Top Minneapolis, MN Financial Services Companies (43)
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Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps
For more than 30 years, KLC Financial has been a premier equipment finance company with the staff having collectively over 100 years of experience in leasing and finance. KLC Financial is a market leader in providing finance solutions on transaction between $3,000 and $3,000,000+ for all types of businesses, all types of equipment and software. Covering all facets of lease financing not specializing in any one industry or particular credit type. Customers range from Fortune 2000 companies to lower middle market businesses and small ventures. Designing custom leasing solutions from a truly independent and creative financing company committed to building long-term relationships based on mutual success and respect.
Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients. For over four decades, we’ve carefully woven together a firm that offers a full suite of financial services, from audit and assurance, to accounting, to advising, and beyond, to ensure everything we do will advance the present growth and future goals of our clients.
BankCherokee works for community business. Community is all about us working together. It’s what makes our community bank and your community business go. At BankCherokee, we know this after more than 100 years in the neighborhood. Today, everything we do reflects our commitment to your success. We succeed by helping our customers succeed. Call us at 651.227.7071 or email us at [email protected] Member FDIC
NorthRock Partners is a wealth advisory firm focused on providing comprehensive, integrated wealth management services to the affluent and emerging affluent marketplace. Headquartered in Minneapolis, Minnesota, NorthRock serves clients throughout the United States. Supporting our clients is a staff of professionals fully dedicated to our clients' financial well-being. Learn more at: www.northrockpartners.com
Premier Investments connects high quality fund managers with outstanding salespeople. We represent differentiated funds with experienced manager teams, very competitive returns and reasonable fees. These include an absolute return fund from London, a small cap value fund with benchmark beating returns, a small cap em fund with very experienced PMs, a farmland fund and a niche real estate fund.
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.” Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron Ohio 44333-2431* 1-800-765-5201 Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc. Prime Global is not affiliated with ValMark Securities, Inc. and ValMark Advisers, Inc. Third party posts do not reflect the views of ValMark Securities, Boulay PLLP or Boulay Financial Advisors, LLC, and have not been approved prior to posting
Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.
Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN. Our expert team uses a proactive and collaborative approach that enhances financial results for organizations and individuals, with a specific focus on Institutional Investment Consulting, Participant Financial Wellness Services, Institutional Investment Management and Individual Investment Management. Additionally, Benefits & Risk Consulting is provided to our clients through a strategic partnership.
Proud to call Minnesota home, Fidelity Bank of Minnesota is independently owned and operated, providing financial services to businesses throughout the Twin Cities metropolitan area. Our focus is on small to mid-sized clients, and we invest in their business success and growth. We take a genuine interest in our clients’ business banking goals, and by getting to know them well, we can often anticipate their business needs rather than reacting to them. This approach allows us to use our extensive industry experience to provide the best financial advice now, as well as taking our clients’ best interests in the future. Our dedication makes us a bank that’s ahead of the curve — a bank that’s continually asking: “What’s next?” When clients work with us, they work with people, not automated systems or organizational layers — people who are genuinely interested in the vision our clients have for their business. People who make decisions quickly, get things done, and have a proven business banking track record. At Fidelity Bank, we want to be the partner that our clients need to help their businesses succeed. Member FDIC • Equal Housing Lender • Equal Opportunity/Affirmative Action Employer.
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us, and the most ambitious people to work for us. Join us. #AchieveAmbitions
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
FUSE Autotech is a finance management system that consolidates online and in-store technologies for a seamless customer experience from start to finish. FUSE Autotech provides one, go-to application that streamlines vehicle transactions, reduces cost to sell, maximizes profits and ensures sustainability. Our easy to use, replicable process allows salespeople to create and close a deal from start to finish. FUSE Autotech lets your team shine with fast, easy, straightforward vehicle transactions that customers love. FUSE Autotech's proprietary software combines artificial intelligence, technology integration and process automation to streamline vehicle transactions. Shoppers are asking for a smarter, faster way to buy a car; FUSE Autotech is the answer. With FUSE, dealerships are able to close more deals by empowering their entire sales force to take a customer through a complete transaction - from start to finish.
AdvisorNet is a network of financial advisors who have been providing trusted financial guidance since 1959. Headquarters are in Minneapolis MN with offices throughout the country- including Arizona, Illinois, Indiana, Iowa, Missouri, North Dakota, Pennsylvania and Wisconsin. Registered Representatives offering securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Some advisory services also offered through AdvisorNet Wealth Management. Cetera is under separate ownership from any other named entity.
Dedicated Financial GBC offers portfolio servicing, MCA collections, account rehabilitation, UCC enforcement, account scoring, portfolio purchasing, asset recovery, asset remarketing, commercial collections, legal services, and consulting. As an industry leading Business Process Outsourcing (BPO) vendor, we flex and mold to your business processes in order to function as a seamless extension of your own company. As a result, you get all of the responsiveness, flexibility, and reliability of an in-house commercial collections department without any of the associated management costs. The high level of service that you receive from our team is unparalleled. We use manual dialing on every call, and we seek true engagement with the people we contact, which has resulted in outstanding collection rates, industry leading client retention rate, and a 4.9-star Google rating (as of March 2022). When it comes to our team, you will find that everyone you encounter exhibits and embodies drive, passion, and a desire to provide excellent service. We are also a commercial financial services provider with a unique goal: to change the world for the better. Through our partnerships with organizations like Feed My Starving Children and committees that create service opportunities around the globe, and through our individual service work both at home and abroad, we are dedicated to putting public service first. We act as a force for good in order to have a positive impact on the people and businesses that we encounter, and we focus on significance, knowing that it will lead to success. Our company culture is a positive one, focusing on investing in growth and providing team members with an opportunity to express their opinions without judgment. To us, positive relationships are at the heart of our ability to serve both in business and in all other facets of life. Knowing this, we cultivate and cherish close relationships with all of our stakeholders, from our clients and team members
We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Relationships are the foundation of a successful business. We possess an unwavering commitment to our financial professionals and our employees and treat each individual like family. Through much of the last decade, Founders Charles and Tami Lucius have worked tirelessly to build a financial organization that is inspired by family and guided by responsibility, innovation, and relationships. Together, they set out to form an organization for independent financial professionals that is captivating, yet not captive, and a model operation for long-term success. We hold the firm belief that an independent financial professional must also maintain a diverse business portfolio for long-term success. Through our wide array of products and services that include insurance, investment advisory services, asset management, tax preparation, securities, and mortgage banking, we help our network of affiliated financial professionals make the right choice for your family. At Gradient, we promise an environment that is a natural extension of our values and one that thrives on innovation and ideas. From our annual Gradient Gala celebration to our Gradient Gives Back Foundation, you will find that family is the core of our business. Through lasting relationships that generate positive energy and results, we achieve long-term success, and we encourage our affiliated financial professionals to also maintain an unwavering commitment to client relationships
Walleye Capital is an established, technology-driven investment advisor headquartered in Minnesota with various office locations across the US. The firm manages over $3B of investor capital predominantly through two core multi-strategy hedge funds. The Walleye Investments Fund ("WIF") is a multi-strategy hedge fund with a primary focus on options market making. The Walleye Opportunities Fund ("WOF") is a multi-strategy hedge fund that aims to generate attractive risk-adjusted returns through a diversified portfolio of dozens of highly uncorrelated strategies. WOF participates in four core strategy groups, including Equity Long/Short, Tactical, Quantitative, and Volatility strategies. Walleye’s robust infrastructure and breadth of investment expertise enables the funds to maintain exposure to highly differentiated strategies that trade across the globe and in multiple asset classes. Walleye has the ability to put capital to work through both internal Walleye portfolio managers and external managed accounts.
gener8tor’s turnkey platform for the creative economy connects startup founders, musicians, artists, investors, universities and corporations. The gener8tor platform includes pre-accelerators, accelerators, corporate programming, upskilling, conferences and fellowships. gener8tor is a proud member of the Global Accelerator Network (GAN) and is sponsored by American Family Insurance. gener8tor is also a GOLD-tier accelerator in the U.S. as ranked by the Seed Accelerator Rankings Project
Our only job is to serve as your ESOP trustee. We provide ongoing, transactional, and consulting trustee services. We serve as directed or discretionary trustee as well as Special Valuation Fiduciary. Transactions include purchase of employer securities for new and existing ESOPs, sale of stock or assets and termination engagements. We also provide consulting services to boards and internal trustees. We work every day to build real relationships with clients and ESOP professionals. We take the time to get to know you, care about you, and be your loyal partner. We will engage in a constant dialogue with you and with all your ESOP advisors. We listen and not just talk. We want to be the most service oriented and people-oriented ESOP Trustee while developing the best practices and highest degree of professionalism, with a dedication to improvement and growth.
Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm. We deliver our wide range of products and services to investors through Financial Planners, Registered Representatives, and Registered Investment Advisors. Through our Princeton Fund Advisors, LLC subsidiary we offer a suite of investment products. Our fund strategies include Private Equity, Private Credit, Master Limited Partnership, and Long-Short Credit. Visit our website to learn more about our investment capabilities, and the investment professionals who provide personalized advice and custom portfolios solutions. Mount Yale Investment Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mount Yale Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Mount Yale Investment Advisors, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
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