Top Utah Financial Services Startups (35)

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...

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...

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...

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...

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...

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.

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

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.

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.

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

At The Accounting Guys, we help our clients, located throughout the US and Canada, make intelligent business decisions—right from the get-go! Reduce your taxes, increase your profits, and empower your company by having The Accounting Guys helping you keep score.

LedgerGurus enables small businesses to increase revenues and profits through specialized and affordable accounting services. We provide a team of expert bookkeepers, controllers, and chief financial officers at the fraction of the cost of a full time employee. Our services scale as you grow and include: - Bookkeeping - Payroll - Invoicing - Bill payments - Budgeting - Cash flow planning - Tax preparation - Financial analysis and...

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...

Navigating the Financial World in the 21st Century... New Markets and New Economies call for New Strategies and New Solutions. Managed Wealth Financial takes those new ideas to American’s from all walks of life. Families and individuals need a solution to help them reach their financial goals. But unfortunately the current financial services industry may not provide all of the answers,...

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...

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

Cyprus Credit Union is a not-for-profit cooperative started in 1928 by 22 Kennecott Copper Company employees. Cyprus Credit Union is the oldest active credit union in Utah and started with assets totaling less than $100.00. Our founders set out to promote thrift among members by affording a convenient means of saving and to loan funds to members for productive purposes....

The trusted way for people to connect their payroll accounts to an app.

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...

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.