Top 30 Financial Services Companies in Orem

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

Financial Services Companies in Orem

1. First Colony Mortgage

Industry: Financial Services

Location: Orem, Utah

Website: firstcolonymortgage.com

Company Founded: 1984

Company Size: 51-200

Company Address: 508 West 800 North, Orem, Utah, United States

First Colony Mortgage Contact Details

Name Title LinkedIn Phone Email
Ron Glines Mortgage Loan Officer
Rob Allphin Executive Vice President
Mandy Crosman Mortgage Loan Officer
Emily Walbruch Senior Loan Officer
Tanessa Permann Branch Manager
Travis Van Noy Mortgage Consultant
Lindsay Davis Loan Officer And Loan Officer Assistant
Requires/Intent and 45 more Employees
Financial Auditing & Reporting
Cybersecurity & Data Protection
and more

2. Complete Merchant Solutions

Industry: Financial Services

Location: Orem, Utah

Company Founded: 2008

Company Size: 51-200

Company Address: 815 West University Parkway, Orem, Utah, United States

Complete Merchant Solutions Contact Details

Name Title LinkedIn Phone Email
Chris Henneman Chief Revenue Officer
Colt Passey Senior Vice President Of Business Development
Bryant Blanchard Chief Financial Officer
Cache Decker Chief Strategy Officer
Erik Larsen Strategic Partnerships
Jason Marrott Product Manager
Chenna Sagili Software Engineer
Requires/Intent and 25 more Employees
Securities Trading & Brokerage
Treasury & Cash Flow Management
Hedge Fund & Private Equity Consulting
ERP For Financial Institutions
and more

3. Private Money Utah

Industry: Financial Services

Location: Orem, Utah

Website: privatemoneyutah.com

Company Founded: 2008

Company Size: 1-10

Company Address: 560 South State Street, Orem, Utah, United States

Private Money Utah Contact Details

Name Title LinkedIn Phone Email
Corey Dutton Consultant - Private Money And Hard Money Lender - Utah, Colorado, Arizona, Texas,wa, Or, Ny, Nj, Medical Doctor
Bryce Taylor Acquisitions And Development Manager
Laura Kappus Lending Consultant
Corey Dutton Founder Of Private Money Utah
Requires/Intent
HR & Talent Acquisition
Employee Training & Workforce Development
and more

4. Legally Mine Llc

Industry: Financial Services

Location: Orem, Utah

Website: legallymineusa.com

Company Founded: 2009

Company Size: 11-50

Company Address: 1337 East 750 North, Orem, Utah, United States

Legally Mine Llc Contact Details

Name Title LinkedIn Phone Email
Stephen Broadley Executive Director
David Monsivais General Counsel
Josh Robertson Attorney
Daniel Mccombie Ast
Rana Thomas Human Resources Manager
Bryce Olsen Client Coordinator
David Patton Paralegal
Requires/Intent and 14 more Employees
Compliance & Regulatory Advisory
Quality Control & Assurance
HR & Talent Acquisition
ERP For Financial Institutions
Online Advertising & SEO
and more

5. Neovest

Industry: Financial Services

Location: Orem, Utah

Website: neovest.com

Company Founded: 1984

Company Size: 51-200

Company Address: 1145 South 800 East, Orem, Utah, United States

Neovest Contact Details

Name Title LinkedIn Phone Email
Glen Miller Vice President
Andy Higham Executive Director - Global Client Services
Blake Bishop Vice President Database Management
Ben Manzione Sdet
Jared Jardine Vice President Software Engineer
Riley Connors Qa Automation Engineer
James Haymore Account Manager
Requires/Intent and 4 more Employees
Digital Payment & Subscription Solutions
Business Strategy & Growth Consulting
Sales & Lead Generation Strategy
Data Analytics & Business Intelligence
and more

6. Complete Merchant Solutions

Industry: Financial Services

Location: Orem, Utah

Website: cmsonline.com

Company Founded: 2008

Company Size: 51-200

Company Address: 815 West University Parkway, Orem, Utah, United States

Complete Merchant Solutions Contact Details

Name Title LinkedIn Phone Email
Heber Billings Chief Software Architect
Crosby Gull Business Development Manager
Randy Paries Team Lead And Senior Developer
Todd Risenmay Team Lead
Alice Dassau Underwriting Manager
Kaela Johnson Manager Of Merchant Sales
Robin Holley Executive Assistant
Requires/Intent and 1 more Employees
Technology Consulting
Fraud Detection & Prevention
Document Management & E-signature Solutions
and more

7. Eyght

Industry: Financial Services

Location: Orem, Utah

Website: eyght.com

Company Founded: 2016

Company Size: 1-10

Company Address: 1527 South 320 East, Orem, Utah, United States

Eyght Contact Details

Name Title LinkedIn Phone Email
Derrick Schutz Chief Executive Officer
Brandon Hebbert Software Engineer
Clayton Noyes Junior Software Developer
Paul Brimley Lead Developer
Requires/Intent
Online Advertising & SEO
Data Analytics & Business Intelligence
Accounting Services
Financial Auditing & Reporting
and more

8. Emerio Payments

Industry: Financial Services

Location: Orem, Utah

Website: emeriopayments.com

Company Founded: 2012

Company Size: 1-10

Company Address: 1411 East 840 North, Orem, Utah, United States

Emerio Payments Contact Details

Name Title LinkedIn Phone Email
Eric Johnson Manager
Michelle Lindsey Team Member
Requires/Intent
Omnichannel Customer Support
Banking & Payment Processing
ESG & Sustainable Finance Consulting
Branding & Public Relations
Business Strategy & Growth Consulting
and more

9. West Capital Advisors

Industry: Financial Services

Location: Orem, Utah

Website: westcapitaladvisors.com

Company Founded: 1997

Company Size: 1-10

Company Address: 1367 South 740 East, Orem, Utah, United States

West Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Brent Mccandless Financial Consultant
David West Founder And President
Requires/Intent
Mergers & Acquisitions Advisory
Portfolio Management
Data Analytics & Business Intelligence
Corporate Finance Strategy
and more

10. Blue Barn Wealth

Industry: Financial Services

Location: Orem, Utah

Website: bluebarnwealth.com

Company Founded: 1994

Company Size: 1-10

Company Address: 352 West Center Street, Orem, Utah, United States

Blue Barn Wealth Contact Details

Name Title LinkedIn Phone Email
Amoree Farnsworth Associate Advisor
Hyrum Smith Managing Partner
Derek Farley Associate Advisor
Requires/Intent
API Integration For FinTech
Omnichannel Customer Support
and more

11. Ljcooper Capital Management

Industry: Financial Services

Location: Orem, Utah

Website: ljcooper.com

Company Founded: 2000

Company Size: 11-50

Company Address: 499 South Orem Boulevard, Orem, Utah, United States

Ljcooper Capital Management Contact Details

Name Title LinkedIn Phone Email
Sam Deaver Partner
Scott Carlson Operations Manager
Heidi Ward Client Services
Stephanie Duncan Client Services Manager
Requires/Intent
Document Management & E-signature Solutions
Branding & Public Relations
Employee Training & Workforce Development
Financial Forecasting & Modeling
and more

12. Payne Wealth Management

Industry: Financial Services

Location: Orem, Utah

Website: paynewealthmanagement.com

Company Founded: 2001

Company Size: 1-10

Company Address: 593 West 800 North, Orem, Utah, United States

Payne Wealth Management Contact Details

Name Title LinkedIn Phone Email
Matthew Stewart Partner
Jennifer Nielsen Implementation Specialist
Requires/Intent
Tax Planning & Strategy
Accounting Services
and more

13. Velocity Home Loans

Industry: Financial Services

Location: Orem, Utah

Website: velocityhl.com

Company Size: 1-10

Company Address: 350 West Center Street, Orem, Utah, United States

Velocity Home Loans Contact Details

Name Title LinkedIn Phone Email
Andy Larsen Branch Manager - Loan Officer
Requires/Intent
Financial Forecasting & Modeling
Securities Trading & Brokerage
Quality Control & Assurance
Fraud Detection & Prevention
and more

14. Superior Lending Associates, Llc

Industry: Financial Services

Location: Orem, Utah

Website: superiorlending.net

Company Founded: 2001

Company Size: 51-200

Company Address: 1031 West Center Street, Orem, Utah, United States

Superior Lending Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Keith Payne Mortgage Loan Originator
Requires/Intent
Asset Management
Accounting Services
and more

15. Yatta Outsourced Processing Solutions Inc.

Industry: Financial Services

Location: Orem, Utah

Website: yattaops.com

Company Founded: 2017

Company Size: 11-50

Company Address: 1371 West 1250 South, Orem, Utah, United States

Yatta Outsourced Processing Solutions Inc. Contact Details

Name Title LinkedIn Phone Email
Adam Moesel Business Intelligence Analyst
Requires/Intent
Automation & Workflow Optimization
ESG & Sustainable Finance Consulting
Financial Planning & Retirement Solutions
and more

16. Tax Hive

Industry: Financial Services

Location: Orem, Utah

Website: taxhive.com

Company Founded: 2020

Company Size: 11-50

Company Address: 703 South State Street, Orem, Utah, United States

Tax Hive Contact Details

Name Title LinkedIn Phone Email
Christopher Brown President
Requires/Intent
Data Analytics & Business Intelligence
Securities Trading & Brokerage
and more

17. Peterson Wealth Advisors

Industry: Financial Services

Location: Orem, Utah

Website: petersonwealth.com

Company Size: 1-10

Company Address: 360 West 920 North, Orem, Utah, United States

Peterson Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Scott Specialist Owner And Principal Investment Advisor
Karen Benner Operations Manager
Requires/Intent
Credit Rating & Analysis
Blockchain & Cryptocurrency Solutions
and more

18. 9 Year Mortgage

Industry: Financial Services

Location: Orem, Utah

Website: nineyearmortgage.com

Company Founded: 1996

Company Size: 11-50

Company Address: 327 North State Street, Orem, Utah, United States

9 Year Mortgage Contact Details

Name Title LinkedIn Phone Email
Nick Hammerstad Personal Finance Analyst At 9 Year Mortgage
Phil Ostler Sales
Dennis Farr Sales
Jay Standifird Marketing
Danielle Johnson Office Manager
Requires/Intent
Performance Tracking & KPI Analytics
Accounting Services
Fraud Detection & Prevention
Marketing Services
Hedge Fund & Private Equity Consulting
and more

19. American Lending Network

Industry: Financial Services

Location: Orem, Utah

Website: amlend.com

Company Size: 1-10

Company Address: 251 East 1200 South, Orem, Utah, United States

American Lending Network Contact Details

Name Title LinkedIn Phone Email
Jerry Duckworth Senior Loan Officer
Katie Forciea Loan Officer At American Lending Network
Heidi Roberson Assistant
Tres Miller Loan Officer
Nicole Hadlock Loan Assistant
Maryann Ahlstrom Mlo
Marsha Justice Assistant
Requires/Intent and 2 more Employees
Compliance & Regulatory Advisory
Investment Advisory
Insurance & Underwriting Services
Treasury & Cash Flow Management
Fraud Detection & Prevention
and more

20. Merchant Defense

Industry: Financial Services

Location: Orem, Utah

Website: merchantdefense.com

Company Founded: 2012

Company Size: 11-50

Company Address: 825 South 220 East, Orem, Utah, United States

Merchant Defense Contact Details

Name Title LinkedIn Phone Email
Nick Tauaese Director Of Marketing
Camrie Tauaese Chief Executive Officer
Requires/Intent
Asset Management
Corporate Finance Strategy
Fraud Detection & Prevention
AI-powered Financial Insights
and more

21. My Payroll Experts

Industry: Financial Services

Location: Orem, Utah

Website: mypayrollexperts.com

Company Founded: 2000

Company Size: 11-50

Company Address: 36 South 400 West, Orem, Utah, United States

My Payroll Experts Contact Details

Name Title LinkedIn Phone Email
Linda Jackman Payroll Processsor
Requires/Intent
AI-powered Financial Insights
ERP For Financial Institutions
Online Advertising & SEO
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
and more

22. Premier Administration Llc

Industry: Financial Services

Location: Orem, Utah

Website: premieradministration.com

Company Size: 11-50

Company Address: 574 East 1400 South, Orem, Utah, United States

Premier Administration Llc Contact Details

Name Title LinkedIn Phone Email
Hannah Rosell Accountant
Requires/Intent
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
Blockchain & Cryptocurrency Solutions
and more

23. Orem Community Church

Industry: Financial Services

Location: Orem, Utah

Company Size: 1-10

Company Address: 130 North 400 East, Orem, Utah, United States

Orem Community Church Contact Details

Name Title LinkedIn Phone Email
Martha Moler Pastor
Requires/Intent
Data Analytics & Business Intelligence
Financial Forecasting & Modeling
Legal Compliance & Advisory
Cloud Computing Solutions
and more

24. Regency Mint

Industry: Financial Services

Location: Orem, Utah

Website: regencymint.com

Company Founded: 1999

Company Size: 1-10

Company Address: 170 South Mntinway Drive, Orem, Utah, United States

Regency Mint Contact Details

Name Title LinkedIn Phone Email
Sterling Carman Human Resources Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Customer Relationship Management (CRM)
Treasury & Cash Flow Management
Branding & Public Relations
Insurance & Underwriting Services
and more

25. Investment Fund Secrets

Industry: Financial Services

Location: Orem, Utah

Website: investmentfundsecrets.com

Company Size: 1-10

Investment Fund Secrets Contact Details

Name Title LinkedIn Phone Email
Mason Vranes Co-founder
Requires/Intent
Online Advertising & SEO
Mergers & Acquisitions Advisory
Marketing Services
Mobile App Development For Financial Services
and more

26. National Processing

Industry: Financial Services

Location: Orem, Utah

Website: nationalprocessing.com

Company Founded: 2007

Company Size: 11-50

Company Address: 472 West 800 North, Orem, Utah, United States

National Processing Contact Details

Name Title LinkedIn Phone Email
James Whitmore Product Development Manager
Requires/Intent
Banking & Payment Processing
Loan Origination & Servicing Platforms
Wealth Management
Financial Auditing & Reporting
and more

27. Heritage Financial Advisors, Llc

Industry: Financial Services

Location: Orem, Utah

Website: hfadvisor.com

Company Size: 1-10

Company Address: 552 West 800 North, Orem, Utah, United States

Heritage Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Guy Madsen President
Bob Buckner Financia Advisor
Bob Buckner Financial Advisor
Requires/Intent
Asset Management
Fraud Detection & Prevention
Cloud Computing Solutions
and more

28. Local Mod, Llc

Industry: Financial Services

Location: Orem, Utah

Website: localmod.com

Company Founded: 2009

Company Size: 1-10

Company Address: 357 East 1200 South, Orem, Utah, United States

Local Mod, Llc Contact Details

Name Title LinkedIn Phone Email
Linda Jackman Office Manager And Executive Assistant
Requires/Intent
Debt Collection & Recovery
Insurance & Underwriting Services
Risk Assessment & Mitigation
and more

29. Financial Planning Office

Industry: Financial Services

Location: Orem, Utah

Website: fpoffice.com

Company Founded: 1994

Company Size: 1-10

Company Address: 352 West Center Street, Orem, Utah, United States

Financial Planning Office Contact Details

Name Title LinkedIn Phone Email
Breanna Pfeffer Administrative Assistant
Requires/Intent
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
Insurance & Underwriting Services
Automation & Workflow Optimization
and more
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Orem Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Ron Glines First Colony Mortgage Mortgage Loan Officer
2 Rob Allphin First Colony Mortgage Executive Vice President
3 Mandy Crosman First Colony Mortgage Mortgage Loan Officer
4 Emily Walbruch First Colony Mortgage Senior Loan Officer
5 Tanessa Permann First Colony Mortgage Branch Manager
6 Travis Van Noy First Colony Mortgage Mortgage Consultant
7 Lindsay Davis First Colony Mortgage Loan Officer And Loan Officer Assistant
8 Chris Henneman Complete Merchant Solutions Chief Revenue Officer
9 Colt Passey Complete Merchant Solutions Senior Vice President Of Business Development
10 Bryant Blanchard Complete Merchant Solutions Chief Financial Officer
11 Cache Decker Complete Merchant Solutions Chief Strategy Officer
12 Erik Larsen Complete Merchant Solutions Strategic Partnerships
13 Jason Marrott Complete Merchant Solutions Product Manager
14 Chenna Sagili Complete Merchant Solutions Software Engineer
15 Corey Dutton Private Money Utah Consultant - Private Money And Hard Money Lender - Utah, Colorado, Arizona, Texas,wa, Or, Ny, Nj, Medical Doctor
16 Bryce Taylor Private Money Utah Acquisitions And Development Manager
17 Laura Kappus Private Money Utah Lending Consultant
18 Corey Dutton Private Money Utah Founder Of Private Money Utah
19 Stephen Broadley Legally Mine Llc Executive Director
20 David Monsivais Legally Mine Llc General Counsel
21 Josh Robertson Legally Mine Llc Attorney
22 Daniel Mccombie Legally Mine Llc Ast
23 Rana Thomas Legally Mine Llc Human Resources Manager
24 Bryce Olsen Legally Mine Llc Client Coordinator
25 David Patton Legally Mine Llc Paralegal
26 Glen Miller Neovest Vice President
27 Andy Higham Neovest Executive Director - Global Client Services
28 Blake Bishop Neovest Vice President Database Management
29 Ben Manzione Neovest Sdet
30 Jared Jardine Neovest Vice President Software Engineer
31 Riley Connors Neovest Qa Automation Engineer
32 James Haymore Neovest Account Manager
33 Heber Billings Complete Merchant Solutions Chief Software Architect
34 Crosby Gull Complete Merchant Solutions Business Development Manager
35 Randy Paries Complete Merchant Solutions Team Lead And Senior Developer
36 Todd Risenmay Complete Merchant Solutions Team Lead
37 Alice Dassau Complete Merchant Solutions Underwriting Manager
38 Kaela Johnson Complete Merchant Solutions Manager Of Merchant Sales
39 Robin Holley Complete Merchant Solutions Executive Assistant
40 Derrick Schutz Eyght Chief Executive Officer

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