Top 20 Financial Services Companies in Bountiful

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Below is the list of Top 20 Financial Services Companies in Bountiful ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Bountiful

1. City 1st Mortgage Services

Industry: Financial Services

Location: Bountiful, Utah

Website: city1st.com

Company Founded: 1992

Company Size: 201-500

Company Address: 750 South Main, Bountiful, Utah, United States

City 1st Mortgage Services Contact Details

Name Title LinkedIn Phone Email
Ken Goldsmith District Manager
Suzanne Riley Compliance Specialist And Mortgage Originator Az
Christa Votaw Senior Loan Officer At City 1st
Paula Ashby Secondary Marketing Lock Manager And Investor Relations Manager
Gerret Vanwagoner Managing Member
Brian Hunt General Counsel
Giovanna Roeseler Mortgage Loan Processor
Requires/Intent and 59 more Employees
Data Analytics & Business Intelligence
Portfolio Management
and more

2. Utah Mortgage

Industry: Financial Services

Location: Bountiful, Utah

Website: myutahmortgage.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1525 North Main Street, Bountiful, Utah, United States

Utah Mortgage Contact Details

Name Title LinkedIn Phone Email
Jeff Porter Lending Manager
Steve Johnston Senior Loan Originator
Teresa Nelson Senior Loan Officer
Troy Graschel Mortgage Loan Officer
David Heaps Lending Manager
Julie Murphy Senior Mortgage Specialist
Requires/Intent
Digital Payment & Subscription Solutions
Mergers & Acquisitions Advisory
and more

3. Taxbot

Industry: Financial Services

Location: Bountiful, Utah

Website: taxbot.com

Company Founded: 2011

Company Size: 11-50

Company Address: 420 West 1500 South, Bountiful, Utah, United States

Taxbot Contact Details

Name Title LinkedIn Phone Email
Trenton Cook Marketing Director
Lisa Clark Out Bound Sales And Customer Service Training Lead
Mike Brown Creative Director
Scott Rosenlof Director Of Customer Experience
Holly Mccall Affiliate Manager
Elizabeth Christensen Administrative Assistant
Requires/Intent
Business Strategy & Growth Consulting
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
Fraud Detection & Prevention
Asset Management
and more

4. Lender Toolkit, Llc

Industry: Financial Services

Location: Bountiful, Utah

Company Founded: 2015

Company Size: 1-10

Lender Toolkit, Llc Contact Details

Name Title LinkedIn Phone Email
Brett Brumley Managing Partner
Liz Brown Senior Encompass System Administrator, Compliance Specialist, Trainer
Requires/Intent
Online Advertising & SEO
Insurance & Underwriting Services
and more

5. Capitalrock

Industry: Financial Services

Location: Bountiful, Utah

Website: capitalrock.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1592 South 500 West, Bountiful, Utah, United States

Capitalrock Contact Details

Name Title LinkedIn Phone Email
Grant Scurr Senior Customer Success Manager
Steve Michaelis Senior Product Manager
Scott Miller Product Manager
Requires/Intent
Data Analytics & Business Intelligence
Accounting Services
and more

6. Independent Stock Market

Industry: Financial Services

Location: Bountiful, Utah

Website: independentstockmarket.com

Company Founded: 2010

Company Size: 1-10

Company Address: 1417 Woods Drive, Bountiful, Utah, United States

Independent Stock Market Contact Details

Name Title LinkedIn Phone Email
Cheryl Mcintyre Executive
Requires/Intent
Banking & Payment Processing
Employee Training & Workforce Development
Investment Advisory
Branding & Public Relations
Sales & Lead Generation Strategy
and more

7. Summit Global Investments

Industry: Financial Services

Location: Bountiful, Utah

Website: summitglobalinvestments.com

Company Founded: 2010

Company Size: 11-50

Summit Global Investments Contact Details

Name Title LinkedIn Phone Email
Matthew Hanna Portfolio Manager
Scott Nielsen Vice President Of Custody And Business Development
Brent Messel General Counsel And Chief Compliance Officer
Cole Sanderson Office Manager
Requires/Intent
Insurance & Underwriting Services
Asset Management
Branding & Public Relations
Omnichannel Customer Support
Fraud Detection & Prevention
and more

8. Clear Mortgage

Industry: Financial Services

Location: Bountiful, Utah

Website: clearmortgage.com

Company Founded: 2020

Company Size: 201-500

Company Address: 750 South Main Street, Bountiful, Utah, United States

Clear Mortgage Contact Details

Name Title LinkedIn Phone Email
Carrie Hansen Branch Manager - Senior Loan Officer
James Leach Executive Assistant
Requires/Intent
IoT-enabled Smart Banking Solutions
Legal Compliance & Advisory
and more

9. Utah Mortgage, Inc.

Industry: Financial Services

Location: Bountiful, Utah

Company Founded: 2015

Company Size: 1-10

Utah Mortgage, Inc. Contact Details

Name Title LinkedIn Phone Email
Ana Bullard Mortgage Loan Originator Nmls 308693
Requires/Intent
Insurance & Underwriting Services
Marketing Services
Document Management & E-signature Solutions
Financial Auditing & Reporting
and more

10. Ameritrust Capital Corp

Industry: Financial Services

Location: Bountiful, Utah

Website: ameritrustcapitalcorp.com

Company Founded: 2008

Company Size: 1-10

Company Address: 190 North Main Street, Bountiful, Utah, United States

Ameritrust Capital Corp Contact Details

Name Title LinkedIn Phone Email
Lauran Lemmon Accountant
Jennifer Gaskill Senior Account Executive
Requires/Intent
Asset Management
Banking & Payment Processing
Treasury & Cash Flow Management
and more

11. Strategic Planning Group

Industry: Financial Services

Location: Bountiful, Utah

Website: spgutah.com

Company Size: 1-10

Company Address: 190 South Main Street, Bountiful, Utah, United States

Strategic Planning Group Contact Details

Name Title LinkedIn Phone Email
Alexander Craner Trading And Operations Manager
Requires/Intent
AI-powered Financial Insights
Corporate Finance Strategy
Cloud Computing Solutions
and more

12. Flatiron Development Llc

Industry: Financial Services

Location: Bountiful, Utah

Company Size: 1-10

Company Address: P/o Box 83, Bountiful, Utah, United States

Flatiron Development Llc Contact Details

Name Title LinkedIn Phone Email
Marcus Libera Site Cleaner
Requires/Intent
Fraud Detection & Prevention
AI-powered Financial Insights
and more
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Bountiful Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ken Goldsmith City 1st Mortgage Services District Manager
2 Suzanne Riley City 1st Mortgage Services Compliance Specialist And Mortgage Originator Az
3 Christa Votaw City 1st Mortgage Services Senior Loan Officer At City 1st
4 Paula Ashby City 1st Mortgage Services Secondary Marketing Lock Manager And Investor Relations Manager
5 Gerret Vanwagoner City 1st Mortgage Services Managing Member
6 Brian Hunt City 1st Mortgage Services General Counsel
7 Giovanna Roeseler City 1st Mortgage Services Mortgage Loan Processor
8 Jeff Porter Utah Mortgage Lending Manager
9 Steve Johnston Utah Mortgage Senior Loan Originator
10 Teresa Nelson Utah Mortgage Senior Loan Officer
11 Troy Graschel Utah Mortgage Mortgage Loan Officer
12 David Heaps Utah Mortgage Lending Manager
13 Julie Murphy Utah Mortgage Senior Mortgage Specialist
14 Trenton Cook Taxbot Marketing Director
15 Lisa Clark Taxbot Out Bound Sales And Customer Service Training Lead
16 Mike Brown Taxbot Creative Director
17 Scott Rosenlof Taxbot Director Of Customer Experience
18 Holly Mccall Taxbot Affiliate Manager
19 Elizabeth Christensen Taxbot Administrative Assistant
20 Brett Brumley Lender Toolkit, Llc Managing Partner
21 Liz Brown Lender Toolkit, Llc Senior Encompass System Administrator, Compliance Specialist, Trainer
22 Grant Scurr Capitalrock Senior Customer Success Manager
23 Steve Michaelis Capitalrock Senior Product Manager
24 Scott Miller Capitalrock Product Manager
25 Cheryl Mcintyre Independent Stock Market Executive
26 Matthew Hanna Summit Global Investments Portfolio Manager
27 Scott Nielsen Summit Global Investments Vice President Of Custody And Business Development
28 Brent Messel Summit Global Investments General Counsel And Chief Compliance Officer
29 Cole Sanderson Summit Global Investments Office Manager
30 Carrie Hansen Clear Mortgage Branch Manager - Senior Loan Officer
31 James Leach Clear Mortgage Executive Assistant
32 Ana Bullard Utah Mortgage, Inc. Mortgage Loan Originator Nmls 308693
33 Lauran Lemmon Ameritrust Capital Corp Accountant
34 Jennifer Gaskill Ameritrust Capital Corp Senior Account Executive
35 Alexander Craner Strategic Planning Group Trading And Operations Manager
36 Marcus Libera Flatiron Development Llc Site Cleaner

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