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.
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.
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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.
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.
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.
Konvoy is a thesis-driven venture capital firm. We invest in the platforms and technologies at the frontier of gaming.
First Federal Lakewood is a depositor-owned community bank founded in 1935 and headquartered in Ohio. It offers a range of financial services including checking and savings accounts, mortgage lending, and investment services.
Michigan First Credit Union is a member-focused, federally insured financial cooperative serving communities across Michigan. Founded as Detroit Teachers Credit Union, it provides personal and business banking, mortgage solutions, insurance, and related financial guidance. The organization serves more than 165,000 members through branches and mortgage offices in Metro Detroit, Grand Rapids, and Lansing, emphasizing community support, personalized service, and long-term...
WaFd Bank is a national bank, but we’ve tried to act more like a reliable next door neighbor. Ever since we got our start back in 1917, we’ve been helping to build healthy, thriving communities. And, as active members of our communities, we’re truly invested in clients like you—delivering simple, straightforward banking solutions to help you make the most of...
WaFd Bank's Top Stability & Growth Strengths
Profitability: Earnings reports show year-over-year growth in net income and EPS with sequential momentum, alongside an improving net interest margin.
Cost & Operational Efficiency: Management reported a better efficiency ratio in fiscal 2025 versus 2024, reflecting ongoing cost discipline.
Future-Ready Strategy: The bank exited single‑family mortgage origination and pivoted toward commercial and small‑business lending, with recent originations predominantly commercial.
Holmes Murphy is an independent, privately held insurance brokerage serving businesses across industries. Its brokerage and consulting services include property-casualty coverage, employee benefits, and risk management. The firm works with agencies and insurance carriers to develop solutions tailored to client needs, and describes its approach as putting relationships and client priorities first. It supports businesses of varied sizes with its...
Insight* is one of Europe’s largest investment managers** responsible for £626.2bn/€757.3bn*** in assets under management (AUM) across fixed income, risk management strategies including liability-driven investment (LDI) and currency risk management, absolute return and multi-asset capabilities. Based in London, Insight is a specialist asset manager with a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. Our...
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...
Zepz is a global digital payments company operating the WorldRemit and Sendwave brands. Its platforms enable people to send money internationally to friends and family, offering affordable transfers through bank deposits, cash pickup, mobile money, and airtime top-ups. Serving customers across 50 sending markets and connecting them with recipients worldwide, Zepz aims to make cross-border payments fairer, faster, and more...
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.
Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county.
Moors & Cabot is a full-service wealth management and financial services firm serving individual and institutional clients. It provides investment advisory and brokerage services, traditional investment products, insurance and annuities, and planning and advice for major life events. Founded in Boston in 1890, the firm operates offices across the United States and serves individuals, businesses, pension plans, trusts, estates, and...
NBH Bank is a subsidiary of National Bank Holdings Corporation (NYSE: NBHC). NBH Bank provides clients with a full range of financial products and services throughout Utah, Idaho, Wyoming, Colorado, Kansas, Missouri, New Mexico and Texas. With over 1,100 associates and more than 100 convenient banking center locations and ATMs, we focus on consumer, small business and commercial banking relationships. At...
NBH Bank's Top Stability & Growth Strengths
Market Expansion: The company closed the Vista Bancshares acquisition on January 7, 2026, extending its footprint in Texas and into South Florida and lifting pro forma assets into the low‑teens billions. This broader multi‑state network increases scale within chosen geographies.
Profitability: Q1 2026 results show a wider net interest margin, higher net interest income, and a strong sequential rise in adjusted earnings alongside record quarterly loan fundings. Management highlights ongoing integration progress intended to sustain earnings power.
Strong Brand Reputation: Independent recognitions include Forbes’ America’s Best Banks 2026 list and KBW’s 2025 Bank Honor Roll for decade‑long earnings consistency. These third‑party acknowledgments place the franchise among a select cohort within its peer group.
