Top 40 Financial Services Companies in New Orleans

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Below is the list of Top 40 Financial Services Companies in New Orleans ranked based on company size, client reviews, services, and awards.

Financial Services Companies in New Orleans

1. Eustis Mortgage

Industry: Financial Services

Location: New Orleans, Louisiana

Website: eustismortgage.com

Company Founded: 1956

Company Size: 51-200

Company Address: 1100 Poydras, New Orleans, Louisiana, United States

Eustis Mortgage Contact Details

Name Title LinkedIn Phone Email
David Sicard Vice Presdient, Branch Manager
Judy Pelitere Senior Loan Officer
Sunny Shannon Vice President And Loan Officer
Bryce Novotny Loan Officer
Becky Mason Branch Manager
Lori Serpas Loan Officer
Timothy Ieyoub Senior Vice President, Capital Markets
Requires/Intent and 38 more Employees
Asset Management
Marketing Services
Cloud Computing Solutions
and more

2. Louisiana Army National Guard

Industry: Financial Services

Location: New Orleans, Louisiana

Website: geauxguard.com

Company Size: 201-500

Company Address: 6400 St Claude Avenue, New Orleans, Louisiana, United States

Louisiana Army National Guard Contact Details

Name Title LinkedIn Phone Email
Pmc-ii Jason Baldwin Manager
Grady Dubose Prevention Coordinator
Andrea Marze Inspections Chief, Louisiana Army National Guard Inspector General
Kimberly Long System Administrator
Demetria Faircloth J-8 Senior Enlisted Advisor
Barry Garner First Lieutenant
Barry Garner First Lieutenant
Requires/Intent and 139 more Employees
Mobile App Development For Financial Services
Banking & Payment Processing
and more

3. Johnson Rice & Company L.l.c.

Industry: Financial Services

Location: New Orleans, Louisiana

Website: jrco.com

Company Founded: 1987

Company Size: 51-200

Johnson Rice & Company L.l.c. Contact Details

Name Title LinkedIn Phone Email
Joseph Seremet Partner
Vinnie Varisco Head Of Equity Trading
Charles Meade Research Analyst, Large Cap E And P
Ashley Scriber Equities Sales- Energy Oil And Gas, Oil Services, Chemicals, Infrastructure And Equipment
Martin Malloy Director Of Equity Research, Partner
Clay Cummings Partner - Energy Investment Banking
Paul Varisco Equity Trader At Johnson Rice And Company
Requires/Intent and 10 more Employees
Accounting Services
Treasury & Cash Flow Management
Document Management & E-signature Solutions
Financial Auditing & Reporting
Asset Management
and more

4. Goss Advisors

Industry: Financial Services

Location: New Orleans, Louisiana

Website: gossadvisors.com

Company Founded: 2015

Company Size: 51-200

Company Address: 858 Camp Street, New Orleans, Louisiana, United States

Goss Advisors Contact Details

Name Title LinkedIn Phone Email
Alex Goss Chief Executive Officer
Nick Moriarty Manager Of Transitions
Joeanna Patterson Operations Associate And Client Services
Hallie Marshall Senior Registered Operations Associate
Brent Nicks Chief Compliance Officer
Erin Corbett Director Of Finance And Human Capital
Rachel Palmer Operations Associate
Requires/Intent and 2 more Employees
Blockchain & Cryptocurrency Solutions
Digital Payment & Subscription Solutions
Omnichannel Customer Support
Insurance & Underwriting Services
and more

5. Republic Business Credit, Llc

Industry: Financial Services

Location: New Orleans, Louisiana

Company Founded: 2010

Company Size: 11-50

Republic Business Credit, Llc Contact Details

Name Title LinkedIn Phone Email
Leigh Guglielmo Senior Vice President Business Development
Andrea Marus Vice President, Business Development
Cameron Rust Underwriting Analyst
Danika Louis Portfolio Manager
Yoselyn Melendez Underwriting Analyst
Joseph Zupo Underwriting Manager
Rachel Mixon Manager
Requires/Intent
Quality Control & Assurance
ERP For Financial Institutions
Debt Collection & Recovery
Credit Rating & Analysis
and more

6. Luckmore Finance Corp

Industry: Financial Services

Location: New Orleans, Louisiana

Website: luckmorefinance.com

Company Size: 1-10

Company Address: 633 Baronne Street, New Orleans, Louisiana, United States

Luckmore Finance Corp Contact Details

Name Title LinkedIn Phone Email
Steve Perret Loan Officer
Adam Wirth President
Tripp Ruckman Loan Officer
Olivia Leach Customer Service Representative
Requires/Intent
Debt Collection & Recovery
Tax Planning & Strategy
and more

7. Villere & Co.

Industry: Financial Services

Location: New Orleans, Louisiana

Website: villere.com

Company Founded: 1911

Company Size: 11-50

Company Address: 601 Poydras Street, New Orleans, Louisiana, United States

Villere & Co. Contact Details

Name Title LinkedIn Phone Email
Lamar Villere Partner And Portfolio Manager
Sandy Villere Partner And Portfolio Manager
Ruthanne Giardina Client Service Manager
Requires/Intent
Document Management & E-signature Solutions
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Risk Management & Compliance
and more

8. Dean Morris

Industry: Financial Services

Location: New Orleans, Louisiana

Company Size: 51-200

Company Address: 511 Gravier Street, New Orleans, Louisiana, United States

Dean Morris Contact Details

Name Title LinkedIn Phone Email
Elizabeth Crowell Attorney
Tameeka Caldwell Legal Assistant And Bankruptcy Team Lead
Kim Putnam Attorney
Julie Helmer Compliance Manager
Kathryn Etheridge Administrative Assistant
Sara Elliott Mfr Team Lead
Wade Chapman It Administrator
Requires/Intent and 22 more Employees
Accounting Services
Online Advertising & SEO
and more

9. Bellingrath Wealth Management & Employee Benefits

Industry: Financial Services

Location: New Orleans, Louisiana

Website: bellingrathwealthmanagement.com

Company Founded: 1978

Company Size: 1-10

Company Address: 6065 Magazine Street, New Orleans, Louisiana, United States

Bellingrath Wealth Management & Employee Benefits Contact Details

Name Title LinkedIn Phone Email
Alexandra Clark Financial Paraplanner Qualified Professional â
Requires/Intent
Accounting Services
Marketing Services
Technology Consulting
Securities Trading & Brokerage
and more

10. Equitas Capital Advisors, Llc

Industry: Financial Services

Location: New Orleans, Louisiana

Website: equitas-capital.com

Company Founded: 2002

Company Size: 11-50

Company Address: 365 Canal Street, New Orleans, Louisiana, United States

Equitas Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Shepard Buckman Senior Investment Consultant
Trina Julien Director Of Operations And Executive Administrator
Yu Huang Senior Investment Analyst
Andrea Shepherd Administrative Assistant
Requires/Intent
Credit Rating & Analysis
Technology Consulting
Securities Trading & Brokerage
IoT-enabled Smart Banking Solutions
and more

11. Fund 17

Industry: Financial Services

Location: New Orleans, Louisiana

Website: fund17.org

Company Founded: 2012

Company Size: 11-50

Fund 17 Contact Details

Name Title LinkedIn Phone Email
Antonio Alonzo Executive Director
Mairead Coogan Fellowship Coordinator
Jeff Williams Business Case Manager
Brian Contreras Community Research Intern And Project Manager
Gabriel Lesser Policy Research Intern
Paulina Apone Financial Specialist
Requires/Intent
Risk Assessment & Mitigation
Employee Training & Workforce Development
and more

12. Thermo Credit Llc

Industry: Financial Services

Location: New Orleans, Louisiana

Website: thermocredit.com

Company Founded: 2002

Company Size: 1-10

Company Address: 639 Loyola Avenue, New Orleans, Louisiana, United States

Thermo Credit Llc Contact Details

Name Title LinkedIn Phone Email
Seth Block Executive Vice President
Stacy Gregg Business Development Associate
Darren Methe Senior Examiner
Requires/Intent
ERP For Financial Institutions
Compliance & Regulatory Advisory
Branding & Public Relations
and more

13. The Haslauer Group, Inc.

Industry: Financial Services

Location: New Orleans, Louisiana

Website: haslauergroup.com

Company Founded: 2000

Company Size: 11-50

Company Address: 700 Hickory Avenue, New Orleans, Louisiana, United States

The Haslauer Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Steven Peranio Sales Consultant
Raymond Adams Attorney
Jonathan Haslauer President
Stephen Cassingham Administrator
Anjele Melancon Director Of Operations
Tracy Novak Chief Executive Officer
Kaelan Perrier 401k Administrator
Requires/Intent and 3 more Employees
Compliance & Regulatory Advisory
Cloud Computing Solutions
Branding & Public Relations
Document Management & E-signature Solutions
and more

14. The Consortium

Industry: Financial Services

Location: New Orleans, Louisiana

Company Founded: 2018

Company Size: 11-50

Company Address: 900 Camp Street, New Orleans, Louisiana, United States

The Consortium Contact Details

Name Title LinkedIn Phone Email
John Jabbia National Director Of Brokerage
Vernon Horn Managing Director
Kim Gianatsis Agent And Producer And Protection Planning Advisor
Heather Kuegel Licensed Insurance Agent
Tiffany Christy Executive Vice President
Tiffany Christy Co-owner
Requires/Intent
Asset Management
Mobile App Development For Financial Services
and more

15. Cash Flow Resources, Llc

Industry: Financial Services

Location: New Orleans, Louisiana

Website: cfrnow.com

Company Founded: 2003

Company Size: 1-10

Company Address: 4710a Freret Street, New Orleans, Louisiana, United States

Cash Flow Resources, Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Laborde President
Jingya Zhi Finance Asistant
Requires/Intent
Data Analytics & Business Intelligence
Securities Trading & Brokerage
Compliance & Regulatory Advisory
and more

16. Freegulliver Llc

Industry: Financial Services

Location: New Orleans, Louisiana

Website: freegulliver.com

Company Founded: 2001

Company Size: 11-50

Company Address: 509 Octavia Street, New Orleans, Louisiana, United States

Freegulliver Llc Contact Details

Name Title LinkedIn Phone Email
Max Zwain Senior Financial Consultant
Jennie Mckibben Operations Coordinator
Daniela Prodanova Analyst And Pm At Freegulliver
Elizabeth Mitchell Investor Relations
Requires/Intent
Insurance & Underwriting Services
Blockchain & Cryptocurrency Solutions
Online Advertising & SEO
and more

17. Seiler Tucker

Industry: Financial Services

Location: New Orleans, Louisiana

Website: seilertucker.com

Company Founded: 2016

Company Size: 11-50

Company Address: 400 Poydras Street, New Orleans, Louisiana, United States

Seiler Tucker Contact Details

Name Title LinkedIn Phone Email
Chaps Tucker M And A Advisor
John Ayers M And A Financial Analyst
Nicholas Gahn Financial Analyst
Davis Haywood Marketing Intern
Ian Recile M And A Financial Analyst Intern
Christian Mcclure Financial Analyst
Requires/Intent
Sales & Lead Generation Strategy
Insurance & Underwriting Services
Tax Planning & Strategy
Mobile App Development For Financial Services
Document Management & E-signature Solutions
and more

18. Perkup

Industry: Financial Services

Location: New Orleans, Louisiana

Website: myperkup.com

Company Founded: 2015

Company Size: 1-10

Company Address: 820 Julia Street, New Orleans, Louisiana, United States

Perkup Contact Details

Name Title LinkedIn Phone Email
Ashley Hebert Director Of Operations
Ashley Migliore Marketing Account Manager
Benjamin Allen President
Requires/Intent
Accounting Services
Financial Forecasting & Modeling
Sales & Lead Generation Strategy
and more

19. Upperline Financial Planning

Industry: Financial Services

Location: New Orleans, Louisiana

Company Founded: 2010

Company Size: 1-10

Upperline Financial Planning Contact Details

Name Title LinkedIn Phone Email
Karen Boudreaux Organizational Development Consultant
Requires/Intent
Branding & Public Relations
ESG & Sustainable Finance Consulting
HR & Talent Acquisition
Compliance & Regulatory Advisory
Document Management & E-signature Solutions
and more

20. Sisung Group

Industry: Financial Services

Location: New Orleans, Louisiana

Website: sisung.com

Company Founded: 1985

Company Size: 11-50

Company Address: 201 St Charles Avenue, New Orleans, Louisiana, United States

Sisung Group Contact Details

Name Title LinkedIn Phone Email
John Chapman Vice President, Special Projects
Julie Viviano Administrative Assistant
Requires/Intent
Mortgage & Loan Processing
Document Management & E-signature Solutions
Insurance & Underwriting Services
Financial Forecasting & Modeling
and more

21. Royal Road Wealth Partners

Industry: Financial Services

Location: New Orleans, Louisiana

Website: royalroadwealth.com

Company Founded: 2019

Company Size: 1-10

Royal Road Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Aaron Gummer Founding Partner
Michael Sellitto Founding Partner
Daniel Hawkins Independent Advisor
Requires/Intent
Securities Trading & Brokerage
Business Strategy & Growth Consulting
Quality Control & Assurance
and more

22. Dumaine Investments

Industry: Financial Services

Location: New Orleans, Louisiana

Website: dumaineinvestments.com

Company Founded: 2019

Company Size: 1-10

Company Address: 650 Poydras Street, New Orleans, Louisiana, United States

Dumaine Investments Contact Details

Name Title LinkedIn Phone Email
David Evola Director Of Operations
Michelle Mcginnis Office Manager
Requires/Intent
Customer Relationship Management (CRM)
Performance Tracking & KPI Analytics
and more

23. Baton Financial Services, Inc.

Industry: Financial Services

Location: New Orleans, Louisiana

Website: batonfinancial.com

Company Founded: 2017

Company Size: 11-50

Company Address: 821 Baronne Street, New Orleans, Louisiana, United States

Baton Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Stephanie Austin Technical Product Manager
Donald Trott Director Of User Experience And User Interface
Samuel Almerico Intern
Requires/Intent
Document Management & E-signature Solutions
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Banking & Payment Processing
AI-powered Financial Insights
and more

24. Anedot

Industry: Financial Services

Location: New Orleans, Louisiana

Website: anedot.com

Company Founded: 2010

Company Size: 11-50

Anedot Contact Details

Name Title LinkedIn Phone Email
Ashley Michelli Director Of Accounting And Reporting
Garrick Ross Client Success Intern
Tyler Constantin Software Engineer
Matt Eastman Devops Engineer
Requires/Intent
Corporate Finance Strategy
Performance Tracking & KPI Analytics
Omnichannel Customer Support
and more

25. Uno Federal Credit Union

Industry: Financial Services

Location: New Orleans, Louisiana

Website: unofcu.org

Company Founded: 1972

Company Size: 11-50

Company Address: 2000 Lakeshore Drive, New Orleans, Louisiana, United States

Uno Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Tina Huner Senior Loan Officer And Financial Counselor
Requires/Intent
Fraud Detection & Prevention
Wealth Management
Omnichannel Customer Support
Branding & Public Relations
Digital Payment & Subscription Solutions
and more

26. Riverland Federal Credit Union

Industry: Financial Services

Location: New Orleans, Louisiana

Company Size: 11-50

Company Address: 639 Loyola Avenue, New Orleans, Louisiana, United States

Riverland Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Carol Irby President And Chief Executive Officer
Lindsey Anderson Compliance Officer
Requires/Intent
Wealth Management
Cybersecurity & Data Protection
Insurance & Underwriting Services
Mortgage & Loan Processing
Legal Compliance & Advisory
and more

27. Nas Jrb Credit Union

Industry: Financial Services

Location: New Orleans, Louisiana

Website: nasjrbcu.org

Company Founded: 1948

Company Size: 11-50

Nas Jrb Credit Union Contact Details

Name Title LinkedIn Phone Email
Helen Delin Chief Executive Officer And President
Rachel Jennings Financial Services Representative Iii
Pamela Brown Assistant Branch Manager
Althea Brignac Teller Operations Officer
Hannah Pavon Loan Officer
Requires/Intent
ERP For Financial Institutions
Corporate Finance Strategy
Digital Payment & Subscription Solutions
Blockchain & Cryptocurrency Solutions
Online Advertising & SEO
and more

28. Southern Financial Exchange

Industry: Financial Services

Location: New Orleans, Louisiana

Website: sfe.org

Company Founded: 1976

Company Size: 1-10

Company Address: 1340 Poydras Street, New Orleans, Louisiana, United States

Southern Financial Exchange Contact Details

Name Title LinkedIn Phone Email
Tricia Kottemann Executive Assistant
Requires/Intent
AI-powered Financial Insights
Banking & Payment Processing
Financial Planning & Retirement Solutions
and more

29. Smith Stag, Llc

Industry: Financial Services

Location: New Orleans, Louisiana

Company Size: 1-10

Company Address: 365 Canal Street, New Orleans, Louisiana, United States

Smith Stag, Llc Contact Details

Name Title LinkedIn Phone Email
Lisa Morris Paralegal
Requires/Intent
Asset Management
Securities Trading & Brokerage
Customer Relationship Management (CRM)
ESG & Sustainable Finance Consulting
Omnichannel Customer Support
and more

30. Partners In Payment

Industry: Financial Services

Location: New Orleans, Louisiana

Website: partnersinpayment.com

Company Founded: 2009

Company Size: 11-50

Company Address: 365 Canal Street, New Orleans, Louisiana, United States

Partners In Payment Contact Details

Name Title LinkedIn Phone Email
Mike Indest Relationship And Business Innovation
Requires/Intent
Technology Consulting
Marketing Services
Branding & Public Relations
and more

31. Rigby Financial Group

Industry: Financial Services

Location: New Orleans, Louisiana

Website: therigbygroup.com

Company Founded: 1994

Company Size: 1-10

Company Address: 715 Girod Street, New Orleans, Louisiana, United States

Rigby Financial Group Contact Details

Name Title LinkedIn Phone Email
Alison Weaver Senior Manager
Requires/Intent
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
Cybersecurity & Data Protection
Securities Trading & Brokerage
Mergers & Acquisitions Advisory
and more

32. Nash Marketing

Industry: Financial Services

Location: New Orleans, Louisiana

Company Size: 1-10

Company Address: 400 North Peters Street, New Orleans, Louisiana, United States

Nash Marketing Contact Details

Name Title LinkedIn Phone Email
Wadhah Nasher Manager
Requires/Intent
Omnichannel Customer Support
Cybersecurity & Data Protection
Fraud Detection & Prevention
and more

33. Stephen K Bellaire Cpa

Industry: Financial Services

Location: New Orleans, Louisiana

Website: skbcpa.com

Company Size: 1-10

Company Address: 510 Bienville Street, New Orleans, Louisiana, United States

Stephen K Bellaire Cpa Contact Details

Name Title LinkedIn Phone Email
Steve Bellaire Owner
Requires/Intent
Omnichannel Customer Support
Financial Forecasting & Modeling
Sales & Lead Generation Strategy
Performance Tracking & KPI Analytics
and more

34. Professional Asset Recovery

Industry: Financial Services

Location: New Orleans, Louisiana

Website: nwaprotow.com

Company Size: 1-10

Company Address: 630 Flood Street, New Orleans, Louisiana, United States

Professional Asset Recovery Contact Details

Name Title LinkedIn Phone Email
Charles Roldan Owner
Requires/Intent
Wealth Management
Mergers & Acquisitions Advisory
Cloud Computing Solutions
Omnichannel Customer Support
Insurance & Underwriting Services
and more

35. Sterling Commercial Capital Llc

Industry: Financial Services

Location: New Orleans, Louisiana

Website: sterlingcommercialcapital.com

Company Size: 1-10

Sterling Commercial Capital Llc Contact Details

Name Title LinkedIn Phone Email
Don Rudnik Senior Business Development Officer
Requires/Intent
API Integration For FinTech
Data Analytics & Business Intelligence
Digital Payment & Subscription Solutions
Marketing Services
Employee Training & Workforce Development
and more

36. Bonita Payments

Industry: Financial Services

Location: New Orleans, Louisiana

Website: bonitapayments.net

Company Founded: 2015

Company Size: 1-10

Company Address: 201 Saint Charles Avenue, New Orleans, Louisiana, United States

Bonita Payments Contact Details

Name Title LinkedIn Phone Email
Catherine Luong Agent
Requires/Intent
Loan Origination & Servicing Platforms
Marketing Services
IoT-enabled Smart Banking Solutions
and more
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New Orleans Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 David Sicard Eustis Mortgage Vice Presdient, Branch Manager
2 Judy Pelitere Eustis Mortgage Senior Loan Officer
3 Sunny Shannon Eustis Mortgage Vice President And Loan Officer
4 Bryce Novotny Eustis Mortgage Loan Officer
5 Becky Mason Eustis Mortgage Branch Manager
6 Lori Serpas Eustis Mortgage Loan Officer
7 Timothy Ieyoub Eustis Mortgage Senior Vice President, Capital Markets
8 Pmc-ii Jason Baldwin Louisiana Army National Guard Manager
9 Grady Dubose Louisiana Army National Guard Prevention Coordinator
10 Andrea Marze Louisiana Army National Guard Inspections Chief, Louisiana Army National Guard Inspector General
11 Kimberly Long Louisiana Army National Guard System Administrator
12 Demetria Faircloth Louisiana Army National Guard J-8 Senior Enlisted Advisor
13 Barry Garner Louisiana Army National Guard First Lieutenant
14 Barry Garner Louisiana Army National Guard First Lieutenant
15 Joseph Seremet Johnson Rice & Company L.l.c. Partner
16 Vinnie Varisco Johnson Rice & Company L.l.c. Head Of Equity Trading
17 Charles Meade Johnson Rice & Company L.l.c. Research Analyst, Large Cap E And P
18 Ashley Scriber Johnson Rice & Company L.l.c. Equities Sales- Energy Oil And Gas, Oil Services, Chemicals, Infrastructure And Equipment
19 Martin Malloy Johnson Rice & Company L.l.c. Director Of Equity Research, Partner
20 Clay Cummings Johnson Rice & Company L.l.c. Partner - Energy Investment Banking
21 Paul Varisco Johnson Rice & Company L.l.c. Equity Trader At Johnson Rice And Company
22 Alex Goss Goss Advisors Chief Executive Officer
23 Nick Moriarty Goss Advisors Manager Of Transitions
24 Joeanna Patterson Goss Advisors Operations Associate And Client Services
25 Hallie Marshall Goss Advisors Senior Registered Operations Associate
26 Brent Nicks Goss Advisors Chief Compliance Officer
27 Erin Corbett Goss Advisors Director Of Finance And Human Capital
28 Rachel Palmer Goss Advisors Operations Associate
29 Leigh Guglielmo Republic Business Credit, Llc Senior Vice President Business Development
30 Andrea Marus Republic Business Credit, Llc Vice President, Business Development
31 Cameron Rust Republic Business Credit, Llc Underwriting Analyst
32 Danika Louis Republic Business Credit, Llc Portfolio Manager
33 Yoselyn Melendez Republic Business Credit, Llc Underwriting Analyst
34 Joseph Zupo Republic Business Credit, Llc Underwriting Manager
35 Rachel Mixon Republic Business Credit, Llc Manager
36 Steve Perret Luckmore Finance Corp Loan Officer
37 Adam Wirth Luckmore Finance Corp President
38 Tripp Ruckman Luckmore Finance Corp Loan Officer
39 Olivia Leach Luckmore Finance Corp Customer Service Representative
40 Lamar Villere Villere & Co. Partner And Portfolio Manager

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