Top Minnesota Financial Services Startups (31)
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...
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,...
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...
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...
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 -...
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...
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 ...
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...
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.
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...
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
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...
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...
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,...
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...
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...
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...
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...
