Top Fintech Companies in Denver & Boulder, CO (250)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.
CLA (CliftonLarsonAllen)'s Top Stability & Growth Strengths
Strong Revenue Growth: CLA remains a Top 10 U.S. firm with more than $2B revenue and was cited for the fastest growth among $1B+ peers, indicating sustained expansion. Multi‑year disclosures across 2023–2025 point to continued momentum.
Strong Market Position & Advantage: CLA is described as a leader among non–Big Four firms serving the U.S. middle market, with top‑tier placements in industry rankings such as construction. Its broad service mix (audit, tax, outsourcing, consulting, digital, wealth) strengthens competitive standing.
Market Expansion: The CLA Global network reached top‑15 worldwide by fee income and the firm reports 130+ U.S. locations with ongoing office additions. These moves expand national coverage and cross‑border capability.
Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation...
Broadridge's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is rising year over year, with recent quarters also showing growth in recurring revenues and management lifting forward guidance. This pattern supports a view of steady expansion rather than a one-off increase.
Innovation-Driven Growth: Innovation appears to be converting into measurable adoption, highlighted by the rapid scaling of the Distributed Ledger Repo Platform and tokenized settlement volumes. This suggests new technology initiatives are contributing to growth alongside the core business.
Strong Market Position & Advantage: The company is positioned as a core infrastructure provider in investor communications and post-trade workflows, with large-scale processing volumes and high switching costs implied by embedded platforms. This entrenched role supports resilience through recurring, mission-critical demand.
Recurly, Inc. provides a versatile subscription management platform to manage the entire subscription lifecycle for market-leading brands worldwide. Subscription businesses such as Sling TV, BarkBox, FabFitFun, Cinemark and Fubo.tv depend on Recurly to harness the power of the subscription model and drive recurring revenue growth. Since its launch in 2009, Recurly has deployed subscription billing for thousands of companies across...
Our leading ChurchStaq, ParishStaq, and Resi Media suites simplify engagement, giving, administration, and video streaming—enabling our more than 14,000 customers to increase generosity, drive participation, and build stronger relationships with their communities. Our founders believed mission-based organizations deserved great software. That vision has fueled our work and our people every day as we create industry-leading software that helps organizations connect,...
Pushpay's Top Stability & Growth Strengths
Investor Backing & Capital Strength: Private equity ownership by BGH Capital and Sixth Street since 2023 signals strong investor support and access to resources despite delisting. The acquisition indicates confidence in the company’s outlook and capacity to invest.
Strong Market Position & Advantage: Scale across more than 14,000 churches and multi‑product coverage (giving, ChMS, apps, and streaming) reflect meaningful presence in its niche. Processing billions in donations and securing at‑risk gifts underscore operational heft.
Innovation-Driven Growth: A track record of pioneering mobile giving and recent AI launches (e.g., AI People Search, Genny) points to sustained product innovation. Platform expansion via ChurchStaq/ParishStaq and the Resi streaming acquisition broadens use cases and differentiation.
Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients to elevate performance and expand possibilities across the transaction and business lifecycle. Our thoughtfully integrated, multi-disciplinary teams bring deep functional expertise, first-hand industry knowledge, and experience-based creativity and perspective to generate tailored solutions to address any challenge. Founded in 2006, Riveron is...
Riveron's Top Stability & Growth Strengths
Investor Backing & Capital Strength: Evidence indicates private‑equity ownership by Kohlberg & Company (with H.I.G. retaining a minority stake) has provided capital to scale via acquisitions and investments, including the 2026 strategic investment in Cuesta Partners. Announced backing is explicitly tied to accelerating growth through new geographies and capabilities.
Market Expansion: The firm opened new offices in Orange County and expanded in South Florida, and now highlights international reach including Pune and Toronto. Feedback suggests this enlarged delivery footprint supports broader client coverage in key U.S. hubs and select international locations.
Innovation-Driven Growth: Recent moves expand AI/data and technology enablement through Yantra, Effectus Group, Eden Data, and the Cuesta Partners investment. These actions broaden CFO‑adjacent offerings beyond core accounting advisory into cybersecurity, GRC, and modern data capabilities.
Moneta is one of the nation’s premier comprehensive wealth management and financial planning firms distinguished by a legacy of innovation, service, and loyalty to our clients that only a completely independent company can offer. At Moneta, we believe in the power of relationships. Our team of dedicated professionals are passionate about making a difference in people’s lives by empowering them...
Nelnet is a leading student loan servicer – but we’re even more than that. We provide payment technology for over 1,300 higher education institutions and 11,500 K-12 schools. We deliver world-class fiber internet, TV, and phone services to residents of Nebraska and Colorado. We help borrowers achieve their educational goals with private student loan and refinance solutions. And we help businesses...
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...
UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.
UMB Banks's Top Stability & Growth Strengths
Strong Revenue Growth: Recent results indicate higher revenue and earnings after the Heartland acquisition, with management highlighting increased net interest income and continued momentum into early 2026. Company updates also point to ongoing contributions from fee income alongside core banking growth.
Diversified Revenue Streams: Institutional custody, fund administration, and healthcare/HSA services provide meaningful fee-based scale beyond traditional lending and deposits. Disclosures emphasize sizable assets under custody/administration and a fee mix that differentiates the model from many regional peers.
Market Expansion: The Heartland Financial acquisition broadened the footprint to more states and materially increased balance-sheet capacity. Completed systems and brand conversions in 2025 support cross-sell and deeper penetration in new and existing markets.
GM Financial is the captive finance company and the wholly owned subsidiary of General Motors and is headquartered in Fort Worth, Texas. The company is a global provider of auto finance solutions, with operations in North America, Latin America and China. Through our long-standing relationships with auto dealers, we offer attractive retail loan and lease programs to meet the needs...
GM Financial's Top Stability & Growth Strengths
Profitability: Net income increased year over year in 2025 and segment revenue rose, indicating stronger earnings momentum. Average earning assets were higher across the year, supporting income generation.
Strong Market Position & Advantage: The company is a top‑tier captive with leading scale in U.S. auto finance and a dominant dealer floorplan presence supporting GM dealers. Industry rankings place it near the top by outstandings.
Investor Backing & Capital Strength: Available liquidity remained high and the company returned capital to the parent, signaling strong funding flexibility. Access to multiple funding channels supports consistent originations and lease programs.
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...
TIAA's Top Stability & Growth Strengths
Strong Market Position & Advantage: Core franchise holds a dominant role in not‑for‑profit retirement, especially higher‑education 403(b) plans, with leadership reinforced by top‑five standing in U.S. group annuities. Independent assessments describe this entrenched position as a competitive moat within its niche.
Investor Backing & Capital Strength: Top‑tier financial‑strength ratings (e.g., AM Best A++/“aaa”) and affirmed issue ratings, along with comments on excellent capitalization and liquidity, indicate a robust balance sheet that supports guarantees and growth. Recent surplus‑note issuance further signals reliable market access.
Market Expansion: A pending acquisition of Schroders is poised to expand global distribution and investment capabilities, and in‑plan annuity default solutions are being added across more recordkeeping platforms. Together these steps broaden reach beyond the traditional higher‑education stronghold.
Victory Capital is a diversified global asset management firm. The Company operates a next-generation business model that combines boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Our differentiated model is comprised of ten autonomous investment franchises, each with an independent culture and investment approach. Additionally, we offer a Solutions Platform, featuring our VictoryShares ETF...
Radian Group Inc. (NYSE: RDN) and its family of companies is a catalyst for homeownership, transforming risk into opportunity through services and technologies that empower housing and capital market participants to act confidently. Our industry-leading mortgage insurance, mortgage conduit, and comprehensive suite of mortgage, risk, title, valuation and asset management are forward-leaning solutions that shape the future of homeownership. We are...
As the world moves to a mobile-first economy, businesses need to modernize how they acquire, engage with and enable consumers. Prove’s phone-centric identity tokenization and passive cryptographic authentication solutions reduce friction, enhance security and privacy across all digital channels, and accelerate revenues while reducing operating expenses and fraud losses. Over 1,000 enterprise customers use Prove’s platform to process 20 billion...
Prove's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is reported to have increased year over year in 2025. Earlier disclosures and independent estimates also indicate rapid expansion over prior years.
Strong Market Position & Advantage: Adoption by thousands of enterprises, including most top U.S. banks, and very high authentication volumes point to a leading position in phone-centric identity. Multiple industry recognitions and a substantial patent estate further reinforce this standing.
Market Expansion: New international investments, including an expansion in Ireland with added hiring, and broader global coverage claims signal ongoing geographic scaling. Rising enterprise adoption since 2023 supports a widening commercial footprint.
Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work. We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the...
Zocks's Top Stability & Growth Strengths
Investor Backing & Capital Strength: Recent funding rounds totaling $65M, including a $45M Series B co-led by Lightspeed and QED in January 2026, provide resources to scale product and go-to-market. Company announcements state the capital will expand enterprise capabilities and team growth.
Strong Revenue Growth: An 8x year-over-year revenue growth figure is cited alongside rapid expansion from 1,000+ to 5,000+ firms using the platform. While audited figures are not public, multiple provided sources describe fast top-line momentum during 2025–2026.
Strategic Partnerships: Enterprise relationships and distribution with large advisor networks (e.g., Hightower exclusivity and availability to Cetera’s ~12,000 professionals) meaningfully expand reach. Ongoing integrations with platforms like Wealthbox, Redtail, Practifi, and Conquest reinforce ecosystem leverage.
Legacy Mutual Mortgage is a full-service mortgage lender and financial services company offering a diverse portfolio of home loan and refinance options, including conventional, FHA, VA, construction, cash-out refinance, jumbo, and Non-QM products.
Ryan is a tax services firm providing tax advisory and consulting services on a multi-jurisdictional basis. Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes. With global headquarters in Dallas, Texas, the Firm provides an integrated suite of federal, state, local, and international tax services on a multijurisdictional basis,...
Ryan's Top Stability & Growth Strengths
Strong Market Position & Advantage: Feedback suggests Ryan is widely viewed as a top-tier specialist in business tax—especially state and local tax, credits and incentives, property/indirect tax recovery, and tax-technology implementation. It was also named a Top 10 provider for tax engine implementations in 2025, reinforcing niche leadership.
Market Expansion: Feedback suggests recent acquisitions and international moves (e.g., majority stake in Dhruva Advisors and the European VAT Desk deal) have expanded geographic reach and VAT/indirect tax capabilities across India, the Middle East, and Europe. Added offices and strengthened property-tax presence indicate a deliberate buy-and-build approach.
Investor Backing & Capital Strength: Feedback suggests a new minority investment by Neuberger Berman alongside existing sponsors (Onex and Ares) provides capital support for continued expansion in consulting, software, and international markets.
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...
Empower (empower)'s Top Stability & Growth Strengths
Strong Market Position & Advantage: Independent industry overviews repeatedly place the firm among the top U.S. recordkeepers alongside Fidelity and Vanguard, with disclosures citing more than $2 trillion in assets under administration and second-place standing by participants. Multi-segment reach across corporate, government, nonprofit, and private-label mandates further reinforces national scale.
Profitability: Reported record base earnings for 2025 with double-digit year-over-year growth, followed by Q1 2026 base earnings rising strongly versus the prior year. Consistent quarterly momentum and positive net flows underscore durable operating performance across workplace and wealth businesses.
Resilient & Sustainable Growth: Assets under administration grew to approximately $2.0 trillion by late 2025/early 2026 alongside rising participant counts and plan wins. Expansion of the personal wealth unit beyond $100 billion in AUA and growing rollover capture indicate multi-year growth across both workplace and wealth.
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...



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