Top 30 Financial Services Companies in Portsmouth

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Below is the list of Top 30 Financial Services Companies in Portsmouth ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Portsmouth

1. Direct Capital Corporation

Industry: Financial Services

Location: Portsmouth, New Hampshire

Company Founded: 1993

Company Size: 51-200

Company Address: 155 Commerce Way, Portsmouth, New Hampshire, United States

Direct Capital Corporation Contact Details

Name Title LinkedIn Phone Email
Mitch Hartmann Lending Solutions Manager
Thamil Dhandapani Technical Project Manager
Robin Franks Senior Business Development Manager
Kerri Fletcher Senior Finance Manager At Direct Capital Corporation
Lindsay Martin Copywriter
Jason Adler Vice President, Partner Development
Nick Demers Vice President Finance
Requires/Intent and 38 more Employees
Financial Forecasting & Modeling
Quality Control & Assurance
Data Analytics & Business Intelligence
Corporate Finance Strategy
and more

2. Northeast Credit Union

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: necu.org

Company Founded: 1936

Company Size: 201-500

Company Address: 100 Borthwick Avenue, Portsmouth, New Hampshire, United States

Northeast Credit Union Contact Details

Name Title LinkedIn Phone Email
Debbie Auger Vice President Of Marketing
Kelly Mcgrath Senior Vice President Chief Lending Officer
Marilyn Mims Learning And Development Specialist And Member Experience
Dan Labonte Information Security Manager
Molly Monroe Contac Center Representative 1
Peter Joslin Assistant Vice President Of Learning And Development
Jennifer Bukowski Senior Greeter
Requires/Intent and 34 more Employees
Financial Forecasting & Modeling
ESG & Sustainable Finance Consulting
Banking & Payment Processing
Securities Trading & Brokerage
and more

3. Silvercloud, Inc.

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: silvercloudinc.com

Company Founded: 2001

Company Size: 51-200

Company Address: 33 Jewell Court, Portsmouth, New Hampshire, United States

Silvercloud, Inc. Contact Details

Name Title LinkedIn Phone Email
Bob Jensen Vice President Of Channel Sales And Patnerships
Caroline Platkiewicz Senior Marketing Manager
Adam Spaulding Vice President Of Product Management
Katherine Garaffa Integration Lead
Kaylene Comfort Customer Success Manager
Tucker Lippold Support And Integration Specialist
Paul Doty Vice President
Requires/Intent and 6 more Employees
Financial Auditing & Reporting
Performance Tracking & KPI Analytics
and more

4. Instabill Corporation

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: instabill.com

Company Founded: 2001

Company Size: 11-50

Company Address: 875 Greenland Road, Portsmouth, New Hampshire, United States

Instabill Corporation Contact Details

Name Title LinkedIn Phone Email
Wendy Jacques Sales Manager
Kirstin Bularzik Account Manager
Peggy Zello Customer Service At Instabill Corporation
Karin Michel Finance And H.r Director At Instabill Corporation
Jeanne Shepherd Lead Underwriter
Jeanne Shepherd Lead Underwriter
Susan Walsh Account Manager
Requires/Intent
Legal Compliance & Advisory
Sales & Lead Generation Strategy
HR & Talent Acquisition
Accounting Services
and more

5. Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc.

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: seacoastfinancialplanning.com

Company Size: 11-50

Company Address: 314 Middle Street, Portsmouth, New Hampshire, United States

Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Alex Talcott Financial Planning Specialist | Managing Partner
Charles Beynon Financial Advisor | Certified Financial Plannerâ Practitioner - CfpÂ
Apma Nicolas Curtis Financial Advisor
Nicolas Curtis Financial Advisor
Cfpâ Patricia Everett Financial Advisor | Certified Financial Plannerà â  Practitioner - Cfpà Â
Patricia Everett Financial Advisor | Certified Financial Plannerâ Practitioner - CfpÂ
Apma Gregory Vallee Financial Advisor
Requires/Intent
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
and more

6. Seacoast Mental Health Center

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: smhc-nh.org

Company Founded: 1963

Company Size: 201-500

Company Address: 1145 Sagamore Avenue, Portsmouth, New Hampshire, United States

Seacoast Mental Health Center Contact Details

Name Title LinkedIn Phone Email
Anne Olsen-hayward Director Reap
Peter Thornton It Support Manager
Diana Dumais Targeted Case Manager
Lyndsay Hagen Spectrum Family Outreach Specialist
Portia Bayer Outreach Therapist
Ma Alyshia Kelleher Mental Health Clinician
Sara Lorello Outreach Therapist
Requires/Intent and 36 more Employees
Financial Auditing & Reporting
Customer Relationship Management (CRM)
and more

7. Direct Capital Corporation

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: directcapital.com

Company Founded: 1993

Company Size: 201-500

Company Address: 155 Commerce Way, Portsmouth, New Hampshire, United States

Direct Capital Corporation Contact Details

Name Title LinkedIn Phone Email
Kylie Hammond Lending Solutions Manager
Carmen Liang Accounts Payable Specialist
Brian Clark Funding Manager
Jennifer Colantoni Legal Recovery Specialist
Christine Jones Avp, Vendor Risk Manager
Jennifer Michaud Supervisor Of Accounts Payable
Chandler Culveyhouse Quality Control Analyst Ii
Requires/Intent and 2 more Employees
Fraud Detection & Prevention
Performance Tracking & KPI Analytics
Data Analytics & Business Intelligence
Quality Control & Assurance
and more

8. Jones Trading

Industry: Financial Services

Location: Portsmouth, New Hampshire

Company Size: 11-50

Company Address: 28 Deer Street, Portsmouth, New Hampshire, United States

Jones Trading Contact Details

Name Title LinkedIn Phone Email
B Todd Trimmer Managing Director
Requires/Intent
Financial Planning & Retirement Solutions
Online Advertising & SEO
Performance Tracking & KPI Analytics
Digital Payment & Subscription Solutions
Cybersecurity & Data Protection
and more

9. American Elm Distribution Partners

Industry: Financial Services

Location: Portsmouth, New Hampshire

Company Founded: 2016

Company Size: 11-50

Company Address: 100 Arboretum Drive, Portsmouth, New Hampshire, United States

American Elm Distribution Partners Contact Details

Name Title LinkedIn Phone Email
Matthew Vossler Investment Specialist
Requires/Intent
Cybersecurity & Data Protection
Omnichannel Customer Support
and more

10. Dhk Financial Advisors

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: dhkfinancial.com

Company Founded: 1993

Company Size: 1-10

Company Address: 3 Greenleaf Woods Drive, Portsmouth, New Hampshire, United States

Dhk Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Timothy Dempsey Owner
A.j Coukos Director Of Financial Reporting
Cynthia Freedman Director Of Operations
Sara Bryn Lead Intern
Requires/Intent
API Integration For FinTech
Accounting Services
and more

11. Nvest Financial Group, Llc

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: nvestfinancial.com

Company Founded: 2003

Company Size: 1-10

Company Address: 2 International Drive, Portsmouth, New Hampshire, United States

Nvest Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Shangraw Associate Retirement Plan Consultant
Ashley White Client Administrator
Justin Happ Research Analyst
Requires/Intent
Technology Consulting
Mortgage & Loan Processing
Loan Origination & Servicing Platforms
Business Strategy & Growth Consulting
and more

12. Market Street Trust Company

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: marketstreettrust.com

Company Founded: 1909

Company Size: 11-50

Company Address: 2 International Drive, Portsmouth, New Hampshire, United States

Market Street Trust Company Contact Details

Name Title LinkedIn Phone Email
Ross Miller Senior Investment Analyst
Robert White Director Of Investments
Requires/Intent
Treasury & Cash Flow Management
Debt Collection & Recovery
Cloud Computing Solutions
Mergers & Acquisitions Advisory
Digital Payment & Subscription Solutions
and more

13. Atlantic Management Company

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: atlantic-mgmt.com

Company Founded: 1968

Company Size: 11-50

Company Address: 875 Greenland Road, Portsmouth, New Hampshire, United States

Atlantic Management Company Contact Details

Name Title LinkedIn Phone Email
John Murphy President
Jade Palermo Manager
Requires/Intent
Financial Forecasting & Modeling
Customer Relationship Management (CRM)
and more

14. Triangle Park Capital Markets

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: tpcmd.com

Company Size: 1-10

Triangle Park Capital Markets Contact Details

Name Title LinkedIn Phone Email
Evan Bergstrom Chief Technology Officer And Product Manager At Triangle Park Capital Markets Data
Requires/Intent
Investment Advisory
HR & Talent Acquisition
and more

15. Sqn Investment Advisors

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: sqnia.com

Company Size: 11-50

Sqn Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Erin Picone Controller
Matthew Cowan General Counsel
Requires/Intent
Branding & Public Relations
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
and more

16. Measured Wealth Private Client Group, Llc

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: measuredwealth.net

Company Founded: 2001

Company Size: 1-10

Company Address: 303 Islington Street, Portsmouth, New Hampshire, United States

Measured Wealth Private Client Group, Llc Contact Details

Name Title LinkedIn Phone Email
Kelly Foss-root Financial Advisor
Kelly Root Investment Advisory Representative H.beck
Diane Rowe Administrative Assistant
Requires/Intent
Online Advertising & SEO
Insurance & Underwriting Services
and more

17. Essential Planning, Llc

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: essential-planning.com

Company Size: 1-10

Company Address: 500 Market Street, Portsmouth, New Hampshire, United States

Essential Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Travis Broadhurst Portfolio Administrator
Requires/Intent
Legal Compliance & Advisory
Marketing Services
and more

18. Laboratory Billing Solutions

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: laboratorybilling.com

Company Founded: 2004

Company Size: 51-200

Company Address: 195 New Hampshire Avenue, Portsmouth, New Hampshire, United States

Laboratory Billing Solutions Contact Details

Name Title LinkedIn Phone Email
Seton Sargent Accounts Receivable Supervisor
Diane Gum Director Of It Support And Client Installations
Sara Fletcher Coding Supervisor And Compliance Officer
Jackie Shaboo Customer Service Representative
Janet Deveau Health Insurance Specialist
Colleen Garland Data Entry
Amy Gallant Order Entry
Requires/Intent and 1 more Employees
ESG & Sustainable Finance Consulting
ERP For Financial Institutions
Blockchain & Cryptocurrency Solutions
API Integration For FinTech
Branding & Public Relations
and more

19. Arboretum Investment Advisors

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: thearboretumgroup.com

Company Founded: 2016

Company Size: 11-50

Company Address: 100 Arboretum Drive, Portsmouth, New Hampshire, United States

Arboretum Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Claudine Aquillon Chief Executive Officer And Chief Operating Office
Requires/Intent
Omnichannel Customer Support
Financial Auditing & Reporting
Treasury & Cash Flow Management
Corporate Finance Strategy
and more

20. Patriot Advisory Group

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: patriotadvisory.com

Company Founded: 2002

Company Size: 1-10

Company Address: 159 Middle Street, Portsmouth, New Hampshire, United States

Patriot Advisory Group Contact Details

Name Title LinkedIn Phone Email
Diana Young Director Of Client Services
Requires/Intent
AI-powered Financial Insights
Hedge Fund & Private Equity Consulting
and more

21. Pax Ellevate Management

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: paxellevate.com

Company Size: 1-10

Pax Ellevate Management Contact Details

Name Title LinkedIn Phone Email
Pax Ellevate Administrator
Requires/Intent
Sales & Lead Generation Strategy
Cloud Computing Solutions
Mobile App Development For Financial Services
and more

22. David Wendell Associates

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: davidwendell.com

Company Founded: 1979

Company Size: 1-10

Company Address: 325 Corporate Drive, Portsmouth, New Hampshire, United States

David Wendell Associates Contact Details

Name Title LinkedIn Phone Email
Waverly Cotton Administrative Assistant
Requires/Intent
Omnichannel Customer Support
Tax Planning & Strategy
Risk Assessment & Mitigation
and more

23. Atlantic Financial Consulting Group

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: afcg.us

Company Founded: 2011

Company Size: 1-10

Company Address: 1 New Hampshire Avenue, Portsmouth, New Hampshire, United States

Atlantic Financial Consulting Group Contact Details

Name Title LinkedIn Phone Email
Loree Sullivan Cfo, Chief Marketing Officer
Requires/Intent
Financial Planning & Retirement Solutions
Financial Auditing & Reporting
Automation & Workflow Optimization
Online Advertising & SEO
and more

24. Carlisle Capital

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: carlislecapital.ca

Company Founded: 2005

Company Size: 1-10

Carlisle Capital Contact Details

Name Title LinkedIn Phone Email
Mark Stys Building Engineer
Requires/Intent
ESG & Sustainable Finance Consulting
Hedge Fund & Private Equity Consulting
Omnichannel Customer Support
Treasury & Cash Flow Management
and more

25. Iron Horse Management, Llc

Industry: Financial Services

Location: Portsmouth, New Hampshire

Website: iron-horse-mgmt.com

Company Founded: 1997

Company Size: 1-10

Company Address: 293 Dennett Street, Portsmouth, New Hampshire, United States

Iron Horse Management, Llc Contact Details

Name Title LinkedIn Phone Email
Kelly Presley Project Manager
Kelly Presley Project Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Digital Payment & Subscription Solutions
and more
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Portsmouth Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Mitch Hartmann Direct Capital Corporation Lending Solutions Manager
2 Thamil Dhandapani Direct Capital Corporation Technical Project Manager
3 Robin Franks Direct Capital Corporation Senior Business Development Manager
4 Kerri Fletcher Direct Capital Corporation Senior Finance Manager At Direct Capital Corporation
5 Lindsay Martin Direct Capital Corporation Copywriter
6 Jason Adler Direct Capital Corporation Vice President, Partner Development
7 Nick Demers Direct Capital Corporation Vice President Finance
8 Debbie Auger Northeast Credit Union Vice President Of Marketing
9 Kelly Mcgrath Northeast Credit Union Senior Vice President Chief Lending Officer
10 Marilyn Mims Northeast Credit Union Learning And Development Specialist And Member Experience
11 Dan Labonte Northeast Credit Union Information Security Manager
12 Molly Monroe Northeast Credit Union Contac Center Representative 1
13 Peter Joslin Northeast Credit Union Assistant Vice President Of Learning And Development
14 Jennifer Bukowski Northeast Credit Union Senior Greeter
15 Bob Jensen Silvercloud, Inc. Vice President Of Channel Sales And Patnerships
16 Caroline Platkiewicz Silvercloud, Inc. Senior Marketing Manager
17 Adam Spaulding Silvercloud, Inc. Vice President Of Product Management
18 Katherine Garaffa Silvercloud, Inc. Integration Lead
19 Kaylene Comfort Silvercloud, Inc. Customer Success Manager
20 Tucker Lippold Silvercloud, Inc. Support And Integration Specialist
21 Paul Doty Silvercloud, Inc. Vice President
22 Wendy Jacques Instabill Corporation Sales Manager
23 Kirstin Bularzik Instabill Corporation Account Manager
24 Peggy Zello Instabill Corporation Customer Service At Instabill Corporation
25 Karin Michel Instabill Corporation Finance And H.r Director At Instabill Corporation
26 Jeanne Shepherd Instabill Corporation Lead Underwriter
27 Jeanne Shepherd Instabill Corporation Lead Underwriter
28 Susan Walsh Instabill Corporation Account Manager
29 Alex Talcott Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Financial Planning Specialist | Managing Partner
30 Charles Beynon Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Financial Advisor | Certified Financial Plannerâ Practitioner - CfpÂ
31 Apma Nicolas Curtis Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Financial Advisor
32 Nicolas Curtis Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Financial Advisor
33 Cfpâ Patricia Everett Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Financial Advisor | Certified Financial Plannerà â  Practitioner - Cfpà Â
34 Patricia Everett Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Financial Advisor | Certified Financial Plannerâ Practitioner - CfpÂ
35 Apma Gregory Vallee Seacoast Financial Planning A Financial Advisory Practice Of Ameriprise Financial Services, Inc. Financial Advisor
36 Anne Olsen-hayward Seacoast Mental Health Center Director Reap
37 Peter Thornton Seacoast Mental Health Center It Support Manager
38 Diana Dumais Seacoast Mental Health Center Targeted Case Manager
39 Lyndsay Hagen Seacoast Mental Health Center Spectrum Family Outreach Specialist
40 Portia Bayer Seacoast Mental Health Center Outreach Therapist

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