Top Utah Financial Services Startups (45)
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.
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...
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...
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.
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...
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.
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...
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
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
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...
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...
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...
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....
Black Cliffs Partners is a private investment firm headquartered in Salt Lake City, Utah, which partners with successful companies and entrepreneurs to promote successful and sustainable growth. Black Cliffs supports the goals of business owners whether by providing capital, operational expertise, or by creating a liquidity event and transition. Black Cliffs’ team has experience as investors and entrepreneurs and looks...
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.
Payroll and benefits for startups. Save weeks of work & fines. Unlike existing platforms, we automate all the painful compliance work
Born out of a love for building startups and a passion for backing entrepreneurs with heart, Corazon Capital (Spanish for “heart”), a leading Chicago-based venture fund, brings a coastal approach to Seed and Series A investing. With a rare blend of investing experience and operating expertise, Corazon Capital provides unusually pragmatic, actionable counsel to the entrepreneurs it supports. Corazon Capital...
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.
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...
