Top 100 Investment Management Startups And Companies in Utah

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Below is the list of Top 100 Investment Management Startups And Companies in Utah ranked based on company size, client reviews, services, and awards.

Investment Management Startups And Companies in Utah

1. Wasatch Advisors

Industry: Investment Management

Location: Utah

Website: wasatchfunds.com

Company Founded: 1975

Company Size: 51-200

Company Address: 505 Wakara Way, Salt Lake City, Utah, United States

Wasatch Advisors Contact Details

Name Title LinkedIn Phone Email
Chris Grant Regional Vice President
Jagjit Sahota Portfolio Manager
Noe Bellet Equity Research Analyst
Pedro Huerta Research Analyst
Anh Hoang Research Analyst
Allison He Associate Portfolio Manager - International Equities
Linda Lasater Portfolio Manager, International Opportunities Fund
Requires/Intent and 36 more Employees
Advertising
Cybersecurity Solutions
Automation
Customer Relationship Management
and more

2. Tower Arch Capital

Industry: Investment Management

Location: Utah

Website: towerarch.com

Company Founded: 2013

Company Size: 11-50

Company Address: 14034 South 145 East, Draper, Utah, United States

Tower Arch Capital Contact Details

Name Title LinkedIn Phone Email
Rhett Neuenschwander Partner
Steve Smith Vice President, Business Development
Tim Forsgren Senior Associate
Aubrey Burnett Principal
Stuart Pace Associate
Dave Parkin Partner
Danny Jones Senior Associate
Requires/Intent and 3 more Employees
Private Wealth Management
IoT
SEO
Predictive Analytics
Accounting
and more

3. Grandeur Peak Global Advisors, Llc

Industry: Investment Management

Location: Utah

Website: grandeurpeakglobal.com

Company Founded: 2011

Company Size: 11-50

Company Address: 136 South Main Street, Salt Lake City, Utah, United States

Grandeur Peak Global Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Siddoway Head Of Client Service
Tyler Glauser Research Analyst
Jason Mullin Global Equities Trader
Nate Carmen Operations Analyst
Blake Walker Portfolio Manager
Sydney Dahl Data Analyst
Dane Nielson Equity Research Analyst
Requires/Intent and 6 more Employees
Branding
Automation
and more

4. Albion Financial Group

Industry: Investment Management

Location: Utah

Website: albionfinancial.com

Company Founded: 1982

Company Size: 11-50

Company Address: 812 East 2100 South, Salt Lake City, Utah, United States

Albion Financial Group Contact Details

Name Title LinkedIn Phone Email
Scott Kellner Operations Analyst
Doug Wells Partner
David Clark Operations Associate
Jason Ware Partner | Chief Investment Officer | Board Of Directors
Jason Ware Partner
Mike Kessler Portfolio Manager
Patrick Lundergan Financial Planner
Requires/Intent and 5 more Employees
Cloud Hosting
Predictive Analytics
AI Chatbots
IPO Advisory
and more

5. Lefavi Wealth Management

Industry: Investment Management

Location: Utah

Website: lefavi.com

Company Founded: 1980

Company Size: 11-50

Company Address: 2323 South Foothill Drive, Salt Lake City, Utah, United States

Lefavi Wealth Management Contact Details

Name Title LinkedIn Phone Email
Heidi Davies Executive Assistant To Chief Executive Officer
Jay Greenburg Wealth Advisor
Jeff Kemp Wealth Advisor
Stuart Enterline Associate Wealth Advisor
Ian Ramsrud Manager Of Operations
Jennifer Yurth Office Manager + Property Manager
Sam Fowers Accountant
Requires/Intent and 4 more Employees
AI Chatbots
Business Expansion
Customer Relationship Management
Institutional Asset Management
Cloud Hosting
and more

6. Keystone National Group, Llc

Industry: Investment Management

Location: Utah

Website: keystonenational.net

Company Founded: 2006

Company Size: 11-50

Company Address: 60 East South Temple Street, Salt Lake City, Utah, United States

Keystone National Group, Llc Contact Details

Name Title LinkedIn Phone Email
Heston Nielson Fund Manager And Principal
Eric Williams Vice President Finance
Cameron Schwab Analyst
Zach Clegg Controller
Craig Cardall Asset Manager
Brett Winder Controller
Michelle Mattson Operations Manager
Requires/Intent and 1 more Employees
High-Frequency Trading Solutions
SEO
and more

7. Millburn & Company

Industry: Investment Management

Location: Utah

Website: millburncompany.com

Company Founded: 2010

Company Size: 11-50

Company Address: 15 West South Temple, Salt Lake City, Utah, United States

Millburn & Company Contact Details

Name Title LinkedIn Phone Email
Jessica Barton Principal And Senior Vice President - Investor Relations And East Coast Acquisitions
John Konovodoff Asset Manager
Rick Lifferth Chief Financial Officer
Mitchell Sloan Controller
Jake Millburn Vice President
Jed Millburn Founding Principal And Chief Executive Officer
Anna Kallas Office Manager
Requires/Intent and 2 more Employees
High-Frequency Trading Solutions
Business Expansion
Market Research
AI-Powered Financial Forecasting
Robo-Advisors & AI Trading
and more

8. Redmond

Industry: Investment Management

Location: Utah

Website: redmondinc.com

Company Founded: 1968

Company Size: 201-500

Company Address: 475 West 910 South, Heber City, Utah, United States

Redmond Contact Details

Name Title LinkedIn Phone Email
Kenneth Taylor Chief Financial Officer
Ortorovao Yee Vice President Of Marketing
Aaron Gabrielson Chief Technology Officer
Kenneth Taylor Chief Financial Officer
Rhett Roberts Chief Executive Officer
Doug Anderson Elevating The Human Experience
Michael Redmond Chief Executive Officer
Requires/Intent and 31 more Employees
Cloud Hosting
IPO Advisory
Compliance & Risk Management
Predictive Analytics
Smart Contracts For Investment
and more

9. Alliance Benefit Group - Rocky Mountain

Industry: Investment Management

Location: Utah

Website: abgrm.com

Company Founded: 1980

Company Size: 51-200

Company Address: 7090 Union Park Avenue, Midvale, Utah, United States

Alliance Benefit Group - Rocky Mountain Contact Details

Name Title LinkedIn Phone Email
Madeline Walser Marketing And Communications Specialist
Shawn Oram President
Marques Nielson Pension Administrator
Chris Mautz Chief Executive Officer
Jim Hyde Accounting And Human Resources Manager
Derrick Tate Trading Specialist
Kristi Allen Client Service Manager
Requires/Intent and 10 more Employees
Global Market Trend Analysis
Legal
and more

10. Moreton Asset Management

Industry: Investment Management

Location: Utah

Website: moretonadvisors.com

Company Founded: 2005

Company Size: 1-10

Company Address: 101 South 200 East, Salt Lake City, Utah, United States

Moreton Asset Management Contact Details

Name Title LinkedIn Phone Email
Benjamin Sehy Managing Director
Andy Robbins Managing Partner
Jordan Hansen Managing Partner And Chief Investment Officer At Moreton Asset Management
Jason Williams President
Dawn Dachenhausen Portfolio Manager
Requires/Intent
Market Research
Alternative Investment Consulting
Global Market Trend Analysis
AI-Based Credit Risk Assessment
CRM Systems
and more

11. First Western Advisors

Industry: Investment Management

Location: Utah

Website: fwainvest.com

Company Founded: 1982

Company Size: 11-50

Company Address: 3165 East Millrock Drive, Holladay, Utah, United States

First Western Advisors Contact Details

Name Title LinkedIn Phone Email
Eric Wallace Executive Vice President - Investments
Jeff Teran Executive Vice President Investments
Kami Asay Vice President Of Operations, Fwa | Financial Advisor, Rjfs
Emily Teran Chief Compliance Officer
Ashley Ahlquist Client Services
Ashley Teran Client Services Manager
Mike Blake Investment Advisor
Requires/Intent and 7 more Employees
Web Development
Cybersecurity Solutions
ERP Solutions
Investor Relations & Reporting
and more

12. Diversify, Inc.

Industry: Investment Management

Location: Utah

Website: diversify.com

Company Founded: 2004

Company Size: 11-50

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

Diversify, Inc. Contact Details

Name Title LinkedIn Phone Email
Matt Rigby Investment Advisor
Matt Rigby Account Manager
Chris Cook Financial And Investment Advisor
Taylor Powell Account Manager
Karen Chatelain Account Manager
Steve Wilson Director Of Health Insurance
Kenneth Duquette Account Manager
Requires/Intent and 9 more Employees
Alternative Investment Consulting
Risk Management & Compliance
and more

13. Brigham Capital

Industry: Investment Management

Location: Utah

Website: brigham-capital.com

Company Founded: 2013

Company Size: 1-10

Brigham Capital Contact Details

Name Title LinkedIn Phone Email
Cameron Clark Co-chief Investment Officer
Jack Alexander Associate Portfolio Manager
Joshua Parker Healthcare Investment Associate
Requires/Intent
Public Relations
Advertising
and more

14. Everspire Global

Industry: Investment Management

Location: Utah

Website: everspire.com

Company Founded: 2005

Company Size: 1-10

Company Address: 9125 South Monroe Plaza Way, Sandy, Utah, United States

Everspire Global Contact Details

Name Title LinkedIn Phone Email
Joshua Jones Chief Executive Officer
Ryan Tucker Wealth Advisor And 401 Plan Advisor
Monica Akbar Director Of Client Relations
Requires/Intent
Predictive Analytics
E-commerce Integration
Institutional Asset Management
and more

15. Alliance Benefit Group Consultants

Industry: Investment Management

Location: Utah

Company Founded: 2004

Company Size: 1-10

Company Address: 3200 South 700 East, Salt Lake City, Utah, United States

Alliance Benefit Group Consultants Contact Details

Name Title LinkedIn Phone Email
Tom Krusic Vice President - Wealth Management And Retirement Plan Services
Amber Gray Executive Assistant
Wes Jensen Chief Investment Officer
Nathan Fitzgerald Financial Planning Assistant
Kimberly Solomon Financial Planning Intern
Hadley Nielson Wealth Manager
Requires/Intent
M&A Advisory
Accounting
Robo-Advisors & AI Trading
and more

16. Geffen Advisors Llc

Industry: Investment Management

Location: Utah

Website: geffenadvisors.com

Company Founded: 2012

Company Size: 1-10

Company Address: 1389 Center Drive, Park City, Utah, United States

Geffen Advisors Llc Contact Details

Name Title LinkedIn Phone Email
David Geffen President At Geffen Advisors Llc
Heidi Sobol Senior Consultant
Requires/Intent
Predictive Analytics
Automation
Customer Relationship Management
and more

17. Alta Capital Management

Industry: Investment Management

Location: Utah

Website: altacapital.com

Company Founded: 1981

Company Size: 11-50

Company Address: 6440 South Wasatch Boulevard, Salt Lake City, Utah, United States

Alta Capital Management Contact Details

Name Title LinkedIn Phone Email
Nate Rhees Principal
Michael Tempest Managing Partner And Chief Information Officer
Melanie Peche Principal
Zachary Bitner Client Services Leader
Haley Hammond Chief Compliance Officer
Nirvon Mahdavi Equity Research Analyst
Christian Tempest Financial Analyst, Assistant Portfolio Manager, Summer Intern
Requires/Intent and 1 more Employees
Digital Marketing
Sales
and more

18. The Martin Worley Group

Industry: Investment Management

Location: Utah

Website: martinworley.com

Company Size: 1-10

Company Address: 6965 Union Park Center, Cottonwood Heights, Utah, United States

The Martin Worley Group Contact Details

Name Title LinkedIn Phone Email
Barry Watson Financial Advisor - Planning And Portfolio Specialist
Terra Thurgood Wealth Advisor
Courtnee Hansen Client Relations Specialist And Office Manager
Terra Nuttall Financial Advisor
Brian Worley Partner
Jeff Draper Financial Advisor And Compliance Officer At The Martin Worley Group
Kari Houston Client Services
Requires/Intent
Digital Marketing
Automation
and more

19. University Of Utah Student Investment Fund

Industry: Investment Management

Location: Utah

Company Founded: 1998

Company Size: 11-50

Company Address: 1655 Campus Center Drive, Salt Lake City, Utah, United States

University Of Utah Student Investment Fund Contact Details

Name Title LinkedIn Phone Email
Austin Roberts Analyst
Renan Pereira Finance Bachelor Student
Dallen Peterson Equity Research Analyst
Requires/Intent
Cloud Hosting
Compliance & Risk Management
Investor Relations & Reporting
and more

20. Clifford Capital Partners, Llc

Industry: Investment Management

Location: Utah

Website: cliffordcap.com

Company Founded: 2010

Company Size: 1-10

Company Address: 395 South Main Street, Alpine, Utah, United States

Clifford Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Roger Hill Principal, Managing Director
Wayne Pierson Principal
Allan Nichols Senior Equity Analyst
Requires/Intent
Smart Contracts For Investment
IPO Advisory
Cloud Hosting
and more

21. Colwyn Investments

Industry: Investment Management

Location: Utah

Website: colwyninvestments.com

Company Founded: 2014

Company Size: 1-10

Company Address: 10923 South Redwood Road, South Jordan, Utah, United States

Colwyn Investments Contact Details

Name Title LinkedIn Phone Email
Sterling Jack Fee Based Financial Advisor
Marshall Bowcutt Investment Advisor
Requires/Intent
Digital Marketing
Market Research
IPO Advisory
Private Wealth Management
and more

22. Cannon Capital Management, Inc.

Industry: Investment Management

Location: Utah

Website: cannoncap.com

Company Founded: 2008

Company Size: 1-10

Company Address: 6768 South 1300, East Cottonwood Heights, Utah, United States

Cannon Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Chace Cannon Chief Operating Officer
Clint Cannon President At Cannon Capital Mangement, Inc
Carolyn Reese Client Relations And Office Manager
Requires/Intent
Financial Management
Financial Due Diligence
Branding
Technology
Digital Marketing
and more

23. Bestige Holdings, Llc

Industry: Investment Management

Location: Utah

Website: bestigeholdings.com

Company Founded: 2016

Company Size: 11-50

Company Address: 1887 Gold Dust Lane, Park City, Utah, United States

Bestige Holdings, Llc Contact Details

Name Title LinkedIn Phone Email
David Myles Managing Director
Kyle Davis Associate
Requires/Intent
M&A Advisory
Mobile App Development
Advertising
AI
ERP Solutions
and more

24. Frazier Group

Industry: Investment Management

Location: Utah

Website: frazier.group

Company Founded: 1995

Company Size: 1-10

Company Address: 333 North Digital Drive, Lehi, Utah, United States

Frazier Group Contact Details

Name Title LinkedIn Phone Email
Kendall Frazier Partner
Liv Gheciu Partner
Wyatt Hancock Financial Analyst
Requires/Intent
Portfolio Management Solutions
ERP Solutions
SEO
Risk Management & Compliance
Investor Relations & Reporting
and more

25. Cfa Society Salt Lake

Industry: Investment Management

Location: Utah

Company Size: 11-50

Company Address: 505 South Wakara Way, Salt Lake City, Utah, United States

Cfa Society Salt Lake Contact Details

Name Title LinkedIn Phone Email
Kanak Kunapuli Board Member
Kaitlyn Loyd Executive Director
Requires/Intent
Cloud Hosting
Hedge Fund Strategies
AI-Based Credit Risk Assessment
IPO Advisory
Sales
and more

26. Optionsanimal

Industry: Investment Management

Location: Utah

Website: optionsanimal.com

Company Founded: 2009

Company Size: 11-50

Company Address: 3381 Mayflower Avenue, Lehi, Utah, United States

Optionsanimal Contact Details

Name Title LinkedIn Phone Email
Greg Jensen Chief Executive Officer
Jeff Mcallister Equity Options Instructor And Trader
Shawn Christiansen Enrollment Director
Kim Heward Customer Service
Warren Smith Sales
Melissa Jackson Receptionist At Options Animal
Adam Anton Consultant
Requires/Intent
Software Development
AI Chatbots
Accounting
Customer Relationship Management
and more

27. Yellowstone Partners

Industry: Investment Management

Location: Utah

Website: yellowstonepartners.com

Company Founded: 1972

Company Size: 11-50

Company Address: 2350 South 1300 East, Salt Lake City, Utah, United States

Yellowstone Partners Contact Details

Name Title LinkedIn Phone Email
Dave Hansen Principal
Iaccp Cameron Chief Compliance Officer
Mark Minarik Employee
Mike Grover Director Of Marketing
Mark Minarik Compliance Officer
Requires/Intent
Tax Optimization For Investments
E-commerce Integration
and more

28. Dw Healthcare Partners

Industry: Investment Management

Location: Utah

Website: dwhp.com

Company Founded: 2002

Company Size: 11-50

Company Address: 1413 Center Drive, Park City, Utah, United States

Dw Healthcare Partners Contact Details

Name Title LinkedIn Phone Email
Kevin Xie Private Equity Associate
Andrew Carragher Managing Director
Christina Boyle Executive Assistant
Andrew Carragher Founder
Tammy Mckelvie Executive Administrative Assistant
Valerie Mitchell Research Associate
Lance Ruud Managing Director And Chief Financial Officer At Dw Healthcare Partners
Requires/Intent and 1 more Employees
SEO
Cloud Solutions
Alternative Investment Consulting
Compliance & Risk Management
Predictive Analytics
and more

29. Kingsley Management Corp.

Industry: Investment Management

Location: Utah

Website: kingsleyliving.com

Company Founded: 1973

Company Size: 11-50

Company Address: 4956 North 300 West, Provo, Utah, United States

Kingsley Management Corp. Contact Details

Name Title LinkedIn Phone Email
Rolf Hanson Regional Vice President
Lee Bice Office Associate
Bingham Fano Regional Vice President
Randon Morris Account Manager
Chantel Johnson Utilities Administrator
Evelyn Longenecker Manager
Enid Alvarez Resident Manager
Requires/Intent and 7 more Employees
IT Support
Cloud Hosting
Cloud Solutions
Market Research
AI
and more

30. Oakbridge Asset Management, Llc

Industry: Investment Management

Location: Utah

Website: theoakbridge.com

Company Founded: 2008

Company Size: 1-10

Company Address: 897 Baxter Drive, South Jordan, Utah, United States

Oakbridge Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Brett Rowe Managing Tax Partner
Mike Rawlings Financial Advisor
Ashley Musbach Administrative Assistant
Requires/Intent
Accounting
CRM Systems
and more

31. Net Worth Insiders

Industry: Investment Management

Location: Utah

Website: networthinsiders.com

Company Founded: 2016

Company Size: 1-10

Net Worth Insiders Contact Details

Name Title LinkedIn Phone Email
Trent Williams Mentor Investor
Requires/Intent
Sales
Advertising
Automation
and more

32. Presidio Wealth Management

Industry: Investment Management

Location: Utah

Website: presidiowealth.com

Company Founded: 2002

Company Size: 1-10

Company Address: 6967 South River Gate Drive, Salt Lake City, Utah, United States

Presidio Wealth Management Contact Details

Name Title LinkedIn Phone Email
Parker Ppc Wealth Advisor And Branch Manager Lpl Financial
John Mcconkie Wealth Advisor
Requires/Intent
AI Chatbots
Digital Marketing
Global Market Trend Analysis
HR & Payroll Services
and more

33. Twin Peaks Wealth Management, Llc

Industry: Investment Management

Location: Utah

Website: twinpeakswealth.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1400 Foothill Drive, Salt Lake City, Utah, United States

Twin Peaks Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Scott Cheney President, Wealth Management Advisor
Requires/Intent
Branding
Technology
Web Development
and more

34. Wasatch Guaranty Capital

Industry: Investment Management

Location: Utah

Company Founded: 2011

Company Size: 1-10

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

Wasatch Guaranty Capital Contact Details

Name Title LinkedIn Phone Email
Matthew Ethington Chief Financial Officer
John Olsen Controller
Requires/Intent
Institutional Asset Management
Mobile App Development
and more

35. The Aclaime Group

Industry: Investment Management

Location: Utah

Website: aclaimegroup.com

Company Founded: 2008

Company Size: 11-50

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

The Aclaime Group Contact Details

Name Title LinkedIn Phone Email
Mariah Lord Executive Assistant To Chief Executive Officer
Keith Woo Vice President
Heidi Taylor Operations Assistant
David Tolman Partner - Real Estate Development
Requires/Intent
Predictive Analytics
Portfolio Management Solutions
and more

36. Seven Canyons Advisors

Industry: Investment Management

Location: Utah

Website: sevencanyonsadvisors.com

Company Founded: 2017

Company Size: 1-10

Company Address: 22 East 100 South, Salt Lake City, Utah, United States

Seven Canyons Advisors Contact Details

Name Title LinkedIn Phone Email
Andrey Kutuzov Portfolio Manager
Spencer Stewart Portfolio Manager And Managing Partner
Requires/Intent
Compliance & Risk Management
Advertising
and more

37. Nightwatch Capital

Industry: Investment Management

Location: Utah

Company Size: 1-10

Nightwatch Capital Contact Details

Name Title LinkedIn Phone Email
John Nemelka President
Mark Crockett Managing Partner
Requires/Intent
Digital Asset & Cryptocurrency Investment
AI-Powered Financial Forecasting
and more

38. Pillar Capital

Industry: Investment Management

Location: Utah

Website: pillarcapital.com

Company Founded: 2010

Company Size: 1-10

Company Address: 770 East Main, Lehi, Utah, United States

Pillar Capital Contact Details

Name Title LinkedIn Phone Email
Michael Johnson Founder And President
Requires/Intent
Business Expansion
IT Support
Public Relations
and more

39. Forex Trading U

Industry: Investment Management

Location: Utah

Website: forextradingu.com

Company Size: 11-50

Forex Trading U Contact Details

Name Title LinkedIn Phone Email
Kailey Brown Secretary And Administrative Director
Requires/Intent
Financial Due Diligence
Predictive Analytics
Sales
and more

40. The Norden Group

Industry: Investment Management

Location: Utah

Website: thenordengroup.com

Company Founded: 2014

Company Size: 11-50

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

The Norden Group Contact Details

Name Title LinkedIn Phone Email
Garen Winn Partner
Shane Jensen Wealth Advisor And Planner
Natalie Larsen Office Manager
Requires/Intent
ERP Solutions
AI
Data Security
Financial Due Diligence
Cloud Hosting
and more

41. Lunt Capital Management, Inc.

Industry: Investment Management

Location: Utah

Website: luntcapital.com

Company Founded: 2003

Company Size: 11-50

Company Address: 215 South State Street, Salt Lake City, Utah, United States

Lunt Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Smith Investment Operations Manager
Requires/Intent
Alternative Investment Consulting
Predictive Analytics
Data Security
AI Chatbots
and more

42. Syllabus Capital

Industry: Investment Management

Location: Utah

Website: syllabuscapital.com

Company Size: 1-10

Syllabus Capital Contact Details

Name Title LinkedIn Phone Email
Jesse Yeats Founder And Managing Director
Requires/Intent
ESG Investing & Impact Analysis
AI-Based Credit Risk Assessment
and more

43. Lionel Partners

Industry: Investment Management

Location: Utah

Website: lionelpartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 250 East 300 South, Salt Lake City, Utah, United States

Lionel Partners Contact Details

Name Title LinkedIn Phone Email
Dan Thuet Managing Partner
Requires/Intent
Mobile App Development
Business Expansion
AI Chatbots
Advertising
and more

44. Bucket Bliss

Industry: Investment Management

Location: Utah

Website: bucketbliss.com

Company Founded: 2014

Company Size: 1-10

Company Address: 1725 East 1450 South, Clearfield, Utah, United States

Bucket Bliss Contact Details

Name Title LinkedIn Phone Email
Stephen Swensen Founder And Chief Executive Officer
Requires/Intent
ERP Solutions
AI
Advertising
and more

45. Aegis Wealth Group

Industry: Investment Management

Location: Utah

Website: planinvestrelax.com

Company Founded: 2005

Company Size: 1-10

Company Address: 9125 South Monroe Street, Sandy, Utah, United States

Aegis Wealth Group Contact Details

Name Title LinkedIn Phone Email
Joshua Jones Wealth Advisor
Requires/Intent
M&A Advisory
CRM Systems
Customer Relationship Management
Technology
and more

46. You First Financial

Industry: Investment Management

Location: Utah

Website: youfirstretirement.com

Company Founded: 2017

Company Size: 1-10

Company Address: 3115 East Lion Lane, Salt Lake City, Utah, United States

You First Financial Contact Details

Name Title LinkedIn Phone Email
David Krauser Founder And Managing Member
Requires/Intent
Compliance & Risk Management
Institutional Asset Management
Business Expansion
and more

47. First Financial Advisors Llc

Industry: Investment Management

Location: Utah

Website: first-financial-advisors.com

Company Founded: 1998

Company Size: 1-10

Company Address: 386 West Center, Orem, Utah, United States

First Financial Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Bob Winder Chief Investment Officer
Tradex Gurus Financial Advisement
Delightra Bauman Office Manager
Requires/Intent
Public Relations
Cybersecurity Solutions
Legal
and more

48. Affiliated Investment Advisors

Industry: Investment Management

Location: Utah

Website: aiadvisors.com

Company Founded: 1993

Company Size: 1-10

Company Address: 162 Harvest Berry Place, Draper, Utah, United States

Affiliated Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Joseph Toronto President, Owner
Requires/Intent
Portfolio Management Solutions
Compliance & Risk Management
AI-Based Credit Risk Assessment
AI-Powered Financial Forecasting
and more

49. Re/max Equity Property Management

Industry: Investment Management

Location: Utah

Website: rmxpm.com

Company Size: 11-50

Company Address: 2940 West Maple Loop Drive, Lehi, Utah, United States

Re/max Equity Property Management Contact Details

Name Title LinkedIn Phone Email
Corey Bohner Principal Broker And Owner
Gail Kastleman Office Manager And Financial
Requires/Intent
Cybersecurity Solutions
Alternative Investment Consulting
Mobile App Development
and more

50. Retirement Strategy Group

Industry: Investment Management

Location: Utah

Website: rsgutah.com

Company Founded: 2016

Company Size: 1-10

Company Address: 6695 South 1300 East, Cottonwood Heights, Utah, United States

Retirement Strategy Group Contact Details

Name Title LinkedIn Phone Email
Mark Russell Investment Advisor Representative And Financial Services Representative
Requires/Intent
High-Frequency Trading Solutions
HR & Payroll Services
Compliance & Risk Management
AI-Powered Financial Forecasting
Financial Due Diligence
and more

51. Jr Miller Enterprises

Industry: Investment Management

Location: Utah

Company Size: 1-10

Jr Miller Enterprises Contact Details

Name Title LinkedIn Phone Email
Adam Huggins Vice President Of Accounting And Finance
Cory Johnson Controller
Teri Davis Executive Assistant At Junior Miller Enterprises
Sarah Boren Executive Assistant
Shauna Nelson Ranch Manager
Requires/Intent
Market Research
Tax Optimization For Investments
and more

52. National Capital Partners

Industry: Investment Management

Location: Utah

Company Founded: 2006

Company Size: 1-10

Company Address: 8899 South 700 East, Salt Lake City, Utah, United States

National Capital Partners Contact Details

Name Title LinkedIn Phone Email
Chad Tohinaka Senior Analyst
Matt Smock Managing Director
Requires/Intent
Web Development
AI
and more

53. Mountain Venture Studio

Industry: Investment Management

Location: Utah

Website: mountain.ventures

Company Size: 1-10

Company Address: 180 North University Avenue, Provo, Utah, United States

Mountain Venture Studio Contact Details

Name Title LinkedIn Phone Email
Greg Whitehead Partner
Requires/Intent
Global Market Trend Analysis
Hedge Fund Strategies
and more

54. Juniper Peak Capital

Industry: Investment Management

Location: Utah

Website: juniperpeak.com

Company Founded: 2016

Company Size: 1-10

Juniper Peak Capital Contact Details

Name Title LinkedIn Phone Email
Robert Stewart Managing Director And Chief Compliance Officer
Requires/Intent
HR & Payroll Services
Global Market Trend Analysis
AI Chatbots
E-commerce Integration
FinTech Solutions For Investment Firms
and more

55. Alta Bay Capital

Industry: Investment Management

Location: Utah

Company Founded: 2018

Company Size: 11-50

Company Address: 75 East 400 South, Salt Lake City, Utah, United States

Alta Bay Capital Contact Details

Name Title LinkedIn Phone Email
Brandon Baiamonte Chief Financial Officer
Requires/Intent
Institutional Asset Management
IPO Advisory
and more

56. New Value Capital

Industry: Investment Management

Location: Utah

Website: newvaluecapital.com

Company Founded: 2011

Company Size: 1-10

New Value Capital Contact Details

Name Title LinkedIn Phone Email
Paul Lehman Partner
Requires/Intent
Robo-Advisors & AI Trading
ERP Solutions
Private Wealth Management
Investor Relations & Reporting
Cloud Solutions
and more

57. 50 East Capital Management

Industry: Investment Management

Location: Utah

Company Founded: 2019

Company Size: 1-10

50 East Capital Management Contact Details

Name Title LinkedIn Phone Email
Thane Pearson Investment Analyst
Requires/Intent
E-commerce Integration
Tax Optimization For Investments
and more

58. Global Ceos

Industry: Investment Management

Location: Utah

Website: globalceos.net

Company Founded: 2017

Company Size: 1-10

Company Address: 650 West South Temple, Salt Lake City, Utah, United States

Global Ceos Contact Details

Name Title LinkedIn Phone Email
Priscilla Biehl Chief Executive Officer And Founder
Requires/Intent
Legal
Robo-Advisors & AI Trading
and more

59. Market Trend Signal

Industry: Investment Management

Location: Utah

Website: markettrendsignal.com

Company Founded: 2007

Company Size: 1-10

Market Trend Signal Contact Details

Name Title LinkedIn Phone Email
Brad Schmidt Sales
Jerry Mccann Stock Market Analyst And Instructor
Matt Cotant Sales
Morgan Hunter Educational Consultant
Kip Cotant Salesman At Market Trend Signal
Requires/Intent
Public Relations
Portfolio Management Solutions
AI Chatbots
Automation
High-Frequency Trading Solutions
and more

60. Garrett Capital, Inc.

Industry: Investment Management

Location: Utah

Website: garrettcapital.com

Company Size: 1-10

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

Garrett Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Kelly Allman Portfolio Manager
Ashley Mauricio Operations Assistant
Requires/Intent
High-Frequency Trading Solutions
M&A Advisory
and more

61. Verapath Global Investing, Llc

Industry: Investment Management

Location: Utah

Website: verapathglobal.com

Company Founded: 2004

Company Size: 1-10

Verapath Global Investing, Llc Contact Details

Name Title LinkedIn Phone Email
Clint Biesinger Senior Vice President
Sarah Cox Office Administrative Assistant
Requires/Intent
Smart Contracts For Investment
Risk Management & Compliance
CRM Systems
and more

62. Squire Wealth Advisors

Industry: Investment Management

Location: Utah

Website: squirewealthadvisors.com

Company Founded: 2000

Company Size: 11-50

Company Address: 1329 South 800 East, Orem, Utah, United States

Squire Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Ashlyn Cann Account Administrator
Requires/Intent
M&A Advisory
AI
Investor Relations & Reporting
Technology
Robo-Advisors & AI Trading
and more

63. Trade Foreign Currencies

Industry: Investment Management

Location: Utah

Website: tradeforeigncurrencies.com

Company Size: 1-10

Trade Foreign Currencies Contact Details

Name Title LinkedIn Phone Email
Brian Latta Director Of Trader Development
Requires/Intent
AI Chatbots
AI-Based Credit Risk Assessment
Financial Due Diligence
Institutional Asset Management
Automation
and more

64. Byu Silver Fund

Industry: Investment Management

Location: Utah

Website: byusilverfund.com

Company Founded: 1987

Company Size: 11-50

Byu Silver Fund Contact Details

Name Title LinkedIn Phone Email
Brigham Andersen Software Engineer
Requires/Intent
AI-Based Credit Risk Assessment
Cloud Solutions
AI-Powered Financial Forecasting
Alternative Investment Consulting
Mobile App Development
and more

65. Wealth Navigation Llc

Industry: Investment Management

Location: Utah

Website: wealthnavigation.com

Company Founded: 2002

Company Size: 11-50

Company Address: 1148 West Legacy Crossing Boulevard, Centerville, Utah, United States

Wealth Navigation Llc Contact Details

Name Title LinkedIn Phone Email
Callie Miller Receptionist
Requires/Intent
Branding
IT Support
and more

66. Utah Loan Servicing

Industry: Investment Management

Location: Utah

Website: utahloanservicing.com

Company Founded: 2010

Company Size: 11-50

Utah Loan Servicing Contact Details

Name Title LinkedIn Phone Email
Allison Merkley Human Resource Manager
Tara Eastman Research Manager
Alese Mortensen Accounting Manager
Alese Mortensen Accounting Manager
Requires/Intent
Data Security
Branding
Digital Marketing
and more

67. Peak Cycle Holdings, Inc.

Industry: Investment Management

Location: Utah

Company Founded: 2017

Company Size: 11-50

Company Address: 3561 West 11400 South, South Jordan, Utah, United States

Peak Cycle Holdings, Inc. Contact Details

Name Title LinkedIn Phone Email
Jon King Controller
Requires/Intent
Compliance & Risk Management
Private Wealth Management
and more

68. Clarian Partners

Industry: Investment Management

Location: Utah

Website: clarianpartners.com

Company Size: 1-10

Clarian Partners Contact Details

Name Title LinkedIn Phone Email
Jodi Cook Registered Nurse
Arundhati Prasad Professional
Requires/Intent
Hedge Fund Strategies
Sales
AI
HR & Payroll Services
and more

69. Reliance Investing, Inc.

Industry: Investment Management

Location: Utah

Website: relianceinvesting.com

Company Founded: 2008

Company Size: 1-10

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

Reliance Investing, Inc. Contact Details

Name Title LinkedIn Phone Email
Joseph Ney Registered Investment Advisor At Reliance Investing, Inc
Requires/Intent
Mobile App Development
Legal
Investor Relations & Reporting
AI-Powered Financial Forecasting
and more

70. Fortress Asset Management

Industry: Investment Management

Location: Utah

Website: fortressassetmanagement.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2150 South 1300 East, Salt Lake City, Utah, United States

Fortress Asset Management Contact Details

Name Title LinkedIn Phone Email
Mark Anderson Chief Investment Officer
Requires/Intent
IPO Advisory
AI Chatbots
and more

71. Buy Low Sell High Inc, Dba Tsp Talk

Industry: Investment Management

Location: Utah

Website: tsptalk.com

Company Founded: 2004

Company Size: 1-10

Company Address: P/o Box 13213, Ogden, Utah, United States

Buy Low Sell High Inc, Dba Tsp Talk Contact Details

Name Title LinkedIn Phone Email
Tom Crowley Owner And Operator
Saturn Btc Investment Managment
Requires/Intent
E-commerce Integration
Customer Relationship Management
and more

72. W Holdings

Industry: Investment Management

Location: Utah

Website: wholdllc.com

Company Size: 1-10

W Holdings Contact Details

Name Title LinkedIn Phone Email
Cory Van Langen Private Equity Intern
Requires/Intent
Customer Relationship Management
Digital Marketing
Technology
and more

73. Members First Credit Union, Utah

Industry: Investment Management

Location: Utah

Website: memfirstcu.com

Company Founded: 1958

Company Size: 51-200

Company Address: 120 East 1000 South, Brigham City, Utah, United States

Members First Credit Union, Utah Contact Details

Name Title LinkedIn Phone Email
Caleb Barton Teller
Amanda Ward Digital Branch Specialist
Requires/Intent
Branding
FinTech Solutions For Investment Firms
M&A Advisory
Data Security
and more

74. Market Harbinger Institute Llc

Industry: Investment Management

Location: Utah

Website: mhillc.org

Company Founded: 2007

Company Size: 11-50

Company Address: 3400 North Ashton Boulevard, Lehi, Utah, United States

Market Harbinger Institute Llc Contact Details

Name Title LinkedIn Phone Email
Angela Birkes Administrator
Requires/Intent
AI
Public Relations
and more

75. Geneva Self Storage

Industry: Investment Management

Location: Utah

Company Size: 1-10

Company Address: 6075 Highland Drive, Salt Lake City, Utah, United States

Geneva Self Storage Contact Details

Name Title LinkedIn Phone Email
Tini Mapu Property Manager
Requires/Intent
Cloud Solutions
Tax Optimization For Investments
Accounting
and more

76. Presidio Mint

Industry: Investment Management

Location: Utah

Website: tbp-construction.com

Company Size: 1-10

Presidio Mint Contact Details

Name Title LinkedIn Phone Email
Nnason Gloria Web Developer
Requires/Intent
Branding
IoT
and more
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Utah Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Chris Grant Wasatch Advisors Regional Vice President
2 Jagjit Sahota Wasatch Advisors Portfolio Manager
3 Noe Bellet Wasatch Advisors Equity Research Analyst
4 Pedro Huerta Wasatch Advisors Research Analyst
5 Anh Hoang Wasatch Advisors Research Analyst
6 Allison He Wasatch Advisors Associate Portfolio Manager - International Equities
7 Linda Lasater Wasatch Advisors Portfolio Manager, International Opportunities Fund
8 Rhett Neuenschwander Tower Arch Capital Partner
9 Steve Smith Tower Arch Capital Vice President, Business Development
10 Tim Forsgren Tower Arch Capital Senior Associate
11 Aubrey Burnett Tower Arch Capital Principal
12 Stuart Pace Tower Arch Capital Associate
13 Dave Parkin Tower Arch Capital Partner
14 Danny Jones Tower Arch Capital Senior Associate
15 Mark Siddoway Grandeur Peak Global Advisors, Llc Head Of Client Service
16 Tyler Glauser Grandeur Peak Global Advisors, Llc Research Analyst
17 Jason Mullin Grandeur Peak Global Advisors, Llc Global Equities Trader
18 Nate Carmen Grandeur Peak Global Advisors, Llc Operations Analyst
19 Blake Walker Grandeur Peak Global Advisors, Llc Portfolio Manager
20 Sydney Dahl Grandeur Peak Global Advisors, Llc Data Analyst
21 Dane Nielson Grandeur Peak Global Advisors, Llc Equity Research Analyst
22 Scott Kellner Albion Financial Group Operations Analyst
23 Doug Wells Albion Financial Group Partner
24 David Clark Albion Financial Group Operations Associate
25 Jason Ware Albion Financial Group Partner | Chief Investment Officer | Board Of Directors
26 Jason Ware Albion Financial Group Partner
27 Mike Kessler Albion Financial Group Portfolio Manager
28 Patrick Lundergan Albion Financial Group Financial Planner
29 Heidi Davies Lefavi Wealth Management Executive Assistant To Chief Executive Officer
30 Jay Greenburg Lefavi Wealth Management Wealth Advisor
31 Jeff Kemp Lefavi Wealth Management Wealth Advisor
32 Stuart Enterline Lefavi Wealth Management Associate Wealth Advisor
33 Ian Ramsrud Lefavi Wealth Management Manager Of Operations
34 Jennifer Yurth Lefavi Wealth Management Office Manager + Property Manager
35 Sam Fowers Lefavi Wealth Management Accountant
36 Heston Nielson Keystone National Group, Llc Fund Manager And Principal
37 Eric Williams Keystone National Group, Llc Vice President Finance
38 Cameron Schwab Keystone National Group, Llc Analyst
39 Zach Clegg Keystone National Group, Llc Controller
40 Craig Cardall Keystone National Group, Llc Asset Manager

Investment Management companies in different states of USA

No. Industry Number of Contacts Download
1 Investment Management Startups and Companies in Alabama 274
2 Investment Management Startups and Companies in Alaska 96
3 Investment Management Startups and Companies in Arizona 218
4 Investment Management Startups and Companies in Arkansas 52
5 Investment Management Startups and Companies in California 1690
6 Investment Management Startups and Companies in Colorado 619
7 Investment Management Startups and Companies in Connecticut 1366
8 Investment Management Startups and Companies in Delaware 72
9 Investment Management Startups and Companies in Florida 233
10 Investment Management Startups and Companies in Georgia 290
11 Investment Management Startups and Companies in Hawaii 22
12 Investment Management Startups and Companies in Idaho 103
13 Investment Management Startups and Companies in Illinois 1798
14 Investment Management Startups and Companies in Indiana 501
15 Investment Management Startups and Companies in Iowa 540
16 Investment Management Startups and Companies in Kansas 337
17 Investment Management Startups and Companies in Kentucky 99
18 Investment Management Startups and Companies in Louisiana 122
19 Investment Management Startups and Companies in Maine 65
20 Investment Management Startups and Companies in Maryland 3570
21 Investment Management Startups and Companies in Massachusetts 2397
22 Investment Management Startups and Companies in Michigan 173
23 Investment Management Startups and Companies in Minnesota 1147
24 Investment Management Startups and Companies in Mississippi 47
25 Investment Management Startups and Companies in Missouri 1181
26 Investment Management Startups and Companies in Montana 9
27 Investment Management Startups and Companies in Nebraska 48
28 Investment Management Startups and Companies in Nevada 72
29 Investment Management Startups and Companies in New Hampshire 87
30 Investment Management Startups and Companies in New Jersey 709
31 Investment Management Startups and Companies in New Mexico 47
32 Investment Management Startups and Companies in New York 4591
33 Investment Management Startups and Companies in North Carolina 164
34 Investment Management Startups and Companies in North Dakota 4
35 Investment Management Startups and Companies in Ohio 326
36 Investment Management Startups and Companies in Oklahoma 148
37 Investment Management Startups and Companies in Oregon 298
38 Investment Management Startups and Companies in Pennsylvania 617
39 Investment Management Startups and Companies in Rhode Island 36
40 Investment Management Startups and Companies in South Carolina 129
41 Investment Management Startups and Companies in South Dakota 13
42 Investment Management Startups and Companies in Tennessee 251
43 Investment Management Startups and Companies in Texas 448
44 Investment Management Startups and Companies in Vermont 83
45 Investment Management Startups and Companies in Virginia 854
46 Investment Management Startups and Companies in Washington 317
47 Investment Management Startups and Companies in Wisconsin 621
48 Investment Management Startups and Companies in Wyoming 25
49 Investment Management Startups and Companies in District Of Columbia 314

Investment Management companies in different cities of Utah

No. Cities Number of Contacts Download
1 Investment Management Companies in Salt Lake City 2990
2 Investment Management Companies in Provo 690
3 Investment Management Companies in Draper 345