Top Salt Lake City, UT Financial Services Companies (44)
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Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business.
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/ Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it. SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com
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Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
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Earnest’s mission is to make higher education accessible and affordable for everyone. We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: Private student loans - low rates, people-first service, and flexible payments. Student loan refinancing - break free from high-interest rates or monthly payments. Scholarships - access to thousands of scholarships to help students pay less.
It may be our story, but it's all about you. Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams. Today, our essence—guidance—remains the focal point of our identity. It’s a purpose-driven identity to ensure that everything we do moves you safely along your journey. Call it a path, a trail, or simply a way through. Sometimes it's arrow straight. Other times it has unexpected twists and turns that require knowledge of the road ahead. From wherever you are to where you see yourself going, there is a clear way forward. It's life's financial journey, and we're here to guide you every step of the way. As your financial partner, we'll help outfit you with the tools for the journey ahead—like convenient, flexible products and services designed around how you really live, as well as sound, timely advice to help steer you around any obstacles. This is your journey. Let's begin together, right here. Equal Housing Lender. Insured by NCUA.
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 on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed for them. Small businesses deserve accessible and modern financial services, and traditional banks have underserved them for too long. By combining industry-leading technology and security with our team's expertise and care, we help small businesses spend their time on what matters most—the next chapter of their business. Since 2013, we've provided small businesses with access to more than $13billion in financing. As a top small business banking provider trusted by thousands of small business owners, we're proud to offer a full suite of tailored banking services, including a business checking account, line of credit, and bill pay services that serve the always-on entrepreneur. With a global presence of more than 500 employees, we're hiring problem solvers and collaborators to help build a better financial future for small business owners. * BlueVine is a financial technology company, not a bank.
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 for individual financial education. The absence of financial education leads to harmful behavior - poor spending habits, reckless investment decisions, and excessive reliance on others for advice. The financial industry perpetuates poor individual stewardship by advocating bad debt, promoting outdated ideas about retirement, and supplying investment products that fail to reward risk. Mandatory Social Security and Medicare programs promise to benefit retirees with mathematically improbable results. Our modern-day financial system’s broken ideas result in continual unfulfilled promises about people’s future, leading to frustration, anxiety, and hopelessness. For these reasons, Paradigm Life created the Perpetual Wealth Strategy, an innovative way to establish an ironclad financial foundation so our clients can experience an even more fulfilling life now and a financially independent future.
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. Scalar’s experienced team recognizes every client’s situation is unique and works tirelessly to refine and apply the most effective methodologies when performing valuations, calculating risk, and uncovering business opportunities to help clients plan for success. Scalar specializes in the following areas: - Valuation Consulting - 409A Valuation - Fairness Opinions - Purchase Price Accounting (ASC 805) - Goodwill & Intangible Asset Impairment (ASC 350 & 360) - Portfolio Valuation (ASC 820) - Derivative Valuation (ASC 815) - Solvency Opinions - Tax Valuations
Accept in-person, online, over-the-phone, and POS payments with our traditional and fee-based payment options and improve profits. Our secure, cloud-based payment technology, combined with our expert knowledge of alternative fee models can deliver the perfect customized solution to reduce costs while accelerating your receivables. Our intelligent platform makes payment acceptance easy for in-person, online, and installment plan transactions. Integration is easy with existing front-end and back-end systems. IntelliPay's no-fee alternative payment options are trusted by Governments, SMB's, enterprises, financial institutions, governments, utilities, schools, healthcare providers, medical practices, service providers, law firms, unions, and non-profits.
HealthEquity administers Health Savings Accounts (HSAs) and other consumer-directed benefits for our more than 12 million accounts in partnership with employers, benefits advisors, and health and retirement plan providers who share our mission to connect health and wealth and value our culture of remarkable “Purple” service.
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. Our issuer services include: --Transfer agent and registrar --SEC, EDGAR, and XBRL filings --Proxy & annual meeting management --DTC eligibility applications --Employee plan administration and software --Press release distribution --Blue sky filing and compliance --Issuer consultation services Visit our website www.colonialstock.com or contact us at 801-355-5740 for more information.
Progrexion is a leading provider of credit report repair services in the United States. Progrexion’s technology and services help consumers access and understand information contained in their credit reports, verify whether that information is fair, accurate and substantiated, and correct inaccuracies with individual creditors, other data furnishers and the national credit bureaus. Progrexion technology and services are used by CreditRepair.com, its wholly-owned subsidiary, and Lexington Law, an independently-operated law firm. Corporate Headquarters: Salt Lake City, Utah; Regional Headquarters: San Francisco, New York. Sales & Service Offices: Utah (North Salt Lake, West Valley, Provo); Idaho (Rexburg, Idaho Falls); Arizona (Phoenix); Oklahoma (Oklahoma City). Progrexion has consistently been named by Utah Business Magazine as one of Utah’s top 50 fastest growing companies. If you are interested in employment opportunities, please visit www.progrexion.com/careers.
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. Today our branch network stretches along the Wasatch Front from Davis County to Utah County with 19 locations to serve the needs of the 105,000 plus members we serve. Our organization’s success is dependent upon placing the right people in the appropriate positions at the right time. We seek to hire the best and brightest employees to serve our members and improve our organization as we move forward into the future. Cyprus Credit Union was named one of the best credit unions to work for in 2020
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, leaving everyday people unsure of where to turn for financial advice. We Teach Families: 1. How to create wealth and lifestyle through our wealth formula. 2. How to create defensive strategies using 21st century products & solutions. 3. How to play defense first, with the potential for growth, as well as proper taxation. 4. To live below their means, saving a substantial amount of money in the right strategies, so that they become financially independent and more self-reliant. 5. Use debt companies less by creating your own wealth. You are in control rather than being controlled. 6. It’s not how much money you make, it’s what you do with what you have. 7. Protect their families until they have the personal assets to care for all contingencies. 8. Ask the question, "Do we really have a financial strategy?" 9. An education about the new world of investing and that is very empowering. 10.To learn how to generate more income through a twin career. Start a business in your free time. Low cost. Service oriented. Something you can get passionate about!
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
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
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