Top 30 Financial Services Companies in Lehi

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Below is the list of Top 30 Financial Services Companies in Lehi ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Lehi

1. Mx.com

Industry: Financial Services

Location: Lehi, Utah

Website: mx.com

Company Founded: 2010

Company Size: 201-500

Company Address: 3401 North Thanksgiving Way, Lehi, Utah, United States

Mx.com Contact Details

Name Title LinkedIn Phone Email
Jane Barratt Chief Advocacy Officer
Ryan Nelsen Vice President Of Marketing
Hailey Murri Enterprise Account Executive
Jake Mangum Head Of Sales Development
Michelle Lee Global Account Executive
Joe Herrick Senior Enterprise Account Executive
Ivan Hurtt Senior Product Marketing Engineer
Requires/Intent and 100 more Employees
Wealth Management
Cloud Computing Solutions
Debt Collection & Recovery
and more

2. Lendio

Industry: Financial Services

Location: Lehi, Utah

Website: lendio.com

Company Founded: 2011

Company Size: 51-200

Company Address: 4100 Chapel Ridge Road, Lehi, Utah, United States

Lendio Contact Details

Name Title LinkedIn Phone Email
Brock Blake Ceo, Founder
Mike Riding Senior Director, Demand Generation
Austin Bitters Funding Manager
Jeremiah Auclaire Funding Manager
Ian Gillette Senior Marketing Automation Manager
Chad Iverson Chief Financial Officer And Chief Operations Officer
Whitaker Morgan Sales Analytics Manager
Requires/Intent and 126 more Employees
Portfolio Management
Tax Planning & Strategy
Asset Management
and more

3. Tranont

Industry: Financial Services

Location: Lehi, Utah

Website: tranont.com

Company Founded: 2013

Company Size: 51-200

Company Address: 3451 North Triumph Boulevard, Lehi, Utah, United States

Tranont Contact Details

Name Title LinkedIn Phone Email
Michael Kessler Sales Specialist
Alisha Lindsey Company Board Member And Franchise Onwer
Carrie Harper Associate
Chandler Ricks Network Marketing
Shandale Gordon Vice President Of Tranont Life
Craig Kotter Executive Vice President
Valerie Wimmer Sales Associate
Requires/Intent and 91 more Employees
API Integration For FinTech
Mobile App Development For Financial Services
and more

4. Simplenexus

Industry: Financial Services

Location: Lehi, Utah

Website: simplenexus.com

Company Founded: 2011

Company Size: 51-200

Company Address: 2000 West Ashton Boulevard, Lehi, Utah, United States

Simplenexus Contact Details

Name Title LinkedIn Phone Email
Anna Ratanawan Vice President Of People Operations And Human Resources
Jim Harrison Client Success Manager
Pamela Faulkner Director, Mortgage Solutions
Eric Bjornn Senior Product Manager
Ben Miller Co-founder
Kyle Green Customer Success Manager
Andrew Gooch Customer Success Manager
Requires/Intent and 45 more Employees
Online Advertising & SEO
Automation & Workflow Optimization
and more

5. Propay

Industry: Financial Services

Location: Lehi, Utah

Website: propay.com

Company Founded: 1997

Company Size: 51-200

Company Address: 3400 Ashton Boulevard, Lehi, Utah, United States

Propay Contact Details

Name Title LinkedIn Phone Email
Lee Dusold Vice President Of Sales
Jeremy Orton Manager: Fraud And Dispute Services And Business Intelligence
Tim Zvekan Vice President Business Development At Propay A Tsys Company
Devin Jorgensen Credit Specialist Lead
Debbie Zink Payment Facilitator Oversight
Mckay Lago Account Relationship Manager
Roberth Garces Network Engineer
Requires/Intent and 12 more Employees
Data Analytics & Business Intelligence
HR & Talent Acquisition
and more

6. You Need A Budget

Industry: Financial Services

Location: Lehi, Utah

Website: youneedabudget.com

Company Founded: 2004

Company Size: 51-200

Company Address: 770 East Main Street, Lehi, Utah, United States

You Need A Budget Contact Details

Name Title LinkedIn Phone Email
Caitlin Wright Executive Assistant And Human Resources Generalist
Reema Al-zaben Marketing Production Manager
Kat Hickey Support Specialist
Chrissy Sebald Technical Support Manager And Owner- Bugs
Benjamin Imker Assistant Customer Support Lead
Justin Hatchett Software Quality Assurance Analyst
Buffy Miller Developer Manager And Full-stack Developer
Requires/Intent and 12 more Employees
Investment Advisory
Compliance & Regulatory Advisory
Asset Management
and more

7. Alpine Business Brokers

Industry: Financial Services

Location: Lehi, Utah

Website: alpinebusinessbrokers.com

Company Founded: 2002

Company Size: 11-50

Company Address: 240 North 1200 East, Lehi, Utah, United States

Alpine Business Brokers Contact Details

Name Title LinkedIn Phone Email
Kristin Elinkowski Business Broker
Neal Westwood Co-founder
Scott Simons Business Intermediary
Ty Longmire Business Broker
Scott Simons Business Broker
Requires/Intent
Compliance & Regulatory Advisory
ERP For Financial Institutions
and more

8. Savology

Industry: Financial Services

Location: Lehi, Utah

Website: savology.com

Company Founded: 2019

Company Size: 11-50

Savology Contact Details

Name Title LinkedIn Phone Email
Kristian Borghesan Director Of Marketing
Spencer Barclay Founder And Chief Executive Officer
Elizabeth Clive Software Developer
Requires/Intent
Technology Consulting
Cybersecurity & Data Protection
HR & Talent Acquisition
and more

9. Capstone Partners - Utah

Industry: Financial Services

Location: Lehi, Utah

Company Size: 11-50

Company Address: 2901 West Blue Grass Boulevard, Lehi, Utah, United States

Capstone Partners - Utah Contact Details

Name Title LinkedIn Phone Email
Matt Creager Associate Sales Manager At Capstone Partners Utah
Michael Trujillo Associate Director Training
Requires/Intent
HR & Talent Acquisition
ERP For Financial Institutions
Data Analytics & Business Intelligence
Debt Collection & Recovery
and more

10. Aurae

Industry: Financial Services

Location: Lehi, Utah

Website: auraelifestyle.com

Company Size: 11-50

Company Address: 3300 North Ashton Boulevard, Lehi, Utah, United States

Aurae Contact Details

Name Title LinkedIn Phone Email
Terrence Thomas Chief Marketing Officer | Chief Operating Officer
Lynnette Perkins Implementation Manager
Travis Cupello Program Manager
Ahmed Essa Founder
Christine Dezenzo Owner And Operator
Requires/Intent
Omnichannel Customer Support
Customer Relationship Management (CRM)
and more

11. B.o.s.s. Retirement Solutions

Industry: Financial Services

Location: Lehi, Utah

Website: bosswealthplan.com

Company Founded: 2008

Company Size: 11-50

Company Address: 3400 North Ashton Boulevard, Lehi, Utah, United States

B.o.s.s. Retirement Solutions Contact Details

Name Title LinkedIn Phone Email
Ryan Thacker President And Investment Advisor Representative
Tyson Thacker Chief Executive Officer And Investment Advisor Representative
Dave Whitworth Investment Advisor Representative
Curtis Packer Cco, Investment Advisor Representative
Zachary Mortensen Client Relations Coordinator
Tyler Huband Client Services And Processing
Scott Hughes Client Relations Coordinator
Requires/Intent and 2 more Employees
Mergers & Acquisitions Advisory
Risk Management & Compliance
Business Strategy & Growth Consulting
Document Management & E-signature Solutions
and more

12. Andina Family Offices

Industry: Financial Services

Location: Lehi, Utah

Website: andinafamilyoffices.com

Company Founded: 2013

Company Size: 11-50

Company Address: 2600 Executive Parkway, Lehi, Utah, United States

Andina Family Offices Contact Details

Name Title LinkedIn Phone Email
Paul Anderson Director Of Legacy Planning Services
Brett Belliston Managing Partner And Owner
Holly Schippers Executive Assistant
Requires/Intent
Omnichannel Customer Support
Marketing Services
Investment Advisory
IoT-enabled Smart Banking Solutions
Fraud Detection & Prevention
and more

13. Flagship Financial Group

Industry: Financial Services

Location: Lehi, Utah

Website: flagshipfinancialgroup.com

Company Founded: 1999

Company Size: 51-200

Company Address: 3130 West Maple Loop Drive, Lehi, Utah, United States

Flagship Financial Group Contact Details

Name Title LinkedIn Phone Email
Mike Davern Portfolio Manager And Head Of Credit Research
Matt Atkinson Loan Officer Nmls#184974
Stephanie Collier Compliance And Quality Control Manager
Lane Nygren Loan Officer
Paul Payne Owner
Gabrielle Whiffen Junior Va Underwriter
Stephanie Casper Closer
Requires/Intent and 40 more Employees
Technology Consulting
Banking & Payment Processing
Online Advertising & SEO
and more

14. Lendio Franchising

Industry: Financial Services

Location: Lehi, Utah

Website: lendiofranchise.com

Company Founded: 2016

Company Size: 201-500

Company Address: 4100 West Chapel Ridge Road, Lehi, Utah, United States

Lendio Franchising Contact Details

Name Title LinkedIn Phone Email
Ray Eaton President Kc Metro - Lendio
Mike Baguley Senior Director Of Franchise Sales
Requires/Intent
Credit Rating & Analysis
Risk Assessment & Mitigation
Document Management & E-signature Solutions
Performance Tracking & KPI Analytics
Fraud Detection & Prevention
and more

15. Solid Number

Industry: Financial Services

Location: Lehi, Utah

Website: solidnumber.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2600 West Executive Parkway, Lehi, Utah, United States

Solid Number Contact Details

Name Title LinkedIn Phone Email
Michael Clark Co-founder
Requires/Intent
Treasury & Cash Flow Management
Cybersecurity & Data Protection
and more

16. Futurepay

Industry: Financial Services

Location: Lehi, Utah

Website: futurepay.com

Company Founded: 2013

Company Size: 11-50

Company Address: P/o Box 157, Lehi, Utah, United States

Futurepay Contact Details

Name Title LinkedIn Phone Email
Brenda Dahlstrom Account Executive
Robert Stone Director Of Credit
Requires/Intent
Performance Tracking & KPI Analytics
Treasury & Cash Flow Management
and more

17. Drive Wealth Management, Llc

Industry: Financial Services

Location: Lehi, Utah

Website: drivewealthadvisers.com

Company Founded: 2015

Company Size: 1-10

Company Address: 2000 West Ashton Boulevard, Lehi, Utah, United States

Drive Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Ben Marshall Senior Vice President And Advisor At Drive Wealth Advisers
Ryken Harris Director Of Operations
Scott Sadleir Associate Advisor
Cara Marshall Advisor
Requires/Intent
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
and more

18. Redstone Advisors, Llc

Industry: Financial Services

Location: Lehi, Utah

Website: redstoneadvisorsllc.com

Company Founded: 2008

Company Size: 1-10

Company Address: 149 North 1200 East, Lehi, Utah, United States

Redstone Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Melissa Neslen Client Associate
Keaton Secretan Paraplanner
Requires/Intent
ERP For Financial Institutions
Customer Relationship Management (CRM)
Mobile App Development For Financial Services
and more

19. Peak Business Valuation, Llc

Industry: Financial Services

Location: Lehi, Utah

Website: peakbusinessvaluation.com

Company Founded: 2018

Company Size: 1-10

Company Address: 802 West 2750 North, Lehi, Utah, United States

Peak Business Valuation, Llc Contact Details

Name Title LinkedIn Phone Email
Kimball Hatch Financial Analyst
Requires/Intent
Quality Control & Assurance
Data Analytics & Business Intelligence
and more

20. Try Day Trading

Industry: Financial Services

Location: Lehi, Utah

Website: trydaytrading.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2889 Ashton Boulevard, Lehi, Utah, United States

Try Day Trading Contact Details

Name Title LinkedIn Phone Email
Triston Makin Startup Manager
Ryan Van Dorn Co-founder
James Wallis Beginner
Derek Wall Day Trader
Jerome King Director
Requires/Intent
Insurance & Underwriting Services
Risk Management & Compliance
Financial Auditing & Reporting
and more

21. Decker Retirement Planning

Industry: Financial Services

Location: Lehi, Utah

Website: deckerretirementplanning.com

Company Size: 11-50

Company Address: 2889 West Ashton Boulevard, Lehi, Utah, United States

Decker Retirement Planning Contact Details

Name Title LinkedIn Phone Email
Collin Stauffer Transfer Manager
Jacob Fulbright Marketing Consultant
Requires/Intent
Securities Trading & Brokerage
Financial Forecasting & Modeling
Mobile App Development For Financial Services
Wealth Management
Hedge Fund & Private Equity Consulting
and more

22. Payrent

Industry: Financial Services

Location: Lehi, Utah

Website: payrent.com

Company Founded: 2019

Company Size: 1-10

Company Address: 2901 Bluegrass Boulevard, Lehi, Utah, United States

Payrent Contact Details

Name Title LinkedIn Phone Email
Sherron Marcek Customer Success Specialist
Requires/Intent
Corporate Finance Strategy
Compliance & Regulatory Advisory
Marketing Services
and more

23. Cache Private Capital Diversified Fund, Llc

Industry: Financial Services

Location: Lehi, Utah

Website: cacheprivatecapital.com

Company Founded: 2010

Company Size: 11-50

Company Address: 2600 West Executive Parkway, Lehi, Utah, United States

Cache Private Capital Diversified Fund, Llc Contact Details

Name Title LinkedIn Phone Email
Andrew Masters Accounting Clerk
Requires/Intent
Asset Management
Performance Tracking & KPI Analytics
Mortgage & Loan Processing
HR & Talent Acquisition
and more

24. Greenwave Finance

Industry: Financial Services

Location: Lehi, Utah

Website: greenwavefinance.com

Company Founded: 2018

Company Size: 11-50

Company Address: 3940 North Traverse Mountain Boulevard, Lehi, Utah, United States

Greenwave Finance Contact Details

Name Title LinkedIn Phone Email
Justin Lyman Chief Technology Officer
Requires/Intent
Marketing Services
Debt Collection & Recovery
Credit Rating & Analysis
and more

25. Sprout Ira

Industry: Financial Services

Location: Lehi, Utah

Website: sproutira.com

Company Founded: 2017

Company Size: 1-10

Company Address: 2912 Executive Parkway, Lehi, Utah, United States

Sprout Ira Contact Details

Name Title LinkedIn Phone Email
Tymon Scott Account Administrator
Requires/Intent
Wealth Management
API Integration For FinTech
Asset Management
Data Analytics & Business Intelligence
Fraud Detection & Prevention
and more

26. Eve Financial

Industry: Financial Services

Location: Lehi, Utah

Website: eve.co

Company Size: 1-10

Company Address: 1850 Ashton Boulevard, Lehi, Utah, United States

Eve Financial Contact Details

Name Title LinkedIn Phone Email
Jimmy Arroyo Full Stack Engineer
Requires/Intent
Investment Advisory
Mergers & Acquisitions Advisory
Treasury & Cash Flow Management
IoT-enabled Smart Banking Solutions
Digital Payment & Subscription Solutions
and more

27. Investiv

Industry: Financial Services

Location: Lehi, Utah

Website: investiv.co

Company Size: 11-50

Company Address: 3400 North Ashton Boulevard, Lehi, Utah, United States

Investiv Contact Details

Name Title LinkedIn Phone Email
Trevor Arias Trading Group Division
Requires/Intent
Fraud Detection & Prevention
Securities Trading & Brokerage
Hedge Fund & Private Equity Consulting
Quality Control & Assurance
Accounting Services
and more

28. Fortified Financial

Industry: Financial Services

Location: Lehi, Utah

Website: fortifiedfinancial.com

Company Founded: 2004

Company Size: 11-50

Fortified Financial Contact Details

Name Title LinkedIn Phone Email
Sara Macdonald Broker Owner
Karley Rosen Team Manager
Rachelle Lee Pre-approvals
Susan Wright Mentor
Tanya Demich Credit Consumer Negotiator
Ryan Beuhring Sales Manager
Andrew Shirley Sales Agent At Fortified Financial
Requires/Intent and 2 more Employees
Data Analytics & Business Intelligence
Cloud Computing Solutions
Loan Origination & Servicing Platforms
Mergers & Acquisitions Advisory
and more

29. Capital Wealth Advisors

Industry: Financial Services

Location: Lehi, Utah

Website: capitalwealth.com

Company Size: 1-10

Company Address: 1850 West Ashton Boulevard, Lehi, Utah, United States

Capital Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Elisabeth Semler Client Services Manager
Requires/Intent
Banking & Payment Processing
Financial Forecasting & Modeling
and more

30. Revco Funding

Industry: Financial Services

Location: Lehi, Utah

Website: revcofunding.com

Company Size: 1-10

Company Address: 3051 West Maple Loop Drive, Lehi, Utah, United States

Revco Funding Contact Details

Name Title LinkedIn Phone Email
Dan Thorton Account Manager
Dan Thorton Account Manager
Requires/Intent
Financial Forecasting & Modeling
Fraud Detection & Prevention
Cybersecurity & Data Protection
Compliance & Regulatory Advisory
Cloud Computing Solutions
and more
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Lehi Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jane Barratt Mx.com Chief Advocacy Officer
2 Ryan Nelsen Mx.com Vice President Of Marketing
3 Hailey Murri Mx.com Enterprise Account Executive
4 Jake Mangum Mx.com Head Of Sales Development
5 Michelle Lee Mx.com Global Account Executive
6 Joe Herrick Mx.com Senior Enterprise Account Executive
7 Ivan Hurtt Mx.com Senior Product Marketing Engineer
8 Brock Blake Lendio Ceo, Founder
9 Mike Riding Lendio Senior Director, Demand Generation
10 Austin Bitters Lendio Funding Manager
11 Jeremiah Auclaire Lendio Funding Manager
12 Ian Gillette Lendio Senior Marketing Automation Manager
13 Chad Iverson Lendio Chief Financial Officer And Chief Operations Officer
14 Whitaker Morgan Lendio Sales Analytics Manager
15 Michael Kessler Tranont Sales Specialist
16 Alisha Lindsey Tranont Company Board Member And Franchise Onwer
17 Carrie Harper Tranont Associate
18 Chandler Ricks Tranont Network Marketing
19 Shandale Gordon Tranont Vice President Of Tranont Life
20 Craig Kotter Tranont Executive Vice President
21 Valerie Wimmer Tranont Sales Associate
22 Anna Ratanawan Simplenexus Vice President Of People Operations And Human Resources
23 Jim Harrison Simplenexus Client Success Manager
24 Pamela Faulkner Simplenexus Director, Mortgage Solutions
25 Eric Bjornn Simplenexus Senior Product Manager
26 Ben Miller Simplenexus Co-founder
27 Kyle Green Simplenexus Customer Success Manager
28 Andrew Gooch Simplenexus Customer Success Manager
29 Lee Dusold Propay Vice President Of Sales
30 Jeremy Orton Propay Manager: Fraud And Dispute Services And Business Intelligence
31 Tim Zvekan Propay Vice President Business Development At Propay A Tsys Company
32 Devin Jorgensen Propay Credit Specialist Lead
33 Debbie Zink Propay Payment Facilitator Oversight
34 Mckay Lago Propay Account Relationship Manager
35 Roberth Garces Propay Network Engineer
36 Caitlin Wright You Need A Budget Executive Assistant And Human Resources Generalist
37 Reema Al-zaben You Need A Budget Marketing Production Manager
38 Kat Hickey You Need A Budget Support Specialist
39 Chrissy Sebald You Need A Budget Technical Support Manager And Owner- Bugs
40 Benjamin Imker You Need A Budget Assistant Customer Support Lead

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