Top Utah Financial Services Startups (45)
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...
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...
We are building the modern credit bureau, and are giving people control over how their sensitive financial information is shared with lenders. We believe increasing data transparency and returning data controls to the consumer are two crucial steps toward improving the health and safety of the internet as we know it. The team at Truework is hyper-focused on building a better...
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
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...
Bill Good Marketing is a technology and consulting firm that provides practice management, client acquisition, and retention solutions for financial advisors, including an AI-native CRM platform.
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.
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
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...
Solen Software Group is a group of long term oriented software operators and investors whose primary aim is to acquire and grow software businesses in niche markets. Our group thinks long term. Our capital is permanent in nature. We partner alongside founders building resilient software businesses in enterprise B2B software markets with happy customers and great teams
Multiview Financials is a comprehensive financial & accounting software suite designed for enterprises of any size - available on-premise or cloud. We deliver a true partnership experience; powerful, data-centric financial enterprise resource planning software combined with a compassionate team who will guide you on your climb towards operational excellence. Stop chasing numbers. Start using them.® Our story has always been one of using...
Meridian Adhesives Group is a full-service, global adhesive solution provider. Through the science of innovation, we deliver purposeful, high-impact products and bonding solutions that make possible the goals of our customers.
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....
Connect FSS is a CUSO providing digital banking services, including account access, advanced payments, account opening, custom lending workflows, electronic document management, card controls, and deep core system integration. Connect’s theming technology allows Credit Unions to provide channel consistency and to differentiate their digital banking experience like never before.
Arivo is a subprime indirect auto lender, hyper focused on the brand promise of simplifying the auto lending experience. By streamlining lending process for subprime auto lending, Arivo expands its operations through technology, automation, and data-driven intelligence.
Payroll and benefits for startups. Save weeks of work & fines. Unlike existing platforms, we automate all the painful compliance work
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
Accelerate your innovation and R&D intelligence! Boast specializes in helping organizations claim and access eligible R&D tax credits, minimizing audit risks and time-consuming processes in Canada and the United States. Boast combines in-house technical and R&D tax expertise with the latest AI technology to help companies effortlessly navigate the complexities of tax credits, enabling them to focus on what they do...
Accept in-person, online, over-the-phone, and POS payments with our traditional and fee-based payment options and improve profits. Our secure, cloud-based payment technology, combined with our expert knowledge of alternative fee models can deliver the perfect customized solution to reduce costs while accelerating your receivables. Our intelligent platform makes payment acceptance easy for in-person, online, and installment plan transactions. Integration is easy with...
Rapid Payments is a U.S. merchant services partner that connects businesses with payment processing solutions through a network of leading processor partners. Because Rapid Payments works with multiple processors, merchants get genuine rate comparisons instead of a single provider's pricing. Services include credit card processing, POS systems, payment gateways, virtual terminals, cash discount and surcharge programs, ACH processing, recurring billing, chargeback...
