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Top Financial Services Companies in Denver & Boulder, CO (198)

Block
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Block builds technology for economic empowerment.

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...

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Block

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
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
43 Offices
2,900 Employees
96 Benefits
We are curious, inventive, perceptive and approachable.

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...

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Wipfli

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.

Forge
Fintech • Financial Services
3 Offices
320 Employees
33 Benefits
Forge revolutionizes private markets with cutting-edge liquidity solutions, exclusive data, and a vibrant marketplace.

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...

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Forge

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.

Square
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
18 Offices
12,000 Employees
58 Benefits Hiring Now
Invent today. Shape tomorrow.

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

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.

TransUnion
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics

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...

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TransUnion

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.

Enova
Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
3 Offices
1,848 Employees
93 Benefits Hiring Now
Work Someplace Awesome.

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...

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Enova

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.

Belvedere Trading
Fintech • Information Technology • Software • Financial Services • Quantitative Trading
4 Offices
330 Employees
105 Benefits
At Belvedere, we cultivate the best of trading by creating cutting-edge technology and forging unique paths in culture.

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...

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Belvedere Trading

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.

Trade Navigator
Fintech • Financial Services
Colorado Springs
15 Employees

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!

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Trade Navigator
Mariner Wealth Advisors
Financial Services
22 Offices
981 Employees
33 Benefits Hiring Now

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 &...

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Mariner Wealth Advisors

Mariner Wealth Advisors's Top Stability & Growth Strengths

Strong Revenue Growth: Revenue is described as growing meaningfully with improved margins, and ratings commentary in late 2025 cites ongoing momentum supported by both organic expansion and acquisitions. An upgrade from S&P Global underscores this trajectory without relying on one-time factors.

Market Expansion: Reported advised assets rose from roughly $550 billion in early 2025 to over $632 billion by year‑end 2025, aided by the Cardinal institutional acquisition and a steady cadence of 2026 deals that broadened geographic reach and specialties. Additional announced transactions in 2026 (e.g., ~$1.8B AUA to start the year and subsequent team additions) reinforce continued scale-up.

Diversified Revenue Streams: The Cardinal Investment Advisors acquisition materially expanded the institutional/OCIO practice, adding a large advised-asset base alongside private wealth. This mix reduces reliance on a single business line and supports growth across multiple client segments.

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Supporting Strategies
Financial Services
19 Offices
450 Employees
7 Benefits Hiring Now
Outsourced Bookkeeping and Controller Services

Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses. Since 2004, our locally owned and operated offices have served thousands of companies, helping business leaders free up their time, focus on their core competency and streamline their business. Our experienced, U.S.-based professionals use secure, best-of-breed technology and a proven process to deliver a full suite...

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Supporting Strategies
Andstead Advisors
Financial Services
Denver
5 Employees
Andstead Advisors provides financial planning, investment management, and retirement solutions.

At Andstead Advisors, we help business owners, individuals, and families make thoughtful financial decisions with a clear understanding of what matters most to them. Our approach begins with listening—understanding your goals, priorities, and the life behind the numbers before making recommendations. Through comprehensive financial planning, investment management, retirement planning, and specialized solutions for business owners, our team helps clients navigate important...

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Andstead Advisors
Liberis
Financial Services
7 Offices
216 Employees

Liberis builds flexible embedded finance solutions that empower businesses and provide positive impact. Founded in 2007, Liberis is a leading global embedded finance platform with a mission to provide small businesses with accessible and responsible finance, based on the belief that funding should always be a positive force for small businesses. Liberis provides partners with the technology platform and financial...

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Liberis
Workiva
Artificial Intelligence • Cloud • Fintech • Professional Services • Software • Analytics • Financial Services
22 Offices
2,800 Employees
41 Benefits
Workiva is the world's leading cloud platform for transparent reporting.

Workiva simplifies complex work for thousands of organizations around the world, including 85% of the Fortune 500®. Our cloud technology, the Workiva platform, is a fit-for-purpose, connected reporting and compliance platform that enables our customers to streamline processes, connect data and teams, and ensure consistency—all within a controlled, secure, audit-ready platform. Workiva customers connect critical business data directly from source...

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Workiva

Workiva's Top Stability & Growth Strengths

Strong Revenue Growth: Revenue is rising at a double-digit pace, led by subscription momentum and supported by guidance that indicates continued expansion into 2026. Growth in larger customer cohorts further underscores durable demand.

Profitability: Margins are expanding with improved non-GAAP operating performance and a turn to positive GAAP results in the latest quarter, signaling better efficiency alongside growth. Free cash flow and margin leverage are also trending upward.

Strong Market Position & Advantage: Independent evaluations cite leadership in ESG and connected reporting, and adoption spans thousands of enterprises including a large share of the Fortune 1000. This positioning reflects a defensible niche in disclosure and regulatory reporting.

ERP Advisors Group
Mobile • Software • Financial Services
Lakewood
24 Employees

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...

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ERP Advisors Group
Old National Bank
Fintech • Software • Financial Services
122 Offices
5,373 Employees
31 Benefits

Old National is a regional bank with substantial assets, based in the Midwest. Our dual headquarters are in Chicago, Illinois, and Evansville, Indiana. Since our founding in 1834, we have kept the heart, culture and DNA of a smaller community bank. We are proud to have strong relationships with our clients and communities and an inclusive work environment that empowers...

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Old National Bank

Old National Bank's Top Stability & Growth Strengths

Market Expansion: Successive acquisitions (First Midwest in 2022; CapStar in 2024; Bremer in 2025) expanded the footprint across the Midwest and into the Mid-South/Upper Midwest, including new strength in markets like Nashville and the Twin Cities.

Profitability: Record 2025 adjusted earnings and EPS are highlighted alongside solid profitability metrics, indicating the larger franchise is translating into earnings momentum.

Cost & Operational Efficiency: Improving efficiency is emphasized, including a record adjusted efficiency ratio and cited cost saves from the Bremer integration.

CBIZ
Consulting • Financial Services
25 Offices
3,512 Employees
30 Benefits Hiring Now

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits...

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CBIZ
PGIM
Financial Services
40 Offices
3,593 Employees
8 Benefits Hiring Now

PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients. The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public...

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PGIM

PGIM's Top Stability & Growth Strengths

Strong Market Position & Advantage: A global footprint across major financial centers and a client roster that includes over half of the largest global pension funds signal entrenched institutional strength. High‑visibility fixed‑income leadership and multi‑asset scale reinforce positioning for core and specialty mandates.

Diversified Revenue Streams: A roughly $1.5 trillion multi‑asset platform spanning fixed income, equities, real estate, private credit, and other alternatives supports multiple fee sources. Recent private credit fundraising and real estate originations illustrate breadth across public and private markets.

Strategic Partnerships: The shift toward a unified asset manager model and partnerships (e.g., with Partners Group) target broader multi‑asset and private‑market access. These collaborations are intended to extend distribution and product reach.

Hyundai Motor America
Automotive • Financial Services • Manufacturing
7 Offices
4,599 Employees
29 Benefits

Hyundai Motor America offers U.S. consumers a technology-rich lineup of cars, SUVs, and electrified vehicles, while supporting Hyundai Motor Company’s Progress for Humanity vision. Hyundai has significant operations in the U.S., including its North American headquarters in California, the Hyundai Motor Manufacturing Alabama assembly plant, the all-new Hyundai Motor Group Metaplant America, and several cutting-edge R&D facilities. These operations, combined...

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Hyundai Motor America

Hyundai Motor America's Top Stability & Growth Strengths

Strong Revenue Growth: U.S. sales have delivered consecutive record years and a record first half in 2026, with year-to-date volume still ahead despite occasional monthly dips. Rising share within the U.S. market underscores durable momentum.

Future-Ready Strategy: A multi-year, multibillion-dollar U.S. investment program, new Georgia vehicle and battery plants, and deeper localization signal a long-horizon growth posture. Plans to assemble a substantial majority of U.S.-sold vehicles domestically align operations with supply resilience and policy eligibility.

Product Line Growth: Hybrids and other electrified models are expanding rapidly within the mix alongside a broad SUV/sedan lineup. Announced model rollouts through 2030 widen coverage across segments and support continued volume gains.

Caribou
Automotive • Fintech • Insurance • Financial Services
3 Offices
385 Employees
26 Benefits Hiring Now

Caribou is an auto fintech platform dedicated to saving customers an average of over $100 a month on their car payments. Headquartered in Washington, DC, Caribou offers auto loan refinancing and auto insurance through a seamless and transparent process, leveraging partnerships with trusted lenders and insurance providers to bring customers great rates and lower monthly payments. Caribou was incubated by...

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Caribou
Royalty Exchange
Financial Services
Denver
25 Employees

Royalty Exchange is the leading online platform for buying and selling royalties. We offer a centralized, open marketplace to conduct royalty auctions, bringing transparency to an historically private process. The result maximizes value for rightsholders and provides a standardized and secure alternative investment opportunity for buyers and investors.

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Royalty Exchange

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