Company lists
The Denver edition · 2026

Financial servicescompanies in Denver

Investing, accounting, lending, banking, listed and more: the companies building financial services in Denver, Colorado, with their founders, funding, team size and business models.

218 company profiles11 with recorded fundingNovember 2026 edition
Denver · Photo: Wikimedia Commons (CC BY 4.0)

Recent financial services business events in the United States

Funding, M&A, contract wins and launches involving 48,810 financial services companies in the United States, last 24 months: 3160 M&A deals · 466 Contracts · 199 launches · 197 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.

M&AAcquisition · Announced

Wafra acquires Navitas Credit

Wafra , a New York-based alternative asset manager, agreed to acquire Navitas Credit Corp. , an equipment finance provider, from United Community , a bank holding company, for $1.9bn,…

Equipment finance provider
M&AAcquisition · Completed

Corps capital advisors acquires American international group

Corps Capital Advisors LLC acquired a new stake in shares of American International Group, Inc. (NYSE:AIG – Free Report) during the 4th quarter, according to its most recent Form 13F…

Insurance
M&AAcquisition · Completed

Private management group acquires Advance auto parts

Private Management Group Inc. bought a new stake in shares of Advance Auto Parts, Inc. (NYSE:AAP – Free Report) during the 4th quarter, Holdings Channel reports. The institutional…

M&AAcquisition · Completed

Mitchell mcleod pugh & williams acquires Philip morris international

Mitchell Mcleod Pugh & Williams Inc. lifted its holdings in shares of Philip Morris International by 2.8% in the fourth quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 9,829…

Tobacco
M&AAcquisition · Completed

Los angeles capital acquires Sensient technologies

Los Angeles Capital Management LLC acquired a new position in shares of Sensient Technologies Corporation (NYSE:SXT – Free Report) during the fourth quarter, according to the company in…

Specialty Chemicals
M&AAcquisition · Rumored

Blackstone acquires H&R Real Estate Investment Trust

Blackstone Inc. is in discussions with Canada's H&R Real Estate Investment Trust about a potential acquisition, according to people with knowledge of the matter.

M&AAcquisition · Completed

North Dallas Bank & Trust acquires General dynamics

North Dallas Bank & Trust Co. acquired a new stake in General Dynamics Corporation (NYSE:GD – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the…

Aerospace and Defense
M&AAcquisition · Completed

North Dallas Bank & Trust acquires Eaton

North Dallas Bank & Trust Co. bought a new stake in Eaton Corporation, PLC (NYSE:ETN – Free Report) in the 4th quarter, according to the company in its most recent filing with the…

Industrial products
M&AAcquisition · Completed

Westfield capital acquires East west

Westfield Capital Management Co. LP now owns 874,152 shares of the financial services provider’s stock valued at $98,246,000 after purchasing an additional 284,617 shares during the period.

Financial services
LaunchCross-border real-time payments solution

Bank of america

Bank of America has unveiled plans to launch a new cross-border real-time payments solution that will enable its corporate and commercial clients to send and receive funds instantly…

Financial services
M&AAcquisition · Completed

Fox Run Management L.L.C. acquires Omega healthcare investors

Fox Run Management L.L.C. acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm…

Real Estate Investment Trust
M&AAcquisition · Completed

WCG Wealth Advisors LLC acquires Carlyle Secured Lending

WCG Wealth Advisors LLC acquired a new stake in shares of Carlyle Secured Lending, Inc. (NASDAQ:CGBD – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired…

Business Development Company / Alternative Investment
M&AMerger · Announced

Equity residential acquires Avalonbay communities

Equity Residential (NYSE:EQR) entered into definitive agreement to acquire AvalonBay Communities, Inc. (NYSE:AVB) in a merger of equals transaction for $26.6 billion on May 20, 2026.

Real Estate
M&AAcquisition · Announced

Umpqua acquires Sterling Financial

Sterling Financial Corp., the Spokane-based parent of Sterling Bank, and Portland-based Umpqua Holdings Corp. announced this afternoon that they had entered into a definitive agreement…

Financial
M&AAcquisition · Announced

Allianz global investors acquires Uob asset management

AllianzGI outbid rivals to emerge as the likeliest buyer of UOB Asset Management Ltd., and the details are being finalized on a transaction that could be valued at up to S$600 million…

Asset management
M&AAcquisition · Announced

Wellington management acquires The Hartford Funds

Wellington Management has bought The Hartford Funds, a provider of investment solutions for the wealth management market in a deal valued at approximately $1.9 billion.

Investment solutions
M&AAcquisition · Announced

Netcapital acquires Resmac

Netcapital also announced an acquisition agreement on Thursday. The company has signed a non-binding letter of intent to buy the bulk of Resmac's assets in a deal valued at $5 million.

Mortgage bank
M&AAcquisition · Announced

Mortgage Forward acquires First federal bank

First Federal Bank struck a deal to sell the TPO division, which includes the QRL Financial Services unit, to the Chicago-based Mortgage Forward.

Community bank
M&AAcquisition · Announced

Doeren mayhew acquires Griffin Global Technologies

Doeren Mayhew has acquired Atlanta-based Griffin Global Technologies.

Technology
LaunchCognizant Ace Team Program

Cognizant

Cognizant recently announced the launch of the Cognizant Ace Team Program, a strategic initiative designed to build a cohort of top engineering minds who will deliver cutting-edge…

AI Engineering Talent Program
M&AAcquisition · Completed

Waverly advisors acquires WealthPlans, LLC

The acquisition of Cooley marks Waverly's 33rd transaction and the transaction closed on May 29, 2026, and will increase Waverly's assets under management to approximately $35.5 billion

Wealth management
M&AAcquisition · Completed

Mountain West Bank's parent company acquires Altabancorp

They include Coeur d’Alene-based Mountain West Bank's parent company's acquisition of American Fork, Utah-based Altabancorp last month.

Banking
M&AAcquisition · Completed

Aprio acquires Waldron H. Rand & Co.

Aprio acquired Waldron H. Rand & Co. in Dedham, Massachusetts, effective June 1.

Accounting
M&AAcquisition · Announced

Cardinal credit union acquires Noteworthy federal credit union

Cardinal Credit Union is expanding its presence in Northeast Ohio through the acquisition of NoteWorthy Federal Credit Union, a small Cleveland institution known for serving musicians,…

Credit Union
M&AAcquisition · Pending

State street global advisors acquires Groww Asset Management

On Monday, markets regulator Sebi approved US-based State Street Global Advisors (SSGA) proposed stake acquisition in Groww Asset Management (Groww AMC), a wholly-owned subsidiary of…

Asset management
ContractService

Indian overseas bank · client: National

National Aluminium Company Limited (NALCO) has signed a Memorandum of Understanding (MoU) with Indian Overseas Bank (IOB) to roll out a Corporate Salary Package for its employees.

Banking
M&AAcquisition · Announced

Valon technologies acquires Carrington mortgage services

The May deal between Valon Technologies and Carrington Mortgage Services spotlights two running themes in the current wave of mergers and acquisitions

Mortgage servicing
M&AAcquisition · Announced

Wellington management acquires Hartford funds

Boston financial giant Wellington Management is getting even bigger with a deal valued at an estimated $1.9 billion to buy longtime business partner Hartford Funds, in its first…

Financial
M&AAcquisition · Completed

One rock capital partners acquires Innophos holdings

Innophos Holdings today announced the completion of its acquisition by an affiliate of One Rock Capital Partners, LLC, a private equity firm.

Specialty Materials

Financial services companies in Denver, by funding and team

Few financial services companies in Denver, 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 218 active companies.

Showing 25 of 50

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

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

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

Provider of accounting services

Finance & accounting services
US$4.00mSeries A · Nov 2011
2LinkedIn · Jul 2026
Fee-for-service
23 yr2003
—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 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

Diversified insurance brokerage firm

Insurance distribution
US$106kSeed · Jul 2022
4LinkedIn · Jul 2026
Commission on transaction / E-commerce - service
6 yr2020
—No postings tracked

Provider of business consulting services

Management consulting services
US$35kSeed · Jun 2020
—Not available
Subscription
7 yr2019
—No postings tracked

Diversified asset management firm

Asset management
—None recorded
35,069-53% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
55 yr1971
0none in 3 months

Provider of resources for personal finance, income boosting, and smart investing

Financial news portals and data aggregators
—None recorded
4,586+218% vs previous recordrecorded
Advertising / Commission on transaction
18 yr2008
—No postings tracked

Provider of investment management services

Services for investment industry
—None recorded
1,500recorded
Fee-for-service
5 yr2021
0none in 3 months · last posted Jun 2026

Workers' compensation insurance company

Insurance carriers
—None recorded
685+2% vs previous recordLinkedIn · Oct 2026
Advertising / Commission on transaction
111 yr1915
0none in 3 months · last posted Feb 2026

Provider of financial transaction services

Services for investment industry
—None recorded
727+0% vs previous recordrecorded
Commission on transaction / Lending
5 yr2021
0none in 3 months · last posted Apr 2026

Provider of asset recovery and repossession services

Service providers to banks
—None recorded
494recorded Dec 2012
Fee-for-service
20 yr2006
0none in 3 months

Diversified asset management firm

Asset management
—None recorded
169LinkedIn · Oct 2026
Fee-for-service
41 yr1985
—No postings tracked

Urban credit union

Banks
—None recorded
354+0% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
92 yr1934
0none in 3 months · last posted Feb 2026

Cetera Advisor is an independent broker-dealer that provides services and products to financial professionals.

Services for investment industry
—None recorded
332+3% vs previous recordrecorded
Commission on transaction / Fee-for-service
16 yr2010
—No postings tracked

Auto financing firm

Consumer and sme loans
—None recorded
16+3,090% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
43 yr1983
0none in 3 months

CAC is an insurance brokerage and investment banking business focused on providing expertise across the spectrum of insurance.

Third-party administrators
—None recorded
273+18% vs previous recordrecorded
Commission on transaction / Fee-for-service
7 yr2019
—No postings tracked

Private equity fund focused on multiple sectors

Services for investment industry
—None recorded
10LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
7 yr2019
0none in 3 months

Provider of financial advisory services

Asset management
—None recorded
65+33% 12 mo to Dec 2020LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
16 yr2010
—No postings tracked

Provider of audit, assurance and tax services

Finance & accounting services
—None recorded
157-8% vs previous recordLinkedIn · Oct 2026
Fee-for-service
48 yr1978
—No postings tracked
50 of 218 companies shown here · the full list is on Radar
Fliar Radar

Explore all 218 financial services companies in Denver on Radar

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

Open financial services in Denver on Radar
  • Every company, not just 50All 218 financial services companies in Denver, 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.
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Explore financial services companies in Denver by what you are looking for

Find financial services companies in Denver across investment management, lending, banking and insurance. Browse Denver financial providers by specialty.

7 ways to explore financial services in Denver

Asset management and investment companiesFinance and accounting service companiesLoan and mortgage companiesBanks and banking service providersPublic financial services companies in DenverFinancial services startups in Denver

Asset management and investment companies

Companies managing assets and serving investment firms.

  1. First Western Trust

    Wealth management firm

    Asset management
    See in list
  2. Cyberhill Partners

    Tech businesses focused VC firm

    Services for investment industry
    See in list
  3. Charles Schwab

    Diversified asset management firm

    Asset management
    See in list
  4. Trilon group

    Provider of investment management services

    Services for investment industry
    See in list
  5. Fruition Partners

    Private equity fund focused on multiple sectors

    Services for investment industry
    See in list

Finance and accounting service companies

Professional providers of accounting, tax and financial management services.

  1. MBHE Holdings

    Provider of accounting services

    Finance & accounting services
    See in list
  2. Proxii

    Provider of business consulting services

    Management consulting services
    See in list
  3. EKS&H

    Provider of audit, assurance and tax services

    Finance & accounting services
    See in list
  4. spicer jeffries

    Spicer Jeffries is a CPA firm that provides clients with accounting, audit, tax and consulting services.

    Finance & accounting services
    See in list
  5. Causeycpas

    Causey Demgen & Moore is an accounting firm that offers audits, assurance, taxation, litigation support, CMBS & wealth management services.

    Finance & accounting services
    See in list

Loan and mortgage companies

Lenders and finance companies offering consumer and business loans.

  1. Ideal Home Loans

    Mortgage loans provider

    Consumer and sme loans
    See in list
  2. TFS

    Auto financing firm

    Consumer and sme loans
    See in list
  3. American Liberty Mortgage

    PERSONALIZED & EXPERT SERVICE Our Loan Advisors are personable, educated, skilled & experienced.

    Consumer and sme loans
    See in list
  4. Zenith Home Loans

    Provider of mortgage loans provider

    Consumer and sme loans
    See in list
  5. Home Mortgage Alliance

    Home Mortgage Alliance is powered by Stearns Lending, LLC, a national mortgage lender with a 25-year history of providing customers with traditional standards of service and a growing array of home loan options.

    Consumer and sme loans
    See in list

Banks and banking service providers

Banks and companies providing services to banking institutions.

  1. Citywide Banks

    Commercial bank

    Banks
    See in list
  2. Foundation Bank

    Commercial bank

    Banks
    See in list
  3. Native American Bank

    The company offers banking services for personal and business needs

    Banks
    See in list
  4. Ownership Mortgage

    Mortgage brokerage firm

    Service providers to banks
    See in list
  5. National Asset Recovery

    Provider of asset recovery and repossession services

    Service providers to banks
    See in list

Public financial services companies in Denver

Publicly listed financial services companies in Denver.

  1. First Western Trust

    Wealth management firm

    Asset management
    See in list
  2. Charles Schwab

    Diversified asset management firm

    Asset management
    See in list
  3. Star Funds

    Investment management for individual investors

    Asset management
    See in list
  4. Aimco

    REIT focusing on residential real estate properties

    Reits
    See in list
  5. bank of denver

    Bank of Denver is a locally owned community bank providing financial services to the Denver area since 1953.

    Banks
    See in list
11 companies in Denver

Financial services startups in Denver

Recently founded financial services companies in Denver.

  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. Blu-Insights

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

    Services for investment industry
  4. Uniting Wealth Partners

    Provider of financial planning, wealth management, and investment advisory services

    Asset management
  5. Diligence Credit Union

    Offers credit union services, including accounts, loans, credit cards, and investments

    Consumer and sme loans
15 companies in Denver

Financial services companies hiring in Denver

Financial services companies in Denver with hiring activity.

  1. First Western Trust

    Wealth management firm

    Asset management
    See in list
  2. Native American Bank

    The company offers banking services for personal and business needs

    Banks
    See in list
  3. Trilon group

    Provider of investment management services

    Services for investment industry
    See in list
  4. Pinnacol

    Workers' compensation insurance company

    Insurance carriers
    See in list
  5. The Savings Group

    Provider of financial transaction services

    Services for investment industry
    See in list
14 companies in Denver
Mobile reach

Top 7 financial services apps from Denver

The most-installed Android apps published by financial services companies headquartered in Denver — 1.8M installs between them. 7 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 7
1

Toyota Financial Services

by TFS

Installs1.7M
Rating4.73108K ratings
Installs, year on year+13%
Last updatedMay 2026
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
2

CUofCO Mobile Banking

by Credit Union of Colorado

Installs92K
Rating4.364K ratings
Last updatedMar 2026
CUofCO Mobile Banking screenshot 1CUofCO Mobile Banking screenshot 2CUofCO Mobile Banking screenshot 3CUofCO Mobile Banking screenshot 4CUofCO Mobile Banking screenshot 5CUofCO Mobile Banking screenshot 6
3

Native American Bank

by Native American Bank N.A

Installs2K
Rating4.2445 ratings
Last updatedMay 2026
Native American Bank screenshot 1Native American Bank screenshot 2Native American Bank screenshot 3Native American Bank screenshot 4
4

Fortis Bank - mRDC

by Fortis Private Bank

Installs873
Rating—
Last updatedJan 2025
Fortis Bank - mRDC screenshot 1Fortis Bank - mRDC screenshot 2Fortis Bank - mRDC screenshot 3Fortis Bank - mRDC screenshot 4
5

MYFW Digital Platform

by First Western Trust

Installs486
Rating—
Last updatedApr 2026
MYFW Digital Platform screenshot 1MYFW Digital Platform screenshot 2MYFW Digital Platform screenshot 3MYFW Digital Platform screenshot 4MYFW Digital Platform screenshot 5MYFW Digital Platform screenshot 6
7

Motto Mortgage Events

by Motto Mortgage

Installs104
Rating—
Last updatedApr 2026
Motto Mortgage Events screenshot 1Motto Mortgage Events screenshot 2Motto Mortgage Events screenshot 3
RadarBrowse every financial services company in Denver 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 Denver 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, the United States3160

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 the United States

2771Acquisition
317Merger
26Takeover

Most active acquirers

  1. Blackstone126
  2. Goldman sachs59
  3. Raymond james49
  4. H.i.g. capital37
  5. Inszone insurance services34

Most acquired or merged

  1. Na22
  2. Cadence bank16
  3. Brighthouse financial11
  4. Plymouth industrial reit9
  5. Mr. cooper group9

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

Industry landscape report

Financial Services Industry Landscape of Denver

The financials above are one chapter. The full financial services landscape of Denver 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 Denver

Financial services funding in Denver

11 financial services companies in Denver have recorded equity funding, US$90.25m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Denver

Meet the people behind financial services companies in Denver. 56 of 218 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Denver financial services companies by sub-sector

The most common specialisations among financial services companies in Denver. 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 Denver

85 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 Denver

Browse the Radar directory

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