Top Minnesota Financial Services Companies (52)
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...
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli...
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...
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 ...
We are the fund administrator of choice for a wide range of customers in the US, UK and EU. Every day, with every decision and every client interaction, our values serve as guideposts, improve the quality of our work, and strengthen our employee and client relationships. We are building the best culture in the business. As a business that is...
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...
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...
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...
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...
Auto Approve is an auto refinance company that specializes in helping consumers find the best possible vehicle interest rates through its national network of credit unions, banks and finance companies. We are disrupting the way people pay for their cars and trucks, saving customers over $1,000 a year. Auto loans are complicated, confusing, and too costly. Auto Approve makes the process...
Minneapolis-based DCM Services, is the industry leader in estate and specialty account resolution services, maximizing the value of client portfolios across financial services, healthcare, retail, and telecom industries through innovation and performance. Its recovery solutions offer a full range of services from proprietary web-based solutions to full outsourcing, maintaining an unmatched spectrum of innovative solutions that increase recoveries, protect brand...
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...
CSI Accounting and Payroll is an award winning small business accounting firm focused on coaching, advising and consulting small businesses to grow. Whether you require monthly or annual accounting support, our team will work with you to ensure your financial needs are being addressed and your goals are achieved. Our specialists will handle bookkeeping services, issue financial statements, prepare tax returns...
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.
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...
The Upper Midwest Automated Clearing House Association, Inc. (UMACHA) is the Upper Midwest's licensed provider for electronic payments training and compliance services. We provide education through workshops, webinars and symposiums, as well as an add-on to our ACH audit and risk assessment services. UMACHA is also able to customize education for the needs of specific financial institutions or organizations that...
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.
Founded in 1987 by three Minnesota credit unions, The Servion Group partners with hundreds of community banks and credit unions across the country. We support our partner financial institutions by providing solutions for mortgage, business lending, realty, title and financial advisory. We are more than a financial services company; we’re an organization dedicated to breathing life into the endeavors of financial...
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...
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...
