Top Salt Lake City, UT Financial Services Companies (45)
Block, Inc. (NYSE: SQ) is a global technology company with a focus on financial services. Made up of Square, Cash App, Spiral, TIDAL, and TBD, we build tools to help more people access the economy. Square helps sellers run and grow their businesses with its integrated ecosystem of commerce solutions, business software, and banking services. With Cash App, anyone can easily send, spend, or invest their money in stocks or Bitcoin. Spiral (formerly Square Crypto) builds and funds free, open-source Bitcoin projects. Artists use TIDAL to help them succeed as entrepreneurs and connect more deeply with fans. TBD is building an open developer platform to make it easier to access Bitcoin and other blockchain technologies without having to go through an institution.
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Discover is one of the most recognized brands in U.S. financial services. We’re a direct banking and payment services company built on a legacy of innovation and customer service. We support, challenge and inspire employees to continually develop their skills, advance their career and help grow our business.
For over a decade, SoFi has helped transform the Fintech industry by creating financial products and services that help people borrow, save, spend, invest, and protect their money better, so they can achieve financial independence and realize their ambitions. Whether it’s owning a home, saving for retirement, paying off their student loans, or helping our members invest - SoFi is there every step of the way. Want to learn more about how it works? Check it out here: https://www.sofi.com/how-it-works/ Our core values are at the center of how we help our millions of members get their money right. They are our guiding principles for how we think about serving our members, building our company, and most importantly, how we work together. At SoFi, it’s not just what we do - but how we do it. SoFi is also proud to be the naming rights partner of SoFi Stadium, home of the Los Angeles Chargers and the Los Angeles Rams. For more information, visit SoFi.com
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic app, bringing a better way to send, spend, invest, borrow and save to our millions of monthly active users. With a mission to redefine the world's relationship with money by making it more relatable, instantly available and universally accessible.
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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 inventory, offer buy now, pay later functionality through Afterpay, book appointments, engage loyal buyers, and hire and pay staff. Across it all, we’ve embedded financial services tools at the point of sale, so merchants can access a business loan and manage their cash flow in one place. Afterpay furthers our goal to provide omnichannel tools that unlock meaningful value and growth, enabling sellers to capture the next generation shopper, increase order sizes, and compete at a larger scale. Today, we are a partner to sellers of all sizes – large, enterprise-scale businesses with complex operations, sellers just starting, as well as merchants who began selling with Square and have grown larger over time. As our sellers grow, so do our solutions. There is a massive opportunity in front of us. We’re building a significant, meaningful, and lasting business, and we are helping sellers worldwide do the same.
It may be our story, but it's all about you. Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams. Today, our essence—guidance—remains the focal point of our identity. It’s a purpose-driven identity to ensure that everything we do moves you safely along your journey. Call it a path, a trail, or simply a way through. Sometimes it's arrow straight. Other times it has unexpected twists and turns that require knowledge of the road ahead. From wherever you are to where you see yourself going, there is a clear way forward. It's life's financial journey, and we're here to guide you every step of the way. As your financial partner, we'll help outfit you with the tools for the journey ahead—like convenient, flexible products and services designed around how you really live, as well as sound, timely advice to help steer you around any obstacles. This is your journey. Let's begin together, right here. Equal Housing Lender. Insured by NCUA.
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We empower past, present, and soon-to-be students to maximize their financial futures through thoughtful guidance and impactful products. We build tools that help people feel in control of their financial future, including: 1. Student Loan Refinancing - break free from high interest rates or monthly payments. 2. Private Student Loans - low rates, people-first service, and flexible payments. 3. Debt Management - manage all your accounts and become debt-free sooner. 4. Scholarships - access to thousands of scholarships to help students pay less.
Solen Software Group is a group of long term oriented software operators and investors whose primary aim is to acquire and grow software businesses in niche markets. Our group thinks long term. Our capital is permanent in nature. We partner alongside founders building resilient software businesses in enterprise B2B software markets with happy customers and great teams
Acima helps people from all backgrounds live a better quality of life with easier access to the things they need and want—all without credit. In fact, our lease-to-own solutions can actually strengthen your credit history through making responsible payments. Our proprietary technology enables customers to shop through our mobile app, online, or in stores at thousands of retailers across the nation. And applying for a lease agreement is quick and simple—with flexible purchase options that enable customers to attain ownership whenever they’re ready.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
Connect FSS is a CUSO providing digital banking services, including account access, advanced payments, account opening, custom lending workflows, electronic document management, card controls, and deep core system integration. Connect’s theming technology allows Credit Unions to provide channel consistency and to differentiate their digital banking experience like never before.
Headquartered in Salt Lake City, Utah, Celtic Bank was named the 6th largest SBA lender in the nation for FY 2015. Celtic Bank is a nationwide lender and leading provider of USDA loans, SBA 7(a) and 504 loans, express loans, asset-based loans, commercial real estate loans, and commercial construction loans. For more information, visit us today at www.CelticBank.com or call us at (800) 509-6191. Equal Housing Lender. Member FDIC NMLS #500016
Visit for relevant information: https://linktube.com/colonial-stock-transfer In an increasingly complex business world, Colonial Stock Transfer can save you and your shareholders money while providing the most professional, cost effective and innovative issuer services in the industry. Our services span internet, telephone and paper channels and are designed for transparency to the end investor — from initial client inquiry to fully customizable outputs. Our issuer services include: --Transfer agent and registrar --SEC, EDGAR, and XBRL filings --Proxy & annual meeting management --DTC eligibility applications --Employee plan administration and software --Press release distribution --Blue sky filing and compliance --Issuer consultation services Visit our website www.colonialstock.com or contact us at 801-355-5740 for more information.
Clicklease is the payment solution that says “yes.” Our innovative payment solution connects equipment vendors with small businesses through flexible, affordable payment plans. The solution’s proprietary algorithm doesn’t need to consider FICO scores for approval, empowering customers who can’t get funding otherwise. Business owners simply shop for the equipment they need on their favorite vendor websites, click to apply for Clicklease payments, complete the 4-minute application, receive instant approval, and enjoy same-day funding. Our solution is a win-win. It not only helps small businesses buy what they need to succeed, it helps equipment vendors sell what they need to grow. And when businesses grow, so do families, communities, and economies.
HealthEquity administers Health Savings Accounts (HSAs) and other consumer-directed benefits for our more than 12 million accounts in partnership with employers, benefits advisors, and health and retirement plan providers who share our mission to connect health and wealth and value our culture of remarkable “Purple” service.
The Elements Financial Monitoring System uses a scorecard of financial vital signs to standardize and dramatically simplify the way advisors monitor, assess, and communicate with their clients about holistic financial health. By revolutionizing how advisors attract, onboard, and deliver ongoing advice to clients, Elements gives advisors the freedom to scale their impact and work with anyone.
Millions of people follow financial advice that prevents them from achieving the future they deserve. We come alongside clients to implement a personalized wealth strategy that empowers them to live a fulfilling life now and ensure the future of their dreams. In an age of limitless information, people fall short of their financial potential. The breakdown of potential starts with neglect for individual financial education. The absence of financial education leads to harmful behavior - poor spending habits, reckless investment decisions, and excessive reliance on others for advice. The financial industry perpetuates poor individual stewardship by advocating bad debt, promoting outdated ideas about retirement, and supplying investment products that fail to reward risk. Mandatory Social Security and Medicare programs promise to benefit retirees with mathematically improbable results. Our modern-day financial system’s broken ideas result in continual unfulfilled promises about people’s future, leading to frustration, anxiety, and hopelessness. For these reasons, Paradigm Life created the Perpetual Wealth Strategy, an innovative way to establish an ironclad financial foundation so our clients can experience an even more fulfilling life now and a financially independent future.
Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans. More info at www.securitynational.com. The design and structure of our company is that each segment is related to the others, and contributes to the profitability of the whole. For example, our cemetery and mortuary operations enjoy a high level of public awareness that assists in the sales and marketing of our insurance and pre-need cemetery/funeral products. Security National Life Insurance Company in turn invests its assets in high quality mortgage loans. Thus, while each segment is a stand-alone profit center, this horizontal integration is planned to improve profitability. Our company also actively pursues growth through acquisitions of life insurance companies and mortuaries, and by expanding our mortgage operations.
We are on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed for them. Small businesses deserve accessible and modern financial services, and traditional banks have underserved them for too long. By combining industry-leading technology and security with our team's expertise and care, we help small businesses spend their time on what matters most—the next chapter of their business. Since 2013, we've provided small businesses with access to more than $13billion in financing. As a top small business banking provider trusted by thousands of small business owners, we're proud to offer a full suite of tailored banking services, including a business checking account, line of credit, and bill pay services that serve the always-on entrepreneur. With a global presence of more than 500 employees, we're hiring problem solvers and collaborators to help build a better financial future for small business owners. * BlueVine is a financial technology company, not a bank.
Arivo is a subprime indirect auto lender, hyper focused on the brand promise of simplifying the auto lending experience. By streamlining lending process for subprime auto lending, Arivo expands its operations through technology, automation, and data-driven intelligence.
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