Company lists
The Colorado edition · 2026

Financial servicescompanies in Colorado

Accounting, investments, lending, insurance and banking, startups and more: the companies building financial services in Colorado, with their founders, funding, team size and business models.

599 company profiles29 with recorded fundingNovember 2026 edition
Colorado · Photo: Wikimedia Commons (CC BY 4.0)

Recent financial services business events in Colorado

Funding, M&A, contract wins and launches involving 792 financial services companies in Colorado, last 24 months: 71 M&A deals · 10 Contracts · 4 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Completed

Dubai Electricity and Water Authority acquires Empower

Earlier this year, Dubai Electricity and Water Authority acquired Dubai Holding's 24% stake in Empower for Dh5.18 billion, increasing DEWA's ownership in the district cooling company to 80%.

District Cooling
M&AAcquisition · Completed

Money Concepts Capital Corp acquires Royal gold

Money Concepts Capital Corp acquired a new stake in Royal Gold, Inc. (NASDAQ:RGLD – Free Report) (TSE:RGL) during the 4th quarter, according to the company in its most recent filing with…

Basic Materials
M&AAcquisition · Completed

Sigma Planning Corp acquires Royal gold

Sigma Planning Corp acquired a new stake in shares of Royal Gold, Inc. (NASDAQ:RGLD – Free Report) (TSE:RGL) during the fourth quarter, according to the company in its most recent…

Basic materials
Funding

Cyberhill partners

Cyberhill Partners has secured up to $11 million in strategic investment from Baleon Capital to accelerate the expansion of its enterprise AI Factory platform, according to an official…

Investors Baleon Capital
Enterprise AI
M&AAcquisition · Announced

Mercer advisors acquires Personal financial solutions

Mercer Advisors expands in New Jersey Separately, Mercer Advisors said it is adding Personal Financial Solutions, a New Jersey-based firm with about $150 million in client assets.

M&AAcquisition · Announced

Mercer advisors acquires Charter oak capital management

Mercer Advisors said it has acquired Charter Oak Capital Management, a Portsmouth, New Hampshire-based wealth management firm with more than $1.5 billion in assets under management.

Wealth management
M&AAcquisition · Completed

Trivoxon Intelligence Inc. acquires Aspen Grove Capital

Trivoxon Completes Wholly-Owned Acquisition of Established Capital Firm

Capital Services
M&AAcquisition · Announced

Public storage acquires National storage affiliates

Public Storage (NYSE:PSA) announced Monday it has agreed to acquire National Storage Affiliates (NYSE:NSA) in an all-stock transaction valued at ~$10.5 billion in enterprise value,…

Real Estate Investment Trust (REIT) - Self Storage
Contract

SLS · client: Greek buyers

"Elsewhere, the ‘ROMANCE’ – 50K/2009 SLS… sold for USD 15.8 mills."

Product Tanker
M&AAcquisition · Announced

Centralis group acquires Pine advisor solutions

Centralis Group has bought its way into the US fund services market with the acquisition of Pine Advisor Solutions.

Fund services
M&AAcquisition · Completed

Dubai Electricity and Water Authority PJSC (DEWA) acquires Empower

Dubai Holding and Dubai Electricity and Water Authority PJSC (DEWA) have today completed a transaction whereby Emirates Power Investment LLC (Emirates Power) – owned by Dubai Holding…

District Cooling Services
ContractTechnology

Equator · client: Statebridge company

Statebridge Company, a mortgage servicer specializing in non-agency, GSE portfolios and Business Purpose loans, has selected Equator as its platform to manage REO operations.

Real Estate
FundingStrategic growth investment

Affordable american insurance

Affordable American Insurance (AAI), a Colorado-based insurance network, has secured a strategic growth investment from private equity firm Gauge Capital.

Investors Gauge capital
Insurance distribution
M&AAcquisition · Announced

Summit wealth group acquires Premier Private Wealth

Summit Wealth Group, an RIA with roots from Commonwealth Financial Network, has made its first acquisition in a move for Tennessee-based Premier Private Wealth, a $470 million firm that…

Financial Services
M&AAcquisition · Completed

Geneos wealth management acquires Transunion

Geneos Wealth Management Inc. grew its holdings in shares of TransUnion by 1,318.2% in the first quarter. Geneos Wealth Management Inc. now owns 312 shares of the business services…

M&AAcquisition

Ghp investment advisors acquires Janus Henderson AAA CLO ETF

GHP Investment Advisors Inc. grew its position in Janus Henderson AAA CLO ETF by 1,000.0% during the second quarter.

ETF
M&AAcquisition · Completed

National bank holdings acquires Vista Bancshares, Inc.

National Bank Holdings Corporation (NYSE: NBHC, “NBHC” or the “Company”), the holding company for NBH Bank, announced today that it has successfully completed its acquisition of Vista…

FundingSeries 2026-1 cat bond issuance

Meritage

Meritage Re Ltd. will issue and sell to cat bond investors a $200 million tranche of Series 2026-1 Class A notes.

Investors GeoVera, Safeport
Reinsurance
Funding

Mad capital

Mad Capital raised this year as well. I believe they raised $78 million to help farmers access capital and access what they need to transition.

Farm financing
M&AAcquisition · Announced

Wealth enhancement acquires Aegis financial

the firm says it plans to acquire AEGIS Financial, a Wisconsin-based registered investment advisor

Registered Investment Advisor
Contract

Highlander Silver · client: Royal gold

Highlander Silver has entered into definitive agreements to: (i) settle outstanding debt obligations owing by Bear Creek to Equinox and certain affiliates of Royal Gold; ...

Mining
M&AAcquisition · Announced

Charles schwab acquires Forge global

In November 2025, Charles Schwab SCHW agreed to acquire Forge Global Holdings, Inc.

Private Market Platform
M&AMerger · Announced

Empower acquires Mediaocean

Empower and MediaOcean combined to create Empower Ocean Media Group.

Advertising Agency
M&AAcquisition · Announced

Arthur J. Gallagher acquires Surescape insurance

Arthur J. Gallagher & Co. acquired Denver, Colorado-based Surescape Insurance Services LLC.

Insurance
ContractService

Empower · client: Jendol Superstores

Empower will be in charge of the financing, construction, maintenance, and supply of electricity throughout a 10-year contract.

Renewable Energy
ContractTechnology

OmniAb, Inc. · client: Arrowmark partners

OmniAb, Inc. and ArrowMark Partners ("ArrowMark") today announced the signing of a license and services agreement for novel OmniAb-derived antibody discovery programs with Mabtrx…

Life Sciences
M&AAcquisition · Announced

Charles schwab acquires Forge global

Charles Schwab Corp. agreed to buy Forge Global Holdings Inc., a marketplace for buying and selling shares of private companies, for about $660 million.

Marketplace
M&AAcquisition · Completed

Royal gold acquires Horizon copper

Crowell also represented Sandstorm in the related public company sale of its investment in Horizon Copper Corp. to Royal Gold for approximately C$196 million.

Miners/Precious metals streaming
M&AAcquisition · Completed

Royal gold acquires Sandstorm gold

Crowell & Moring represented Vancouver-based Sandstorm Gold Ltd. as lead U.S. deal counsel in the closing of its public company acquisition by Denver-based Royal Gold, Inc. (NASDAQ:…

Precious metals mining
ContractTechnology

Lumin digital · client: Ent credit union

Lumin Digital, a leading cloud-native digital banking provider, has been selected by Ent Credit Union, Colorado’s largest credit union, as its digital banking partner.

Fintech

Financial services companies in Colorado, by funding and team

Few financial services companies in Colorado publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 599 active companies.

Showing 25 of 50

Bank holding firm

Banks
US$84.77mSeries C · Oct 2009
14-2% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
17 yr2009
0none in 3 months

Wealth management firm

Asset management
US$51.36mSeries C · Sep 2017
477+2% 12 mo to Dec 2017LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
22 yr2004
0none in 3 months · last posted Mar 2026

Provider of financing for regenerative ranchers and organic farmers

Consumer and sme loans
US$35.49mSeries A · Nov 2023
10-20% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
8 yr2018
0none in 3 months · last posted Feb 2026

Provider of investment advisory and management consulting services

Services for investment industry
US$25.00mSeries B · Sep 2022
124-21% vs previous recordLinkedIn · Jul 2026
Fee-for-service
11 yr2015
0none in 3 months · last posted Feb 2026

Options-based investment strategies for long-term investors seeking growth and risk management

Asset management
US$23.00mPE · Mar 2015
40+0% vs previous recordrecorded
Fee-for-service
29 yr1997
0none in 3 months · last posted Aug 2026

Tech businesses focused VC firm

Services for investment industry
US$11.00mSeed · Jan 2026
—Not available
Fee-for-service
10 yr2016
—No postings tracked

Commercial bank

Banks
US$7.00mSeries A · Nov 2015
—Not available
Fee-for-service
20 yr2006
—No postings tracked

Commercial bank

Banks
US$6.82mSeries A · Jul 2011
79recorded
Commission on transaction / Fee-for-service
25 yr2001
—No postings tracked

Commercial bank

Banks
US$5.62mSeries A · Sep 2017
5LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
23 yr2003
—No postings tracked

Investmnet portfolio management firm

Asset management
US$5.20mSeries A · May 2016
2LinkedIn · Jul 2026
Subscription
21 yr2005
0none in 3 months

Diversified insurance brokerage firm

Insurance distribution
US$4.50mSeries A · Oct 2017
12LinkedIn · Jul 2026
Commission on transaction / E-commerce - service
17 yr2009
0none in 3 months

The company offers banking services for personal and business needs

Banks
US$4.45mSeries A · Mar 2019
57LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
25 yr2001
0none in 3 months · last posted Mar 2026

Mortgage brokerage firm

Service providers to banks
US$4.34mSeries A · May 2023
15recorded
Commission on transaction / Lending
8 yr2018
—No postings tracked

Debt purchasing services

Service providers to banks
US$4.28mSeries A · Jun 2018
—Not available
Commission on transaction / E-commerce - service
9 yr2017
—No postings tracked

Provider of accounting services

Finance & accounting services
US$4.00mSeries A · Nov 2011
2LinkedIn · Jul 2026
Fee-for-service
23 yr2003
—No postings tracked

Community bank providing personal and business banking, loans, and online services

Banks
US$3.42mSeries A · Aug 2024
37+0% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months

Commercial bank

Banks
US$2.50mSeed · Mar 2011
49LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
25 yr2001
0none in 3 months · last posted Dec 2025

Loan servicing firm

Service providers to banks
US$2.16mSeed · Jul 2009
60+0% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Lending
26 yr2000
0none in 3 months · last posted Jun 2026

Community bank providing personal, business banking, and wealth management services

Banks
US$1.25mSeed · May 2012
3+21% vs previous recordLinkedIn · Jul 2026
Advertising / Commission on transaction
22 yr2004
—No postings tracked

Commercial real estate investment management firm specializing in managing invested capital within a specific focus

Services for investment industry
US$950kSeed · Mar 2017
4LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
10 yr2016
—No postings tracked

Provider of seasoned finance, legal, and cannabis industry professional services

Cannabis services
US$850kSeed · Dec 2024
15recorded
Commission on transaction / Lending
11 yr2015
—No postings tracked

Mortgage broker

Service providers to banks
US$600kSeed · Mar 2019
7-39% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Lending
12 yr2014
0none in 3 months

Home - Integrity Wealth Advisors

Services for investment industry
US$312kSeed · Mar 2025
16LinkedIn · Jul 2026
Fee-for-service
23 yr2003
—No postings tracked

Mortgage loans provider

Consumer and sme loans
US$300kSeed · Jan 2018
46-8% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
25 yr2001
0none in 3 months

Provider of financial and business advisory services

Services for investment industry
US$206kSeed · Mar 2021
—Not available
Commission on transaction / E-commerce - service
20 yr2006
—No postings tracked
50 of 599 companies shown here · the full list is on Radar
Fliar Radar

Explore all 599 financial services companies in Colorado on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Colorado on Radar
  • Every company, not just 50All 599 financial services companies in Colorado, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore financial services companies in Colorado by what you are looking for

Explore financial services companies in Colorado for accounting, investments, lending and insurance. Find financial planning services and financial services companies serving consumers and businesses.

7 ways to explore financial services in Colorado

Accounting & finance services companiesAsset management & investment companiesConsumer & business lending companiesInsurance & banking companiesFinancial services startups in ColoradoFinancial services companies hiring in Colorado

Accounting & finance services companies

Accounting, tax and finance service providers for businesses and individuals.

  1. MBHE Holdings

    Provider of accounting services

    Finance & accounting services
    See in list
  2. Richey May & Co

    Provider of assurance and tax services

    Finance & accounting services
    Website
  3. ATBS

    Provider of bookkeeping, accounting and tax related services

    Finance & accounting services
    Website
  4. EKS&H

    Provider of audit, assurance and tax services

    Finance & accounting services
    Website
  5. stockman kast ryan + company, llp

    Stockman Kast Ryan + Company, LLP is an accounting firm based out of Colorado Springs.

    Finance & accounting services
    Website
153 companies in Colorado

Asset management & investment companies

Asset managers, advisors and firms serving the investment industry.

  1. First Western Trust

    Wealth management firm

    Asset management
    See in list
  2. Black Diamond

    Provider of investment advisory and management consulting services

    Services for investment industry
    See in list
  3. Swan Global Investments

    Options-based investment strategies for long-term investors seeking growth and risk management

    Asset management
    See in list
  4. Triumph Capital Group

    Commercial real estate investment management firm specializing in managing invested capital within a specific focus

    Services for investment industry
    See in list
  5. Integrity Wealth Group

    Home - Integrity Wealth Advisors

    Services for investment industry
    See in list

Consumer & business lending companies

Lenders providing consumer, small-business and asset finance.

  1. Mad Capital

    Provider of financing for regenerative ranchers and organic farmers

    Consumer and sme loans
    See in list
  2. Ideal Home Loans

    Mortgage loans provider

    Consumer and sme loans
    See in list
  3. American Financing

    Mortagage lender

    Consumer and sme loans
    See in list
  4. TFS

    Auto financing firm

    Consumer and sme loans
    See in list
  5. Loan Simple

    Mortgage loans provider

    Consumer and sme loans
    See in list

Financial services startups in Colorado

Recently founded financial services companies in Colorado.

  1. Trilon group

    Provider of investment management services

    Services for investment industry
    See in list
  2. The Savings Group

    Provider of financial transaction services

    Services for investment industry
    See in list
  3. bellco home loans

    Bellco Home Loans is a mortgage advisory company that offers personalized guidance for the mortgage process.

    Consumer and sme loans
    Website
  4. rowe capital group

    Rowe Capital Group specializes in the marketing and servicing of private securities offerings.

    Services for investment industry
    Website
  5. Blu-Insights

    FP&A consulting providing data-driven insights for marketing and retail

    Services for investment industry
    Website
42 companies in Colorado

Financial services companies hiring in Colorado

Financial services employers in Colorado with hiring activity.

  1. First Western Trust

    Wealth management firm

    Asset management
    See in list
  2. Mad Capital

    Provider of financing for regenerative ranchers and organic farmers

    Consumer and sme loans
    See in list
  3. Black Diamond

    Provider of investment advisory and management consulting services

    Services for investment industry
    See in list
  4. Swan Global Investments

    Options-based investment strategies for long-term investors seeking growth and risk management

    Asset management
    See in list
  5. Native American Bank

    The company offers banking services for personal and business needs

    Banks
    See in list
22 companies in Colorado

Public financial services companies in Colorado

Publicly listed financial services companies in Colorado.

  1. National Bank Holdings

    Bank holding firm

    Banks
    See in list
  2. First Western Trust

    Wealth management firm

    Asset management
    See in list
  3. Charles Schwab

    Diversified asset management firm

    Asset management
    See in list
  4. udr

    UDR is a leading multifamily real estate investment trust that manages, buys, sells, develops and redevelops apartment communities.

    Reits
    See in list
  5. Lyons National Bank

    Commercial bank

    Banks
    Website
17 companies in Colorado
Mobile reach

Top 10 financial services apps from Colorado

The most-installed Android apps published by financial services companies headquartered in Colorado — 7.2M installs between them. 36 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

Empower®

by Empower

Installs4.1M
Rating2.8930K ratings
Installs, year on year+39%
Last updatedJun 2026
View on Google Play ↗
Empower® screenshot 1Empower® screenshot 2Empower® screenshot 3Empower® screenshot 4Empower® screenshot 5Empower® screenshot 6
2

Toyota Financial Services

by TFS

Installs1.7M
Rating4.73108K ratings
Installs, year on year+13%
Last updatedMay 2026
View on Google Play ↗
Toyota Financial Services screenshot 1Toyota Financial Services screenshot 2Toyota Financial Services screenshot 3Toyota Financial Services screenshot 4Toyota Financial Services screenshot 5Toyota Financial Services screenshot 6
3

FirstBank Mobile Banking

by FirstBank

Installs600K
Rating4.7626K ratings
Installs, year on year+13%
Last updatedMay 2026
View on Google Play ↗
FirstBank Mobile Banking screenshot 1FirstBank Mobile Banking screenshot 2FirstBank Mobile Banking screenshot 3FirstBank Mobile Banking screenshot 4FirstBank Mobile Banking screenshot 5FirstBank Mobile Banking screenshot 6
5

Bellco Banking

by Bellco

Installs139K
Rating4.817K ratings
Installs, year on year+16%
Last updatedDec 2025
View on Google Play ↗
Bellco Banking screenshot 1Bellco Banking screenshot 2Bellco Banking screenshot 3Bellco Banking screenshot 4Bellco Banking screenshot 5
8

Alpine Bank - Alpine Mobile

by Alpine Bank

Installs57K
Rating4.381K ratings
Last updatedMay 2026
View on Google Play ↗
Alpine Bank - Alpine Mobile screenshot 1Alpine Bank - Alpine Mobile screenshot 2Alpine Bank - Alpine Mobile screenshot 3Alpine Bank - Alpine Mobile screenshot 4
9

ATBS

by ATBS

Installs29K
Rating3.83119 ratings
Last updatedApr 2026
View on Google Play ↗
ATBS screenshot 1ATBS screenshot 2ATBS screenshot 3ATBS screenshot 4ATBS screenshot 5ATBS screenshot 6
RadarBrowse every financial services company in Colorado on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.

Capital & corporate activity

Financial services funding and M&A across the United States

2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Colorado compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months50

US$1.25bn

equity rounds, last 24 months186

US$2.66bn

raised over five yearsUS$18.79bn

877 rounds in the United States

M&A deals, Colorado71

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years

Most-funded sub-sectors

Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Corporate activity · last 24 months

M&A in Colorado

58Acquisition
7Merger
6Undisclosed

Most active acquirers

  1. Mercer advisors13
  2. Royal gold6
  3. Charles schwab4
  4. Empower4
  5. National bank holdings3

Most acquired or merged

  1. Farmland partners6
  2. Empower2
  3. Royal gold2
  4. Vista Bancshares, Inc.2
  5. Forge global2

Each deal appears in the events strip at the top of the page.

Go deeper in the financial services landscape reports:

Financial Services Industry Landscape of the United States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Colorado maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the financial services landscape of Colorado

Financial services funding in Colorado

29 financial services companies in Colorado have recorded equity funding, US$289.80m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Colorado

Meet the people behind financial services companies in Colorado. 138 of 599 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Colorado financial services companies by sub-sector

The most common specialisations among financial services companies in Colorado. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Colorado

180 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Colorado

Browse the Radar directory

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