Top Financial Services Companies in Denver & Boulder, CO (198)
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: Record adjusted operating income and margin accompanied the growth, with management lifting 2026 adjusted operating income guidance to a higher margin level. Operating leverage was emphasized alongside strong second‑quarter results.
Resilient & Sustainable Growth: Gross profit accelerated year over year into Q2 2026 (after an even stronger Q1), and full‑year 2026 gross profit guidance was raised meaningfully. Leadership framed gross profit as the clearer indicator of underlying momentum given revenue mix effects.
Cost & Operational Efficiency: Efficiency measures, including running a leaner organization, boosted margins and contributed to record profitability. Leaders also pointed to continued strength into the second half with healthy monetization and risk metrics, indicating efficient scaling.
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: Net revenue has increased over consecutive fiscal years to $638.4 million in FY26, building on gains reported in FY24 and FY25. This points to continued top-line expansion.
Investor Backing & Capital Strength: A significant minority investment from New Mountain Capital was announced on August 1, 2025 to accelerate growth, technology and acquisitions under an alternative practice structure. This provides funding capacity to scale and pursue M&A.
Innovation-Driven Growth: The mix is shifting toward advisory and technology services (nearly half of revenue per the firm), with capability additions reinforcing this pivot. The CompliancePoint transaction further broadens cybersecurity, privacy and compliance offerings.
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 is rising at strong double-digit rates year over year across 2025 and into mid-2026, with management increasing its outlook for 2026. Broad-based increases in originations and receivables support the top-line trajectory.
Profitability: Net income, EPS, and adjusted EBITDA are up meaningfully, and margins improved alongside stable-to-better credit metrics. This points to growth converting into stronger earnings rather than only volume expansion.
Resilient & Sustainable Growth: Multiple consecutive quarters of elevated originations and EPS growth, on top of a larger 2025 base, indicate durable momentum. Management highlights strong credit performance as a foundation for continuing expansion.
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 is advancing at a double‑digit pace in early 2026, with successive quarters outperforming internal targets and full‑year guidance raised. Momentum is driven by U.S. Financial Services and improving International trends.
Profitability: Earnings are expanding, with adjusted EBITDA and adjusted EPS up year over year and full‑year guidance implying further gains. Absolute EBITDA improved even as the company invested and integrated recent acquisitions.
Market Expansion: Reach is widening through improved performance in Canada, the U.K., and India, alongside completed acquisitions in Mexico and a mobile division that extend capabilities. These moves contributed to stronger reported results and a higher outlook.
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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
Market Expansion: Multi-city openings in Chicago, New York, Miami (floor trading), and a Singapore office, alongside a four-location footprint, indicate broader geographic reach. A documented 11,000‑square‑foot addition to the Chicago HQ further supports a larger operating footprint to accommodate a growing workforce.
Product Line Growth: Company updates cite a 25% increase in product count and new index‑options responsibilities, pointing to a wider product portfolio. Materials also reference expansion into new instruments and marketplaces on domestic and global levels.
Strong Hiring & Retention: Active postings span campus and experienced roles across multiple offices (including future‑cycle internships), signaling sustained hiring activity. The Chicago build‑out was explicitly “to accommodate their growing workforce,” and year‑end communications mention dozens of new hires.
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 described as rising in 2024 and continuing to climb through the first half of 2025, including record quarterly results as a public company. Higher trading volumes and assets under custody reinforced that momentum ahead of the 2026 integration into Schwab.
Innovation-Driven Growth: The launch of the Next Generation Marketplace in June 2025—alongside tools like ForgePro and the Accuidity acquisition—positions the platform for greater engagement and throughput across trading, data, custody, and wealth. These product moves indicate an emphasis on technology-led scaling.
Investor Backing & Capital Strength: Completion of Charles Schwab’s acquisition in March 2026 underscores strategic value and embeds the business within a larger balance sheet and distribution footprint. This ownership structure provides resources to scale private‑markets access inside a major brokerage ecosystem.
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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
Resilient & Sustainable Growth: Square gross profit and payment volumes are rising with signs of acceleration in 2026; Q2 2026 gross profit reached about $1.16B and GPV increased at a low‑teens rate year over year. Management also raised the full‑year outlook at the Block level, indicating momentum in which Square is contributing.
Market Expansion: Traction with larger, multi‑location sellers and strong international GPV growth indicate expansion beyond very small businesses. U.S. GPV also accelerated to its strongest pace since Q2 2023, complementing faster non‑U.S. growth.
Innovation-Driven Growth: Hardware and AI are highlighted as fast‑compounding capabilities, and Square Financial Services has begun processing acquiring volume. An expanded ISO and partner ecosystem is bringing in more new sellers and deepening product adoption.
(800) 910-4055 | americanfinancing.net At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo. We're proud to be a family-owned, national mortgage lender...
Digital Risk, an Mphasis company, is the largest independent provider of Risk, Compliance and Transaction Management solutions for the complex and dynamic financial services market. The individual talents of our thousands of analysts are amplified by the company’s proprietary technology and advanced analytics performed using the Making Mortgages Safe™ solutions suite. These proprietary platforms are the result of the analysis of over...
Mosaic is the AI-driven deal modeling platform for private markets, used by leading investors and advisors. It automates and standardizes core deal analyses to help investment teams move faster and reduce spreadsheet risk.
Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients. For over four decades, we’ve carefully woven together a firm that offers a full suite of financial services, from audit and assurance, to accounting, to advising, and beyond, to ensure everything we do will...
Heartland Bank and Trust Company is a community bank with total assets of $5 billion. Headquartered in Bloomington, Illinois, the bank has offices throughout Illinois and in eastern Iowa. The bank offers a complete line of financial services to commercial and retail customers and municipal entities. Fast, efficient service is important at Heartland Bank. Management decisions are made locally, meaning...
Guardian Tax is a professional tax resolution firm that helps individuals and businesses navigate complex tax filings and IRS issues. They provide expert tax preparation, resolution services, and guidance to help clients manage their financial futures, resolve tax debt, and ensure compliance with federal and state tax requirements. Their mission is to provide cost-effective, expert solutions that simplify the tax...
SingerLewak is a long-standing accounting and consulting firm based in Los Angeles, California. Founded in 1959, the firm provides a comprehensive range of services including audit, taxation, business advisory, and management consulting. They serve a diverse client base across various sectors, including technology, media, real estate, and life sciences, with a focus on building strong, long-term relationships and providing customized...
97% of Citizens & Northern Bank customers say they would recommend us to their family and friends. As Your Bank for a Lifetime, it's our mission to create value through lifelong relationships with our neighbors in Pennsylvania and New York. We believe managing your finances should be a fulfilling, trouble-free experience...so you can spend less time making a living and...
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional investors with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan...
Redwood Credit Union is a full-service financial cooperative, assisting consumers and small business owners with achieving their financial goals and dreams since 1950. We’re a financial cooperative that truly cares about the financial goals and dreams of those who do business with us. With a wide variety of products and services designed to meet our Members’ financial needs, there’s something...
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial's Top Stability & Growth Strengths
Market Expansion: The firm reports a national footprint across all 50 states with dozens of offices and continued entry into new geographies via acquisitions such as Boston-area additions. Reported client assets rising to “over $30B” by mid-2025 and roughly $31B with additional early-2026 deals supports the view of expanding scale and presence.
Strong Market Position & Advantage: Barron’s ranking improvement from #14 (2024) to #11 (2025) and repeated trade-publication framing as a fast-growing large RIA indicate increasing visibility and competitive standing. The company is characterized as a leading consolidator by deal activity and breadth, even if not among the largest “mega-RIAs” by total assets.
Future-Ready Strategy: Management describes a shift from many small roll-ups to fewer, larger, more capability-enhancing acquisitions and targets adding about $10–$15B in assets per year through M&A. This upmarket pivot toward larger, more sophisticated firms suggests an intentional evolution in how growth is pursued.
Infinicept is a provider of embedded payment solutions. Its payment operations platform (PayOps) helps software companies gain the advantages of embedded payments, including increased revenue and more control of the merchant experience. By embedding payments into software companies’ products, Infinicept is enabling customers to exponentially amplify growth by tapping into the $585 billion embedded finance marketplace. More than 300 leading...
Etana Custody is a Colorado chartered trust company regulated by the Colorado Division of Banking. As an independent, qualified custodian, we offer global custodial and trade support solutions for institutions, corporations, exchanges, and individuals. Our industry-leading suite of global custody and trade support solutions for fiat and digital assets provides peace of mind for our clients, knowing their assets will...
