Top Salt Lake City, UT Financial Services Companies (27)

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...

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...

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...

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...

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: 1. Student Loan Refinancing - break free from high interest rates or monthly payments. 2. Private Student Loans - low rates, people-first service, and flexible payments. 3. Debt Management - manage...

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...

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

Galileo powers North America's leading fintechs--including Chime, KOHO, Robinhood, SoFi, Varo and many others--as well as the U.S.-based business of international powerhouses, such as Monzo, Paysafe, Revolut and TransferWise. Earlier this year, Galileo established offices in Mexico, where it is certified to support domestic issuers, and is now partnering with Mexican and Latin American fintech leaders. The Galileo's API-based payment processing...

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....

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,...

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...

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...

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...

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...

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.

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....

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...

Headquartered in Salt Lake City, Utah, Celtic Bank was named the 6th largest SBA lender in the nation for FY 2015. Celtic Bank is a nationwide lender and leading provider of USDA loans, SBA 7(a) and 504 loans, express loans, asset-based loans, commercial real estate loans, and commercial construction loans. For more information, visit us today at www.CelticBank.com or call us...

Thousands of CPAs use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real time view of the document collection process. The easiest way to interact with...