Radar · Financial Services in Boulder
Best Financial Services Companies in Boulder, United States
The 37 best Financial Services companies in Boulder, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Crestone Capital.
By Rohit KhannaTrends & Stories
37companies tracked
$51.7Mdisclosed funding
0unicorns
3have raised
Ranked: Best Financial Services companies in Boulder
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Crestone Capital Wealth management firm | $26M | 71 mo ago | Acquired | Eric Kramer CEO | 1991 | — | — |
| 2 | Mad Capital Provider of financing for regenerative ranchers and organic farmers | $21M | 34 mo ago | Series A | Jim Baich Founder | 2018 | — | — |
| 3 | Piton Debt Debt purchasing services | $4M | 99 mo ago | Series A | BO PARFET Founder | 2017 | — | — |
| 4 | 7thirty Capital Provider of investment management, insurance and financial services | — | — | Unfunded | Micah Tapman Co-Founder | 2018 | — | — |
| 5 | Agile Partnering Provider of payroll, tax and compliance services | — | — | Unfunded | Charles Causey Founder & CEO | 2015 | — | — |
| 6 | Alan Thal and Company Boulder Accountancy Firm | — | — | Private | — | 1996 | — | — |
| 7 | arena and associates reviews Arena and Associates reviews is a tax professional who has been dealing with complex tax and financial issues… | — | — | — | — | 1990 | — | — |
| 8 | Ascent CFO Provider of fractional CFO services and financial business intelligence | — | — | Unfunded | — | 2011 | WordPressNode.jsPHP+28 | — |
Top 3 Financial Services companies in Boulder
#1
Series A · Boulder, Colorado · founded 2018 · 4 employees$21Mraised▾
Series A · Boulder, Colorado · founded 2018 · 4 employees
Provider of financing for regenerative ranchers and organic farmers. They offer customized terms based on the operation or situation. The company provides capital to expand footprints and advance operations. It also helps farmers transition their land and experiment freely.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers — 3.2% of this cohort's audience
Hiring: 4 hiring posts in 12 mo (public) · momentum -2 · hiring: Director of Credit, Portfolio Manager
Activity: 1 awards announced in 12 mo
Funding rounds
- Nov 2023Series A$28.9M
- Dec 2022Seed$4M
- Sep 2022Seed$2.6M
Founders & team
Investors
Trailhead Capital, Bonaventure Capital, Homecoming Capital, ImpactAssets, Onesmallplanet, Pelican
#2
Acquired · Boulder, Colorado · founded 1991 · 706 employees$26.5Mraised▾
Acquired · Boulder, Colorado · founded 1991 · 706 employees
Wealth management firm
Funding rounds
- Oct 2020Series B$26.5M
Founders & team
#3
Series A · Boulder, Colorado · founded 2017$4.3Mraised▾
Series A · Boulder, Colorado · founded 2017
Debt purchasing services
Funding rounds
- Jun 2018Series A$4.3M
Founders & team
Funding & investor landscape
$51.7Mtotal disclosed funding
3companies funded
5disclosed rounds
0rounds last 90 days
Most active investors
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Financial Services companies are there in Boulder, United States?
Radar tracks 37 indexable Financial Services companies headquartered in Boulder, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Boulder, United States?
The Financial Services companies in Boulder, United States on this list have raised a combined $51.7M in disclosed equity funding across 3 funded companies.
Which is the highest-funded Financial Services company in Boulder, United States?
Crestone Capital is the highest-funded Financial Services company in Boulder, United States, with $26.5M in disclosed equity funding.
How many Financial Services companies in Boulder, United States are funded?
3 of the 37 Financial Services companies in Boulder, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Boulder, United States?
None of the Financial Services companies in Boulder, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Boulder, United States Financial Services companies?
The most active investors in Boulder, United States Financial Services companies on this list include Bonaventure Capital, Homecoming Capital, ImpactAssets, Kachuwa Impact Fund, Lacebark Investments.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.