> 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/rochester-ny/financial-services/ # Financial Services Companies in Rochester, NY The bigger financial services companies headquartered in Rochester, NY, 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 Rochester, NY, the biggest by headcount range include Esl Federal Credit Union, Jubilee Capital Funding and Surepayroll. They are mostly very small: 70% have 50 or fewer employees. ## Which financial services companies are in Rochester? Among the companies whose public profile lists Financial Services as their industry and Rochester, NY as their headquarters, the biggest by headcount range include Esl Federal Credit Union, Jubilee Capital Funding, Surepayroll, The Summit Federal Credit Union and Epic Retirement Plan Services. Names link to a company profile where we have one. | Company | Employees | | --- | --- | | Esl Federal Credit Union | 501 to 1,000 | | Jubilee Capital Funding | 501 to 1,000 | | Surepayroll | 201 to 500 | | The Summit Federal Credit Union | 201 to 500 | | Epic Retirement Plan Services | 201 to 500 | | Heartland School Solutions | 201 to 500 | | Foundry | 51 to 200 | | Payquicker | 51 to 200 | | 1rdg The Financial Center | 51 to 200 | | Sage Rutty & Co. | 51 to 200 | | Sage Rutty 401 K Team | 51 to 200 | | Advantage Federal Credit Union | 51 to 200 | | Family First Of Ny Federal Credit Union | 51 to 200 | | U.S. Omni | 51 to 200 | | Three One | 11 to 50 | | Beyond Green Solutions | 11 to 50 | | Brighton Securities | 11 to 50 | | Howe & Rusling Wealth Management | 11 to 50 | | Planet Management Group | 11 to 50 | | Cobblestone Capital Advisors | 11 to 50 | | Unilink | 11 to 50 | | Employee Retention Solutions | 11 to 50 | | Prentice Wealth Management | 11 to 50 | | Novem Group | 11 to 50 | | High Falls Advisors | 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 Rochester do? Financial Services is a broad label. The most common NAICS codes among them are 523940 (29%), 522130 (21%) and 423430 (7%). **Figure: What financial services companies in Rochester do.** Bars for the share of counted financial services companies with each code: 523940 29%, 522130 21%, 423430 7%, 522299 7%, 531110 7%, 541214 7%, 541219 7%. *Share of counted financial services companies in Rochester by their NAICS code.* [NAICS 523940](https://enrich.chat/naics/523940/)[NAICS 522130](https://enrich.chat/naics/522130/)[NAICS 423430](https://enrich.chat/naics/423430/)[NAICS 531110](https://enrich.chat/naics/531110/)[NAICS 541214](https://enrich.chat/naics/541214/)[NAICS 541219](https://enrich.chat/naics/541219/) ## How big are they? 70% of the financial services companies counted in Rochester 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 Rochester.** Seven columns for the share of counted financial services companies in Rochester in each employee range: 11 to 50 70%, 51 to 200 17%, 201 to 500 9%, 501 to 1,000 4%, 1,001 to 5,000 0%, 5,001 to 10,000 0%, 10,001+ 0%. *Share of counted financial services companies in Rochester in each employee range.* ## How do you reach the people at financial services companies in Rochester? 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 Rochester, NY ``` ### 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 Rochester, NY, 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 Rochester: [Construction Companies](https://enrich.chat/companies-in/rochester-ny/construction/)[Advertising Agencies](https://enrich.chat/companies-in/rochester-ny/advertising-services/)[Real Estate Companies](https://enrich.chat/companies-in/rochester-ny/real-estate/)[Hospitals and Health Care Organizations](https://enrich.chat/companies-in/rochester-ny/hospitals-and-health-care/)[Software Companies](https://enrich.chat/companies-in/rochester-ny/software-development/)[All of Rochester](https://enrich.chat/companies-in/rochester-ny/) 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 Rochester? Among those counted, they include Esl Federal Credit Union, Jubilee Capital Funding, Surepayroll, The Summit Federal Credit Union and Epic Retirement Plan Services, ranked by headcount range. ### How big are financial services companies in Rochester? 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 Rochester, NY. ## Try this prompt Find the people at financial services companies in Rochester ```text Use www.enrich.chat to find the finance, operations and technology leaders at financial services companies in Rochester, NY, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [Construction Companies in Rochester](https://enrich.chat/companies-in/rochester-ny/construction/) - [Advertising Agencies in Rochester](https://enrich.chat/companies-in/rochester-ny/advertising-services/) - [Real Estate Companies in Rochester](https://enrich.chat/companies-in/rochester-ny/real-estate/) - [Hospitals and Health Care Organizations in Rochester](https://enrich.chat/companies-in/rochester-ny/hospitals-and-health-care/) - [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/)