Top 20 Financial Services Companies in Providence

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Below is the list of Top 20 Financial Services Companies in Providence ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Providence

1. Providence Equity Partners

Industry: Financial Services

Location: Providence, Rhode Island

Website: provequity.com

Company Founded: 1989

Company Size: 201-500

Company Address: 50 Kennedy Plaza, Providence, Rhode Island, United States

Providence Equity Partners Contact Details

Name Title LinkedIn Phone Email
Kelsey Henry Human Resources Coordinator
Nicole Decristofaro Manager, Talent Management
Mike Song Managing Director, Porfolio Operations
Will Hughes Managing Director
Tom Reardon Managing Director
Scott Marimow Managing Director
Jill Wittenborn Senior Associate
Requires/Intent and 51 more Employees
Automation & Workflow Optimization
Financial Planning & Retirement Solutions
and more

2. Citizens Commercial Banking

Industry: Financial Services

Location: Providence, Rhode Island

Company Founded: 1828

Company Size: 10001+

Citizens Commercial Banking Contact Details

Name Title LinkedIn Phone Email
David Miele Chief Administrative Officer And Senior Vice President
Timothy Gilbert Chief Operations Officer And Director, Global Markets
Prentis Covington Client Delivery Manager
Ted Cianchette Senior Vice President
Robert Rico Manager, Payments And Channel Development
Aaron Lewis Director Of Commercial Priority Services
Charles Bender Vice President
Requires/Intent and 27 more Employees
Debt Collection & Recovery
Mergers & Acquisitions Advisory
and more

3. Sector3 Appraisals, Inc

Industry: Financial Services

Location: Providence, Rhode Island

Website: sector3appraisals.com

Company Founded: 2004

Company Size: 11-50

Company Address: 33 Acorn Street, Providence, Rhode Island, United States

Sector3 Appraisals, Inc Contact Details

Name Title LinkedIn Phone Email
Justin Darosa Senior Analyst
Sean Salka Senior Reporting Analyst
Jennifer Lemieux Vice President, Compliance And Human Resources
Jared Lemieux Director
Patrick Fay Manager
Mike Dawson Editor
Keith Fregeolle Analyst
Requires/Intent and 2 more Employees
Fraud Detection & Prevention
Omnichannel Customer Support
and more

4. Capital Good Fund

Industry: Financial Services

Location: Providence, Rhode Island

Website: capitalgoodfund.org

Company Founded: 2009

Company Size: 11-50

Company Address: 22 A Street, Providence, Rhode Island, United States

Capital Good Fund Contact Details

Name Title LinkedIn Phone Email
Kevin Egolf Vice President Of Investor Relations
Anne Dickson Chief Operating Officer
Jerome Thompson Financial Coaching Fellow
Coptia White Technical Lead: Web And Salesforce
Kyle Flavin Credit Manager
Siobhan Sturdahl Director Of Development And Impact
Lesley Bunnell Senior Development Officer
Requires/Intent and 3 more Employees
ERP For Financial Institutions
Financial Forecasting & Modeling
and more

5. Sk Wealth Management, Llc

Industry: Financial Services

Location: Providence, Rhode Island

Website: skwealth.com

Company Founded: 1998

Company Size: 1-10

Company Address: 50 Holden Street, Providence, Rhode Island, United States

Sk Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Mackenzie Richards Financial Planner
Devin Rainone Financial Paraplanner
Requires/Intent
Employee Training & Workforce Development
Corporate Finance Strategy
Technology Consulting
Banking & Payment Processing
Quality Control & Assurance
and more

6. Marstone, Inc.

Industry: Financial Services

Location: Providence, Rhode Island

Website: marstone.com

Company Founded: 2013

Company Size: 11-50

Company Address: 171 Chestnut Street, Providence, Rhode Island, United States

Marstone, Inc. Contact Details

Name Title LinkedIn Phone Email
Tal Frieden Product Research And Design Associate
Nisha Cordero Head Of Human Resources And Legal Affairs
Requires/Intent
Employee Training & Workforce Development
Wealth Management
Omnichannel Customer Support
Insurance & Underwriting Services
Asset Management
and more

7. Barrett & Company, Inc.

Industry: Financial Services

Location: Providence, Rhode Island

Website: barrett-co.com

Company Founded: 1928

Company Size: 11-50

Company Address: 42 Weybosset Street, Providence, Rhode Island, United States

Barrett & Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Rapoza Financial Advisor
Peter Jacavone Financial Advisor
Rebecca Spooner Financial Consultant
Nicole Labram Real Estate Agent
Barbara Delponte Wealth Management Associate
Barbara Delponte Wealth Management Associate
Requires/Intent
Blockchain & Cryptocurrency Solutions
Technology Consulting
and more

8. Harkins Wealth Management, Llc

Industry: Financial Services

Location: Providence, Rhode Island

Website: harkinswealth.com

Company Founded: 2008

Company Size: 1-10

Company Address: 206 Gano Street, Providence, Rhode Island, United States

Harkins Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Msfp Frederick J. Harkins Wealth Management Advisor And Lpl Financial Planner
Chancellor Harkins Financial Planner
Requires/Intent
Risk Assessment & Mitigation
Blockchain & Cryptocurrency Solutions
and more

9. Virtus

Industry: Financial Services

Location: Providence, Rhode Island

Website: virtusgrp.com

Company Founded: 2001

Company Size: 11-50

Company Address: 10 Memorial Boulevard, Providence, Rhode Island, United States

Virtus Contact Details

Name Title LinkedIn Phone Email
Keith Peacock Cfp , Certified Financial Plannerâ
Mia Noelle Recording Artist
Ken Trinque Owner, The Virtus Group
Julie Donabedian Administrative Assistant
Jonathan Kirschman Human Resources Manager
Jonathan Kirschman Human Resources Manager
Requires/Intent
Omnichannel Customer Support
Cybersecurity & Data Protection
and more

10. Rhode Island Infrastructure Bank

Industry: Financial Services

Location: Providence, Rhode Island

Website: riib.org

Company Founded: 1989

Company Size: 11-50

Company Address: 235 Promenade Street, Providence, Rhode Island, United States

Rhode Island Infrastructure Bank Contact Details

Name Title LinkedIn Phone Email
Sydney Usatine Senior Business Development Analyst
Suh Walker Executive Assistant The Chief Executive Officer
Requires/Intent
Employee Training & Workforce Development
Portfolio Management
Tax Planning & Strategy
ESG & Sustainable Finance Consulting
Marketing Services
and more

11. Signet Investment Advisory Group, Inc.

Industry: Financial Services

Location: Providence, Rhode Island

Website: signet-iag.com

Company Size: 1-10

Company Address: 101 Dyer Street, Providence, Rhode Island, United States

Signet Investment Advisory Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Erin Beaton Client Associate
Marilyn Newman Human Resources Manager
Requires/Intent
Financial Forecasting & Modeling
Risk Assessment & Mitigation
Business Strategy & Growth Consulting
Credit Rating & Analysis
and more

12. Brown Trading Club

Industry: Financial Services

Location: Providence, Rhode Island

Website: browntradingclub.com

Company Founded: 2016

Company Size: 11-50

Company Address: 69 Brown Street, Providence, Rhode Island, United States

Brown Trading Club Contact Details

Name Title LinkedIn Phone Email
James Li Associate
Requires/Intent
Securities Trading & Brokerage
Insurance & Underwriting Services
and more

13. New England Pension Plan

Industry: Financial Services

Location: Providence, Rhode Island

Website: newenglandpension.com

Company Size: 1-10

Company Address: 55 Cedar Street, Providence, Rhode Island, United States

New England Pension Plan Contact Details

Name Title LinkedIn Phone Email
Jacquelyn Burke Director Of Recordkeeping And Compliance
Valerie Nunes Account Analyst
Requires/Intent
Credit Rating & Analysis
Mergers & Acquisitions Advisory
Tax Planning & Strategy
API Integration For FinTech
and more

14. Whalerock Point Partners Llc

Industry: Financial Services

Location: Providence, Rhode Island

Website: wrpoint.com

Company Founded: 2006

Company Size: 1-10

Company Address: 1 Turks Head Place, Providence, Rhode Island, United States

Whalerock Point Partners Llc Contact Details

Name Title LinkedIn Phone Email
Leslie Sawyer Client Service Analyst
John Genco Portfolio Strategist
Requires/Intent
HR & Talent Acquisition
Compliance & Regulatory Advisory
Accounting Services
Asset Management
and more

15. Phoenix Financial Services, Llc

Industry: Financial Services

Location: Providence, Rhode Island

Website: phoenix-financial.com

Company Size: 1-10

Company Address: 23 Acorn Street, Providence, Rhode Island, United States

Phoenix Financial Services, Llc Contact Details

Name Title LinkedIn Phone Email
Amber Smart Corporate Trainer
Aaron Armstrong Finance Department Specialist
Requires/Intent
Customer Relationship Management (CRM)
Automation & Workflow Optimization
Tax Planning & Strategy
and more

16. Financial Literacy Youth Initiative

Industry: Financial Services

Location: Providence, Rhode Island

Website: flyinitiative.org

Company Founded: 2017

Company Size: 11-50

Company Address: 70 Fricker Street, Providence, Rhode Island, United States

Financial Literacy Youth Initiative Contact Details

Name Title LinkedIn Phone Email
Katia Reyes Lead Student Liaison
Requires/Intent
Mergers & Acquisitions Advisory
IoT-enabled Smart Banking Solutions
Loan Origination & Servicing Platforms
Corporate Finance Strategy
Financial Auditing & Reporting
and more

17. Meridien Benefits, Inc.

Industry: Financial Services

Location: Providence, Rhode Island

Website: meridienonline.com

Company Founded: 1975

Company Size: 11-50

Company Address: 10 Dorrance Street, Providence, Rhode Island, United States

Meridien Benefits, Inc. Contact Details

Name Title LinkedIn Phone Email
Alison Segall Senior Vice President
Vincent Passananti President
Martha Tenkarian Licensing Specialist
Andrew Balasco Assistant
Requires/Intent
Banking & Payment Processing
Marketing Services
AI-powered Financial Insights
Tax Planning & Strategy
Investment Advisory
and more

18. Endurance Wealth Management, Inc.

Industry: Financial Services

Location: Providence, Rhode Island

Website: endurancewealth.com

Company Size: 11-50

Company Address: 101 Dyer Street, Providence, Rhode Island, United States

Endurance Wealth Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Karen Fazioli Administrative Assistant
Sharon Andrade Receptionist
Requires/Intent
Digital Payment & Subscription Solutions
ERP For Financial Institutions
Risk Assessment & Mitigation
Omnichannel Customer Support
and more

19. Blue Fin Capital

Industry: Financial Services

Location: Providence, Rhode Island

Website: bluefincapital.com.au

Company Size: 1-10

Blue Fin Capital Contact Details

Name Title LinkedIn Phone Email
Martha Clancy Controller
Requires/Intent
IoT-enabled Smart Banking Solutions
Marketing Services
Banking & Payment Processing
Insurance & Underwriting Services
Accounting Services
and more

20. Clearpath Wealth Management

Industry: Financial Services

Location: Providence, Rhode Island

Website: clearpathwealth.com

Company Size: 1-10

Company Address: 170 Westminster Street, Providence, Rhode Island, United States

Clearpath Wealth Management Contact Details

Name Title LinkedIn Phone Email
Diane Demello Director-operations
Requires/Intent
Accounting Services
Asset Management
Treasury & Cash Flow Management
Document Management & E-signature Solutions
and more
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Providence Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kelsey Henry Providence Equity Partners Human Resources Coordinator
2 Nicole Decristofaro Providence Equity Partners Manager, Talent Management
3 Mike Song Providence Equity Partners Managing Director, Porfolio Operations
4 Will Hughes Providence Equity Partners Managing Director
5 Tom Reardon Providence Equity Partners Managing Director
6 Scott Marimow Providence Equity Partners Managing Director
7 Jill Wittenborn Providence Equity Partners Senior Associate
8 David Miele Citizens Commercial Banking Chief Administrative Officer And Senior Vice President
9 Timothy Gilbert Citizens Commercial Banking Chief Operations Officer And Director, Global Markets
10 Prentis Covington Citizens Commercial Banking Client Delivery Manager
11 Ted Cianchette Citizens Commercial Banking Senior Vice President
12 Robert Rico Citizens Commercial Banking Manager, Payments And Channel Development
13 Aaron Lewis Citizens Commercial Banking Director Of Commercial Priority Services
14 Charles Bender Citizens Commercial Banking Vice President
15 Justin Darosa Sector3 Appraisals, Inc Senior Analyst
16 Sean Salka Sector3 Appraisals, Inc Senior Reporting Analyst
17 Jennifer Lemieux Sector3 Appraisals, Inc Vice President, Compliance And Human Resources
18 Jared Lemieux Sector3 Appraisals, Inc Director
19 Patrick Fay Sector3 Appraisals, Inc Manager
20 Mike Dawson Sector3 Appraisals, Inc Editor
21 Keith Fregeolle Sector3 Appraisals, Inc Analyst
22 Kevin Egolf Capital Good Fund Vice President Of Investor Relations
23 Anne Dickson Capital Good Fund Chief Operating Officer
24 Jerome Thompson Capital Good Fund Financial Coaching Fellow
25 Coptia White Capital Good Fund Technical Lead: Web And Salesforce
26 Kyle Flavin Capital Good Fund Credit Manager
27 Siobhan Sturdahl Capital Good Fund Director Of Development And Impact
28 Lesley Bunnell Capital Good Fund Senior Development Officer
29 Mackenzie Richards Sk Wealth Management, Llc Financial Planner
30 Devin Rainone Sk Wealth Management, Llc Financial Paraplanner
31 Tal Frieden Marstone, Inc. Product Research And Design Associate
32 Nisha Cordero Marstone, Inc. Head Of Human Resources And Legal Affairs
33 Mark Rapoza Barrett & Company, Inc. Financial Advisor
34 Peter Jacavone Barrett & Company, Inc. Financial Advisor
35 Rebecca Spooner Barrett & Company, Inc. Financial Consultant
36 Nicole Labram Barrett & Company, Inc. Real Estate Agent
37 Barbara Delponte Barrett & Company, Inc. Wealth Management Associate
38 Barbara Delponte Barrett & Company, Inc. Wealth Management Associate
39 Msfp Frederick J. Harkins Harkins Wealth Management, Llc Wealth Management Advisor And Lpl Financial Planner
40 Chancellor Harkins Harkins Wealth Management, Llc Financial Planner

Financial Services companies in different cities of Rhode Island

No. Industry Number of Contacts Download
1 Financial services Companies in Warwick 6032
2 Financial services Companies in Cranston 3712
3 Financial services Companies in Middletown 2320
4 Financial services Companies in East Providence 2784
5 Financial services Companies in Newport 1392
6 Financial services Companies in Pawtucket 928