Top Salt Lake City, UT Financial Services Companies (29)

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...

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...

Block, Inc. is a global technology company with a focus on financial services. Made up of Square, Cash App, Afterpay, TIDAL, Bitkey, and Proto, Block, Inc. builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is 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...

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...

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...

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....

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...

The trusted way for people to connect their payroll accounts to an app.

Fund Administration Services specializing in Special Purpose Vehicles (SPVs), Private Equity, and Venture Capital Funds. Providing an end to end integrated platform from starting up to shutting down a fundraising; including investor onboarding & management, regulatory & compliance, financial & tax filings, and distributions.

We offer bridge and perm loans from 12 months to 30 years on Fix and Flips, Rentals, and Ground Up property types. Learn more about our residential loan products at www.roccapital.com. Roc Capital is a subsidiary of Roc360. Via our parent company you can access our full suite of services - from loan financing to property insurance. www.roc360.com

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.

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...

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...

Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance. Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming....

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.

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...

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,...

We’re Utah’s premier independent public accounting firm. We help best-in- class teams realize their full value by providing them with the right answers right here.

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