Top Minnesota Financial Services Startups (33)
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...
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...
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...
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...
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...
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...
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...
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.
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...
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...
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...
Three-Time Winner of the Best Places to Work by the Minneapolis/St. Paul Business Journal, All In One Accounting (often referred to as AIOA) is quite unique as all our positions are offered as either full or part-time work with a mix of client interaction and internal team comradery. Our company has been built by a team who likes to have fun,...
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...
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...
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...
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...
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....
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
