Top Minnesota Financial Services Companies (34)
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 Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan...
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...
Bank of Jordan is a leading financial institution established in 1960, offering a comprehensive range of personal and corporate banking services, including digital banking solutions, and plays a pivotal role in supporting investments and economic development in Jordan and the region.
KPMG New Zealand is one of the world's leading professional services organizations, operating as part of a global network of professional firms. The company provides a comprehensive suite of audit, tax, and advisory services to a diverse range of clients, including private individuals, small and medium-sized enterprises (SMEs), multi-national corporations, and government agencies, helping them achieve their business goals and...
Shorooq Partners is a leading alternative investment manager and venture capital firm in the Middle East and North Africa, founded in 2017. It focuses on empowering innovation by investing in technology startups from seed to growth stages.
North Risk Partners is an independent insurance brokerage and risk management advisory firm specializing in strategic solutions for businesses and individuals. Our firm’s core areas of service are property and casualty, including commercial, home, auto, farm, and more; and benefits, including medical and ancillary plans for employee benefit programs as well as individuals and families. North Risk also has a...
TIENS Group is a global multinational conglomerate founded in 1995 by Li Jinyuan in Tianjin, China. The company specializes in biotechnology, health management, and wellness, operating in over 190 countries. It offers a wide range of dietary supplements, healthcare equipment, and beauty products, aiming to improve global health by integrating nature with modern science and technology to provide a better...
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...
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...
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...
Ideal Credit Union is a not-for-profit, member-owned financial cooperative dedicated to providing financial services and products that deliver true value to our members. At the core of our business philosophy is our promise of friendly, quality service, always keeping in mind that members come first. We have six conveniently located branches in Eagan, Hugo, Inver Grove Heights, North St. Paul,...
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...
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...
JustiFi's mission is to democratize access to competitive payment processing rates and embedded fintech products. They aim to enable and empower vertical SaaS platforms to reach their greatest potential and to create a world in which any platform's ability to participate in the economics of funds flow isn’t limited to volume of funds or an objective set of rules -...
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...
Persolvent provides credit card and payment processing solutions that allow businesses across many different industries to accept payments in the manner their customers expect. Persolvent’s payment technology comes with over 20 years of experience to ensure businesses, school districts, and government entities are getting the lowest rates and the payment features they need. Mission: To make life easier through technology...
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....
Vitas Group is a for-profit holding company that operates a network of microfinance companies, providing financial solutions to micro, small, and medium enterprises and under-served populations.
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...


































