Top 75 Financial Services Companies in Greenwood Village

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Below is the list of Top 75 Financial Services Companies in Greenwood Village ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Greenwood Village

1. Empower Retirement

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: empower-retirement.com

Company Size: 5001-10000

Company Address: 8515 East Orchard Road, Greenwood Village, Colorado, United States

Empower Retirement Contact Details

Name Title LinkedIn Phone Email
Tori Ross Talent Acquisition Consultant
Benji Goodrich Lead Talent Acquisition Consultant
Edmund Murphy President And Chief Executive Officer Empower Retirement And Great West Life And Annuity
Tegan Rosenbaum Vice President Information Technology And Ocio Head
Carol Kline Chief Information Officer
Erika Hubbard Talent Acquisition Consultant
Marguerite Dieken Software Development Scrummaster Manager
Requires/Intent and 621 more Employees
Digital Payment & Subscription Solutions
Blockchain & Cryptocurrency Solutions
Online Advertising & SEO
ESG & Sustainable Finance Consulting
and more

2. Cherry Creek Mortgage

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: cherrycreekmortgage.com

Company Founded: 1986

Company Size: 501-1000

Company Address: 7600 East Orchard Road, Greenwood Village, Colorado, United States

Cherry Creek Mortgage Contact Details

Name Title LinkedIn Phone Email
Nicole Hanrahan Branch Manager Nmlsr Id 400668
Kim Woodworth Branch Manager
Heidi Myers Branch Director Of Business Development
Steve Nakash Director Of Consumer Direct Lending
Megan Gerhart Mortgage Loan Originator
Jim Suchey Senior Loan Officer And Sales Manager
Matt Garlinghouse Evp, Capital Markets
Requires/Intent and 185 more Employees
Treasury & Cash Flow Management
Marketing Services
Portfolio Management
and more

3. Great-west Financial

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: greatwest.com

Company Founded: 1907

Company Size: 51-200

Company Address: 8515 East Orchard Road, Greenwood Village, Colorado, United States

Great-west Financial Contact Details

Name Title LinkedIn Phone Email
Matthew Teevan Investment Sales Director
Michael Tennaro Senior Project Manager
Joseph Angotti Associate Vice President
Janet Taggart Senior Manager Software Systems Engineering
Raja Arumugam Solutions Architect
Mikael Melaku Telecommunications Manager
Bob Brown Senior Financial Manager
Requires/Intent and 181 more Employees
Loan Origination & Servicing Platforms
Financial Planning & Retirement Solutions
Sales & Lead Generation Strategy
and more

4. Wealth Strategies Group

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: wealthsg.com

Company Size: 51-200

Company Address: 6455 South Yosemite Street, Greenwood Village, Colorado, United States

Wealth Strategies Group Contact Details

Name Title LinkedIn Phone Email
Lutcf Travis J. Hart President And Chief Executive Officer
Rachel Algra Director Of Recruiting And Marketing
Allen Milham Agent
Bobby Culpepper Registered Representative
Gregory Harris Gregory H Harris, Cfp , Chfc , Ricp , Clu , RebcÂ
Ross Ferrin President And Chief Executive Officer
Brant Falliaux Managing Associate
Requires/Intent and 34 more Employees
Fraud Detection & Prevention
Risk Management & Compliance
Credit Rating & Analysis
Legal Compliance & Advisory
and more

5. American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477

Industry: Financial Services

Location: Greenwood Village, Colorado

Company Size: 51-200

American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Contact Details

Name Title LinkedIn Phone Email
Cmps Heather Cutler Regional Operations Manager And Loan Originator Mlo#764646
Peter Scudder Senior Loan Officer
Charles Martinez Mortgage Advisor And Team Lead
Robert Ripe Sales Manager
Meredith Rudolph Mortgage Advisor
Jim Moser Loan Advisor
Cmps Arnie Goldstein Senior Mortgage Banker
Requires/Intent and 11 more Employees
Investment Advisory
Cybersecurity & Data Protection
Document Management & E-signature Solutions
Treasury & Cash Flow Management
and more

6. Arcadia Settlements Group

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: teamarcadia.com

Company Founded: 1972

Company Size: 51-200

Company Address: 5613 Dtc Parkway, Greenwood Village, Colorado, United States

Arcadia Settlements Group Contact Details

Name Title LinkedIn Phone Email
Tom Murtha Structured Settlement Specialist
Brad Cantwell Chief Executive Officer
Cassie Barkett Assistant General Counsel And Business Development At Arcadia Settlements Group
Amenah Falgoust Settlement Specialist, Esq
Natalie Yasumine Quality Assurance Analyst
Julie Ross Paralegal And Case Manager
Lori Vaughn Field Supervisor
Requires/Intent and 5 more Employees
ESG & Sustainable Finance Consulting
Fraud Detection & Prevention
Cloud Computing Solutions
and more

7. Statebridge Company

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: statebridgecompany.com

Company Founded: 2008

Company Size: 51-200

Company Address: 5680 Greenwood Plaza Boulevard, Greenwood Village, Colorado, United States

Statebridge Company Contact Details

Name Title LinkedIn Phone Email
Felicia Park Reo Pre Marketing Specialist
Jay Memmott President And Chief Operations Officer
Sherri Deshay Director Of Compliance
Kerri Post Avp, Loan Administration And Investor Reporting
Amber Muhammad Human Resources And Employee Development
Stef Jeffries Director, Bankruptcy And Foreclosure
Jeffrey Weyand Compliance Specialist
Requires/Intent and 17 more Employees
Omnichannel Customer Support
ERP For Financial Institutions
API Integration For FinTech
Mortgage & Loan Processing
and more

8. Prosperion Financial Advisors

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: prosperion.us

Company Founded: 1996

Company Size: 11-50

Company Address: 8400 East Prentice Avenue, Greenwood Village, Colorado, United States

Prosperion Financial Advisors Contact Details

Name Title LinkedIn Phone Email
David Morrison Lpl Financial Advisor
Pat Alfano Financial Advisor
Steve Booren Owner And Founder
Craig Arfsten Certified Financial Planner Tm
Pamela Samson Executive Assistant
Kathy Mccleary Operations Manager At Prosperion Financial Advisors
Requires/Intent
Performance Tracking & KPI Analytics
Fraud Detection & Prevention
Mobile App Development For Financial Services
Cybersecurity & Data Protection
and more

9. Colten Mortgage

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: coltenmortgage.com

Company Founded: 2017

Company Size: 11-50

Company Address: 6021 South Syracuse Way, Greenwood Village, Colorado, United States

Colten Mortgage Contact Details

Name Title LinkedIn Phone Email
Dustin Hoover Mortgage Loan Officer
Dez King Chief Marketing Officer
Phil Helps Builder Mlo
Renee Stuart Mortgage Loan Officer
Christopher Moon Chief Operations Officer
Brennan Harper Mortgage Loan Officer
Kristy Sundseth Post Closing
Requires/Intent and 4 more Employees
Wealth Management
Mergers & Acquisitions Advisory
and more

10. Nationwide Valuations

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: nationwidevaluations.com

Company Size: 11-50

Company Address: 5445 Dtc Parkway, Greenwood Village, Colorado, United States

Nationwide Valuations Contact Details

Name Title LinkedIn Phone Email
Todd Tepoel Machinery Appraisal
Jennifer Fagan Vice President Of Business Development
Marsha Golgart President And Chief Executive Officer
Nationwide Valuations Business Valuations
Requires/Intent
Accounting Services
Employee Training & Workforce Development
Mobile App Development For Financial Services
AI-powered Financial Insights
Blockchain & Cryptocurrency Solutions
and more

11. Investments & Wealth Institute

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: investmentsandwealth.org

Company Founded: 1985

Company Size: 11-50

Company Address: 5619 Dtc Parkway, Greenwood Village, Colorado, United States

Investments & Wealth Institute Contact Details

Name Title LinkedIn Phone Email
Lara Davies Director, Key Accounts
Kristen Newcomer Conference Program Manager
Cheryl Brandes Associate Director, Certified Private Wealth Advisor Certification Program
Debbie Nochlin Editorial Director
Debbie Cowen Associate Director Of Conferences
Elissa Motley Associate Director Of Human Resources
Ashley Vargas Certification Services Manager
Requires/Intent and 1 more Employees
API Integration For FinTech
Asset Management
and more

12. Goldwater Bank, Mortgage Division, Iowa Branch 452955

Industry: Financial Services

Location: Greenwood Village, Colorado

Company Founded: 2014

Company Size: 11-50

Goldwater Bank, Mortgage Division, Iowa Branch 452955 Contact Details

Name Title LinkedIn Phone Email
Lynda Wilcox Branch Manager
Sean Schmaltz Senior Loan Officer
Sara Kidd Branch Manager, Crew Lending
Sara Kidd Branch Manager, Crew Lending
April Edwards Residential Mortgage Loan Originator
Chad Lyons Loan Officer
Rick Meek Loan Officer
Requires/Intent and 4 more Employees
AI-powered Financial Insights
Data Analytics & Business Intelligence
Omnichannel Customer Support
and more

13. K2 Lending, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: k2lending.com

Company Founded: 2003

Company Size: 11-50

Company Address: 384 Inverness Parkway, Greenwood Village, Colorado, United States

K2 Lending, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeff Kingery Branch Manager
Mark Strazisar Senior Mortgage Advisor
Larry Boulton Senior Mortgage Advisor
Julia Cebatah Mlo
Shelley Cree Loan Processor
Mike Cooley Loan Originator And Processor
Michael Montoya Mortgage Consultant
Requires/Intent and 1 more Employees
Hedge Fund & Private Equity Consulting
Automation & Workflow Optimization
Financial Auditing & Reporting
Risk Assessment & Mitigation
Accounting Services
and more

14. Professional Bureau Of Collections Of Maryland Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: pbccorp.com

Company Founded: 1994

Company Size: 51-200

Company Address: 5295 Dtc Parkway, Greenwood Village, Colorado, United States

Professional Bureau Of Collections Of Maryland Inc. Contact Details

Name Title LinkedIn Phone Email
Stan Wendt Director Of Collection Sales
Guy Receivable Accounts Receivable Management
Kidest Mulu Administrative Specialist
Kaitlin Shepherd Director Of Collection Sales
Jessica Longbrake Human Resources Assistant
Trevor Dahnert Network Administrator
Kellie Shumway Administrative Assistant
Requires/Intent and 1 more Employees
API Integration For FinTech
Debt Collection & Recovery
Financial Forecasting & Modeling
and more

15. Catalyst Lending, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: catalystlending.com

Company Founded: 2007

Company Size: 51-200

Company Address: 6530 South Yosemite Street, Greenwood Village, Colorado, United States

Catalyst Lending, Inc. Contact Details

Name Title LinkedIn Phone Email
Jim Rogers Branch Manager
Mandy Lawson Loan Officer
Scott Caronna Marketing Manager
Jerry Rost Senior Loan Officer
Lauren Kerchner Production Supervisor With The Helton Team At Catalyst Lending, Inc
John Fletcher Funding Specialist, Fha Insuring
Jesse Harris Loan Officer At Catalyst Lending, Inc
Requires/Intent and 13 more Employees
Sales & Lead Generation Strategy
Accounting Services
Loan Origination & Servicing Platforms
and more

16. Zero Point Mortgage Services

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: nochargehomeloans.com

Company Size: 11-50

Company Address: 5200 Dtc Parkway, Greenwood Village, Colorado, United States

Zero Point Mortgage Services Contact Details

Name Title LinkedIn Phone Email
Arthur Stasny Senior Loan Consultant
Jimmy Umbriaco Mortgage Broker
Corina Dlugosz Az And Ca Mortgage Loan Originator
Myra Agustin-ruperto Mortgage Loan Originator
Ashley Sullivan Business Development Manager
Robert Cummings Home Loan Specialist Zero Point Mortgage
Requires/Intent
Corporate Finance Strategy
Omnichannel Customer Support
Compliance & Regulatory Advisory
Insurance & Underwriting Services
and more

17. Ascendant Partners, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: ascendantpartners.com

Company Size: 1-10

Company Address: 5347 South Valentia Way, Greenwood Village, Colorado, United States

Ascendant Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Warren Partner
Scott Mcdermott Partner, Ascendant Partners, Inc
Kirk Martin Partner
Requires/Intent
Automation & Workflow Optimization
Banking & Payment Processing
Business Strategy & Growth Consulting
Wealth Management
and more

18. Zenith Home Loans

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: zenithhomeloans.com

Company Founded: 2019

Company Size: 11-50

Company Address: 7400 East Crestline Circle, Greenwood Village, Colorado, United States

Zenith Home Loans Contact Details

Name Title LinkedIn Phone Email
Hunter Davis Intern
Tom Tacker Mortgage Loan Originator
John Arceneaux Mortgage Loan Officer
Jonathan Liff Loan Processor
Ashley Hubbell Production Assistant Manager And Sales Trainer
Michelle Trela Loan Officer Assistant
Requires/Intent
IoT-enabled Smart Banking Solutions
HR & Talent Acquisition
and more

19. Heirloom Wealth Management

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: heirloomwm.com

Company Founded: 2014

Company Size: 1-10

Company Address: 8400 East Prentice Avenue, Greenwood Village, Colorado, United States

Heirloom Wealth Management Contact Details

Name Title LinkedIn Phone Email
Nick Burke Private Wealth Manager, Partner
Desiree Segler Financial Advisor
Requires/Intent
API Integration For FinTech
Omnichannel Customer Support
and more

20. Centennial State Financial

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: centennial-state.com

Company Size: 11-50

Centennial State Financial Contact Details

Name Title LinkedIn Phone Email
Vera Hunter Manager
Derik Mango Intern
Keith Mckay Financial Representative
Jim Barrette Managing Director
Philip Vaughn Managing Associate
Geoffrey Kent Financial Advisor
Requires/Intent
AI-powered Financial Insights
Marketing Services
Cloud Computing Solutions
Loan Origination & Servicing Platforms
and more

21. Icon Advisers

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: iconadvisers.com

Company Founded: 1986

Company Size: 11-50

Company Address: 5299 Dtc Boulevard, Greenwood Village, Colorado, United States

Icon Advisers Contact Details

Name Title LinkedIn Phone Email
Matthew Mcginley Chief Distribution Officer
Brian Callahan President
Lesley Caviness Compliance Specialist, Assistant Treasurer, Performance Associate
Deborah Schaub Vice President Of Accounting Services And Controller And Human Resources Manager
Rik Jonson Executive Vice President And Chief Financial Officer
Steve Anderson Regional Vice President
Lisa Duran Legal And Compliance Executive Assistant
Requires/Intent and 6 more Employees
ESG & Sustainable Finance Consulting
Tax Planning & Strategy
Banking & Payment Processing
Debt Collection & Recovery
Marketing Services
and more

22. Legacy Wealth Partners Llc

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: lwp-llc.com

Company Founded: 2009

Company Size: 11-50

Company Address: 6400 South Fiddlers Green Circle, Greenwood Village, Colorado, United States

Legacy Wealth Partners Llc Contact Details

Name Title LinkedIn Phone Email
Rex Emery Partner, Private Wealth Advisor
Alexander Cameron Partner, Wealth Manager
Peggy Kraft Relationship Manager
Peggy Kraft Relationship Manager - Insurance
Requires/Intent
Portfolio Management
Marketing Services
and more

23. Retirement Planning Services, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: rpsplanadm.com

Company Founded: 1988

Company Size: 11-50

Company Address: 7100 East Belleview Avenue, Greenwood Village, Colorado, United States

Retirement Planning Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Spencer Hall President
Brian Zange Pension Actuary
Pamela Farmer Vice President Of Pension Operations
Monica Hall Financial Operations Manager
Ben Poppe Pension Assistant
Paula Ellermann Executive And Marketing Assistant
Christian Cho Supervisor - Asset Transfer Group
Requires/Intent and 2 more Employees
Risk Assessment & Mitigation
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
API Integration For FinTech
Mortgage & Loan Processing
and more

24. Eps Settlements Group

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: epssettlements.com

Company Size: 51-200

Eps Settlements Group Contact Details

Name Title LinkedIn Phone Email
Nathan Evans Settlement Consultant
Nathan Evans Settlement Consultant
Randall Simard Settlement Consultant
Jo Greenwald Settlement Consultant
Cheryl Cartier Sales Associate
Connie Wisniewski Case Manager
Becky Torrens Slp
Requires/Intent and 6 more Employees
Document Management & E-signature Solutions
Business Strategy & Growth Consulting
Mortgage & Loan Processing
and more

25. Merchants Mortgage & Trust

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: merchantsmtg.com

Company Founded: 1961

Company Size: 51-200

Company Address: 7400 East Crestline Circle, Greenwood Village, Colorado, United States

Merchants Mortgage & Trust Contact Details

Name Title LinkedIn Phone Email
Robert Seamands Vice President
Alexis Vandorpe Senior Staff Accountant
Sabrina Figueroa Administrative
Requires/Intent
Debt Collection & Recovery
ERP For Financial Institutions
Blockchain & Cryptocurrency Solutions
Cybersecurity & Data Protection
and more

26. Witt Financial Group, Llc

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: wittfinancial.com

Company Size: 1-10

Witt Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Witt Financial And Investment Advisor | Investment And Wealth Management Coach | President And Chief Executive Officer Of Witt Financial Group
Requires/Intent
Omnichannel Customer Support
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
Accounting Services
Treasury & Cash Flow Management
and more

27. Investment Management Consultants Association

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: imca.org

Company Founded: 1985

Company Size: 11-50

Company Address: 5619 Dtc Parkway, Greenwood Village, Colorado, United States

Investment Management Consultants Association Contact Details

Name Title LinkedIn Phone Email
Jill Ladouceur Director Of Creative Services
Jillian Boggs Manager Of Online Education And Membership Services
Amy Carlson Paralegal
Janell Smith Enrollment Counselor
Requires/Intent
Credit Rating & Analysis
Treasury & Cash Flow Management
Legal Compliance & Advisory
and more

28. Dha Financial Inc., Nmls 292856, Dba Denver Home Approval

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: dhaloan.com

Company Founded: 2001

Company Size: 11-50

Company Address: 8490 East Crescent Parkway, Greenwood Village, Colorado, United States

Dha Financial Inc., Nmls 292856, Dba Denver Home Approval Contact Details

Name Title LinkedIn Phone Email
Alicia Endley Mortgage Loan Officer
Requires/Intent
API Integration For FinTech
Mortgage & Loan Processing
Data Analytics & Business Intelligence
and more

29. Stordahl Capital Management, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: stordahlcapital.com

Company Founded: 2009

Company Size: 1-10

Company Address: 8400 East Crescent Parkway, Greenwood Village, Colorado, United States

Stordahl Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Tyler Smith Lead Advisor
Katie Knott Client Relationship Associate
Requires/Intent
IoT-enabled Smart Banking Solutions
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
and more

30. The Chotin Group Corporation

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: chotin.com

Company Founded: 1984

Company Size: 11-50

Company Address: 5675 Dtc Boulevard, Greenwood Village, Colorado, United States

The Chotin Group Corporation Contact Details

Name Title LinkedIn Phone Email
Hilary Snyder Business Intelligence Administrator
Steven Chotin Chairman And Chief Executive Officer
Barbara Cowgill Staff Accountant
Paul Isherwood Chief Investment Officer
David Frederick Chief Financial Officer At The Chotin Group
Ginny Gammons Administrative Assistant At The Chotin Group Corporation
Kathy Loveberry Executive Assistant
Requires/Intent and 2 more Employees
Business Strategy & Growth Consulting
IoT-enabled Smart Banking Solutions
Corporate Finance Strategy
and more

31. M.j. Smith And Associates

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: mj-smith.com

Company Founded: 1983

Company Size: 11-50

Company Address: 5613 Dtc Parkway, Greenwood Village, Colorado, United States

M.j. Smith And Associates Contact Details

Name Title LinkedIn Phone Email
Mark Smith President
Alexa Wiese Financial Representative
Brittany Rice Financial Consultant
Requires/Intent
Data Analytics & Business Intelligence
Wealth Management
and more

32. Presidential Brokerage

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: presidentialbrokerage.com

Company Founded: 1991

Company Size: 11-50

Company Address: 5445 Dtc Parkway, Greenwood Village, Colorado, United States

Presidential Brokerage Contact Details

Name Title LinkedIn Phone Email
Chsnc Kevne Sharpe Senior Financial Advisor
Noreen Murphy Operations
Requires/Intent
Omnichannel Customer Support
Branding & Public Relations
AI-powered Financial Insights
and more

33. Evergreen Private Wealth

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: evergreenprivatewealth.com

Company Founded: 2019

Company Size: 1-10

Company Address: 7400 East Orchard Road, Greenwood Village, Colorado, United States

Evergreen Private Wealth Contact Details

Name Title LinkedIn Phone Email
Steven Bowes Managing Partner
Requires/Intent
Online Advertising & SEO
Data Analytics & Business Intelligence
and more

34. Transform Wealth

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: transformwealth.com

Company Size: 11-50

Company Address: 6400 South Fiddlers Green Circle, Greenwood Village, Colorado, United States

Transform Wealth Contact Details

Name Title LinkedIn Phone Email
Yiwen Chen Director Of Trading
Requires/Intent
Omnichannel Customer Support
ERP For Financial Institutions
Branding & Public Relations
and more

35. Affiliated Financial Group

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: afg-co.com

Company Size: 51-200

Company Address: 5690 Dtc Boulevard, Greenwood Village, Colorado, United States

Affiliated Financial Group Contact Details

Name Title LinkedIn Phone Email
Jake Tucker Vice President
Heather Lantry Loan Officer
Angela Wood Marketing Director
Rory Rainey Vice President And Banking Correspondence
Dj Chettat Senior Loan Officer
Leslie Ritter-meek Processor
Cindy Hasling Loan Officer
Requires/Intent and 6 more Employees
Wealth Management
Hedge Fund & Private Equity Consulting
and more

36. Ridgegate Financial

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: ridgegatefinancial.com

Company Founded: 2003

Company Size: 1-10

Company Address: 6530 South Yosemite Street, Greenwood Village, Colorado, United States

Ridgegate Financial Contact Details

Name Title LinkedIn Phone Email
Geordy Smith Marketing Director
Peggy Peterson Administrative Assistant
Requires/Intent
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more

37. Strategic Wealth Partners Of Colorado

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: mystrategicwealth.com

Company Size: 1-10

Company Address: 6455 South Yosemite Street, Greenwood Village, Colorado, United States

Strategic Wealth Partners Of Colorado Contact Details

Name Title LinkedIn Phone Email
Neill Turner Financial Advisor
Nisha Brushaber Administrative Assistant
Requires/Intent
Technology Consulting
Automation & Workflow Optimization
Legal Compliance & Advisory
and more

38. Triad Financial Group

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: triaddenver.com

Company Founded: 2007

Company Size: 11-50

Company Address: 5670 Greenwood Plaza Boulevard, Greenwood Village, Colorado, United States

Triad Financial Group Contact Details

Name Title LinkedIn Phone Email
Richard Fitzer Wealth Manager
Steve London Financial Advisor
Requires/Intent
Fraud Detection & Prevention
Debt Collection & Recovery
Legal Compliance & Advisory
Portfolio Management
and more

39. Luna Wealth Management

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: lunawm.com

Company Founded: 2018

Company Size: 1-10

Company Address: 7887 East Belleview Avenue, Greenwood Village, Colorado, United States

Luna Wealth Management Contact Details

Name Title LinkedIn Phone Email
Russell Luna President And Financial Advisor
Requires/Intent
Sales & Lead Generation Strategy
Insurance & Underwriting Services
Portfolio Management
Financial Auditing & Reporting
Banking & Payment Processing
and more

40. Dayone Mortgage Group

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: dayonemortgage.com

Company Size: 11-50

Dayone Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Don Howell Loan Originator
Requires/Intent
Fraud Detection & Prevention
Debt Collection & Recovery
Marketing Services
Insurance & Underwriting Services
and more

41. I.m. Wealth Care, Llc

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: imwealthcare.com

Company Founded: 2004

Company Size: 1-10

Company Address: 8490 East Crescent Parkway, Greenwood Village, Colorado, United States

I.m. Wealth Care, Llc Contact Details

Name Title LinkedIn Phone Email
Tom Williams Financial Advisor
Requires/Intent
Digital Payment & Subscription Solutions
Omnichannel Customer Support
and more

42. Retirement Planning Services, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Company Founded: 1988

Company Size: 1-10

Company Address: 7100 East Belleview Avenue, Greenwood Village, Colorado, United States

Retirement Planning Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Ann Griffin 401 Plan Analyst
Requires/Intent
Mortgage & Loan Processing
Data Analytics & Business Intelligence
AI-powered Financial Insights
Financial Forecasting & Modeling
and more

43. Table Bay Financial Network, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: tablebayfinancial.com

Company Founded: 2000

Company Size: 11-50

Company Address: 5690 Dtc Boulevard, Greenwood Village, Colorado, United States

Table Bay Financial Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeff Campbell Assistant Vice President Of Relationship Management
Michael Gierka Marketing And Creative Director
Requires/Intent
Sales & Lead Generation Strategy
Securities Trading & Brokerage
Omnichannel Customer Support
Fraud Detection & Prevention
Treasury & Cash Flow Management
and more

44. Colorado Financial Planning Group, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: greatfutures.com

Company Founded: 2002

Company Size: 1-10

Company Address: 5251 Dtc Parkway, Greenwood Village, Colorado, United States

Colorado Financial Planning Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Christy Nelson Financial Advisor With Over 20 Years Of Industry Experience
Requires/Intent
Credit Rating & Analysis
Fraud Detection & Prevention
Accounting Services
Risk Management & Compliance
and more

45. The Madison Group, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: themadisongroup.com

Company Size: 11-50

Company Address: 5299 Dtc Boulevard, Greenwood Village, Colorado, United States

The Madison Group, Inc. Contact Details

Name Title LinkedIn Phone Email
William Goldman Director, Case Design
Requires/Intent
Quality Control & Assurance
ESG & Sustainable Finance Consulting
and more

46. Tenants Today

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: tenants.today

Company Founded: 2020

Company Size: 1-10

Company Address: 8400 East Prentice Avenue, Greenwood Village, Colorado, United States

Tenants Today Contact Details

Name Title LinkedIn Phone Email
Joshua Heifetz Financial Analyst And Client Relations
Requires/Intent
Financial Planning & Retirement Solutions
Branding & Public Relations
Blockchain & Cryptocurrency Solutions
Technology Consulting
and more

47. Ucm, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: ucm-inc.com

Company Founded: 1996

Company Size: 1-10

Company Address: 5445 Dtc Parkway, Greenwood Village, Colorado, United States

Ucm, Inc. Contact Details

Name Title LinkedIn Phone Email
Dana Stephens Vice President Of Software Development
Robert Fredericksen Senior Vice President Of United Capital Markets
Requires/Intent
Marketing Services
Loan Origination & Servicing Platforms
and more

48. Miceli Financial Planning

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: salmiceli.com

Company Size: 1-10

Company Address: 7400 East Orchard Road, Greenwood Village, Colorado, United States

Miceli Financial Planning Contact Details

Name Title LinkedIn Phone Email
Sal Miceli President
Requires/Intent
Hedge Fund & Private Equity Consulting
Debt Collection & Recovery
Employee Training & Workforce Development
Sales & Lead Generation Strategy
Legal Compliance & Advisory
and more

49. Hamsher Wealth Management, Llc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: hwealth.org

Company Size: 1-10

Company Address: 6950 East Belleview Avenue, Greenwood Village, Colorado, United States

Hamsher Wealth Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Jamie Linstrom Executive Assistant
Requires/Intent
Banking & Payment Processing
Document Management & E-signature Solutions
and more

50. Valuplus Merchants Association

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: valuplusmerchants.com

Company Founded: 1999

Company Size: 11-50

Company Address: 5889 Greenwood Plaza, Greenwood Village, Colorado, United States

Valuplus Merchants Association Contact Details

Name Title LinkedIn Phone Email
Mellissa Boyts V.p Of Sales And Marketing
Seth Feinstein Chief Executive Officer And Founder
Valuplus Merchants Owner
Requires/Intent
Digital Payment & Subscription Solutions
Tax Planning & Strategy
Branding & Public Relations
and more

51. Us Escrow Services, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: usescrow.net

Company Founded: 1982

Company Size: 1-10

Company Address: 5445 Dtc Parkway, Greenwood Village, Colorado, United States

Us Escrow Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Kris Stafford Attorney
Requires/Intent
Mobile App Development For Financial Services
Risk Management & Compliance
Employee Training & Workforce Development
Banking & Payment Processing
and more

52. Fimac Solutions

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: fimacsolutions.com

Company Size: 11-50

Fimac Solutions Contact Details

Name Title LinkedIn Phone Email
Arthur Thomas Relationship Manager
Requires/Intent
Corporate Finance Strategy
Wealth Management
Automation & Workflow Optimization
Legal Compliance & Advisory
Quality Control & Assurance
and more

53. True Wealth Advisors Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: truewealthadvisorsinc.com

Company Size: 1-10

Company Address: 8301 East Prentice Avenue, Greenwood Village, Colorado, United States

True Wealth Advisors Inc. Contact Details

Name Title LinkedIn Phone Email
Alex Goldstein Financial Advisor
Requires/Intent
Financial Forecasting & Modeling
Legal Compliance & Advisory
ERP For Financial Institutions
API Integration For FinTech
and more

54. Capital Investment Management

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: cimcoprivatewealth.com

Company Size: 1-10

Company Address: 6312 South Fiddlers Green Circle, Greenwood Village, Colorado, United States

Capital Investment Management Contact Details

Name Title LinkedIn Phone Email
Claiborne Baird External Wholesaler
Requires/Intent
Banking & Payment Processing
Legal Compliance & Advisory
Wealth Management
and more

55. Sound Mortgages

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: soundmortgages.com

Company Founded: 2002

Company Size: 1-10

Company Address: 7935 East Prentice Avenue, Greenwood Village, Colorado, United States

Sound Mortgages Contact Details

Name Title LinkedIn Phone Email
Rob Benham Owner
Requires/Intent
Fraud Detection & Prevention
Debt Collection & Recovery
Financial Planning & Retirement Solutions
Online Advertising & SEO
Technology Consulting
and more

56. Benefit Concepts Of Colorado, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Company Founded: 1977

Company Size: 1-10

Company Address: 5350 South Roslyn Street, Greenwood Village, Colorado, United States

Benefit Concepts Of Colorado, Inc. Contact Details

Name Title LinkedIn Phone Email
Curtis Hale Wealth Preservation Advisor
Requires/Intent
Customer Relationship Management (CRM)
Financial Auditing & Reporting
Investment Advisory
Technology Consulting
and more

57. United Securities Alliance

Industry: Financial Services

Location: Greenwood Village, Colorado

Company Size: 11-50

United Securities Alliance Contact Details

Name Title LinkedIn Phone Email
Wes Hodgson Controller
Requires/Intent
Credit Rating & Analysis
Performance Tracking & KPI Analytics
and more

58. Omni Leasing Corporation

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: omnileasing.net

Company Founded: 1995

Company Size: 1-10

Company Address: 5600 Greenwood Plaza Boulevard, Greenwood Village, Colorado, United States

Omni Leasing Corporation Contact Details

Name Title LinkedIn Phone Email
Elysia Martinez Credit Analyst And Accounts Receivable Manager
Requires/Intent
Cybersecurity & Data Protection
Technology Consulting
Automation & Workflow Optimization
Portfolio Management
and more

59. Cornerstone Business Resources

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: csbresources.com

Company Founded: 2010

Company Size: 11-50

Company Address: 7100 East Belleview Avenue, Greenwood Village, Colorado, United States

Cornerstone Business Resources Contact Details

Name Title LinkedIn Phone Email
Lynnette Casias Administrative Assistant
Stephen Cross Financing Officer
Requires/Intent
Automation & Workflow Optimization
Cybersecurity & Data Protection
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
and more

60. Biz Funding Group

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: bizfundinggroup.com

Company Founded: 2007

Company Size: 1-10

Company Address: 8547 East Arapahoe Road, Greenwood Village, Colorado, United States

Biz Funding Group Contact Details

Name Title LinkedIn Phone Email
Ben Paul Business Loans
Requires/Intent
Risk Assessment & Mitigation
ERP For Financial Institutions
Financial Forecasting & Modeling
and more

61. Equitylock Solutions, Inc.

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: equitylock.com

Company Founded: 2010

Company Size: 1-10

Company Address: 8400 East Prentice Avenue, Greenwood Village, Colorado, United States

Equitylock Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Janis Palardy Office Manager
Requires/Intent
Cybersecurity & Data Protection
Wealth Management
Legal Compliance & Advisory
and more

62. Blueberry Systems

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: blueberrysystems.com

Company Founded: 2005

Company Size: 1-10

Company Address: 7600 East Orchard Road, Greenwood Village, Colorado, United States

Blueberry Systems Contact Details

Name Title LinkedIn Phone Email
Anastasia Levy Developer
Requires/Intent
Mergers & Acquisitions Advisory
Financial Forecasting & Modeling
and more

63. Blue Spot Home Loans

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: bluespothomeloans.com

Company Size: 11-50

Company Address: 7600 East Orchard Road, Greenwood Village, Colorado, United States

Blue Spot Home Loans Contact Details

Name Title LinkedIn Phone Email
Jake Allen Loan Consultant
Requires/Intent
Compliance & Regulatory Advisory
Cloud Computing Solutions
Mergers & Acquisitions Advisory
and more

64. Transamerica Financial Advisors

Industry: Financial Services

Location: Greenwood Village, Colorado

Website: tfaconnects.com

Company Size: 11-50

Company Address: 5350 South Roslyn Street, Greenwood Village, Colorado, United States

Transamerica Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Brenda Voight Associate
Requires/Intent
Credit Rating & Analysis
Hedge Fund & Private Equity Consulting
and more

Greenwood Village Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Tori Ross Empower Retirement Talent Acquisition Consultant
2 Benji Goodrich Empower Retirement Lead Talent Acquisition Consultant
3 Edmund Murphy Empower Retirement President And Chief Executive Officer Empower Retirement And Great West Life And Annuity
4 Tegan Rosenbaum Empower Retirement Vice President Information Technology And Ocio Head
5 Carol Kline Empower Retirement Chief Information Officer
6 Erika Hubbard Empower Retirement Talent Acquisition Consultant
7 Marguerite Dieken Empower Retirement Software Development Scrummaster Manager
8 Nicole Hanrahan Cherry Creek Mortgage Branch Manager Nmlsr Id 400668
9 Kim Woodworth Cherry Creek Mortgage Branch Manager
10 Heidi Myers Cherry Creek Mortgage Branch Director Of Business Development
11 Steve Nakash Cherry Creek Mortgage Director Of Consumer Direct Lending
12 Megan Gerhart Cherry Creek Mortgage Mortgage Loan Originator
13 Jim Suchey Cherry Creek Mortgage Senior Loan Officer And Sales Manager
14 Matt Garlinghouse Cherry Creek Mortgage Evp, Capital Markets
15 Matthew Teevan Great-west Financial Investment Sales Director
16 Michael Tennaro Great-west Financial Senior Project Manager
17 Joseph Angotti Great-west Financial Associate Vice President
18 Janet Taggart Great-west Financial Senior Manager Software Systems Engineering
19 Raja Arumugam Great-west Financial Solutions Architect
20 Mikael Melaku Great-west Financial Telecommunications Manager
21 Bob Brown Great-west Financial Senior Financial Manager
22 Lutcf Travis J. Hart Wealth Strategies Group President And Chief Executive Officer
23 Rachel Algra Wealth Strategies Group Director Of Recruiting And Marketing
24 Allen Milham Wealth Strategies Group Agent
25 Bobby Culpepper Wealth Strategies Group Registered Representative
26 Gregory Harris Wealth Strategies Group Gregory H Harris, Cfp , Chfc , Ricp , Clu , RebcÂ
27 Ross Ferrin Wealth Strategies Group President And Chief Executive Officer
28 Brant Falliaux Wealth Strategies Group Managing Associate
29 Cmps Heather Cutler American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Regional Operations Manager And Loan Originator Mlo#764646
30 Peter Scudder American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Senior Loan Officer
31 Charles Martinez American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Mortgage Advisor And Team Lead
32 Robert Ripe American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Sales Manager
33 Meredith Rudolph American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Mortgage Advisor
34 Jim Moser American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Loan Advisor
35 Cmps Arnie Goldstein American Dream Mortgage | Powered By Pacific Residential Mortgage, Llc | Nmls 1477 Senior Mortgage Banker
36 Tom Murtha Arcadia Settlements Group Structured Settlement Specialist
37 Brad Cantwell Arcadia Settlements Group Chief Executive Officer
38 Cassie Barkett Arcadia Settlements Group Assistant General Counsel And Business Development At Arcadia Settlements Group
39 Amenah Falgoust Arcadia Settlements Group Settlement Specialist, Esq
40 Natalie Yasumine Arcadia Settlements Group Quality Assurance Analyst