Top Minnesota Financial Services Startups (37)
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...
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...
van den Boom & Associates is an accounting and finance services firm that specializes in supporting life science companies through part-time accounting and finance support and SOX implementations and compliance. Since our inception in 2014, we have successfully partnered with over 250 companies at various stages of development including start-up through liquidity and post transaction and bring this vast experience...
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...
AND Global Pte. is a Singapore based fintech company that manages startups developing AI powered financial products. The company’s proprietary platform provides instant credit scoring and unlocks access to unsecured personal loans and payment options instantly to customers on their mobile devices. AND Global's first and so far most successful product, a smartphone-based personal loan platform LendMN was launched in...
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...
As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families...
At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to...
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...
SRS Acquiom offers the most comprehensive platform to help deal parties manage complex financial transactions within mergers & acquisitions and bilateral or syndicated loan deals. Our solutions include paying and escrow agent services, online document solicitation and reporting, professional shareholder representation, and for loan and credit transactions, administrative, collateral and sub-agent services. Since 2007, we have helped businesses, investors, lenders,...
Christianson PLLP is a Certified Public Accounting Firm who is dedicated to providing solutions to our clients needs. We have dedicated sigificant time and resources to ensure that our staff, at all levels, has the knowledge to meet the specific needs of our clients. Industries we serve include: Agriculture, Construction, Health Care, Hospitality, Manufacturing, Non-profit and Renewable Energy We also provide a Practice...
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 to providing a higher class of service to clients since 1970, Receivables Control is not your typical receivables management company. Our clients say that we do things quite a bit differently than everyone in our industry. Receivables Control is in a class of its own, maintaining long-term, trusted partnerships that continually achieve maximum results. We help businesses increase cash...
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...
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...
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....
At Citizens Alliance Bank our goal is to exceed customer expectations while providing an enriching, fulfilling and rewarding work environment. We employ approximately 205 local staff members within our ten communities in West-Central Minnesota and three communities in Western Montana. WE PRIDE OURSELVES ON A GREAT CULTURE AND COMMITMENT TO OUR CUSTOMERS: All our locations share our company’s culture and values, which...
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 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...
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...
