Top Boise, ID Financial Services Companies (8)
Established in 2005, Caprock is a privately-owned family office with locations in Newport Beach, Seattle, San Jose, Park City and Boise. We are an SEC-registered investment advisor, advising on ~$6.5 Billion in client assets. We develop customized wealth strategies for individuals and families who don’t have the bandwidth or expertise to do so on their own. Our decisions are based on unbiased, rational analysis with one goal in mind: to protect and grow your wealth.
Develop conviction to invest or walk. Our comprehensive understanding of M&A’s human capital needs, coupled with our deal specific approach, provide unrivaled access to industry leaders. Through the services offered by Apex Leaders, our clients gain knowledge of specific industries and markets, avoid poor investments, and make the wisest decision regarding their investment. At Apex Leaders, we help private equity firms acquire expert insights to make confident investment decisions. We provide access to industry operators with experience ranging from Fortune 500 companies, to small niche industries for: - Market Due Diligence - Board of Director Searches - Sector Thesis Sprints - Deal Dependent CEOs - CEO-led Investments - Portfolio Advancement Unlike others, we build your network, not ours. Advisors also benefit from our services and the additional opportunities they provide. Depending on the needs of the engagement, advisory relationshipships may evolve into longer term consulting arrangements, potential board positions, or operator roles. If you would like to learn more about our services, please contact us at info@apexleaders.com.
Our name means “The Spirit of Serving Others.” It’s who we are and why we believe there’s no higher value than partnering with nonprofits to make the world a better place. We’re accountants with two passions, numbers and the nonprofit community. We only work with nonprofits and we’re on a mission to broaden their outreach. That’s why we approach every day with a goal of improving the effectiveness and efficiency of nonprofit organizations. We focus on the numbers so they can effect change. Headquartered in beautiful Boise, ID, we are the first and largest national accounting and bookkeeping services provider dedicated solely to the nonprofit sector. Since 2008, we have aided over 500 nonprofits in their mission.
Guidant Financial helps individuals secure small business funding to start, buy or grow a business. An industry leader in innovative business and franchise funding, we work with new and existing business owners to educate them on their options and create customized funding solutions. Our full suite of funding options include 401(k) business financing, SBA small business loans and unsecured business loans, as well as growth capital and other business services. Visit Guidant on the web at guidantfinancial.com.
WestWater Research (WWR) is the premier advisory firm in the water rights industry. WWR specializes in water transaction advisory services, water right valuations and appraisals, marketing services, water resource economics, and water investment services. Over the last ten years, WestWater has forged new approaches to water markets through the development of innovative contracting solutions, unique marketing approaches, and in-depth water trading analyses. Principals at WestWater Research conducted some of the first water right appraisals and have been instrumental in defining water right appraisal standards in the Western US. WestWater is the market leader in the water rights industry.
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As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers. We display this in our working culture, in our day-to-day choices to ensure both members’ and employees’ needs are met. Imagine what this type of commitment could do for your work satisfaction.
We exist to stand with the little guy or gal business owner who believes in the American Dream and is willing to work to chase it. We do this by removing the headaches and hassles so often associated with accepting payments--from hidden fees, to shoddy service, to jargon-filled contracts that are impossible to understand. We pride ourselves on delivering friendly, world-class, in-house customer service and taking the time to work with every merchant to come up with a processing solution that works for them. We believe in putting purpose ahead of profit and strive to act with honesty, transparency, and integrity in every interaction so our clients can focus on running their businesses instead of worrying about how they’re going to get paid. At Gravity, we support our merchants by supporting our team. In addition to our $70,000 annual minimum wage, we offer flexible work arrangements, open paid time off, full benefits, travel opportunities, cross-training, and the ability to create your own career path. Our "Be-Your-Own-CEO" culture empowers all employees to suggest ideas, make decisions, solve problems, and lead initiatives that will help the team, and our compensation philosophy allows each team member to set their own salary goals in consultation with their manager. To find out how Gravity Payments can help you, visit us at www.gravitypayments.com
Northwest Bank is a privately held community bank focused on serving the specific needs of businesses in Washington, Oregon, Idaho and Utah. Our experienced bankers deliver customized financial solutions and exceptional customer service. We do that by getting to know you, your business and your aspirations, first. Then we create a plan that will work, and stay with you every step of the way. We see our relationship with you as a partnership, the way banking should be. Trust matters when picking your financial partner. Northwest Bank is rated as one of the best capitalized banks in the nation. We have earned 5-Star “Superior” ratings from both BauerFinancial® and Bankrate.com’s Safe and Sound® ratings service. Founded in 2008, we have offices in Boise, Idaho; Portland, Oregon; Coeur d'Alene, Idaho; Seattle, Washington; and Salt Lake City, Utah metropolitan markets. Northwest Bank: Experienced Bankers. Exceptional Service. Creative Solutions. Member FDIC Equal Housing Lender
Work Your Passion. Live Your Purpose.
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Work Your Passion. Live Your Purpose.
