Top Salt Lake City, UT Financial Services Startups (14)
Millions of people follow financial advice that prevents them from achieving the future they deserve. We come alongside clients to implement a personalized wealth strategy that empowers them to live a fulfilling life now and ensure the future of their dreams. In an age of limitless information, people fall short of their financial potential. The breakdown of potential starts with neglect...
Thousands of CPAs use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real time view of the document collection process. The easiest way to interact with...
Preferred CFO provides tailored outsourced CFO, systems, controller, and strategic advisory solutions to organizations of all sizes. Our team consists of experienced CFOs, expert systems advisors, controllers, and bookkeepers. This means we can augment existing teams by elevating financial strategy, or can offer fully outsourced financial solutions to organizations without an in-house team. Learn more at www.preferredcfo.com
Crewe Advisors is a multi-family office, operating as a fee-based independent SEC Registered Investment Advisor. Teams work with limited amount of clients ensuring a low client-to-professional ratio, allowing a great deal of focus and attention to each client family. Crewe’s team of professionals represent complementary skill sets and experience across multiple disciplines. The multi-family office provides similar benefits afforded to...
The trusted way for people to connect their payroll accounts to an app.
Member F.D.I.C. | Equal Housing Lender | NMLS #616429 First Utah Bank has proudly served the Utah community for 40 years. First Utah Bank is the largest community bank headquartered in Salt Lake City, Utah. We offer a full range of business and personal financial services, from complex business loans to personal mortgage loans, lines of credit, and state of the...
Complete Recovery Corp is an industry leader in the area of Asset Recovery. We’ve worked with Fortune 500 Companies to small start-ups all across the United States to help facilitate the return of their investments in the form of unused, idle or surplus equipment. As technology continues to improve and competition for market share increases, more and more companies have...
We offer bridge and perm loans from 12 months to 30 years on Fix and Flips, Rentals, and Ground Up property types. Learn more about our residential loan products at www.roccapital.com. Roc Capital is a subsidiary of Roc360. Via our parent company you can access our full suite of services - from loan financing to property insurance. www.roc360.com
We believe in the power of quality service and support, and have experienced rapid growth in the past two decades by focusing on each relationship with build with every new and return client. We still hold fast to the principle of maintaining a personalized approach to business, ensuring you get a mortgage that is customized to your needs, and have...
Visit for relevant information: https://linktube.com/colonial-stock-transfer In an increasingly complex business world, Colonial Stock Transfer can save you and your shareholders money while providing the most professional, cost effective and innovative issuer services in the industry. Our services span internet, telephone and paper channels and are designed for transparency to the end investor — from initial client inquiry to fully customizable outputs....
Black Cliffs Partners is a private investment firm headquartered in Salt Lake City, Utah, which partners with successful companies and entrepreneurs to promote successful and sustainable growth. Black Cliffs supports the goals of business owners whether by providing capital, operational expertise, or by creating a liquidity event and transition. Black Cliffs’ team has experience as investors and entrepreneurs and looks...
Atomic is a leading financial connectivity platform that puts consumers in control of their personal data. Prioritizing data rights and security, Atomic is trusted by over 195 financial institutions, fintechs and partners. Atomic offers unparalleled access to payroll, HRIS systems, and merchants facilitating a range of financial services including direct deposit switching, income and employment verification, and payment method updating.
Vanilla is the world’s first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate...
Nomyx makes tokenization simple, secure, and effective for your financial institution. Why Choose Nomyx? • No-Code Simplicity: Tokenize assets without technical expertise—no coding required. • Stay Compliant: Simplify regulatory adherence with robust KYC/KYB processes and diamond proxy upgradeable smart contracts. • End-to-End Solution: Manage every stage of the token lifecycle on a single platform. • Save Money: Lower transaction fees, eliminate intermediaries, and reduce setup...
