Financial Professionals

What Financial Professionals does

Financial Professionals is a Plano, Texas-based, privately held staffing agency founded in 1981 that recruits temporary, contract, temp-to-hire, direct hire, and executive-level professionals exclusively for the financial industry. The firm serves banks (community, mortgage, and investment), credit unions, accounting firms, and other financial services employers across the United States, placing candidates across four primary verticals: banking (tellers, personal bankers, branch managers, commercial lenders), accounting (controllers, accountants, bookkeepers, reconciliation analysts), lending and title (escrow and title managers, mortgage underwriters, national closers), and administrative/support roles (call center, customer service, office managers, data entry). Its go-to-market is sales-led and relationship-driven, with recruiters working one-on-one with employers on both technical fit and cultural fit, and the firm publicly emphasizes long-term client relationships over transactional placements.

The company's underlying technology is limited to its proprietary EZyCHECK background screening platform, which is bundled into client engagements and provides criminal records, social security verification, credit reports, driving records, education and employment verification, professional license checks, and business credit reports. EZyCHECK functions as an integrated screening and records-management tool rather than a broader technology platform, and no other proprietary software, AI/ML capabilities, APIs, or mobile applications are disclosed. The firm does not maintain a mobile app, has no public API or SDK, and lists no patents or trademarks in the available data.

Financial Professionals earns revenue through placement fees and temp-staffing markups on successful candidate placements, with quote-based pricing for direct hires and a disclosed candidate wage range of $15-19/hour for bank teller positions implying a standard temp bill-rate markup. The company operates a single headquarters in Plano, TX with a small named management team (CEO Ron Ray, President Rita Ray, Managing Partner Priscilla Stricker, plus several recruiters), reaches candidates and clients through a website (fpstaff.net), email outreach, and organic social channels (LinkedIn, Facebook, Twitter), and discloses no funding rounds, acquisitions, partnerships beyond the EZyCHECK relationship, or institutional investors.

Name

Financial Professionals

Legal name

Financial Professionals

Website

https://fpstaff.net

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

11–50 employees

Short description

Financial Professionals is a privately held Plano, Texas-based staffing agency founded in 1981 that recruits temporary, contract, direct hire, and executive candidates for banking, mortgage, credit union, accounting, and financial services employers across the United States.

Ownership category

akta.pro rank

Product category

Financial Staffing Services

NAICS

Professional, Scientific, and Technical Services (54)

akta.pro primary industry

Banking, Risk, Compliance & Quantitative Staffing (BPACADAN)

akta.pro secondary industry

Finance, Accounting & Audit Staffing (BPACADAM)

Keywords

• Financial staffing services
• Banking recruitment
• Executive search
• Temp staffing
• Background screening

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Staffing and Recruiting Services: Earns placement fees from employers for successful candidate placements across temporary, contract, direct hire, and executive-level positions. Revenue generated by filling positions across banking, accounting, lending, and finance sectors.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Financial Professionals is a specialized staffing and recruiting firm that supplies the financial services industry with talent across temporary, contract, temp-to-hire, direct hire, and executive-level placements. The company serves banking, accounting/finance, lending, and administrative functions, supporting clients such as banks, credit unions, mortgage banks, investment firms, and accounting organizations. It supplements placements with its proprietary EZyCHECK background screening platform for candidate vetting.

Product overview

Financial Professionals operates as a staffing agency offering a unified service portfolio centered on staffing solutions for the financial industry. The core offering is staffing services for banking, accounting, lending, and administrative positions, supplemented by background screening capabilities via the EZyCHECK platform. The company places candidates across employment types including temporary, contract, direct hire, and executive-level placements.

Differentiator

Problem solved

Functional benefit

Named customers6 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• EZyCHECKcoreTechnology or IntegrationFinancial Professionals uses the EZyCHECK website platform for conducting and managing employee background screening services. EZyCHECK provides criminal records, social security verification, credit reports, driving records, education/employment verification, professional licenses, and business credit checks. Existing clients log in to access reports, new clients contact Financial Professionals for access.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Addison Group: Specialty staffing provider with a Financial Services practice placing accounting, lending, and operational banking talent — closely aligned with Financial Professionals' placement model and target customers.
• Vaco: Consulting and staffing firm with deep finance, accounting, and lending placement capabilities across temporary, contract, and direct-hire engagements — a fast-growing direct competitor in financial-industry recruiting.
• The Intersect Group: Staffing and consulting firm with financial services and accounting placement practices, serving banks, lenders, and corporate finance teams — directly comparable in scope and employer base.
• Robert Half International: The largest specialized financial and accounting staffing firm in the U.S., placing temporary, contract, and permanent professionals across banking, accounting, and finance — directly overlapping Financial Professionals' core verticals and target employer base.
• Accounting Principals: Specialty staffing brand within the Adecco group focused on accounting and finance placements, including controllers, accountants, and reconciliation analysts — directly competing with Financial Professionals' accounting vertical.
• Beacon Hill Staffing Group: Specialty staffing firm operating across financial services, accounting, and professional services verticals with multi-tier placement capabilities similar to Financial Professionals' offering.
• Kforce Inc. Public staffing firm with a dedicated Financial Services practice placing professionals in accounting, lending, banking operations, and mortgage roles — directly competing for the same financial-industry employer relationships.

Broad incumbents

• AppleOne Employment Services: Large national staffing franchise offering administrative, accounting, and financial services placements — a broader incumbent with less vertical specialization than Financial Professionals but overlapping employer relationships.
• PrideStaff: National generalist staffing franchise with dedicated financial and administrative placement capabilities — a broader incumbent competing for the same employers with less specialization.

Regional players

• The HT Group: Texas-based staffing and recruiting firm serving accounting, finance, and administrative roles across the Houston/Austin markets — a same-state peer competing for overlapping Texas employers and candidate pools.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/fpstaff_dallas
• Facebookfacebook.com/fpstaffdallas
• LinkedInlinkedin.com/company/financial-professionals

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Professionals