercial bank, Truist has leading market share in many of the high-growth markets across the country. Truist offers a wide range of products and services through our wholesale and consumer businesses, including consumer and small business banking, commercial banking, corporate and investment banking, wealth management, payments, and specialized lending businesses. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with total assets of $535 billion as of March 31, 2024. Truist Bank, Member FDIC. Learn more at Truist.com. Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
10001+ staff
Wells Fargo Advisors
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1 Wells Fargo Investment Institute, Inc.(WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A, a bank affiliate of Wells Fargo & Company.
10001+ staff
Block
Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams — People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more — provide support and guidance at the corporate level. They work across business groups and around the globe, spanning time zones and disciplines to develop inclusive People policies, forecast finances, give legal counsel, safeguard systems, nurture new initiatives, and more. Every challenge creates possibilities, and we need different perspectives to see them all. Bring yours to Block.
10001+ staff
Bny
For more than 240 years BNY has partnered alongside clients, using its expertise and platforms to help them operate more efficiently and accelerate growth. Today BNY serves over 90% of Fortune 100 companies and nearly all the top 100 banks globally. BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals. As of December 31, 2025, BNY oversees $59.3 trillion in assets under custody and/or administration and $2.2 trillion in assets under management. Follow BNY on Instagram & X:@BNYglobal
10001+ staff
Bny Mellon
Established in 1784, BNY Mellon is America’s oldest bank and the first company listed on the New York Stock Exchange (NYSE: BK). Today, BNY Mellon powers capital markets around the world through comprehensive solutions that help clients manage and service their financial assets throughout the investment life cycle. BNY Mellon had $47.8 trillion in assets under custody and/or administration and $2.0 trillion in assets under management as of Dec. BNY Mellon has been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Additional information is available at
10001+ staff
Bny Wealth
For over 240 years, we’ve been helping our clients build, manage and sustain their wealth. Today, with approximately $350B in total private client assets and as part of an organization with $2.2T in assets under management overall, we are uniquely positioned to bring our wealth management solutions to accomplished individuals, family offices, planned giving programs, endowments and foundations. Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This helps ensure that every financial decision actively and intentionally powers our clients’ goals. It’s this kind of thinking that leads to enduring relationships that span generations. So, what do you want your wealth to do for you? Learn more at bny.com/wealth. BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. Includes AUM and AUC/A in the Wealth business. As of December 31, 2025. Excludes securities lending cash management assets and assets managed in the Investment Services business.
10001+ staff
Buck
Buck was acquired by Gallagher in April 2023 and now operates as Gallagher. Buck a été acquis par Gallagher en avril 2023 et fait maintenant affaire sous le nom de Gallagher.
10001+ staff
Citizens Jmp
Citizens Capital Markets and Advisory is a leading middle market investment bank that supports clients across a focused set of industry sectors. Our bankers thrive on delivering keen market insights that are both strategic and thoughtful, while driving extraordinary outcomes for our clients. Industry Expertise A core tenet of our strategy is a selective focus on specific industries – we stick to what we know. As a result we are true industry experts, offering unrivaled sector intelligence gained through years of highly relevant experience. Focused Industry Sectors: • Aerospace, Defense & Government Services • Business Services • Consumer • Gaming, Lodging & Commercial Real Estate • Healthcare • Industrials • Technology, Media & Telecom • Transportation & Logistics
10001+ staff
Citizens Private Bank
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens 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. For deposit products, Member FDIC.
10001+ staff
Cross Country Mortgage
We are a full service mortgage company that provides all types of home loan products regarding single family homes up up to 4 unit properties. From purchase, refinance, cash-out, and home construction loans we have all the bases covered.
10001+ staff
Fiducial North America
Fiducial North America is a network of leading financial service providers serving small businesses, entrepreneurs, and individuals in the U.S. Our network is comprised of three specialized divisions; Federated Fiducial, Jade Fiducial, and Fiducial Expertise. Each division contributes its niche expertise to the Fiducial network, equipping us to provide personalized solutions to meet all of our clients' diverse needs. As a trusted advisor to small businesses and entrepreneurs, we use our expertise to manage our clients' back-office responsibilities. Allowing our clients to focus on what they do best: serving their clients and growing their business. Our clients thrive due to our local presence and attention to the needs of local markets. The Fiducial Network seamlessly integrates the capabilities of a global, full-service, enterprise with the personalized relationship and support of a local firm. Whether it be business advisory, bookkeeping, tax, or payroll services, our team is ready to serve you. Learn more about Fiducial North America at
10001+ staff
Financial Education Services Inc
Over the past 12 years, Financial Education Services has created countless financial programs aiming to satisfy the need for financial security. We’ve covered the spectrum to create pieces for each part of the financial puzzle. From maximizing your credit potential, protecting your identity, securing your assets to preparing for a stable financial future. At Financial Education Services, we stand behind our services with integrity. The same questions are constantly on our mind: Are our customers happy? How can we improve? What else can we offer to help those wanting to create security over their financial futures? Hearing life changing stories from our customers and representatives continues to remind us the importance of financial education. Whether you’re looking for help within your own financial scenario or are here to explore a limitless business opportunity, your success is within reach at Financial Education Services. As a Financial Services specialist, I strive to provide financial opportunity in its most complete form. With a focus on consumer education and providing a unique and personalized experience, we work to eliminate the burden of financial uncertainty while creating a plan of action and peace of mind for the future. Our vision is to continuously develop beyond the financial services offered today, enhancing not only the opportunity for consumers to feel financial stability, but ultimately achieve their greatest financial potential. Our goals will always lead back to that our foundation was created upon- to educate and improve the financial scenarios of American consumers.
10001+ staff
Global Payments Inc
Global Payments (NYSE: GPN) is a leading payment technology and software company that powers commerce for businesses of all sizes worldwide. We help businesses grow with confidence by delivering innovative solutions that enable seamless payment acceptance, smarter operations and exceptional client experiences – online, in store and everywhere in between. With its global reach, local expertise and scale, Global Payments manages trillions in payments volume and billions of transactions across more than 175 countries. Headquartered in Atlanta, Georgia, Global Payments is a Fortune 500® company and a member of the S&P 500. Learn more at company.globalpayments.com and follow Global Payments on X (@globalpayinc), LinkedIn and Facebook.
10001+ staff
Rpm Technologies Now Broadridge
RPM Technologies 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
Circle K Pro
Circle K Pro is a business fuel card solution for fleets of all sizes that makes everyday management easy and reduces overall company transportation costs.
10001+ staff
Dst Research, Analytics, And Consulting
Our mission is to transform how financial services companies grow their market share. DST Research, Analytics, and Consulting LLC helps senior executives at leading firms manage data, manage data, gain insight, and ignite change in their business. Through effective use of advanced analytics, research, and distribution intelligence technologies, we enable business to better understand, predict, and optimize key business factors impacting their asset growth and profitability. For more information on DST Research, Analytics, and Consulting’s distribution intelligence tools and strategic advisory and consulting services, visit
10001+ staff
Financial Education Services
About us Over the past 12 years, Financial Education Services has created countless nancial programs aiming to satisfy the need for nancial security. We've covered the spectrum to create pieces for each part of the nancial puzzle. From maximizing your credit potential, protecting your identity, securing your assets to preparing for a stable nancial future. At Financial Education Services, we stand behind our services with integrity. The same questions are constantly on our mind Are our customers happy? How can we improve? What else can we offer to help those wanting to create security over their nancial futures? Hearing life changing stories from our customers and representatives continues to remind us the importance of nancial education. Whether you're looking for help within your own nancial sce-nario or are here to explore a limitless business opportunity, your success is within reach at Financial Education Services. As a Financial Services specialist, I strive to provide nancial opportunity in its most complete form. With a focus on consumer education and providing a unique and personalized experience, we work to eliminate the burden of nancial uncertainty while creating a plan of action and peace of mind for the future. Our vision is to continuously develop beyond the nancial services offered today, enhancing not only the opportunity for consumers to feel nancial stability, but ultimately achieve their greatest nancial potential. Our goals will always lead back to that our foundation was created upon- to educate and improve the nancial scenarios of American consumers.
10001+ staff
Global Payments Integrated
Global Payments Integrated helps businesses succeed by delivering secure and personalized payment solutions, allowing developers of business management solutions to accept payments through their systems and add value to their software. While many processors offer payments tied to antiquated platforms designed to support stand-alone systems, the Global Payments Integrated platform provides custom, scalable and fast payment solution integration – accommodating the swiftly-shifting ways consumers pay for goods and services. With this visionary payment processing platform, Global Payments Integrated helps business management software companies grow their business through our embedded commerce services, bolster customer loyalty with unique payments solutions, and improve profitability. globalpaymentsintegrated.com
10001+ staff
Rockall Technologies Now Broadridge
Rockall Technologies 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
Aircastle
Aircastle is a dynamic and growing company seeking talented and motivated professionals to join our team. As a leader in the aircraft leasing industry, we offer a range of exciting opportunities for individuals with diverse backgrounds and skill sets.
51 to 200 staff
Alabama Credit Union
Welcome to Alabama Credit Union, where excellence meets opportunity! As one of the leading financial institutions in Alabama, we take pride in empowering our members to achieve their financial goals while fostering a dynamic and growth-oriented work environment for our dedicated team. About Us: At ACU, we redefine financial success by providing unparalleled services to our members. With a commitment to community, integrity, and innovation, we have earned our reputation as Alabama's Best Credit Union ™. Our unwavering dedication to excellence has not only set us apart but has also created a workplace where individuals thrive and careers flourish. Why ACU? Career Growth Opportunities: Joining ACU means joining a team that believes in investing in your potential. We foster a culture of continuous learning and professional development, providing our employees with the tools and resources they need to excel in their careers. Whether you're starting your journey or looking to advance, ACU is the place to grow. Competitive Benefits: We understand that your well-being is essential. At ACU, we offer a comprehensive benefits package that goes beyond the basics. From health and wellness programs to financial planning assistance, we ensure our employees are supported in every aspect of their lives. Inclusive and Collaborative Culture: We believe in the power of a diverse and inclusive workplace, where every voice is heard, valued, and celebrated. At ACU, you'll be part of a team that collaborates, innovates, and succeeds together. Join Our Team: Ready to take your career to new heights? Explore exciting opportunities with ACU and be part of an organization that is shaping the future of finance in Alabama. Your journey to success begins here! Connect with us on LinkedIn to stay updated on the latest news, career tips, and insights from the financial industry.
201 to 500 staff
Alabama One Credit Union
Your full-service financial institution. Voted Tuscaloosa's "Best of the Best" 5 years in a row!
201 to 500 staff
Alpaca
Alpaca is a developer-first API brokerage platform that supports hundreds of businesses globally. Alpaca offers stock, ETF, options and crypto trading, real-time market data, and end-to-end brokerage infrastructure through modern APIs. Alpaca has raised over $120m in funding and is backed by top investors in the industry globally, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Eldridge, Positive Sum, Elefund, and Y Combinator.
201 to 500 staff
American First Credit Union
For more than 70 years, American First Credit Union has remained focused on the financial well-being of our members and our community, offering competitive products and personal service. With a vision to be our members’ most essential financial resource, we are relentless in our efforts to deliver a world of access, ease and convenience. If you choose American First Credit Union, you benefit from low-interest loans for vehicles, homes, credit cards, and personal loans for whatever else you may need. You can receive higher rates on savings accounts and share certificates, enjoy checking accounts with tons of perks and savings benefits, open a Big Prize Savings account to win up to and more. But we’re not just about banking! In addition to extraordinary service, we give back to our neighborhoods through our 'Caring First' initiative by getting involved in causes that make our communities better.
51 to 200 staff
FAQ
Frequently asked questions
How are US fintechs categorised?
Fintechs sit in this sector when their LinkedIn industry is Financial Services or they self-position as financial. Card networks, exchanges and crypto-native firms appear here too. Sub-segment by drilling into individual companies.
Who's the right buyer for compliance tools?
Look for Heads of Compliance, BSA Officers, MLROs and Heads of Risk. Each company page lists role distribution — open any record and scan the title breakdown to find the right cohort.