Top 40 Financial Services Companies in Sandy

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Below is the list of Top 40 Financial Services Companies in Sandy ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Sandy

1. Bridge Investment Group

Industry: Financial Services

Location: Sandy, Utah

Website: bridge-igh.com

Company Founded: 2009

Company Size: 1001-5000

Company Address: 111 East Sego Lily Drive, Sandy, Utah, United States

Bridge Investment Group Contact Details

Name Title LinkedIn Phone Email
Scott Cardenas Chief Information Officer And Chief Technology Officer
Daniela Vallarelli Property Manager
Russ Minnick President And Principal
Ross Rudd Director - Technology And Innovation
Riley Evans Accountant And Finance
Preston Jacobson Vice President
Scott Kirk Vice President And Director | Financial Planning And Analysis
Requires/Intent and 101 more Employees
ERP For Financial Institutions
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
and more

2. Citywide Home Loans

Industry: Financial Services

Location: Sandy, Utah

Website: joincitywidehomeloans.com

Company Founded: 1998

Company Size: 501-1000

Company Address: 9785 South Monroe Street, Sandy, Utah, United States

Citywide Home Loans Contact Details

Name Title LinkedIn Phone Email
Ben Lemon Branch Manager And Mortgage Professional
Amy Swaney Branch Manager
Quinn Richins Vice President Of Marketing And Senior Loan Officer
Chet Bouwhuis Mortgage Consultant
Brandon Welch Regional Manager
Bruce Warburton Senior Loan Officer
Jordan Hodges Branch Manager
Requires/Intent and 237 more Employees
Loan Origination & Servicing Platforms
Corporate Finance Strategy
and more

3. Med One Group

Industry: Financial Services

Location: Sandy, Utah

Website: medonecapital.com

Company Founded: 1991

Company Size: 51-200

Company Address: 10712 South 1300 East, Sandy, Utah, United States

Med One Group Contact Details

Name Title LinkedIn Phone Email
Amy Seal Talent Aquisition
Leslie Snavely Board Member
Grady Brown Vice President Of Human Resources
Lane Summerhays Director
Troy Tait Senior Vice President
Larry Stevens President - Leasing Division
Joshua Lampropoulos Account Executive
Requires/Intent and 27 more Employees
Cloud Computing Solutions
Financial Auditing & Reporting
Fraud Detection & Prevention
and more

4. Ranlife Home Loans

Industry: Financial Services

Location: Sandy, Utah

Website: ranlife.com

Company Founded: 2001

Company Size: 51-200

Company Address: 9272 South 700 East, Sandy, Utah, United States

Ranlife Home Loans Contact Details

Name Title LinkedIn Phone Email
Brady Johnson Realtor And Team Lead Manager
Jesse Williams Loan Officer
Rich Tripp Realtor
Sacoya Lyman Nmls Licensed Loan Officer, Id# 1423125
Kendall Fujioka Mortgage Loan Officer
Jesse Curtis Sales Manager And Loan Officer
A.c Brown Senior Loan Officer
Requires/Intent and 52 more Employees
Employee Training & Workforce Development
Technology Consulting
Accounting Services
and more

5. Momentum Loans

Industry: Financial Services

Location: Sandy, Utah

Website: momentumloans.com

Company Size: 51-200

Company Address: 9490 South 300 West, Sandy, Utah, United States

Momentum Loans Contact Details

Name Title LinkedIn Phone Email
Tamara Torkelsen Branch Manager
Toni Davis Mortgage Loan Originator
Alm Dave Carnahan Senior Loan Officer
Thomas Grant Senior Loan Officer And Branch Manager
Steven Fuller Accounting And Lock Desk
Lance Miller President
Chase Freebairn Loan Officer
Requires/Intent and 12 more Employees
Treasury & Cash Flow Management
Mobile App Development For Financial Services
and more

6. Chargeback

Industry: Financial Services

Location: Sandy, Utah

Company Founded: 2007

Company Size: 51-200

Company Address: 9815 South Monroe Street, Sandy, Utah, United States

Chargeback Contact Details

Name Title LinkedIn Phone Email
Steve Anderson Account Executive
Scott Schlegel Chief Technology Officer And Head Of Product
Matt Born Director Of Product Design
Jeremy Banks Senior Product Manager
Jase Whipp Senior Devops Engineer
Jennifer Black-janke Vice President Marketing
Angela Jenkins Operations Manager
Requires/Intent and 17 more Employees
Marketing Services
Wealth Management
AI-powered Financial Insights
and more

7. Diversified Financial Services Inc.

Industry: Financial Services

Location: Sandy, Utah

Website: mydfsloan.com

Company Founded: 2008

Company Size: 11-50

Company Address: 18 East Main, Sandy, Utah, United States

Diversified Financial Services Inc. Contact Details

Name Title LinkedIn Phone Email
Marcus Truscott Principal Lending Manager ~ Consultant
Judd Bateman Mortgage Loan Originator
Corey Rector Vice President Of It And Operations
Mike Johnson Loan Consultant
Gene Geer Underwriter And Claims Representative And Agent
Josh Hagan Vice President - Credit
Kristina Edinger Licensing Coordinator
Requires/Intent and 22 more Employees
Loan Origination & Servicing Platforms
Accounting Services
and more

8. Arivo Acceptance

Industry: Financial Services

Location: Sandy, Utah

Website: arivo.com

Company Founded: 2017

Company Size: 51-200

Company Address: P/o Box 708310, Sandy, Utah, United States

Arivo Acceptance Contact Details

Name Title LinkedIn Phone Email
Amy Teuscher Director Of Dealer Support
Dana Mitchell Senior Vice President Of Loan Originations
Dana Richards Manager
Michael Gustafson Vice President, Capital Markets
Nancy Rose Human Resources Talent And Culture Manager
Robert Avery Chief Executive Officer
Andrew Hall Controller
Requires/Intent and 11 more Employees
Document Management & E-signature Solutions
Accounting Services
Loan Origination & Servicing Platforms
Blockchain & Cryptocurrency Solutions
Customer Relationship Management (CRM)
and more

9. Axiom Financial

Industry: Financial Services

Location: Sandy, Utah

Website: axiomfinancial.com

Company Founded: 1996

Company Size: 51-200

Company Address: 9350 South 150 East, Sandy, Utah, United States

Axiom Financial Contact Details

Name Title LinkedIn Phone Email
Shauna Judd Mortgage Consultant
Russ Marchant Mortgage Consultant
Susan Gifford Loan Consultant
Missy Fuller-brady Loan Officer
Sandy Juen Senior Mortgage Loan Consultant And Branch Lending Manager
Natalie Taylor Senior Loan Specialist
Michelle Hodges Mortgage Consultant
Requires/Intent and 30 more Employees
Mobile App Development For Financial Services
Securities Trading & Brokerage
Cybersecurity & Data Protection
Hedge Fund & Private Equity Consulting
and more

10. Jordan Federal Credit Union

Industry: Financial Services

Location: Sandy, Utah

Website: jordan-cu.org

Company Founded: 1950

Company Size: 51-200

Company Address: 9260 South 300 East, Sandy, Utah, United States

Jordan Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Landon Bradfield Executive Vice President Of Marketing And Communications
Lindsey Merritt President
Douglas Jenson Account Processing Manager
James Nelson Branch Manager
Corinne Zander Internal Auditor
Heather Johnson Commercial Loan Officer
Amy Winkler Mortgage Officer
Requires/Intent and 14 more Employees
Securities Trading & Brokerage
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
Banking & Payment Processing
and more

11. Porch Financial

Industry: Financial Services

Location: Sandy, Utah

Website: porchfinancial.com

Company Founded: 2013

Company Size: 1-10

Company Address: 126 West Sego Lily, Sandy, Utah, United States

Porch Financial Contact Details

Name Title LinkedIn Phone Email
Sean Tyler User Experience And User Interface Designer
Grant Rowan Chief Executive Officer And Founder Porch Financial Services And Software
Kyle Skinner Automated Quality Assurance Manager
Kyle Ferran Director Of Engineering
Requires/Intent
Cloud Computing Solutions
Financial Auditing & Reporting
Treasury & Cash Flow Management
and more

12. Enium

Industry: Financial Services

Location: Sandy, Utah

Website: enium.com

Company Founded: 2013

Company Size: 11-50

Company Address: 7927 South High Point Parkway, Sandy, Utah, United States

Enium Contact Details

Name Title LinkedIn Phone Email
Gary Aquilla Chief Operating Officer
Francisco Aravena Director Of It
Noble Crowfoot Vice President, Strategic Partnerships
Carissa Barlow Social Media Manager
Requires/Intent
Marketing Services
Omnichannel Customer Support
Tax Planning & Strategy
Legal Compliance & Advisory
Performance Tracking & KPI Analytics
and more

13. 401k Advisors Intermountain

Industry: Financial Services

Location: Sandy, Utah

Website: 401kadvisorsintermountain.com

Company Founded: 1989

Company Size: 11-50

Company Address: 8706 South 700 East, Sandy, Utah, United States

401k Advisors Intermountain Contact Details

Name Title LinkedIn Phone Email
Brad Davis Director, Personal Retirement Planning
Michael Esselman Director Of Investments
Holli Streck Client Relationship Manager
Lexie Van Orden Retirement Planning Coordinator
Shurene Chynoweth Administrative Assistant
Requires/Intent
Debt Collection & Recovery
Cybersecurity & Data Protection
and more

14. Foresight Wealth Management Llc

Industry: Financial Services

Location: Sandy, Utah

Website: foresightmgt.com

Company Founded: 2002

Company Size: 11-50

Company Address: 8915 South 700 East, Sandy, Utah, United States

Foresight Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
David Wrigley Partner | Chief Investment Officer
Andrew Rigby Senior Financial Advisor - Partner
Meg Damron Peterson - Operations Manager
Meg Peterson Operations Manager
Chace Adams Investment Advisor
Jeff Draper Director Of 401 Plans
Sharon Holloway Administrative Assistant
Requires/Intent and 1 more Employees
Risk Management & Compliance
Quality Control & Assurance
HR & Talent Acquisition
ESG & Sustainable Finance Consulting
Wealth Management
and more

15. Net Worth Advisory Group

Industry: Financial Services

Location: Sandy, Utah

Website: networthadvice.com

Company Founded: 2003

Company Size: 11-50

Company Address: 9980 South 300 West, Sandy, Utah, United States

Net Worth Advisory Group Contact Details

Name Title LinkedIn Phone Email
Curtiss Smith Certified Financial Planner
Lon Jefferies Fee Only Certified Financial Planner
Leann Veltri Client Support Manager
Mckenna Jacobsen Client Service Manager
Eryka Helsten Client Services Manager
Robby White Cfp Assistant
Requires/Intent
Credit Rating & Analysis
Omnichannel Customer Support
and more

16. Capita Financial Network

Industry: Financial Services

Location: Sandy, Utah

Website: capitaonline.com

Company Founded: 2008

Company Size: 11-50

Company Address: 9980 South 300 West, Sandy, Utah, United States

Capita Financial Network Contact Details

Name Title LinkedIn Phone Email
Michael Littledike President
Tyler Schenk Support Staff
Tyler Schenk Support Staff
Tyler Schenk Support Staff
Requires/Intent
Marketing Services
Performance Tracking & KPI Analytics
API Integration For FinTech
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
and more

17. Irismind

Industry: Financial Services

Location: Sandy, Utah

Website: irismind.com

Company Founded: 2015

Company Size: 1-10

Company Address: 8610 Sandy Parkway, Sandy, Utah, United States

Irismind Contact Details

Name Title LinkedIn Phone Email
Jayson Uffens Founder And Chief Executive Officer
Brett Beardall Front End Software Engineer
Requires/Intent
Credit Rating & Analysis
Fraud Detection & Prevention
Financial Forecasting & Modeling
Quality Control & Assurance
and more

18. South Towne Mortgage

Industry: Financial Services

Location: Sandy, Utah

Website: southtownemortgage.com

Company Founded: 2019

Company Size: 1-10

Company Address: 11075 South State Street, Sandy, Utah, United States

South Towne Mortgage Contact Details

Name Title LinkedIn Phone Email
Scott Roberts Director Of Operations And Compliance
Jed Nielsen Loan Officer
Requires/Intent
Mortgage & Loan Processing
Accounting Services
Portfolio Management
Cybersecurity & Data Protection
and more

19. Cinch Home Loans

Industry: Financial Services

Location: Sandy, Utah

Website: cinchhomeloans.com

Company Founded: 2011

Company Size: 1-10

Company Address: 10708 South 1300 East, Sandy, Utah, United States

Cinch Home Loans Contact Details

Name Title LinkedIn Phone Email
D Trace Wilkinson Senior Loan Officer
Rourk Mcrae Loan Officer And Primary Lending Manager
Requires/Intent
Blockchain & Cryptocurrency Solutions
Investment Advisory
ESG & Sustainable Finance Consulting
and more

20. Lincoln Institute Of Financial Empowerment (life)

Industry: Financial Services

Location: Sandy, Utah

Website: lincolnlifecenter.com

Company Founded: 2013

Company Size: 11-50

Company Address: 230 West Towne Ridge Parkway, Sandy, Utah, United States

Lincoln Institute Of Financial Empowerment (life) Contact Details

Name Title LinkedIn Phone Email
Millika Grant Compliance
Ed Anderson Business Strategist
Madison Packer Project Manager
Marissa Cann Office Assistant
Brandy Hanson Compliance Manager
Nathaly Calderon Design
Requires/Intent
Blockchain & Cryptocurrency Solutions
Hedge Fund & Private Equity Consulting
Mergers & Acquisitions Advisory
Cloud Computing Solutions
and more

21. Apio Technologies, Inc.

Industry: Financial Services

Location: Sandy, Utah

Company Founded: 2016

Company Size: 11-50

Apio Technologies, Inc. Contact Details

Name Title LinkedIn Phone Email
Kevin Anderson Principal Software Engineer
Annalisa Lewis Software Engineer
Requires/Intent
Securities Trading & Brokerage
Risk Assessment & Mitigation
and more

22. Coind Consulting Group

Industry: Financial Services

Location: Sandy, Utah

Website: coindcg.com

Company Founded: 2017

Company Size: 1-10

Company Address: 9980 South 300 West, Sandy, Utah, United States

Coind Consulting Group Contact Details

Name Title LinkedIn Phone Email
Luke Lambourne Principal Consultant
Requires/Intent
Quality Control & Assurance
Performance Tracking & KPI Analytics
API Integration For FinTech
Cloud Computing Solutions
ESG & Sustainable Finance Consulting
and more

23. Olympus Peaks Financial, Llc

Industry: Financial Services

Location: Sandy, Utah

Website: olympuspeaks.com

Company Size: 1-10

Company Address: 9035 South 1300 East, Sandy, Utah, United States

Olympus Peaks Financial, Llc Contact Details

Name Title LinkedIn Phone Email
R Troy Maxfield Managing Partner
Cameron Kennedy Financial Advisor
Requires/Intent
Debt Collection & Recovery
Legal Compliance & Advisory
and more

24. Royal Alliance Financial Services

Industry: Financial Services

Location: Sandy, Utah

Website: rlbebo.com

Company Size: 11-50

Royal Alliance Financial Services Contact Details

Name Title LinkedIn Phone Email
Edward Sullivan Certified Financial Planner
Michelle Letch Independent Financial Consultant - Financial Advisor
Michael Lagratta Insurance Agent And Financial Advisor
Requires/Intent
Automation & Workflow Optimization
ESG & Sustainable Finance Consulting
ERP For Financial Institutions
Fraud Detection & Prevention
Risk Management & Compliance
and more

25. Walston Advisory Firm

Industry: Financial Services

Location: Sandy, Utah

Website: walstonadvisoryfirm.com

Company Founded: 2017

Company Size: 1-10

Company Address: 9690 South 300 West, Sandy, Utah, United States

Walston Advisory Firm Contact Details

Name Title LinkedIn Phone Email
David Walston Founder And Chief Executive Officer
Requires/Intent
Debt Collection & Recovery
Risk Assessment & Mitigation
and more

26. Equihome Mortgage

Industry: Financial Services

Location: Sandy, Utah

Website: equihomemortgage.com

Company Founded: 2017

Company Size: 1-10

Company Address: 9980 South 300 West, Sandy, Utah, United States

Equihome Mortgage Contact Details

Name Title LinkedIn Phone Email
Katelyn Brenner Vice President Of Operations
Alex Osborne Mortgage Loan Processor
Requires/Intent
Credit Rating & Analysis
Fraud Detection & Prevention
Banking & Payment Processing
and more

27. New Line Mortgage

Industry: Financial Services

Location: Sandy, Utah

Website: newlineadvantage.com

Company Size: 1-10

New Line Mortgage Contact Details

Name Title LinkedIn Phone Email
Chad Evans Account Executive
Holly Davis Underwriter
Wayne Heady Underwriter
Dan Davis Account Executive
Brian Jorgensen Mortgage Underwriter
Devin Fahrner Account Executive
Brian Jorgensen Underwriter
Requires/Intent and 1 more Employees
Hedge Fund & Private Equity Consulting
Debt Collection & Recovery
and more

28. Wealth Beyond Wall Street

Industry: Financial Services

Location: Sandy, Utah

Website: wealthbeyondwallstreet.com

Company Founded: 2009

Company Size: 11-50

Wealth Beyond Wall Street Contact Details

Name Title LinkedIn Phone Email
Colleen Fitzgerald Independent Insurance Agent
Requires/Intent
Hedge Fund & Private Equity Consulting
Online Advertising & SEO
HR & Talent Acquisition
Automation & Workflow Optimization
Portfolio Management
and more

29. Automated Payment Systems

Industry: Financial Services

Location: Sandy, Utah

Website: aps123.com

Company Founded: 1987

Company Size: 11-50

Company Address: 870 East 9400 South, Sandy, Utah, United States

Automated Payment Systems Contact Details

Name Title LinkedIn Phone Email
Steve Romney President, Alpine Management Inc Dba Automated Payment Systems
Requires/Intent
Banking & Payment Processing
Treasury & Cash Flow Management
Debt Collection & Recovery
Hedge Fund & Private Equity Consulting
Wealth Management
and more

30. Modern Payments

Industry: Financial Services

Location: Sandy, Utah

Company Size: 1-10

Modern Payments Contact Details

Name Title LinkedIn Phone Email
Warren Tew Controller
Jason Taylor Owner
Requires/Intent
Blockchain & Cryptocurrency Solutions
Financial Planning & Retirement Solutions
and more

31. Yuletide Greetings

Industry: Financial Services

Location: Sandy, Utah

Company Size: 1-10

Company Address: 11552 Colchester Drive, Sandy, Utah, United States

Yuletide Greetings Contact Details

Name Title LinkedIn Phone Email
Ali Branan Owner
Requires/Intent
Cloud Computing Solutions
Risk Management & Compliance
Financial Planning & Retirement Solutions
and more

32. Western Corrections

Industry: Financial Services

Location: Sandy, Utah

Website: westerncorrections.com

Company Size: 1-10

Company Address: 9035 South 700 East, Sandy, Utah, United States

Western Corrections Contact Details

Name Title LinkedIn Phone Email
Joann Bradley Administrative Secretary
Requires/Intent
Customer Relationship Management (CRM)
Digital Payment & Subscription Solutions
Omnichannel Customer Support
and more
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Sandy Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Scott Cardenas Bridge Investment Group Chief Information Officer And Chief Technology Officer
2 Daniela Vallarelli Bridge Investment Group Property Manager
3 Russ Minnick Bridge Investment Group President And Principal
4 Ross Rudd Bridge Investment Group Director - Technology And Innovation
5 Riley Evans Bridge Investment Group Accountant And Finance
6 Preston Jacobson Bridge Investment Group Vice President
7 Scott Kirk Bridge Investment Group Vice President And Director | Financial Planning And Analysis
8 Ben Lemon Citywide Home Loans Branch Manager And Mortgage Professional
9 Amy Swaney Citywide Home Loans Branch Manager
10 Quinn Richins Citywide Home Loans Vice President Of Marketing And Senior Loan Officer
11 Chet Bouwhuis Citywide Home Loans Mortgage Consultant
12 Brandon Welch Citywide Home Loans Regional Manager
13 Bruce Warburton Citywide Home Loans Senior Loan Officer
14 Jordan Hodges Citywide Home Loans Branch Manager
15 Amy Seal Med One Group Talent Aquisition
16 Leslie Snavely Med One Group Board Member
17 Grady Brown Med One Group Vice President Of Human Resources
18 Lane Summerhays Med One Group Director
19 Troy Tait Med One Group Senior Vice President
20 Larry Stevens Med One Group President - Leasing Division
21 Joshua Lampropoulos Med One Group Account Executive
22 Brady Johnson Ranlife Home Loans Realtor And Team Lead Manager
23 Jesse Williams Ranlife Home Loans Loan Officer
24 Rich Tripp Ranlife Home Loans Realtor
25 Sacoya Lyman Ranlife Home Loans Nmls Licensed Loan Officer, Id# 1423125
26 Kendall Fujioka Ranlife Home Loans Mortgage Loan Officer
27 Jesse Curtis Ranlife Home Loans Sales Manager And Loan Officer
28 A.c Brown Ranlife Home Loans Senior Loan Officer
29 Tamara Torkelsen Momentum Loans Branch Manager
30 Toni Davis Momentum Loans Mortgage Loan Originator
31 Alm Dave Carnahan Momentum Loans Senior Loan Officer
32 Thomas Grant Momentum Loans Senior Loan Officer And Branch Manager
33 Steven Fuller Momentum Loans Accounting And Lock Desk
34 Lance Miller Momentum Loans President
35 Chase Freebairn Momentum Loans Loan Officer
36 Steve Anderson Chargeback Account Executive
37 Scott Schlegel Chargeback Chief Technology Officer And Head Of Product
38 Matt Born Chargeback Director Of Product Design
39 Jeremy Banks Chargeback Senior Product Manager
40 Jase Whipp Chargeback Senior Devops Engineer

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