Top Financial Services Companies in Denver & Boulder, CO (248)
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.
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.
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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...
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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.
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.
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.
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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.
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.
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...
Goosehead Insurance is an innovative independent personal lines insurance agency that distributes its products and services through corporate and franchise locations throughout the United States. Founded in 2003, the company focuses on providing extraordinary value by offering a broad choice of products and a world-class service experience, representing over 200 insurance companies that underwrite both personal and commercial lines.
Goosehead Insurance's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is rising at a double-digit pace, with quarterly results showing a 21% year-over-year increase and full-year revenue up roughly 16%.
Profitability: Net income increased substantially, with quarterly profit nearly doubling alongside higher adjusted EBITDA.
Market Expansion: Policies in force and distribution capacity are expanding, with increases in written premiums, corporate agent headcount, and franchise producers.
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...
Arbitrage Compliance Specialists (ACS) is a niche financial services firm that tracks governmental and 501(c)(3) bond compliance with IRS regulations. Our services leverage our expert knowledge and understanding of the IRS tax code to provide our clients with the lowest liability allowable by law. We've served over 59,000 tax-exempt entities to date.
First Midwest Bank was a community bank that provided personal banking, business banking, and wealth management services, offering personalized financial solutions for individuals, families, and businesses.
Bank of Ann Arbor is a locally owned and operated community bank with a longstanding reputation across Michigan for strength, service, and innovation, focused on serving its customers and communities.
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...
Central Bank is a large community bank serving consumers and businesses in Kentucky and surrounding states. Our experienced, dedicated Central Bankers provide banking, investment, insurance, and wealth management services for all types of needs. We can assist you in person, online or by phone at our Client Services Department daily from 8:00 to 6:00 EDT and Saturdays from 9:00 to...
Redaptive redefines how energy and infrastructure projects are financed, delivered, and scaled, unlocking trapped value inside buildings and across portfolios through a new model called Infrastructure Monetization. Its programmatic approach replaces CapEx-heavy, reactive upgrades with scalable solutions that combine tailored financing, turnkey modernization, and measurable outcomes. Founded in 2015 and headquartered in Denver, Colorado, Redaptive empowers organizations to reduce risk,...
Redaptive's Top Stability & Growth Strengths
Investor Backing & Capital Strength: Feedback suggests sizable warehouse facilities, a large credit facility, and an inaugural asset‑backed securitization indicate strong institutional confidence and funding capacity. Multiple equity infusions from prominent investors further reinforce balance‑sheet strength for scaling deployments.
Strong Market Position & Advantage: Feedback suggests the company is a recognized specialist in multi‑site C&I EaaS with award‑winning offerings and blue‑chip portfolio programs demonstrating execution at scale. Public case documentation and metering/data capabilities support measurable outcomes that strengthen its positioning within its niche.
Strategic Partnerships: Feedback suggests strategic backing from Honeywell and financing roles from major banks provide product and channel credibility. Partner programs and enterprise collaborations expand go‑to‑market reach and reinforce ecosystem leverage.
We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...
Cornerstone Capital Bank's Top Stability & Growth Strengths
Market Expansion: Company disclosures indicate assets and footprint expanded markedly via the March 2026 Peoples Bank acquisition, bringing total assets to more than $3.4 billion and 17 full‑service Texas branches with 150+ mortgage offices. Earlier growth from roughly $1.5 billion in 2022 to about $2.5 billion by late 2025 reinforces a clear expansion trajectory.
Investor Backing & Capital Strength: Company materials describe unusually strong capitalization at formation in 2022 and subsequent capital ratios well above Basel III minimums. Liquidity coverage of uninsured deposits at around 1.6x and timely regulatory approval of M&A support balance‑sheet stability.
Diversified Revenue Streams: Disclosures highlight an integrated model pairing community/commercial banking with national mortgage origination, in‑house servicing, and institutional offerings. New initiatives such as a community lending division and servicing build‑out broaden revenue sources beyond traditional banking.
Excellere Partners is a Denver-based private equity investment firm, specializing in partnering with entrepreneurs and management teams - building enduring value with a spirit of partnership and excellence. With $1.36 billion of committed capital across its three funds, Excellere Partners employs a proven research-driven, top-down investment strategy, and supports its entrepreneurs and management teams with a proprietary value creation process...
Businesses come to PaySimple with a simple, but important need – a better way to accept payments. Developed for the unique needs of service-based businesses, PaySimple delivers flexible payment and billing solutions that are preferred by over 20,000 businesses each day. Unlike our competitors, PaySimple is committed to personalized service. Our customers receive unmatched, personal support with our dedicated customer...
