Top Utah Financial Services Companies (66)

Block, Inc. is a global technology company with a focus on financial services. Made up of Square, Cash App, Afterpay, TIDAL, Bitkey, and Proto, Block, Inc. builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the...

CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.

Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage...

SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of...

Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly...

Piston is building the closed-loop payment network for the $250B+ U.S. trucking industry. Our flagship product, PistonPay, is a QR-based fuel payment platform for fleets, offering seamless controls, dynamic underwriting, and real-time visibility at the pump. We’re reshaping fleet finance from the ground up.

Clicklease is the payment solution that says “yes.” Our innovative payment solution connects equipment vendors with small businesses through flexible, affordable payment plans. The solution’s proprietary algorithm doesn’t need to consider FICO scores for approval, empowering customers who can’t get funding otherwise. Business owners simply shop for the equipment they need on their favorite vendor websites, click to apply for...

ARETÉ · [ä-re-tā'] : n - The aggregate of qualities, as valor and virtue, making up good character. Areté Capital Partners is a boutique special situation advisory firm which provides independent fiduciary and stewardship services to companies experiencing significant growth pains, complex organizational change or existential crisis. With our steadfast orientation to leadership, execution and value creation, we seek out opportunities which...

Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return...

Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more

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...

Raisin is the world's leading platform for savings and investment products. Founded in 2012, the FinTech connects consumers with banks in the EU, the UK and the US. This gives consumers better interest rates and banks a diversified form of refinancing. Our vision is to offer savings and investments without barriers and thus open up the global 150 trillion euro...

Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds, and private debt funds. Founded by private equity executives in 2021, Petra administers structures and funds that have in excess of +$500 billion in assets. We deliver tailored services to our valued client base from offices...

Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities...

Headquartered in Salt Lake City, Utah, Celtic Bank was named the 6th largest SBA lender in the nation for FY 2015. Celtic Bank is a nationwide lender and leading provider of USDA loans, SBA 7(a) and 504 loans, express loans, asset-based loans, commercial real estate loans, and commercial construction loans. For more information, visit us today at www.CelticBank.com or call us...

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.

We’re Utah’s premier independent public accounting firm. We help best-in- class teams realize their full value by providing them with the right answers right here.

We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: 1. Student Loan Refinancing - break free from high interest rates or monthly payments. 2. Private Student Loans - low rates, people-first service, and flexible payments. 3. Debt Management - manage...

Human Interest exists to close the retirement savings gap in America. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Infrastructure for the future of asset-based lending. Our platform unlocks speed, efficiency and accuracy for borrowers and lenders. Over $18 billion transactions are processed annually on Setpoint across ABS and ABL markets.