Top Utah Financial Services Startups (32)
The Elements Financial Monitoring System uses a scorecard of financial vital signs to standardize and dramatically simplify the way advisors monitor, assess, and communicate with their clients about holistic financial health. By revolutionizing how advisors attract, onboard, and deliver ongoing advice to clients, Elements gives advisors the freedom to scale their impact and work with anyone.
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
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...
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....
We help you save thousands on taxes. We specialize in helping small businesses claim the ERC tax credit, setting up S-Corps & LLCs, bookkeeping and more.
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...
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...
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,...
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.
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...
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
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...
Capita is a Registered Investment Advisor firm offering financial planning services and wealth management. *Registration with the SEC does not imply certain training or skill.
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...
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....
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...
Scalar is the leading independent valuation firm for tax, financial reporting, transaction advisory, and litigation purposes. Scalar empowers business leaders to make informed and effective decisions through meticulous valuations, insightful consultations, and active client engagement. Founded in 2009, Scalar is a world-class financial firm that combines the highest level of service and quality with the energy and efficiency of a startup....
Founded in 2012, Foursight Capital is a specialty finance company located in Salt Lake City, Utah. Foursight focuses exclusively on helping finance auto customers indirectly through relationships with franchise and independent dealerships. Having this singular focus allows Foursight to provide the best service possible to our dealership partners to help ensure the dealership and its customers are happy with the...
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.
