Top Minnesota Financial Services Startups (37)

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...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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.

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...

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...

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...

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,...

Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients. For over four decades, we’ve carefully woven together a firm that offers a full suite of financial services, from audit and assurance, to accounting, to advising, and beyond, to ensure everything we do will...