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

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
and 1 more Employees

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

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
and 2 more Employees

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
and 1 more Employees

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

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

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

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

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

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

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

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