Top Utah Financial Services Startups (52)

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...

NCHA Financial Services staff help members navigate the ongoing changes in healthcare finance while protecting funding and reimbursement.

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.

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...

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...

First Electronic Bank is an FDIC-insured, state-chartered industrial bank headquartered in Salt Lake City, Utah. The bank partners with dynamic technology and financial services providers to offer a wide range of compliant, scalable, and consumer-focused credit products across the spectrum, from prime to subprime, serving both individual consumers and small businesses while promoting a financial services industry that is inclusive...

Western AgCredit is a member-owned agricultural lending cooperative and part of the nationwide Farm Credit System established in 1916. Headquartered in South Jordan, Utah, it provides real estate, operating, livestock, equipment, and agribusiness loans to farmers, ranchers, and agricultural businesses throughout Utah and parts of Wyoming, Nevada, and Arizona. Its mission is to provide a dependable source of constructive credit...

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

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...

Utah Power Credit Union is a state-chartered, federally insured credit union founded in 1935. Headquartered in Murray, Utah, it serves over 30,000 members with a range of financial products, including checking and savings accounts, personal loans, and home equity loans. The organization is dedicated to providing excellent value and building lifelong relationships with its member-owners, maintaining a strong community legacy...

Charter Oak Financial is a MassMutual firm and a growth catalyst for elite, established, and emerging financial practices ready to scale. They provide a distinctive experience that blends growth opportunities with high-touch support, enabling financial professionals to build meaningful businesses. Their approach focuses on a supportively independent practice journey, helping advisors elevate their practices beyond their and their clients' expectations.

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...

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 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...

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.

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...

Cedar Band Corporation is a federally chartered tribal corporation owned and operated by the Cedar Band of Paiutes. It serves as a holding company for a diverse family of service companies providing military and government contractor services in construction, technology, and telecommunications, as well as private sector services in the mortgage industry, beverage distribution, and retail.

Nav was founded with one goal in mind: to reduce the death rate of small businesses. We are changing the way business owners secure lending with our innovative technology and customer-centric approach, providing a simple and intelligent financing experience. Nav has a distributed work force, and we are passionate about empowering our teams by giving them the freedom to shape...

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....