Top Colorado Financial Services Companies (91)
FINRA is dedicated to investor protection and market integrity. Our team of highly trained professionals are passionate about protecting investors and ensuring financial markets remain fair by writing and enforcing the critical rules and regulations that govern more than 3,700 firms and 630,000 brokers across the country. Our ultimate goal is to foster robust, but fair and orderly, markets in...
Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate...
We serve as the technical force behind Colorado’s largest locally owned bank. Our technology department is 350+ strong. We owe our success to the core values we’ve held since being founded in 1963. Our mission is 'banking for good', to do our best to do right by our customers, communities, and employees.
Ascent CFO Solutions is a team of fractional financial professionals with deep and diverse experiences who thrive in multi-faceted roles. Our team provides financial modeling, cash flow forecasting, data visualization, funding/capital strategy, fractional CFO consulting, interim CFO and accounting, general accounting, and M&A support to high-growth startups and established companies in all stages. We are not simply service providers. Since...
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...
We provide the world’s preeminent corporations and financial institutions with a full business law service. We have more than 3,500 lawyers and other legal staff based in Europe, the United States, Canada, Latin America, Asia, Australia, the Middle East and Africa. Recognized for our industry focus, we are strong across all the key industry sectors: financial institutions; energy, infrastructure and resources;...
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...
Founded in 1973, Alpine Bank is an independent, employee-owned organization with headquarters in Glenwood Springs and banking offices across Colorado’s Western Slope, mountains, and Front Range. Alpine Bank employs more than 800 people and serves 170,000 customers with personal, business, wealth management*, mortgage, and online banking services. Our customers tell us doing business with employees who actually own the bank makes...
Built on a foundation of trust, integrity and promise, we proudly serve over 71,000 outstanding organizations and more than 17 million individuals. ¹ We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals. We’re continuing to grow — and innovate — every...
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...
When we started Melio, we wanted to totally reinvent the way businesses pay each other. More than an efficient accounts payable tool, we’ve created a digital B2B payment platform that not only saves time but also improves cash flow. With Melio, you choose exactly how you pay and get paid, and stay on top of invoices for good. Every transaction...
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...
Listed below are the two entities that make up SVA, a highly diversified, independent professional services firm. Each entity provides their own unique service offerings and expertise, yet all work in concert to achieve our clients’ individual and business goals. • SVA Certified Public Accountants, S.C. • SVA Consulting, LLC The cornerstone of SVA’s core values is to serve people better,...
Western Union is here for what's next. Each day, our diverse global teams invent and build new ways to send, save, and spend money. Wherever our customers are in the world, whatever currency they prefer, we're evolving to meet the demands of tomorrow. When we help make financial services more accessible to people everywhere, we transform lives and communities, positioning...
About Intrinsic LLC Intrinsic is a financial services firm, headquartered in Denver, Colorado, with a dedicated end market focus on private equity, family office, and high net worth clientele. We provide valuation and transaction advisory services to these clients in a trusted advisor capacity. Our own business is shaped and guided by a highly informed group of investors, some of the...
Every worker deserves a secure retirement. For more than 100 years, weʼve delivered it for millions of people—and weʼre not done yet. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many...
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted...
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our exceptional investment management, wealth planning and coordination, and culture and legacy services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with...
Signifyd provides an end-to-end Commerce Protection Platform that leverages its Commerce Network to maximize conversion, automate customer experience and eliminate fraud and consumer abuse for retailers. Signifyd counts among its customers a number of companies on the Fortune 1000 and Digital Commerce 360 Top 500 lists. Signifyd is headquartered in San Jose, CA., with locations in Denver, New York, Mexico...
As a Credit Union Service Organization (CUSO) and Fintech, we pioneer cutting-edge banking solutions. Our mission is to create affordable, tailored, technical solutions that empower financial service businesses to achieve their goals.




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