Top 10 Financial Services Companies in Louisville

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

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

Financial Services Companies in Louisville

1. New Direction Ira, Inc.

Industry: Financial Services

Location: Louisville, Colorado

Website: newdirectionira.com

Company Founded: 2003

Company Size: 51-200

Company Address: 1070 West Century Drive, Louisville, Colorado, United States

New Direction Ira, Inc. Contact Details

Name Title LinkedIn Phone Email
Kevin Dodson Chief Of Staff
Laurel Cunningham Client Relations Specialist
Beth Barghols Client Service Representative
Allison Hughes Business Development Manager
Shamarie Pierce Platform Lead
Sam Fredericks Business Systems Platform Lead
Nikki Dawson Client Representative
Requires/Intent and 5 more Employees
Technology Consulting
Risk Assessment & Mitigation
Financial Planning & Retirement Solutions
Financial Forecasting & Modeling
Blockchain & Cryptocurrency Solutions
and more

2. New Direction Trust Company

Industry: Financial Services

Location: Louisville, Colorado

Website: ndtco.com

Company Founded: 2003

Company Size: 51-200

Company Address: 1070 West Century Drive, Louisville, Colorado, United States

New Direction Trust Company Contact Details

Name Title LinkedIn Phone Email
Chris Tanner Education And Senior Sales Manager
Kaylene Barker Multimedia Designer
Stanford Brown Real Estate Acquisitions Specialist
Dan Falardeau President
Requires/Intent
Customer Relationship Management (CRM)
Risk Assessment & Mitigation
Cloud Computing Solutions
Risk Management & Compliance
and more

3. Peak Asset Management, Llc, Colorado

Industry: Financial Services

Location: Louisville, Colorado

Website: peakam.com

Company Founded: 1994

Company Size: 11-50

Company Address: 1371 East Hecla Drive, Louisville, Colorado, United States

Peak Asset Management, Llc, Colorado Contact Details

Name Title LinkedIn Phone Email
Kyle Kvalheim Operations Manager
John Mccorvie Partner And Portfolio Manager
Angela Dwinal Client Service Specialist
Requires/Intent
Business Strategy & Growth Consulting
Blockchain & Cryptocurrency Solutions
Financial Forecasting & Modeling
Cloud Computing Solutions
and more

4. Rockwater Associates

Industry: Financial Services

Location: Louisville, Colorado

Website: rockwaterassociates.com

Company Size: 11-50

Rockwater Associates Contact Details

Name Title LinkedIn Phone Email
Cphr Lindsay Jost President And Chief Operations Officer
Requires/Intent
Compliance & Regulatory Advisory
Employee Training & Workforce Development
Omnichannel Customer Support
Securities Trading & Brokerage
and more

5. Trailhead Wealth Management, Llc

Industry: Financial Services

Location: Louisville, Colorado

Website: trailheadwm.com

Company Size: 1-10

Company Address: 801 Main Street, Louisville, Colorado, United States

Trailhead Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Luke Giusto Marketing And Finance Intern
Requires/Intent
API Integration For FinTech
Financial Forecasting & Modeling
and more

6. Liberty Home Loans

Industry: Financial Services

Location: Louisville, Colorado

Website: libertyhomeloans.com

Company Size: 11-50

Company Address: 287 Century Circle, Louisville, Colorado, United States

Liberty Home Loans Contact Details

Name Title LinkedIn Phone Email
John Moore Vice President
Jan Hansen Certified Mortgage Lender
Lisa Caskey Loan Originator
Debi Wirth Loan Originator
Sarah Baskfield Mortgage Banker
Requires/Intent
Quality Control & Assurance
Mobile App Development For Financial Services
Wealth Management
and more

7. Phoenix Funding Source

Industry: Financial Services

Location: Louisville, Colorado

Website: phoenixfundingsource.com

Company Founded: 2013

Company Size: 1-10

Phoenix Funding Source Contact Details

Name Title LinkedIn Phone Email
Jeff Waldera Senior Funding Advisor
Requires/Intent
Fraud Detection & Prevention
Debt Collection & Recovery
Financial Planning & Retirement Solutions
ESG & Sustainable Finance Consulting
Risk Management & Compliance
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Louisville Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kevin Dodson New Direction Ira, Inc. Chief Of Staff
2 Laurel Cunningham New Direction Ira, Inc. Client Relations Specialist
3 Beth Barghols New Direction Ira, Inc. Client Service Representative
4 Allison Hughes New Direction Ira, Inc. Business Development Manager
5 Shamarie Pierce New Direction Ira, Inc. Platform Lead
6 Sam Fredericks New Direction Ira, Inc. Business Systems Platform Lead
7 Nikki Dawson New Direction Ira, Inc. Client Representative
8 Chris Tanner New Direction Trust Company Education And Senior Sales Manager
9 Kaylene Barker New Direction Trust Company Multimedia Designer
10 Stanford Brown New Direction Trust Company Real Estate Acquisitions Specialist
11 Dan Falardeau New Direction Trust Company President
12 Kyle Kvalheim Peak Asset Management, Llc, Colorado Operations Manager
13 John Mccorvie Peak Asset Management, Llc, Colorado Partner And Portfolio Manager
14 Angela Dwinal Peak Asset Management, Llc, Colorado Client Service Specialist
15 Cphr Lindsay Jost Rockwater Associates President And Chief Operations Officer
16 Luke Giusto Trailhead Wealth Management, Llc Marketing And Finance Intern
17 John Moore Liberty Home Loans Vice President
18 Jan Hansen Liberty Home Loans Certified Mortgage Lender
19 Lisa Caskey Liberty Home Loans Loan Originator
20 Debi Wirth Liberty Home Loans Loan Originator
21 Sarah Baskfield Liberty Home Loans Mortgage Banker
22 Jeff Waldera Phoenix Funding Source Senior Funding Advisor

Financial Services companies in different cities of Colorado

No. Industry Number of Contacts Download
1 Financial services Companies in Denver 122032
2 Financial services Companies in Colorado Springs 29696
3 Financial services Companies in Greenwood Village 29696
4 Financial services Companies in Boulder 19488
5 Financial services Companies in Englewood 19024
6 Financial services Companies in Centennial 16240
7 Financial services Companies in Littleton 16704
8 Financial services Companies in Fort Collins 12064
9 Financial services Companies in Lakewood 9280
10 Financial services Companies in Broomfield 6496
11 Financial services Companies in Aurora 10208
12 Financial services Companies in Golden 6960
13 Financial services Companies in Westminster 7424
14 Financial services Companies in Lone Tree 4176
15 Financial services Companies in Loveland 6032
16 Financial services Companies in Durango 3248
17 Financial services Companies in Arvada 4640
18 Financial services Companies in Grand Junction 3712
19 Financial services Companies in Castle Rock 3248
20 Financial services Companies in Greeley 3712
21 Financial services Companies in Longmont 1392
22 Financial services Companies in Parker 3712
23 Financial services Companies in Highlands Ranch 4640