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
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
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
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.
At COMPLY, we pride ourselves on being the champion for compliance professionals. Merging technology, consulting and education, we help clients navigate the ever-changing regulatory environment. Our portfolio of firms includes ComplySci, RIA in a Box, National Regulatory Services (NRS) and illumis, whose more than 7,000 clients include some of the world’s largest financial institutions. Clients throughout our portfolio of firms enjoy access to our full suite of industry-leading governance, risk and compliance (GRC) consulting, technology, managed services, analytics and outsourcing solutions. Learn more at comply.com.
Toppan Merrill is a global leader committed to simplifying the complexity of regulatory disclosure and regulated communications. We are an innovative and trusted partner for the corporate, legal, financial and health plan markets. Through consultative technology, expert knowledge and service excellence, Toppan Merrill is continuously improving the process of creating compliant communications for capital markets transactions, regulatory disclosure filings, shareholder and member communications and sustainability reporting. Toppan Merrill is part of Toppan Holdings a leading and diversified provider of sustainable, integrated solutions. Learn more at toppanmerrill.com
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.
Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had $7.6 billion in revenue in 2020 and $729 billion in total assets under management and administration as of March 31, 2021. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has earned recognition as one of the World’s Most Ethical Companies® by the Ethisphere Institute; as the No. 1-ranked financial services firm among Barron’s 100 Most Sustainable Companies for three consecutive years; as a member of the Bloomberg Gender Equality Index; and as a “Best Place to Work for Disability Inclusion” on the Disability Equality Index.
Portico Benefit Services (Portico), a ministry of the Evangelical Lutheran Church in America (ELCA), is a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations live and serve well throughout their ministry and their lives. A changing environment and evolving member needs have brought strategic change to Portico’s design and delivery of products and services in recent years. Formerly known as the ELCA Board of Pensions, Portico continues the church's long legacy of caring for its leaders. Lutherans first established a fund to assist pastors and their families in need 230 years ago. Today, Portico’s vision is to be a recognized leader in inviting its members to lead healthy lives and achieve financial security. Under the direction of President and CEO Jeff Thiemann, Portico’s 230 employees serve more than 7,000 congregations and organizations, which partner with Portico to provide benefits. More than 50,000 members, rostered and lay leaders (and their families), use ELCA benefits to live well during their working years and in retirement.
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
Carpenter, Evert and Associates is a Minneapolis-based CPA firm specializing in client-focused accounting services. Carpenter Evert offers a wide range of services to Twin Cities businesses, non-profits and individuals. Services include: ~ Monthly accounting, bookkeeping, and payroll services for small businesses ~ Tax preparation and year-round planning for businesses and individuals ~ Accounting software consultation and training, QuickBooks Certified ProAdvisor ~ Business consulting including business start-ups, human resources, and marketing ~ Audit and assurance services customized for non-profits and small businesses Personal service and professional commitment has been our goal since 1985.
The Federal Reserve Bank of Minneapolis and its branch in Helena, Montana are committed to providing a work environment where diversity is embraced and all employees are respected and valued. We believe that by recognizing, respecting and valuing the uniqueness of our workforce and providing development opportunities for all, we can effectively apply all of our talents, skills and experiences to achieve the goals of the organization. Federal Reserve System Mission: To foster the stability, integrity, and efficiency of the nation's monetary, financial, and payment systems to promote optimal economic performance and maintain public confidence. Ninth District core values include: Service -- We serve the public; Integrity -- We do the right thing and uphold the highest ethical standards; Inclusion -- We treat everyone with respect and embrace our differences; Initiative -- We challenge ourselves to advance our mission and deliver excellence; Accountability -- We take responsibility for our actions and our performance; Objectivity -- We ground our work in rigorous independent analysis. To learn more about our culture/work environment, visit: https://www.minneapolisfed.org/about-us/careers To learn more about our commitment to diversity, visit: http://www.minneapolisfed.org/about/careers/diversity.cfm
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.
Three-Time Winner of the Best Places to Work by the Minneapolis/St. Paul Business Journal, All In One Accounting (often referred to as AIOA) is quite unique as all our positions are offered as either full or part-time work with a mix of client interaction and internal team comradery. Our company has been built by a team who likes to have fun, respects each other, and works extremely hard to do right by each other and our clients. We work with many entrepreneurial companies who at times may be challenging, but the greatest compliment is that our work has literally changed their business and their lives. The type of problem-solving our team faces daily must be met with curiosity, creativity, and grit. So, we seek like-minded people who also relish a good challenge. Every day everyone at All In One Accounting shows up with a synergetic spirit, ready to serve, and with an optimistic outlook. Our explosion of growth in the marketplace has us hiring several roles and offers career progression. That, combined with our full and part-time options make this one of the most flexible places to work in the accounting and finance world.
BerganKDV was formed when three successful firms merged – Bergan Paulsen, Networking Solutions and KDV. Combined, our roots trace all the way back to the 1940s. From our humble beginnings as trusted business advisory firms, we have expanded and adapted to now offer business planning and consulting, tax, audit and accounting, technology and wealth management services throughout the Midwest.
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.
Advisor Group, Inc. is the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial, Inc., Securities America, Inc., Triad Advisors LLC, and Woodbury Financial Services, Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
The Modern Office of Finance A blend of finance, analytics, continuous reporting (SaaS), strategy, deal management, and investment banking. Our people, process, and technology are interlaced to create a more effective office of finance. We not only meet the demands of aggressive growth found in established lower mid-market and venture backed startups; we accelerate growth by bringing structure, clarity, and focus. Four Interlaced Disciplines Financial Planning & Analysis Performance Analytics Strategy Management Deal Management
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.
Frandsen Financial Corporation is an interstate bank holding company that owns full-service community banks in Minnesota, Wisconsin, and North Dakota. With over $3 billion in assets, FFC currently operates Frandsen Bank & Trust offices in over thirty-five locations (Member FDIC), along with Bank of Zumbrota and Pine Island Bank, which were purchased in December 2021. FFC was founded in 1982 when Dennis Frandsen purchased Fidelity State Bank in Luck, Wisconsin. Since then, the company has concentrated on acquiring and operating high-quality community banks that provide a wide array of services to their clients. FFC supports its banks by providing data processing, accounting, regulatory reporting, auditing, human resources, policy management, marketing, and other services that allow bankers to spend more time developing relationships with customers. FFC works with its banks to provide excellent service to their customers, to play vital roles within the communities they serve, and to utilize the resources of FFC to develop new business connections. All products and services are provided in a true community banking environment where the customer is cared for in a way that nurtures a long-term relationship.
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