Best Financial Services Companies in Colorado, United States
The 507 best Financial Services companies in Colorado, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Aimco.
Ranked: Best Financial Services companies in Colorado
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Aimco REIT focusing on residential real estate properties | $667M | 21 mo ago | 62 | 1994 | Wes Powell CEO & President & Director | 8 patents High‑torque hand tools and adult incontinence management devices | — |
| 2 | Phoenix Capital Group Provider of oil & gas investment services | $564M | 33 mo ago | 28 | 2019 | — | — | — |
| 3 | SquareTwo Financial Provider of services related to purchasing and managing consumer debt 42Market top 37%Funding top 37%Fin. health bottom 45%Global bottom 32% All 6 signals ▾Markettop 37% Fundingtop 37% Fin. healthbottom 45% Globalbottom 32% Newsbottom 27% Growthbottom 25% Market: 44 employees (top 46% of Finance & Accounting Services) · Revenue ~$203M Funding: Raised $475M across 1 rounds · 1 rounds over 16 yrs (0.1/yr) rank vs industry peers · Fliar Intelligence Index 42/100 | $475M | 191 mo ago | 44 | 1994 | — | — | — |
| 4 | ArrowMark Partners Investment management firm specializing in public and private credit and equity | $310M | 158 mo ago | — | 2007 | Sanjai Bhonsle CEO | — | 1 award |
| 5 | FirstBank Retail and business community bank | $115M | 46 mo ago | 17 | 1963 | James Reuter Ceo & President | — | — |
| 6 | National Bank Holdings Bank holding firm | $85M | 199 mo ago | 1,226 | 2009 | Christopher Randall Founder & Managing Director | 39 patents Secure routing and authentication for financial transaction networks. | — |
| 7 | MountainView Capital Holdings Provider of financial services for investment industry | $76M | 214 mo ago | — | 1989 | Michael Morgan CEO | — | — |
| 8 | CoBiz Financial Commercial bank | $64M | 209 mo ago | 63 | 1980 | Steve Banger CEO | — | — |
| 9 | CIC Bancshares Cooperative bank | $61M | 139 mo ago | 89 | 2010 | Kevin Ahern President and CEO | — | — |
| 10 | Guaranty Bank and Trust Retail and business community bank | $59M | 202 mo ago | — | 1955 | Paul W Taylor CEO & President | — | — |
| 11 | First Western Trust Wealth management firm | $51M | 75 mo ago | 256 256 → 475 (+86%) | 2004 | Scott Wylie CEO | — | — |
| 12 | Alpine Bank Colorado bank focused on community, offering personal, business, and commercial solutions | $34M | 6 mo ago | 710 710 → 650 (-8%) | 1973 | Bob Young Founder & Chairman | — | — |
| 13 | Crestone Capital Wealth management firm | $26M | 68 mo ago | 706 | 1991 | Eric Kramer CEO | — | — |
| 14 | Black Diamond Provider of investment advisory and management consulting services | $25M | 45 mo ago | 130 | 2015 | Randy Werder Co-Founder & CEO | 261 patents Small-molecule quinazoline derivatives for oncology drug discovery and cancer therapy | — |
| 15 | Swan Global Investments Options-based investment strategies for long-term investors seeking growth and risk management | $23M | 134 mo ago | 40 | 1997 | — | — | — |
| 16 | Mad Capital Provider of financing for regenerative ranchers and organic farmers | $21M | 31 mo ago | 4 | 2018 | Jim Baich Founder | — | — |
| 17 | Paysys International Enterprise software for credit card management, data warehousing, and transaction management. | $18M | — | — | 1998 | — | — | — |
| 18 | Citywide Banks Commercial bank | $16M | 127 mo ago | 227 | 1963 | Kevin Quinn CEO & President | — | — |
| 19 | USCF Provider of exchange-traded funds focused on commodities and alternative investments | $13M | 88 mo ago | 27 | 2005 | John Love President & CEO | — | — |
| 20 | CAC Group Provider of insurance brokerage and advisory services across various sectors 24Talent bottom 49%Funding bottom 44%Tech bottom 44%Growth bottom 35% All 5 signals ▾Talentbottom 49% Fundingbottom 44% Techbottom 44% Growthbottom 35% Globalbottom 25% Talent: 1 named leader on record · 1 C-suite/founder profile curated Funding: Raised $10.2M across 2 rounds · 2 rounds over 4 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 24/100 | $10M | 36 mo ago | — | 1997 | John Madia Managing Director | — | — |
| 21 | Farmland Partners REIT that is interested in owning and acquiring quality farm land. | $10M | 132 mo ago | 30 30 → 22 (-27%) | 2013 | Paul Pittman Chairman and CEO | — | — |
| 22 | Mercer Advisors Provider of wealth management and advisory services for investment industries | $9M | 36 mo ago | 940 | 1985 | Dave Welling CEO | — | 1 partnership · 1 award |
| 23 | Foundation Bank Commercial bank | $7M | 179 mo ago | 79 | 2001 | — | — | — |
| 24 | International Bank Commercial bank | $7M | 60 mo ago | 103 | 1918 | — | — | — |
| 25 | LenderLive | $7M | 110 mo ago | 420 | 1999 | — | — | — |
| 26 | Charles Schwab Diversified asset management firm | $6M | 197 mo ago | 33,000 33,000 → 34,685 (+5%) | 1971 | Walt Bettinger President & CEO | 248 patents Cybersecurity analytics and network traffic inspection for financial transaction platforms | — |
| 27 | Native American Bank The company offers banking services for personal and business needs | $6M | 81 mo ago | 42 | 2001 | — | — | — |
| 28 | Fortis Private Bank Commercial bank | $6M | 33 mo ago | 98 | 1997 | Chris Luce Co-Founder & CEO | — | — |
| 29 | AthenaInvest Investmnet portfolio management firm | $5M | 120 mo ago | — | 2005 | Tom Howard Founder & CEO | 9 patents Financial investment classification, tracking, and market analytics software. | — |
| 30 | CCFO Provider of financial advisory services | $5M | 143 mo ago | 13 13 → 21 (+62%) | — | — | — | — |
| 31 | Wave Insurance Partners Diversified insurance brokerage firm | $4M | 104 mo ago | — | 2009 | Marc Still President & CEO | — | — |
| 32 | Ownership Mortgage Mortgage brokerage firm | $4M | 37 mo ago | 15 | 2018 | — | — | — |
| 33 | Piton Debt Debt purchasing services | $4M | 96 mo ago | — | 2017 | BO PARFET Founder | — | — |
| 34 | MBHE Holdings Provider of accounting services | $4M | 174 mo ago | 51 | 2003 | Staunton Golding Co-Founder & CEO | — | — |
| 35 | First FarmBank Community bank providing personal and business banking, loans, and online services | $3M | 21 mo ago | 38 | 2007 | Dan Allen CEO & President | — | 1 partnership · 1 award |
| 36 | MG Stover Provider of financial advisory services | $2M | 89 mo ago | 106 | 2007 | — | — | — |
| 37 | Centennial Lending Loan servicing firm | $2M | 203 mo ago | 60 60 → 60 (+0%) | 2000 | Michael Nagl President/CEO | — | 1 job opening |
| 38 | Bank of the San Juans Community bank offering personal and business banking services with local focus | $2M | 187 mo ago | — | 1998 | Rick Brodie CEO | — | 1 job opening |
| 39 | Timberline Community Bank Community bank providing personal, business banking, and wealth management services | $1M | 169 mo ago | 63 | 2004 | Michael Taets CEO | — | — |
| 40 | Bankers’ Bank of the West Provider of ATM processing, safekeeping, IT security and banking consulting services | $1M | 187 mo ago | — | 1980 | William Mitchell CEO | — | — |
| 41 | DCT Industrial Industrial real estate company specializing in distribution asset ownership and development | $1M | 122 mo ago | 100 | 2003 | Philip Hawkins CEO & President | — | — |
| 42 | 361 Capital Diversified investment management firm | $1000K | 133 mo ago | 22 | 2001 | — | — | — |
| 43 | Wychtax Provider of tax preparation, planning, and business consulting services 5Funding bottom 44%Global bottom 25%Market bottom 14% All 3 signals ▾Fundingbottom 44% Globalbottom 25% Marketbottom 14% Funding: Raised $962k across 1 rounds · 1 rounds over 2 yrs (0.5/yr) Global: Single-market focus (United States) rank vs industry peers · Fliar Intelligence Index 5/100 | $962K | 22 mo ago | 6 | — | — | — | — |
| 44 | Triumph Capital Group Commercial real estate investment management firm specializing in managing invested capital within a specific… | $950K | 111 mo ago | — | 2016 | Paul Ruff Founder | — | — |
| 45 | WealthSource Provider of wealth & risk management services | $820K | 193 mo ago | 35 | 2009 | Bryan Sullivan CEO | — | — |
| 46 | Sweet Leaf Madison Capital Provider of seasoned finance, legal, and cannabis industry professional services | $600K | 17 mo ago | 15 | 2015 | Ted Harris Founder | — | — |
| 47 | SCL Mortgage Mortgage broker | $600K | 87 mo ago | 17 | 2014 | Larry Jaeger Founder | — | — |
| 48 | WAGN Wealth management firm | $500K | 76 mo ago | — | 2019 | John Phoenix Partner and Co-Founder | — | — |
| 49 | Yampa Valley Bank Community-focused bank providing personal, business banking, and loan services | $332K | 15 mo ago | 50 | 2000 | Pj Wharton President & CEO | — | — |
| 50 | Ownership Insurance Diversified insurance brokerage firm | $106K | 47 mo ago | 6 | 2020 | — | — | — |
Top 12 Financial Services companies in Colorado
#1
Series D · Grand Junction, Colorado · founded 1973 · 710 employees$34Mraised▾
Colorado bank focused on community, offering personal, business, and commercial solutions. It provides a comprehensive suite of financial services, including personal and business checking and savings accounts, various lending options like home mortgages and real estate loans, and online and mobile banking solutions with login access. The bank also offers specialized services such as wealth management and treasury management. It emphasizes community investment through scholarships, financial literacy programs, and support for local nonprofits. The bank provides resources like financial calculators and fraud prevention tools. It offers credit cards, including personal and business options with rewards programs. The bank is committed to local decision-making and building lasting relationships within the communities it serves.
- Nov 2025Series D$75M
- Jul 2022Series C$34M
#2
Public · Denver, Colorado · founded 1994 · 62 employees$667Mraised▾
REIT focusing on residential real estate properties
- Sep 2024Post IPO$56M
- Dec 2016Conventional Debt$600M
- Oct 2014Post IPO$8.7M
- Oct 2012Post IPO$2.2M
#3
Funding Raised · Denver, Colorado · founded 2019 · 28 employees$564.2Mraised▾
Provider of oil & gas investment services. It prioritize capital deployment and asset management projects to directly impact, benefit, individual land owners, and investors. Also it ensure sales & lease of mineral rights through valuation, pre-closing check, and closing process.
- Aug 2023Conventional Debt$477.5M
- May 2023Conventional Debt$86.5M
- Jul 2020Conventional Debt$300K
#4
Series A · Greeley, Colorado · founded 2007 · 38 employees$3.4Mraised▾
Community bank providing personal and business banking, loans, and online services. It offers a range of financial solutions, including checking, savings, money market accounts, CDs, and IRAs. They provide personal loans, mortgage loans, HELOCs, construction loans, agricultural loans, business loans, commercial real estate loans, and letters of credit. Online banking services include account access, bill payment, and fund transfers. They also offer resources like financial calculators, online education, and reorder checks. They are FDIC-insured and focus on community involvement, supporting local neighborhoods. They provide credit cards, remote deposit, merchant services, and cash management. Login for personal and business banking is available. They offer uChoose Rewards, and debit cards.
- Aug 2024Series A$3.4M
#5
Seed · Denver, Colorado · founded 2015 · 15 employees$600Kraised▾
Provider of seasoned finance, legal, and cannabis industry professional services
- Dec 2024Seed$250K
- Mar 2023Conventional Debt$100M
- Sep 2016Seed$600K
#6
Series A · Boulder, Colorado · founded 2018 · 4 employees$21Mraised▾
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.
- Nov 2023Series A$28.9M
- Dec 2022Seed$4M
- Sep 2022Seed$2.6M
#7
Early Stage · Steamboat Springs, Colorado · founded 2000 · 50 employees$331.8Kraised▾
Community-focused bank providing personal, business banking, and loan services. It offers a range of financial solutions, including checking, savings, and money market accounts, alongside mortgages, consumer, and commercial lending options. The bank emphasizes local decision-making and personalized service, fostering strong relationships with individuals, families, and businesses. It is deeply invested in the community, supporting local organizations and events. Online banking, mobile deposit, wire transfers, and other services are available for customer convenience. The bank operates with a commitment to trust, service, value, and integrity, striving to exceed customer expectations while providing a superior return to shareholders.
- Feb 2025Unattributed$331.8K
#8
Acquired · Lakewood, Colorado · founded 1963 · 17 employees$115.2Mraised▾
Retail and business community bank
- Jul 2022Post IPO$115.2M
#9
Funding Raised · Fort Collins, Colorado · 6 employees$962.5Kraised▾
Provider of tax preparation, planning, and business consulting services. They offer assistance with tax preparation and compliance for individuals and businesses. Services also include tax planning and consulting, accounting, bookkeeping, and financial statement preparation. Training programs are available to help clients manage their own bookkeeping. The firm assists clients with IRS representation and provides financial services for both personal and business financial planning, including retirement planning.
- Jul 2024Conventional Debt$962.5K
#10
Acquired · Denver, Colorado · founded 1994 · 44 employees$475Mraised▾
Provider of services related to purchasing and managing consumer debt. The company purchases charged-off equipment leases and loans. It also offers solutions for settlement of exchange offers and implementation of recapitalization plans. The company provides information related to business restructuring and portfolio asset sales.
- Jun 2010Conventional Debt$475M
#11
Public · Denver, Colorado · founded 2007$310.2Mraised▾
Investment management firm specializing in public and private credit and equity. The firm delivers differentiated investing outcomes through a research-driven philosophy and integrated investment platform. It focuses on niche and less efficient market segments, including leveraged loans and middle-market commercial real estate finance. The company aims to be agile in pursuing asymmetric investment opportunities, building enduring client partnerships by aligning investment capabilities with client needs. The firm manages assets for institutional clients and private wealth allocators across various investment strategies, including broadly syndicated and middle-market CLO Funds and customized separately managed accounts. Collaboration is a cornerstone of the culture, facilitating knowledge-sharing across credit, equity, commercial real estate, public, and private markets. The firm leverages its investment ecosystem and collective experience to gain insights across sectors, industries, and capital structures, managing risk/reward tradeoffs to preserve client capital.
- Apr 2013Conventional Debt$310.2M
#12
Acquired · Denver, Colorado · founded 1997$10.2Mraised▾
Provider of insurance brokerage and advisory services across various sectors. It offers placement capabilities within insurance and capital markets, addressing diverse risk management needs. Services encompass claims management, data analytics, and specialized solutions for industries including but not limited to: construction, healthcare, technology, and renewable energy. The firm also provides structured solutions leveraging capital markets to create unique risk transfer mechanisms. Its agency division serves both commercial and individual clients.
- Jun 2023Unattributed$4M
- Jun 2023Conventional Debt—
- Apr 2022Unattributed$6.2M
Funding & investor landscape
Notable founders
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
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.