Top 30 Financial Services Companies in Provo

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

Financial Services Companies in Provo

1. Fundwise Capital

Industry: Financial Services

Location: Provo, Utah

Website: fundwisecapital.com

Company Founded: 2016

Company Size: 51-200

Company Address: 1712 Eastbay Boulevard, Provo, Utah, United States

Fundwise Capital Contact Details

Name Title LinkedIn Phone Email
Niles Bollinger Funding Specialist
C.j Swanson Collaborator
Tiara Ronee Independent Affiliate
Benjamin Doxey President Of Sales
Jon Guy Funding Specialist
Payton Thomas Chief Of Business Development
Daniella Williams Funding Specialist
Requires/Intent and 18 more Employees
Sales & Lead Generation Strategy
Performance Tracking & KPI Analytics
and more

2. Goldpoint Systems

Industry: Financial Services

Location: Provo, Utah

Website: goldpointsystems.com

Company Founded: 2004

Company Size: 201-500

Company Address: 1525 West 820 North, Provo, Utah, United States

Goldpoint Systems Contact Details

Name Title LinkedIn Phone Email
Travis Skene Software Engineer
Kacie Jacobson Lead Business Analyst
Stephanie Mcnaught Web Developer And Developer Team Lead
Myra Lynch Account Manager
Jeremy White Senior Vice President Business Development And Inside Sales
Stephen Vrska Business Analyst
Frederick Javalera Software Developer
Requires/Intent and 42 more Employees
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Financial Planning & Retirement Solutions
Mobile App Development For Financial Services
Fraud Detection & Prevention
and more

3. Townsquare Capital

Industry: Financial Services

Location: Provo, Utah

Website: townsquarecapital.com

Company Size: 51-200

Company Address: 5314 River Run Drive, Provo, Utah, United States

Townsquare Capital Contact Details

Name Title LinkedIn Phone Email
Kurt Brown Chief Investment Officer
Joshua Flade Associate Portfolio Manager
Jason Jones Investment Advisor Representative
Robert Beck Investment Advisor Representative
Joel Drake Head Of Technology
Scott Graves Independent Financial Advisor
Jordan Miller Head Of Portfolio Strategy
Requires/Intent and 10 more Employees
API Integration For FinTech
Cybersecurity & Data Protection
Mortgage & Loan Processing
and more

4. Fps Gold

Industry: Financial Services

Location: Provo, Utah

Website: fps-gold.com

Company Founded: 1954

Company Size: 201-500

Company Address: 1525 West 820 North, Provo, Utah, United States

Fps Gold Contact Details

Name Title LinkedIn Phone Email
Matt Devisser President And Chief Executive Officer
Jeff Foster Senior Vice President Internet Development And Marketing
David Long Full Stack Developer
Sean De Visser Marketing Manager
Jason Sperry Client Services Account Manager
Mark Benson Senior Vice President Of Programming
Penny Walker Client Services Product Consultant
Requires/Intent and 18 more Employees
Securities Trading & Brokerage
Performance Tracking & KPI Analytics
and more

5. Check City

Industry: Financial Services

Location: Provo, Utah

Website: checkcity.com

Company Founded: 1986

Company Size: 501-1000

Check City Contact Details

Name Title LinkedIn Phone Email
Ketul Patel Data Scientist
Ray Packowski General Manager
Wendy Gibson Training And Communications Director
Brittany Makic Project Coordinator
Rachel Diamant District Manager
Julia Nikolova Tax Program Director - Check City Nevada
Jennifer Kammerman Compliance Officer
Requires/Intent and 125 more Employees
Quality Control & Assurance
Credit Rating & Analysis
Investment Advisory
and more

6. Clarke Capital Partners

Industry: Financial Services

Location: Provo, Utah

Company Founded: 2011

Company Size: 11-50

Clarke Capital Partners Contact Details

Name Title LinkedIn Phone Email
Matt Durham Vice President
John Krupa Managing Director
Andrew Thatcher Private Equity Analyst Intern
Andrea Clarke Managing Partner
Katherine Nuttall Analyst
Nathan Bennett Intern
Heidi White Senior Executive Assistant, Office Manager, Personal Assistant
Requires/Intent and 2 more Employees
Fraud Detection & Prevention
Loan Origination & Servicing Platforms
Business Strategy & Growth Consulting
Hedge Fund & Private Equity Consulting
and more

7. Softwise

Industry: Financial Services

Location: Provo, Utah

Website: softwiseonline.com

Company Size: 51-200

Company Address: 2474 North University Avenue, Provo, Utah, United States

Softwise Contact Details

Name Title LinkedIn Phone Email
Gordon Barlow Principal User Experience Designer
Spencer Musick Software Engineering Manager
Mak Ibrahim Software Engineer Ii
Collin Peterson Sql Server Database Administrator
Adam Gibbons Quality Assurance Engineer
John Watson Senior Software Architect
John Watson Senior Software Architect
Requires/Intent and 14 more Employees
Business Strategy & Growth Consulting
Sales & Lead Generation Strategy
Quality Control & Assurance
and more

8. Merrill Financial Associates

Industry: Financial Services

Location: Provo, Utah

Website: merrillfinancialassociates.com

Company Founded: 1991

Company Size: 11-50

Company Address: 3549 North University Avenue, Provo, Utah, United States

Merrill Financial Associates Contact Details

Name Title LinkedIn Phone Email
Andy Walker Financial Advisor
Greg Merrill Investment Advisor
Marshall Nelson Wealth Management Advisor
Hayley Strong Executive Assistant
Tanner Mcquiston Wealth Management Intern
Requires/Intent
Financial Forecasting & Modeling
Tax Planning & Strategy
Automation & Workflow Optimization
Marketing Services
and more

9. Wakeupnow

Industry: Financial Services

Location: Provo, Utah

Website: wakeupnow.com

Company Founded: 2009

Company Size: 51-200

Company Address: 5252 North Edgewood Drive, Provo, Utah, United States

Wakeupnow Contact Details

Name Title LinkedIn Phone Email
Maisha Rush Independent Business Owner
Josh Segers Ibo
Work Flow Independent Business Owner
Terrell Wallace Founder 4
Sami West Independent Business Owner
Marvin Miliken Independent Business Owner
Jarvis Harrod Independent Business Owner
Requires/Intent and 114 more Employees
Risk Assessment & Mitigation
Digital Payment & Subscription Solutions
ESG & Sustainable Finance Consulting
Branding & Public Relations
Employee Training & Workforce Development
and more

10. University Impact

Industry: Financial Services

Location: Provo, Utah

Company Founded: 2017

Company Size: 1-10

Company Address: 5314 River Run Drive, Provo, Utah, United States

University Impact Contact Details

Name Title LinkedIn Phone Email
Shandon Esplin Senior Associate
Scotty Peery Associate
Nicholas Van Slooten Impact Investing Analyst
Lauren Hanna Impact Investing Associate
Nathan Rock Senior Associate
Hyrum Grenny Associate
Requires/Intent
Quality Control & Assurance
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

11. Jamestown Wealth Management, Llc

Industry: Financial Services

Location: Provo, Utah

Website: jamestownwealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 3651 North 100 East, Provo, Utah, United States

Jamestown Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
John Buckley Financial Advisor
Requires/Intent
Technology Consulting
Tax Planning & Strategy
and more

12. Zen Payments Merchant Payment Processing Solutions

Industry: Financial Services

Location: Provo, Utah

Website: zenpayments.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3601 North University Avenue, Provo, Utah, United States

Zen Payments Merchant Payment Processing Solutions Contact Details

Name Title LinkedIn Phone Email
Taylor Stika Managing Partner And Chief Executive Officer
Chandler Alger Account Executive
Katy Knight Director Of Underwriting
Austin Lauritzen Operations Manager
Rebecca Petersen Receptionist
Requires/Intent
Investment Advisory
Performance Tracking & KPI Analytics
and more

13. Paragon Wealth Management

Industry: Financial Services

Location: Provo, Utah

Website: paragonwealth.com

Company Founded: 1986

Company Size: 1-10

Company Address: 3651 North 100 East, Provo, Utah, United States

Paragon Wealth Management Contact Details

Name Title LinkedIn Phone Email
Nathan White Chief Investment Officer
Allison Foster Client Services Coordinator
Nathan Brockbank Director Of Client Services
Katie Olive Client Services Coordinator
Requires/Intent
Tax Planning & Strategy
Mortgage & Loan Processing
Credit Rating & Analysis
and more

14. Collection Brokerage

Industry: Financial Services

Location: Provo, Utah

Website: collectionbrokerage.com

Company Founded: 2012

Company Size: 11-50

Company Address: 746 East 1910 South, Provo, Utah, United States

Collection Brokerage Contact Details

Name Title LinkedIn Phone Email
Shannon Brown Chief Operations Officer
Chris Wood Chief Technology Officer
Requires/Intent
Banking & Payment Processing
Performance Tracking & KPI Analytics
Portfolio Management
Loan Origination & Servicing Platforms
and more

15. Dynamic Payment Solutions

Industry: Financial Services

Location: Provo, Utah

Website: dynamicps.com

Company Size: 11-50

Company Address: 5072 North 300 West, Provo, Utah, United States

Dynamic Payment Solutions Contact Details

Name Title LinkedIn Phone Email
C Durango Alderson President
Requires/Intent
Cloud Computing Solutions
Loan Origination & Servicing Platforms
Digital Payment & Subscription Solutions
Risk Management & Compliance
Mobile App Development For Financial Services
and more

16. Wake Up Now Intl, Inc.

Industry: Financial Services

Location: Provo, Utah

Company Size: 201-500

Company Address: 5252 Edgewood Drive, Provo, Utah, United States

Wake Up Now Intl, Inc. Contact Details

Name Title LinkedIn Phone Email
Tammy Wiggins Independent Business Owner
Troy Rainey Independent Business Owner
Court Smith Divvee Social Network Affiliate
Darius James Ups
Alex Marion Ibo At Wake Up Now At Wake Up Now Intl, Inc
William Silos Changing Lifestyles Changing Lives
Nicolaes Clarke Ibo
Requires/Intent and 15 more Employees
Financial Auditing & Reporting
Financial Planning & Retirement Solutions
Credit Rating & Analysis
and more

17. Rcm Investments

Industry: Financial Services

Location: Provo, Utah

Website: rcminvestments.com

Company Founded: 2002

Company Size: 1-10

Company Address: 5132 North 300 West, Provo, Utah, United States

Rcm Investments Contact Details

Name Title LinkedIn Phone Email
Colin Hardy Financial Planning Associate
Requires/Intent
Financial Forecasting & Modeling
Banking & Payment Processing
Mergers & Acquisitions Advisory
Asset Management
Corporate Finance Strategy
and more

18. G.l. Hicks Financial, Llc

Industry: Financial Services

Location: Provo, Utah

Website: glhicks.com

Company Size: 1-10

Company Address: 5033 Riverpark Way, Provo, Utah, United States

G.l. Hicks Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Gary Hicks President
Requires/Intent
ESG & Sustainable Finance Consulting
Marketing Services
and more

19. Retirement Solutions Investments

Industry: Financial Services

Location: Provo, Utah

Company Founded: 2001

Company Size: 1-10

Company Address: 677 North 1890 West, Provo, Utah, United States

Retirement Solutions Investments Contact Details

Name Title LinkedIn Phone Email
Jacy Holt Office Administrator
Requires/Intent
Blockchain & Cryptocurrency Solutions
Risk Management & Compliance
Mergers & Acquisitions Advisory
Corporate Finance Strategy
Customer Relationship Management (CRM)
and more

20. Checknet

Industry: Financial Services

Location: Provo, Utah

Website: checknetinc.com

Company Founded: 1998

Company Size: 11-50

Company Address: 746 East 1910 South, Provo, Utah, United States

Checknet Contact Details

Name Title LinkedIn Phone Email
Kathy Reimschussel Client Services
Kelly Devenish Sales Executive, Owner
Sydney Gore Chief Operations Officer
Aubrie Hartvigsen Finance And Human Resources
Aubrie Harvigsen Operations
Tanner Barney Agent
Requires/Intent
Credit Rating & Analysis
Branding & Public Relations
and more

21. Smart Financial

Industry: Financial Services

Location: Provo, Utah

Website: besmartfinancial.com

Company Size: 1-10

Company Address: 101 North University Avenue, Provo, Utah, United States

Smart Financial Contact Details

Name Title LinkedIn Phone Email
Candace Riedelbach Marketing Specialist
Requires/Intent
Document Management & E-signature Solutions
Securities Trading & Brokerage
Employee Training & Workforce Development
Quality Control & Assurance
and more

22. Top Cfos

Industry: Financial Services

Location: Provo, Utah

Website: topcfos.com

Company Founded: 2012

Company Size: 1-10

Company Address: 455 North University Avenue, Provo, Utah, United States

Top Cfos Contact Details

Name Title LinkedIn Phone Email
Mckenna Gustafson Executive Assistant
Scott Russon Client Services Representative
Requires/Intent
Credit Rating & Analysis
Accounting Services
API Integration For FinTech
ERP For Financial Institutions
and more

23. Grim Reaper Broadheads

Industry: Financial Services

Location: Provo, Utah

Website: grimreaperbroadheads.com

Company Size: 1-10

Company Address: 1250 North 1750 West, Provo, Utah, United States

Grim Reaper Broadheads Contact Details

Name Title LinkedIn Phone Email
Amanda Pyle Deaf Mentor At Usdb And Manufacturer
Kim Jensen Shipping And Receiving Clerk
Requires/Intent
Employee Training & Workforce Development
Accounting Services
Cloud Computing Solutions
Quality Control & Assurance
Business Strategy & Growth Consulting
and more

24. Hudson Oaks Wealth Management

Industry: Financial Services

Location: Provo, Utah

Website: hudson-oaks.com

Company Size: 1-10

Company Address: 5314 River Run Drive, Provo, Utah, United States

Hudson Oaks Wealth Management Contact Details

Name Title LinkedIn Phone Email
Megan Alder Head Of Operations
Requires/Intent
Asset Management
Quality Control & Assurance
and more

25. Aurelia Group

Industry: Financial Services

Location: Provo, Utah

Website: epaypros.com

Company Founded: 2008

Company Size: 11-50

Aurelia Group Contact Details

Name Title LinkedIn Phone Email
Hunter Pierce Account Executive
Requires/Intent
Risk Management & Compliance
Technology Consulting
Risk Assessment & Mitigation
and more

26. Wexl Business Solutions

Industry: Financial Services

Location: Provo, Utah

Website: wexlsolutions.com

Company Size: 11-50

Company Address: 251 West River Park Drive, Provo, Utah, United States

Wexl Business Solutions Contact Details

Name Title LinkedIn Phone Email
Chelsea Smith Account Manager
Keith Jacobson Partner
Requires/Intent
Banking & Payment Processing
Securities Trading & Brokerage
Online Advertising & SEO
and more

27. Spyglass Capital, Llc

Industry: Financial Services

Location: Provo, Utah

Website: spyglasscapital.com

Company Founded: 2010

Company Size: 11-50

Company Address: 280 West Riverpark Drive, Provo, Utah, United States

Spyglass Capital, Llc Contact Details

Name Title LinkedIn Phone Email
John Lipp Controller
Requires/Intent
Tax Planning & Strategy
Treasury & Cash Flow Management
AI-powered Financial Insights
Omnichannel Customer Support
and more

28. Lift Credit

Industry: Financial Services

Location: Provo, Utah

Company Founded: 2013

Company Size: 11-50

Company Address: 3585 North University Avenue, Provo, Utah, United States

Lift Credit Contact Details

Name Title LinkedIn Phone Email
Cassidy Taylor Customer Advocate
Requires/Intent
Document Management & E-signature Solutions
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
Sales & Lead Generation Strategy
AI-powered Financial Insights
and more

29. Laptops Unlimited

Industry: Financial Services

Location: Provo, Utah

Company Size: 1-10

Company Address: 10 East 300 North, Provo, Utah, United States

Laptops Unlimited Contact Details

Name Title LinkedIn Phone Email
Spencer Faulkner Laptop Repair Technician And Os Troubleshooter
Requires/Intent
Fraud Detection & Prevention
Loan Origination & Servicing Platforms
Debt Collection & Recovery
Performance Tracking & KPI Analytics
Hedge Fund & Private Equity Consulting
and more

30. Halladay Apartments

Industry: Financial Services

Location: Provo, Utah

Company Size: 1-10

Company Address: 1427 North 1900 West, Provo, Utah, United States

Halladay Apartments Contact Details

Name Title LinkedIn Phone Email
Brindi Reed Office Assistant
Requires/Intent
Branding & Public Relations
Wealth Management
Compliance & Regulatory Advisory
Legal Compliance & Advisory
Corporate Finance Strategy
and more
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Provo Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Niles Bollinger Fundwise Capital Funding Specialist
2 C.j Swanson Fundwise Capital Collaborator
3 Tiara Ronee Fundwise Capital Independent Affiliate
4 Benjamin Doxey Fundwise Capital President Of Sales
5 Jon Guy Fundwise Capital Funding Specialist
6 Payton Thomas Fundwise Capital Chief Of Business Development
7 Daniella Williams Fundwise Capital Funding Specialist
8 Travis Skene Goldpoint Systems Software Engineer
9 Kacie Jacobson Goldpoint Systems Lead Business Analyst
10 Stephanie Mcnaught Goldpoint Systems Web Developer And Developer Team Lead
11 Myra Lynch Goldpoint Systems Account Manager
12 Jeremy White Goldpoint Systems Senior Vice President Business Development And Inside Sales
13 Stephen Vrska Goldpoint Systems Business Analyst
14 Frederick Javalera Goldpoint Systems Software Developer
15 Kurt Brown Townsquare Capital Chief Investment Officer
16 Joshua Flade Townsquare Capital Associate Portfolio Manager
17 Jason Jones Townsquare Capital Investment Advisor Representative
18 Robert Beck Townsquare Capital Investment Advisor Representative
19 Joel Drake Townsquare Capital Head Of Technology
20 Scott Graves Townsquare Capital Independent Financial Advisor
21 Jordan Miller Townsquare Capital Head Of Portfolio Strategy
22 Matt Devisser Fps Gold President And Chief Executive Officer
23 Jeff Foster Fps Gold Senior Vice President Internet Development And Marketing
24 David Long Fps Gold Full Stack Developer
25 Sean De Visser Fps Gold Marketing Manager
26 Jason Sperry Fps Gold Client Services Account Manager
27 Mark Benson Fps Gold Senior Vice President Of Programming
28 Penny Walker Fps Gold Client Services Product Consultant
29 Ketul Patel Check City Data Scientist
30 Ray Packowski Check City General Manager
31 Wendy Gibson Check City Training And Communications Director
32 Brittany Makic Check City Project Coordinator
33 Rachel Diamant Check City District Manager
34 Julia Nikolova Check City Tax Program Director - Check City Nevada
35 Jennifer Kammerman Check City Compliance Officer
36 Matt Durham Clarke Capital Partners Vice President
37 John Krupa Clarke Capital Partners Managing Director
38 Andrew Thatcher Clarke Capital Partners Private Equity Analyst Intern
39 Andrea Clarke Clarke Capital Partners Managing Partner
40 Katherine Nuttall Clarke Capital Partners Analyst

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