> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/companies-in/omaha-ne/financial-services/ # Financial Services Companies in Omaha, NE The bigger financial services companies headquartered in Omaha, NE, with what they do, their sizes and how to reach their people. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** Among the financial services companies counted in Omaha, NE, the biggest by headcount range include Td Ameritrade, Mutual Of Omaha and Orion. They are mostly very small: 70% have 50 or fewer employees. ## Which financial services companies are in Omaha? Among the companies whose public profile lists Financial Services as their industry and Omaha, NE as their headquarters, the biggest by headcount range include Td Ameritrade, Mutual Of Omaha, Orion, Farm Credit Services Of America and Payflex. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Td Ameritrade | 5,001 to 10,000 | | Mutual Of Omaha | 1,001 to 5,000 | | Orion | 1,001 to 5,000 | | Farm Credit Services Of America | 1,001 to 5,000 | | Payflex | 501 to 1,000 | | Centris Federal Credit Union | 201 to 500 | | Carson Coaching | 201 to 500 | | [Northwestern Mutual](https://enrich.chat/company/northwestern-mutual/) | 201 to 500 | | Carson Group | 51 to 200 | | Carson Wealth | 51 to 200 | | Bridges Trust | 51 to 200 | | Avior Wealth Management | 51 to 200 | | Heritage Financial Services | 51 to 200 | | Financial Planning Association Of Nebraska | 51 to 200 | | Wealthplan Partners | 51 to 200 | | First Nebraska Credit Union | 51 to 200 | | Futurity First Mid-Plains Advisors | 51 to 200 | | Csc Gold | 51 to 200 | | Omaha Society Of Fsp | 51 to 200 | | Clear | 51 to 200 | | Ftni, An Ascendant | 11 to 50 | | Mccarthy Capital | 11 to 50 | | Weitz Investment Management | 11 to 50 | | Pattern | 11 to 50 | | Ludacka Wealth Partners | 11 to 50 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## What do financial services companies in Omaha do? Financial Services is a broad label. The most common NAICS codes among them are 523940 (33%), 522292 (11%) and 522320 (11%). **Figure: What financial services companies in Omaha do.** Bars for the share of counted financial services companies with each code: 523940 33%, 522292 11%, 522320 11%, 524210 11%, 424910 6%, 522110 6%, 522130 6%. *Share of counted financial services companies in Omaha by their NAICS code.* [NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 522292](https://enrich.chat/naics/522292/)[NAICS 522320](https://enrich.chat/naics/522320/)[NAICS 524210](https://enrich.chat/naics/524210/)[NAICS 424910](https://enrich.chat/naics/424910/)[NAICS 522130](https://enrich.chat/naics/522130/) ## How big are they? 70% of the financial services companies counted in Omaha have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of financial services companies in Omaha.** Seven columns for the share of counted financial services companies in Omaha in each employee range: 11 to 50 70%, 51 to 200 18%, 201 to 500 5%, 501 to 1,000 2%, 1,001 to 5,000 5%, 5,001 to 10,000 2%, 10,001+ 0%. *Share of counted financial services companies in Omaha in each employee range.* ## How do you reach the people at financial services companies in Omaha? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the financial services companies in Omaha, NE ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Omaha, NE, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore Other industries in Omaha: [Construction Companies](https://enrich.chat/companies-in/omaha-ne/construction/)[Real Estate Companies](https://enrich.chat/companies-in/omaha-ne/real-estate/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/omaha-ne/hospitals-and-health-care/)[Advertising Agencies](https://enrich.chat/companies-in/omaha-ne/advertising-services/)[Insurance Companies](https://enrich.chat/companies-in/omaha-ne/insurance/)[Staffing and Recruiting Firms](https://enrich.chat/companies-in/omaha-ne/staffing-and-recruiting/)[IT Services Companies](https://enrich.chat/companies-in/omaha-ne/it-services-and-it-consulting/)[Nonprofit Organizations](https://enrich.chat/companies-in/omaha-ne/non-profit-organizations/)[All of Omaha](https://enrich.chat/companies-in/omaha-ne/) Financial Services Companies in other cities: [New York, NY](https://enrich.chat/companies-in/new-york-ny/financial-services/)[Miami, FL](https://enrich.chat/companies-in/miami-fl/financial-services/)[Chicago, IL](https://enrich.chat/companies-in/chicago-il/financial-services/)[San Francisco, CA](https://enrich.chat/companies-in/san-francisco-ca/financial-services/)[Los Angeles, CA](https://enrich.chat/companies-in/los-angeles-ca/financial-services/)[Houston, TX](https://enrich.chat/companies-in/houston-tx/financial-services/)[Atlanta, GA](https://enrich.chat/companies-in/atlanta-ga/financial-services/)[Dallas, TX](https://enrich.chat/companies-in/dallas-tx/financial-services/)[Austin, TX](https://enrich.chat/companies-in/austin-tx/financial-services/)[San Diego, CA](https://enrich.chat/companies-in/san-diego-ca/financial-services/) ## Frequently asked questions ### Which are the biggest financial services companies in Omaha? Among those counted, they include Td Ameritrade, Mutual Of Omaha, Orion, Farm Credit Services Of America and Payflex, ranked by headcount range. ### How big are financial services companies in Omaha? 70% of those counted have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. ### Which companies count as financial services? Companies whose public profile lists Financial Services as their industry and whose headquarters are in Omaha, NE. ## Try this prompt Find the people at financial services companies in Omaha ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Omaha, NE, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Construction Companies in Omaha](https://enrich.chat/companies-in/omaha-ne/construction/) - [Real Estate Companies in Omaha](https://enrich.chat/companies-in/omaha-ne/real-estate/) - [Hospitals and Health Care Organizations in Omaha](https://enrich.chat/companies-in/omaha-ne/hospitals-and-health-care/) - [Advertising Agencies in Omaha](https://enrich.chat/companies-in/omaha-ne/advertising-services/) - [Financial Services Companies in New York](https://enrich.chat/companies-in/new-york-ny/financial-services/) - [Financial Services Companies in Miami](https://enrich.chat/companies-in/miami-fl/financial-services/) - [Financial Services Companies in Chicago](https://enrich.chat/companies-in/chicago-il/financial-services/) - [Financial Services Companies in San Francisco](https://enrich.chat/companies-in/san-francisco-ca/financial-services/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)