Top 20 Investment Banking Companies in Utah

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Below is the list of Top 20 Investment Banking Companies in Utah ranked based on company size, client reviews, services, and awards.

Investment Banking Companies in Utah

1. Custom Business Sales, Llc

Industry: Investment Banking

Location: Utah

Website: custombusinesssales.com

Company Founded: 2009

Company Size: 1-10

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

Custom Business Sales, Llc Contact Details

Name Title LinkedIn Phone Email
Jared Barfuss Business Broker | Owner
Requires/Intent
Cloud Hosting
AI-Powered Portfolio Management
AI
Blockchain For Secure Transactions
and more

2. Park City Angels

Industry: Investment Banking

Location: Utah

Website: parkcityangels.com

Company Founded: 2007

Company Size: 11-50

Park City Angels Contact Details

Name Title LinkedIn Phone Email
Burton Kloster Member
Donald Roll Treasurer - Board Member
Bree Jones Member
Frank Weinrauch Member
Kevin Huang Deal Monitor
John Kingry Investor
Patrick Acton Abc
Requires/Intent and 1 more Employees
Blockchain For Secure Fund Transfers
CRM Systems
Cloud Hosting
AI Chatbots
SEO
and more

3. Orchard Securities

Industry: Investment Banking

Location: Utah

Website: orchardsecurities.com

Company Founded: 2005

Company Size: 11-50

Company Address: 365 South Garden Grove Lane, Pleasant Grove, Utah, United States

Orchard Securities Contact Details

Name Title LinkedIn Phone Email
Taylor Garrett President
J Bucky Heiden Vice President Of Sales
Requires/Intent
Blockchain For Secure Fund Transfers
Market Research
AI-Based Predictive Analytics For Market Trends
and more

4. North Capital Private Securities Corporation

Industry: Investment Banking

Location: Utah

Website: norcapsecurities.com

Company Founded: 2010

Company Size: 11-50

Company Address: 623 East Fort Union Boulevard, Salt Lake City, Utah, United States

North Capital Private Securities Corporation Contact Details

Name Title LinkedIn Phone Email
Minh Le Principal, Research And Due Diligence
Sara Borazan Managing Director, Head Of Business Development
Priyanka Singh Project Manager
Nikki Gilbreth Director Of Business Development
Linsey Harkness Managing Director
Jana Kirwel Associate
Jessi Mills Director, Operations And Custody
Requires/Intent and 2 more Employees
AI
AI-Based Alternative Investment Strategies
Technology
and more

5. Dfpg Investments, Inc.

Industry: Investment Banking

Location: Utah

Website: dfpg.com

Company Founded: 2010

Company Size: 11-50

Company Address: 9017 South Riverside Drive, Sandy, Utah, United States

Dfpg Investments, Inc. Contact Details

Name Title LinkedIn Phone Email
Nick Hansen Chief Marketing Officer
Maff Michele M. Laws Registered Representative
Dave Laga Chief Investment Officer
Nathan Rydalch Registered Representative
Brad Anderson Chief Compliance Officer
Nathan Wade Associate Investment Analyst
Shelley Smith Exceutive Assistant
Requires/Intent and 1 more Employees
Public Relations
Blockchain For Secure Transactions
and more

6. United Mergers & Acquisitions

Industry: Investment Banking

Location: Utah

Website: unitedmanda.com

Company Size: 11-50

Company Address: 6985 South Union Park Avenue, Salt Lake City, Utah, United States

United Mergers & Acquisitions Contact Details

Name Title LinkedIn Phone Email
Michael Drury President
Dean Dinas Research Director
Michael Mojica Mergers And Acquisitions Intermediary
Requires/Intent
AI-Powered Fundraising Strategies
AI-Based Hedge Fund Analytics
Cloud Hosting
and more

7. Cottonwood Equity Investments, Llc

Industry: Investment Banking

Location: Utah

Website: cottonwoodequity.com

Company Founded: 2012

Company Size: 11-50

Company Address: 299 South Main Street, Salt Lake City, Utah, United States

Cottonwood Equity Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Jake Morley Controller
Chet Thomas Manager
Requires/Intent
Sales
Customer Relationship Management
AI-Based Alternative Investment Strategies
HR & Payroll Services
AI-Based Risk Analysis & Mitigation
and more

8. Blue Sky Business Resources

Industry: Investment Banking

Location: Utah

Website: blueskyadvisors.net

Company Founded: 2013

Company Size: 11-50

Company Address: 512 East 4500 South, Salt Lake City, Utah, United States

Blue Sky Business Resources Contact Details

Name Title LinkedIn Phone Email
Amy Lasala Vice President Of Operations
Requires/Intent
AI-Based Fraud Detection & Prevention
Smart AI-Based Compliance & Regulatory Reporting
and more

9. Zions Direct, Inc.

Industry: Investment Banking

Location: Utah

Website: zionsdirect.com

Company Founded: 1986

Company Size: 11-50

Company Address: 1 South Main Street, Salt Lake City, Utah, United States

Zions Direct, Inc. Contact Details

Name Title LinkedIn Phone Email
Jarrett Nielsen Investment Representative
Requires/Intent
AI-Powered Fundraising Strategies
Technology
and more

10. Indpendent Stock Market

Industry: Investment Banking

Location: Utah

Website: independentstocks.com

Company Founded: 2010

Company Size: 11-50

Company Address: 563 West 500 South, Bountiful, Utah, United States

Indpendent Stock Market Contact Details

Name Title LinkedIn Phone Email
Jason Allred Senior Executive At Indpendent Stock Market
Les Titus Vice President At Indpendent Stock Market
Deo Lysander Day Trader And Stock Analyst At Indpendent Stock Market
Requires/Intent
Financial Management
Public Relations
and more

11. Nannies Unlimited

Industry: Investment Banking

Location: Utah

Website: nannies-unlimited.com

Company Size: 1-10

Company Address: P/o Box 251, American Fork, Utah, United States

Nannies Unlimited Contact Details

Name Title LinkedIn Phone Email
Autumn Legate Preschool Lead And Supervisor
Requires/Intent
IT Support
AI-Powered Portfolio Management
IoT
SEO
AI-Driven Personalized Financial Advisory
and more

12. Bridge Investment Group Partners, Llc

Industry: Investment Banking

Location: Utah

Company Founded: 2009

Company Size: 1-10

Company Address: 5295 Commerce Drive, Salt Lake City, Utah, United States

Bridge Investment Group Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Viola Edge Accountant
Requires/Intent
AI-Powered Fundraising Strategies
Data Security
and more
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Utah Investment Banking Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jared Barfuss Custom Business Sales, Llc Business Broker | Owner
2 Burton Kloster Park City Angels Member
3 Donald Roll Park City Angels Treasurer - Board Member
4 Bree Jones Park City Angels Member
5 Frank Weinrauch Park City Angels Member
6 Kevin Huang Park City Angels Deal Monitor
7 John Kingry Park City Angels Investor
8 Patrick Acton Park City Angels Abc
9 Taylor Garrett Orchard Securities President
10 J Bucky Heiden Orchard Securities Vice President Of Sales
11 Minh Le North Capital Private Securities Corporation Principal, Research And Due Diligence
12 Sara Borazan North Capital Private Securities Corporation Managing Director, Head Of Business Development
13 Priyanka Singh North Capital Private Securities Corporation Project Manager
14 Nikki Gilbreth North Capital Private Securities Corporation Director Of Business Development
15 Linsey Harkness North Capital Private Securities Corporation Managing Director
16 Jana Kirwel North Capital Private Securities Corporation Associate
17 Jessi Mills North Capital Private Securities Corporation Director, Operations And Custody
18 Nick Hansen Dfpg Investments, Inc. Chief Marketing Officer
19 Maff Michele M. Laws Dfpg Investments, Inc. Registered Representative
20 Dave Laga Dfpg Investments, Inc. Chief Investment Officer
21 Nathan Rydalch Dfpg Investments, Inc. Registered Representative
22 Brad Anderson Dfpg Investments, Inc. Chief Compliance Officer
23 Nathan Wade Dfpg Investments, Inc. Associate Investment Analyst
24 Shelley Smith Dfpg Investments, Inc. Exceutive Assistant
25 Michael Drury United Mergers & Acquisitions President
26 Dean Dinas United Mergers & Acquisitions Research Director
27 Michael Mojica United Mergers & Acquisitions Mergers And Acquisitions Intermediary
28 Jake Morley Cottonwood Equity Investments, Llc Controller
29 Chet Thomas Cottonwood Equity Investments, Llc Manager
30 Amy Lasala Blue Sky Business Resources Vice President Of Operations
31 Jarrett Nielsen Zions Direct, Inc. Investment Representative
32 Jason Allred Indpendent Stock Market Senior Executive At Indpendent Stock Market
33 Les Titus Indpendent Stock Market Vice President At Indpendent Stock Market
34 Deo Lysander Indpendent Stock Market Day Trader And Stock Analyst At Indpendent Stock Market
35 Autumn Legate Nannies Unlimited Preschool Lead And Supervisor
36 Viola Edge Bridge Investment Group Partners, Llc Accountant

Investment Banking companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Banking Companies in Alabama 58
2 Investment Banking Companies in Alaska 5
3 Investment Banking Companies in Arizona 63
4 Investment Banking Companies in Arkansas 290
5 Investment Banking Companies in California 629
6 Investment Banking Companies in Colorado 149
7 Investment Banking Companies in Connecticut 90
8 Investment Banking Companies in Florida 65
9 Investment Banking Companies in Georgia 90
10 Investment Banking Companies in Idaho 6
11 Investment Banking Companies in Illinois 417
12 Investment Banking Companies in Indiana 18
13 Investment Banking Companies in Iowa 8
14 Investment Banking Companies in Kansas 29
15 Investment Banking Companies in Kentucky 5
16 Investment Banking Companies in Louisiana 24
17 Investment Banking Companies in Maryland 107
18 Investment Banking Companies in Massachusetts 170
19 Investment Banking Companies in Michigan 24
20 Investment Banking Companies in Minnesota 225
21 Investment Banking Companies in Missouri 59
22 Investment Banking Companies in Nevada 13
23 Investment Banking Companies in New Hampshire 8
24 Investment Banking Companies in New Jersey 46
25 Investment Banking Companies in New Mexico 12
26 Investment Banking Companies in New York 6598
27 Investment Banking Companies in North Carolina 18
28 Investment Banking Companies in Ohio 181
29 Investment Banking Companies in Oklahoma 20
30 Investment Banking Companies in Oregon 41
31 Investment Banking Companies in Pennsylvania 48
32 Investment Banking Companies in Tennessee 132
33 Investment Banking Companies in Texas 43
34 Investment Banking Companies in Virginia 301
35 Investment Banking Companies in Washington 23
36 Investment Banking Companies in Wisconsin 73
37 Investment Banking Companies in District Of Columbia 50

Investment Banking companies in different cities of Utah

No. Cities Number of Contacts Download
1 Investment Banking Companies in Salt Lake City 294