Top Colorado Financial Services Companies (81)
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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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Pie is transforming small business insurance. Our team of seasoned technology and insurance experts are on a mission to empower small businesses to thrive by making insurance affordable and as easy as pie.
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.
Konvoy is a thesis-driven venture capital firm. We invest in the platforms and technologies at the frontier of gaming.
At InvestNext, we’re on a mission to transform the process in which investment firms raise and manage capital. Founded in Detroit, Michigan – InvestNext was established in 2016. At the time, we saw a major flaw in the industry. Investing as a whole operated within a black box, with countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient. Since day one, we’ve known that tomorrow’s investors are people who will not only possess access to detailed performance metrics across their portfolio but also have the full picture of the positive impact they have made on the communities they have invested in. Using this scope, we’ve built a software platform that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been our close partnerships with commercial real estate syndicators as well as numerous investment firms around the globe. As of today, we are trusted by tens of thousands of investors, with billions of dollars managed on the platform.
Trade Navigator, has been a leading innovator in charting and trading technologies since 1983, providing ultra-clean, fast data and exceptionally well-designed, single-function and comprehensive software solutions for traders at every level of expertise. Additionally, we have earned praise industry-wide for our unsurpassed level of on-site support and training.. Strategize, Prioritize, Optimize … KNOW before you trade!
TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve. We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.
Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,300 associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 55,900+ clients.
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Ascent CFO Solutions is a team of fractional financial professionals with deep and diverse experiences who thrive in multi-faceted roles. Our team provides financial modeling, cash flow forecasting, data visualization, funding/capital strategy, fractional CFO consulting, interim CFO and accounting, general accounting, and M&A support to high-growth startups and established companies in all stages. We are not simply service providers. Since 2011, Ascent CFO Solutions has committed to being a firm that partners closely with its clients. We become part of the client’s trusted team and work directly with senior leadership. We differentiate our team by our level of responsiveness, accuracy, and expertise, and we utilize cloud-based tools for innovative scalable processes. Our customized approach for each client ensures that companies move in the right direction - Upward.
With a focus on personalized service and a deep understanding of the unique needs of business owners and families with financial complexity, we have a reputation for being adaptable and bringing an innovative edge to wealth management. Our team thrives in a supportive environment—creativity, continuous learning, and the freedom to balance work and personal passions are all part of the deal. We believe you can thrive at work and in life and we’re looking for people who prove you don’t have to choose between the two.
Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared. It is reflected in the flow of ideas between our investment professionals, how we work with clients to understand their requirements, and in our commitment to making our expertise and insights widely available. What is Knowledge. Shared? • Timely and relevant expert insight – shared internally between investment teams and externally with clients for well-informed investment and business decisions. • An ongoing dialogue – we listen to client needs, and make our expertise and solutions available to help achieve success. • Openness and transparency – when explaining how we think, invest, and translate our insight into portfolio positioning.
AVL is a strategic growth partner bringing world class financial operations & CFO services to $2-$50+ million companies. We work with leaders who are passionate around their mission, vision, and growth. We work with leaders who know & believe that having strong, decision driving financials & analytics are a huge asset for the business. Every day, our team of 60+ professionals works with hundreds of companies all over the country that represent over $700 million in combined revenue. If your business could benefit from having a flexible, business minded, numbers skilled solution like AVL Growth Partners, please connect with us.
Recognized by Forbes as Colorado’s #1 credit union with more than $8.5B in assets, we serve over 440,000 members statewide. We lead with best-in-class service and a simplified banking experience for consumers. We strive to innovate technology solutions that help us design for the future of banking. We put our members and employees first in everything we do. Whether we’re improving the delivery of our products, leveling up our back-end infrastructure or adding new employee benefits, we keep our people top-of-mind.
GLC Advisors & Co. is a leading independent investment banking advisory firm focused on senior-level expertise, long term relationships and objective guidance to national and international clients. GLC offers comprehensive services to its clients across a number of industries, including: Financing / debt advisory Mergers & acquisitions Restructuring & recapitalization Valuation & fairness options Specialties: Financial Restructuring Advisory Services, Industry Focused Mergers & Acquisitions
Welcome to ERP Advisors Group's home on LinkedIn. Follow us for regular updates about the Enterprise Resource Planning industry, software news, tips, blog articles, and more. What makes ERP Advisors Group different from other consultancies? • We receive no compensation from any vendor or partner and are completely unbiased. • We have worked with over one hundred companies in our 15+ years of experience and have developed a deep understanding with ERP, Customer Relationship Management, Mobile Applications, and many other business applications. • We are technology agnostic, which means we have no preference for or prejudice against any particular technology so we are free to recommend the technology that best fits your needs. • We have worked with many companies in a similar situation to yours and understand your requirements around sales, manufacturing, inventory, order fulfillment, and accounting. • Former clients, our best source of referrals, very often refer us to their colleagues and friends in industry. • Partners at top CPA firms refer their valuable clients to EAG for software consulting advice. • CFO Networks turn to EAG when their clients need help with their software initiatives. • Private Equity Groups hire EAG for expert software consulting to their holding companies. • Software investors consult EAG for guidance on industry trends, directing their investing activities. • Industry Opinion Leaders seek out EAG to share expert and honest insights into the software market. • Software Account Executives from all of the top software companies and across all verticals refer their prospects to us for help in making the best software decisions. Learn more at www.erpadvisorsgroup.com
Navigating the labyrinth of sales tax is more than just an annoyance for e-commerce, SaaS, and other online sellers. It’s a major business challenge. With constantly shifting state laws, onerous filing requirements, and countless ways to make mistakes, it’s no wonder most businesses don’t have the time, resources, or expertise to guarantee compliance. Faced with convoluted regulations, one might be tempted to wish it all away: "If only I never had to think about sales tax again!" Enter TaxValet. We don't merely handle sales tax. We embrace it with passion . Our promise? A holistic, 360-degree approach to sales tax compliance, ensuring you never miss a beat. While sales tax software can automate filings and payments, it also allows far too many mistakes to slip through the cracks. That’s why TaxValet goes above and beyond with these comprehensive offerings: Automated filings & payments to keep you on schedule. Ongoing nexus analysis to navigate those intricate tax networks. Expert audit defense, because we've always got your back. 24/7 statute monitoring – we never sleep on changing laws. 100% hands-free data transfer for complete peace of mind. Past due tax cleanup, because everyone deserves a fresh start. A dedicated team that eats, sleeps, and breathes sales tax. Unlimited support, because we're on this journey together. Transparent, fixed pricing with no hidden surprises. And our golden penalty-free guarantee. Our dedicated team is more than just experts. We're guardians of your business's integrity, ensuring that the weight of sales tax never holds you down. CPAs, accountants, and bookkeepers … Are your clients overwhelmed with sales tax intricacies? Bring them to TaxValet. Because when you trust us with your clients' sales tax, it’s not just about solving a problem. It's about forging a bond that stands the test of tax season. At TaxValet, we don't just manage sales tax. We redefine it. Ready to experience the difference?
AUTOPAY provides direct-to-consumer financing and refinancing for individuals looking for the best terms and a no-hassle transaction. Our extensive Lending Partner Network means we can match any credit profile to competitive rates and terms, offering full-spectrum financing to your customers. Enhance your customer experience with white-label web flows and a library of APIs by integrating with our technology platform; with higher rates of approvals and loans funded as the end result. For more information, visit www.autopay.com.
Founded in 2006, iLending is a national leader in automotive refinancing. Through strategic partnerships with credit unions, banks, and other financial institutions nationwide, the company offers competitive interest rates on auto loans and creative financing solutions to thousands of consumers a year.
We’re an eight-decade-old, Colorado-based credit union known for going all in for our members. Like, all in. We’re not the bank you’re used to, because we’re not a bank at all. We’re a people-over-profits, won’t-ever-apologize-for-it kind of place. We’re a transform-the-way-you-experience-financial-services-and-won’t-sleep-until-we-do kind of place. We’re committed to helping our members Live Well(er) in all facets of wellbeing, including physically, mentally, socially, and of course, financially. In fact, in 2020, we partnered with Filene Research Institute to measure Canvas members’ wellness compared to the average Coloradan. Canvas members scored higher than the average Coloradan in every single category of measured wellness. We’re a not-for-profit, state-chartered, member-owned financial cooperative. Our members are credit union owners, empowered with the ability to elect the volunteer Board of Directors, and to determine how their credit union is operated — and we wouldn’t want it any other way. Credit union earnings are returned to members in the form of higher savings rates and lower loan rates. We’ve been safe, secure, and insured since 1938, and we think we look pretty good for over 80 years old. Today, we have over $3.8 billion in assets and 284,000 dedicated members. Our members can access their accounts and conduct transactions at our 33 branches, as well as at over 200 CO-OP Shared Branches in Colorado. Plus, through our partnership with the CO-OP ATM network, our members have fee-free access to over 30,000 ATMs across the country.
FM Capital is a leading automotive-focused investment firm. We are an investment firm dedicated to creating value for our investors, entrepreneurs and the communities in which we live. We identify trends and partner with teams who are both reinventing the movement of people and goods as well as redefining how transportation services are delivered and consumed. We are professionals with deep experience in both investing in, operating and exiting successful companies across the transportation industry. TEAM: Chase Fraser (www.linkedin.com/e/fpf/3493818) Mark Norman (https://www.linkedin.com/in/mrmarknorman) Zack Freed (http://www.linkedin.com/pub/zachary-freed/11/b3/171) Kailia Lopez (https://www.linkedin.com/in/kailia-lopez-b22a28a3)
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