Top Financial Services Companies in Denver & Boulder, CO (243)
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...
Block's Top Stability & Growth Strengths
Profitability: Operating profitability is strengthening, with Q2 2026 delivering a 27% adjusted operating margin and 65% growth in adjusted diluted EPS. For 2025, operating income also rose to $1.7B, highlighting improved earnings leverage.
Resilient & Sustainable Growth: Gross profit increased every year from 2021 to 2025 and accelerated 25% year over year in Q2 2026. Management raised its 2026 gross-profit outlook to $12.51B (about 21% growth), reinforcing a multi-period expansion trend.
Cost & Operational Efficiency: Efficiency measures and AI-driven execution are associated with faster product delivery and improved profitability. Workforce streamlining and operating leverage supported margin expansion alongside growth in both Cash App and Square.
Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "Wipfli" is the brand name under which Wipfli LLP...
Wipfli's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is described as increasing across recent fiscal years, indicating continued top-line momentum. Growth is characterized as steady, with gains alongside expanded advisory and technology services.
Investor Backing & Capital Strength: A significant minority investment from New Mountain Capital is positioned to fund talent, technology and acquisitions. This capital support strengthens the firm’s capacity to pursue its expansion plans.
Market Expansion: Acquisitions such as the CompliancePoint transaction broaden capabilities in cybersecurity, privacy and regulatory compliance. Organizational steps like appointing a head of corporate development reinforce an active, M&A-led expansion approach.
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...
TransUnion's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue has risen consistently, with annual growth in the high single digits and the latest quarter showing double-digit year-over-year increases, and management raising full-year growth guidance. Organic constant-currency expansion in the latest quarter indicates underlying momentum beyond acquisitions and FX.
Profitability: Profitability is improving alongside sales, as net income and adjusted diluted EPS increased year over year in the latest quarter. Full-year results also showed higher net income and adjusted EBITDA.
Market Expansion: Growth appears across U.S. Markets and internationally, with U.S. Financial Services leading and international results positive on an organic constant-currency basis. The company is extending its reach through moves such as acquiring a majority stake in Trans Union de México.
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings &...
Mariner Wealth Advisors's Top Stability & Growth Strengths
Market Expansion: Company announcements and trade coverage show continued acquisitions, advisor-team additions, and an expanded footprint across 42 states plus Puerto Rico, with a stated goal to materially increase advisor headcount by 2027. Activity in 2025–2026, including multiple firm and team deals, demonstrates ongoing geographic and channel growth.
Strong Revenue Growth: Recent commentary highlights strong year-over-year revenue expansion alongside a notable pickup in organic growth during 2025. Momentum is attributed to scaling across wealth and institutional businesses as well as continued deal activity.
Strong Market Position & Advantage: Industry rankings place the firm among the largest independent RIAs, including a top-tier position in Barron’s Mega RIA category. A very large asset base and national reach support a durable competitive stance.
At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the...
Forge's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is considered to be rising, with total revenue increasing from $69.8M in 2023 to $79.3M in 2024 and revenue less transaction-based expenses up 22% in the first nine months of 2025. Marketplace revenue and trading volume also accelerated, with trailing-12-month marketplace revenue reaching $55.2M and volume $2.17B by Q3 2025.
Strong Market Position & Advantage: Market presence is portrayed as substantial, with the platform facilitating more than $17B in private-company share transactions through September 30, 2025 and being described as a leading participant in its space. An integrated marketplace, data, and custody offering and a broad participant network reinforce competitive positioning.
Investor Backing & Capital Strength: Institutional support is underscored by Charles Schwab’s agreement in November 2025 and completion in March 2026 to acquire the company, citing the opportunity to extend private-market capabilities. This transaction signals external validation of strategic value and potential distribution reach.
Enova International (NYSE: ENVA) is a leading online financial services company that serves small businesses and consumers who are underserved by traditional banks. For over 20 years, Enova has provided over $72 billion in loans and financing to more than 15 million customers by offering a suite of market-leading products powered by the company's world-class analytics, machine learning algorithms and...
Enova's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue surpassed $1 billion in Q3 2026 for the first time, and annual revenue rose from about $2.1 billion in 2023 to $3.15 billion in 2025, with the first nine months of 2026 continuing to climb. This trajectory reflects momentum across multiple periods rather than a single-quarter spike.
Profitability: Net income and adjusted EPS increased faster than revenue in recent periods, and the net revenue margin improved year over year. These patterns point to expanding earnings alongside top-line growth.
Diversified Revenue Streams: Growth is broad-based across small-business and consumer lending, with both originations, receivables, and segment revenues rising in Q3 2026. The small-business portfolio represents a meaningful share of receivables and continues to scale.
.png)
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...
_0.png)
Square's Top Stability & Growth Strengths
Strong Revenue Growth: Square’s segment revenue increased 10% in 2025 and rose 16% year over year in Q2 2026, pointing to renewed topline momentum. These gains accompany rising seller activity and broader ecosystem adoption.
Profitability: Gross profit reached about $1.16 billion in Q2 2026, up 13% year over year, after a 9% increase for full-year 2025. The trend indicates improving economic contribution from processing, software, and financial services.
Market Expansion: International GPV grew 28% year over year in Q2 2026 while U.S. GPV rose 10%, alongside traction with larger merchants and vertical solutions such as restaurants and banking. These patterns suggest widening geographic and segment reach.
.png)
In March of 2002, Belvedere Trading emerged as Chicago’s newest market maker, soon to join the ranks of the Windy City’s elite proprietary trading firms. Armed with printouts of Excel workbooks and a team of eager minds, Belvedere established their place in the SPX pit on the floor of the Chicago Board Options Exchange. From the beginning, we have iteratively...
Belvedere Trading's Top Stability & Growth Strengths
Product Line Growth: Evidence indicates the firm expanded its product count in 2024, supporting a broader set of traded instruments. Company communications also point to continued development across additional products and marketplaces.
Future-Ready Strategy: Technology investment was stepped up in 2024, with materially increased computing resources and network capacity in a key data center. Ongoing emphasis on proprietary models, software, and infrastructure suggests preparation for scalable trading activity.
Market Expansion: The operating footprint spans Chicago, Boulder, New York, and Singapore, providing geographic reach and talent access. Independent documentation also describes a prior expansion of the Chicago office to accommodate a growing workforce.
Since 1988 Academy Mortgage (NMLS #3113) has provided exceptional service and the best solutions and tools to help individuals and families achieve successful homeownership. Our company is recognized and respected nationwide for our unwavering commitment to responsible lending, especially in today's rapidly changing economy. We are one of the top independent purchase lenders in the country as ranked in the...
DCU is hiring! Check out our career page to learn more about our company culture and visit DCU.org to see all of the opportunities! Digital Federal Credit Union, better known as DCU, is a not-for-profit financial cooperative owned by and operated for our members. DCU was chartered in October of 1979. Since then, DCU has been selected as the credit union...
Digital Federal Credit Union's Top Stability & Growth Strengths
Strong Market Position & Advantage: Available information indicates DCU is a large, nationally relevant credit union, the largest headquartered in New England, and its approved merger elevates it into the top tier by assets.
Market Expansion: Available information indicates membership, assets, and geographic access have been expanding through organic growth and a merger that creates a nationwide branch footprint.
Innovation-Driven Growth: Available information indicates sustained investment in digital platforms, lending technology, and internal innovation programs has increased productivity and enhanced member access.
Caribou is a financial technology company that helps consumers refinance their auto loans to lower monthly payments and improve loan terms. By connecting drivers with a network of trusted lending partners and handling the complex refinancing process—including title transfers and DMV paperwork—Caribou makes car ownership more affordable and accessible through a streamlined, user-friendly online platform.
Tax Guard is the pioneering tax risk solution available to commercial lenders across the country. Our risk mitigation and due diligence tools provide the lender with the most comprehensive understanding of their prospective borrower's and/or client’s tax compliance. Through the use of our proprietary computer-based tax reports, we assist lenders prior to financing and throughout the course of their lending...
AAS, Services LLC specializes in Vehicle Service Contract development and automotive claims administration. Our team’s combined industry experience, complemented by our partnerships, allows us to develop and deliver products that provide superior coverage and service. We’re always working to provide the best service for our customers, with the best work environment for our employees who provide that service. We develop fully...
Messner Reeves LLP is a national, full-service business law firm providing legal services to a diverse group of clients, ranging from individual entrepreneurs to Fortune 500 companies. The firm specializes in corporate transactions, litigation, real estate, labor and employment, and intellectual property, delivering creative and comprehensive legal strategies to help clients maximize their business potential.
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the...
Zocks's Top Stability & Growth Strengths
Investor Backing & Capital Strength: Recent funding rounds totaling $65M, including a $45M Series B co-led by Lightspeed and QED in January 2026, provide resources to scale product and go-to-market. Company announcements state the capital will expand enterprise capabilities and team growth.
Strong Revenue Growth: An 8x year-over-year revenue growth figure is cited alongside rapid expansion from 1,000+ to 5,000+ firms using the platform. While audited figures are not public, multiple provided sources describe fast top-line momentum during 2025–2026.
Strategic Partnerships: Enterprise relationships and distribution with large advisor networks (e.g., Hightower exclusivity and availability to Cetera’s ~12,000 professionals) meaningfully expand reach. Ongoing integrations with platforms like Wealthbox, Redtail, Practifi, and Conquest reinforce ecosystem leverage.
UDR, Inc. (NYSE:UDR), an S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted U.S. markets. As of December 31, 2016, UDR owned or had an ownership position in 49,907 apartment homes including 3,604...
Citywide Banks, a division of HTLF Bank, is not your ordinary community bank! Our clients choose to bank with us because of our robust product offerings, high-touch service, and commitment and impact in our communities. We offer our employees unlimited opportunities for career development, growth and the ability to contribute to the vitality of your community. What's different about a...
Colorado Public Employees' Retirement Association (Colorado PERA) is a public pension fund based in Denver, Colorado. Established in 1931, the fund provides retirement and other benefits to eligible employees of the state of Colorado including all school districts, the judicial system, and numerous municipalities, special districts, public health departments, and other local government entities.
Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services. Topel Forman has been recognized as a leading tax and accounting firm through Inside Public Accounting as a Top 200 Firm for the second year in a row and a Best...
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of...
Baker Tilly US's Top Stability & Growth Strengths
Strong Market Position & Advantage: Following the June 2025 combination with Moss Adams, the firm is described as moving into a top-six U.S. position by net revenue, placing it in the national top tier below the Big Four. The expanded national coverage and sector depth are positioned as improving competitiveness for middle-market and upper-middle-market clients.
Strong Revenue Growth: Record results are cited for the wider network, including a year marked by large year-over-year revenue expansion, with North America highlighted as the fastest-growing region and the U.S. merger noted as a key driver. The company is repeatedly characterized as being in an accelerated growth phase since 2024–2025, supported by increased scale and continued add-on deals.
Investor Backing & Capital Strength: A strategic private-equity investment is cited as providing capital to fund a more aggressive expansion strategy and buy-and-build approach. The shift to an alternative practice structure is framed as enabling growth investment across advisory capabilities and acquisitions.
