Top Utah Financial Services Startups (45)

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.

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...

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

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...

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...

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.

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...

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.

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

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...

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...

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...

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...

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...

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

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....

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...

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.

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.

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....