Top 10 Financial Services Companies in Bozeman

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Below is the list of Top 10 Financial Services Companies in Bozeman ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Bozeman

1. Wealthvest

Industry: Financial Services

Location: Bozeman, Montana

Company Founded: 2009

Company Size: 51-200

Company Address: 2485 Manley Road, Bozeman, Montana, United States

Wealthvest Contact Details

Name Title LinkedIn Phone Email
Chris Zockoll Independent Consultant And Insurance
Christian Ostermiller Internal Wholesaler
Colin Murray Senior Internal Wholesaler
Björn Borg Key Account Manager
Anthony Lewis Vice President; Distribution And Relationship Management
Rick Addy Regional Manager
Drew Dokken Institutional Marketing Manager
Requires/Intent and 41 more Employees
Customer Relationship Management (CRM)
Credit Rating & Analysis
and more

2. Xy Planning Network

Industry: Financial Services

Location: Bozeman, Montana

Website: xyplanningnetwork.com

Company Founded: 2014

Company Size: 11-50

Xy Planning Network Contact Details

Name Title LinkedIn Phone Email
Emily Purdon Director Of Xy Tax Solutions
Jen Mastrud Director Of Marketing
Whitney Mitchell Email Marketing Specialist
Travis Johnson Director Of Compliance
Tori Bowerman Events Manager
Katie Froeber Webmaster
Cfpâ Alan Moore Co-founder
Requires/Intent and 20 more Employees
Tax Planning & Strategy
ERP For Financial Institutions
Blockchain & Cryptocurrency Solutions
and more

3. Frontline Processing

Industry: Financial Services

Location: Bozeman, Montana

Website: frontlineprocessing.com

Company Founded: 1997

Company Size: 11-50

Company Address: 3701 Trakker Trail, Bozeman, Montana, United States

Frontline Processing Contact Details

Name Title LinkedIn Phone Email
Hannah Alexis Client Consultant
Steve Johnston Network Administrator
Bethany Schuler Marketing Director
Anders Truelson Merchant Compliance Manager
Eugene Katko Call Center Manager Account Manager At Frontline Processing
Courtney Ross Internal Auditor
Mike Conn Vice-president
Requires/Intent and 4 more Employees
Portfolio Management
Financial Forecasting & Modeling
Mergers & Acquisitions Advisory
Wealth Management
and more

4. Northfork Financial, Llc

Industry: Financial Services

Location: Bozeman, Montana

Website: northforkfinancial.com

Company Founded: 2011

Company Size: 1-10

Company Address: 201 South Wallace Avenue, Bozeman, Montana, United States

Northfork Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Bill Stoddart President And Founder
Camy Toth Certified Financial Planner
Jesse Wolff Investment Associate
Requires/Intent
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
and more

5. Advicepay

Industry: Financial Services

Location: Bozeman, Montana

Website: advicepay.com

Company Founded: 2017

Company Size: 11-50

Company Address: 24 East Main Street, Bozeman, Montana, United States

Advicepay Contact Details

Name Title LinkedIn Phone Email
Scott Doty Chief Information Security Officer
Isabelle Mcgrail Business Development Associate
Aaron Lindstrom Lead Developer
Requires/Intent
Corporate Finance Strategy
HR & Talent Acquisition
Accounting Services
Mergers & Acquisitions Advisory
Technology Consulting
and more

6. Payouts Network

Industry: Financial Services

Location: Bozeman, Montana

Website: payoutsnetwork.com

Company Founded: 2013

Company Size: 11-50

Company Address: 5 West Mendenhall, Bozeman, Montana, United States

Payouts Network Contact Details

Name Title LinkedIn Phone Email
Reed Kempf Devops Engineer
Requires/Intent
Investment Advisory
Portfolio Management
and more

7. Whipple Law Office

Industry: Financial Services

Location: Bozeman, Montana

Website: whipplelawoffices.com

Company Size: 1-10

Company Address: 251 Edelweiss Drive, Bozeman, Montana, United States

Whipple Law Office Contact Details

Name Title LinkedIn Phone Email
Scott Whipple Attorney
Ashley Whipple Attorney
Requires/Intent
Portfolio Management
Financial Planning & Retirement Solutions
Marketing Services
and more

8. Elev8 Financial Group

Industry: Financial Services

Location: Bozeman, Montana

Website: elev8fg.net

Company Size: 1-10

Company Address: 1871 South 22nd Avenue, Bozeman, Montana, United States

Elev8 Financial Group Contact Details

Name Title LinkedIn Phone Email
Bryan Mizell Financial Advisor
Requires/Intent
Corporate Finance Strategy
HR & Talent Acquisition
Employee Training & Workforce Development
Fraud Detection & Prevention
Portfolio Management
and more

9. Cocreate Financial

Industry: Financial Services

Location: Bozeman, Montana

Website: cocreatefinancial.com

Company Founded: 2018

Company Size: 1-10

Company Address: 389 South Ferguson Avenue, Bozeman, Montana, United States

Cocreate Financial Contact Details

Name Title LinkedIn Phone Email
Christa Hudak Financial Advisor
Requires/Intent
Fraud Detection & Prevention
Hedge Fund & Private Equity Consulting
Banking & Payment Processing
and more

10. American Federal Savings Bank

Industry: Financial Services

Location: Bozeman, Montana

Company Size: 11-50

Company Address: 606 North 7th Avenue, Bozeman, Montana, United States

American Federal Savings Bank Contact Details

Name Title LinkedIn Phone Email
Justin Hartman Mortgage Banker
Requires/Intent
Debt Collection & Recovery
Compliance & Regulatory Advisory
Mergers & Acquisitions Advisory
Financial Forecasting & Modeling
API Integration For FinTech
and more
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Bozeman Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Chris Zockoll Wealthvest Independent Consultant And Insurance
2 Christian Ostermiller Wealthvest Internal Wholesaler
3 Colin Murray Wealthvest Senior Internal Wholesaler
4 Björn Borg Wealthvest Key Account Manager
5 Anthony Lewis Wealthvest Vice President; Distribution And Relationship Management
6 Rick Addy Wealthvest Regional Manager
7 Drew Dokken Wealthvest Institutional Marketing Manager
8 Emily Purdon Xy Planning Network Director Of Xy Tax Solutions
9 Jen Mastrud Xy Planning Network Director Of Marketing
10 Whitney Mitchell Xy Planning Network Email Marketing Specialist
11 Travis Johnson Xy Planning Network Director Of Compliance
12 Tori Bowerman Xy Planning Network Events Manager
13 Katie Froeber Xy Planning Network Webmaster
14 Cfpâ Alan Moore Xy Planning Network Co-founder
15 Hannah Alexis Frontline Processing Client Consultant
16 Steve Johnston Frontline Processing Network Administrator
17 Bethany Schuler Frontline Processing Marketing Director
18 Anders Truelson Frontline Processing Merchant Compliance Manager
19 Eugene Katko Frontline Processing Call Center Manager Account Manager At Frontline Processing
20 Courtney Ross Frontline Processing Internal Auditor
21 Mike Conn Frontline Processing Vice-president
22 Bill Stoddart Northfork Financial, Llc President And Founder
23 Camy Toth Northfork Financial, Llc Certified Financial Planner
24 Jesse Wolff Northfork Financial, Llc Investment Associate
25 Scott Doty Advicepay Chief Information Security Officer
26 Isabelle Mcgrail Advicepay Business Development Associate
27 Aaron Lindstrom Advicepay Lead Developer
28 Reed Kempf Payouts Network Devops Engineer
29 Scott Whipple Whipple Law Office Attorney
30 Ashley Whipple Whipple Law Office Attorney
31 Bryan Mizell Elev8 Financial Group Financial Advisor
32 Christa Hudak Cocreate Financial Financial Advisor
33 Justin Hartman American Federal Savings Bank Mortgage Banker

Financial Services companies in different cities of Montana

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