Best Financial Services Companies in Denver, United States
The 193 best Financial Services companies in Denver, 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 Denver
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Aimco REIT focusing on residential real estate properties | $667M | 21 mo ago | 62 | 1994 | Wes Powell CEO & President & Director | WordPressApple iCloud MailMicrosoft 365+24 | — |
| 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 | MountainView Capital Holdings Provider of financial services for investment industry | $76M | 214 mo ago | — | 1989 | Michael Morgan CEO | — | — |
| 6 | CoBiz Financial Commercial bank | $64M | 209 mo ago | 63 | 1980 | Steve Banger CEO | — | — |
| 7 | CIC Bancshares Cooperative bank | $61M | 139 mo ago | 89 | 2010 | Kevin Ahern President and CEO | — | — |
| 8 | Guaranty Bank and Trust Retail and business community bank | $59M | 202 mo ago | — | 1955 | Paul W Taylor CEO & President | — | — |
| 9 | First Western Trust Wealth management firm | $51M | 75 mo ago | 256 256 → 475 (+86%) | 2004 | Scott Wylie CEO | WordPress Block EditorWordPressMySQL+33 | — |
| 10 | Citywide Banks Commercial bank | $16M | 127 mo ago | 227 | 1963 | Kevin Quinn CEO & President | DrupalMariaDBPHP+22 | — |
| 11 | USCF Provider of exchange-traded funds focused on commodities and alternative investments | $13M | 88 mo ago | 27 | 2005 | John Love President & CEO | PHPBrightEdgeLazySizes+9 | — |
| 12 | 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 | WordPressApple iCloud MailMicrosoft 365+18 | — |
| 13 | 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 | WordPress Site EditorWordPressMySQL+24 | — |
| 14 | Mercer Advisors Provider of wealth management and advisory services for investment industries | $9M | 36 mo ago | 940 | 1985 | Dave Welling CEO | WordPressApple iCloud MailMySQL+39 | 1 partnership · 1 award |
| 15 | Foundation Bank Commercial bank | $7M | 179 mo ago | 79 | 2001 | — | — | — |
| 16 | LenderLive | $7M | 110 mo ago | 420 | 1999 | — | — | — |
| 17 | Charles Schwab Diversified asset management firm | $6M | 197 mo ago | 33,000 33,000 → 34,685 (+5%) | 1971 | Walt Bettinger President & CEO | DrupalPHPAmazon Web Services+26 | — |
| 18 | Native American Bank The company offers banking services for personal and business needs | $6M | 81 mo ago | 42 | 2001 | — | WordPressMySQLPHP+24 | — |
| 19 | Fortis Private Bank Commercial bank | $6M | 33 mo ago | 98 | 1997 | Chris Luce Co-Founder & CEO | — | — |
| 20 | CCFO Provider of financial advisory services | $5M | 143 mo ago | 13 13 → 21 (+62%) | — | — | — | — |
| 21 | Ownership Mortgage Mortgage brokerage firm | $4M | 37 mo ago | 15 | 2018 | — | — | — |
| 22 | MBHE Holdings Provider of accounting services | $4M | 175 mo ago | 51 | 2003 | Staunton Golding Co-Founder & CEO | — | — |
| 23 | MG Stover Provider of financial advisory services | $2M | 89 mo ago | 106 | 2007 | — | — | — |
| 24 | Bankers’ Bank of the West Provider of ATM processing, safekeeping, IT security and banking consulting services | $1M | 188 mo ago | — | 1980 | William Mitchell CEO | Cart FunctionalitySquarespace CommerceSquarespace+17 | — |
| 25 | DCT Industrial Industrial real estate company specializing in distribution asset ownership and development | $1M | 122 mo ago | 100 | 2003 | Philip Hawkins CEO & President | — | — |
| 26 | 361 Capital Diversified investment management firm | $1000K | 133 mo ago | 22 | 2001 | — | — | — |
| 27 | Sweet Leaf Madison Capital Provider of seasoned finance, legal, and cannabis industry professional services | $600K | 18 mo ago | 15 | 2015 | Ted Harris Founder | — | — |
| 28 | WAGN Wealth management firm | $500K | 76 mo ago | — | 2019 | John Phoenix Partner and Co-Founder | — | — |
| 29 | Ideal Home Loans Mortgage loans provider | $300K | 101 mo ago | 56 | 2001 | Brent Ivinson CEO & Owner | — | — |
| 30 | Ownership Insurance Diversified insurance brokerage firm | $106K | 47 mo ago | 6 | 2020 | — | — | — |
Top 12 Financial Services companies in Denver
#1
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
#2
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
#3
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
#4
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
#5
Series A · Denver, Colorado · founded 1997 · 98 employees$5.7Mraised▾
Commercial bank
- Sep 2023Series A$5.7M
#6
Acquired · Denver, Colorado · founded 1985 · 940 employees$8.7Mraised▾
Provider of wealth management and advisory services for investment industries
#7
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
#8
Public · Denver, Colorado · founded 2004 · 256 employees$51.4Mraised▾
Wealth management firm
- Mar 2020Post IPO$8M
- Sep 2017Series C$1.7M
- Oct 2016Series C$7.1M
- Aug 2012Series C$7.3M
#9
Series A · Denver, Colorado · founded 2018 · 15 employees$4.3Mraised▾
Provider of home loan services intended to facilitate a home purchase or refinance experience. The company's services include an array of mortgage programs including loan processing, loan application, pre-qualification for loans, and mortgage calculators, enabling consumers to evaluate different financing options and consider various mortgage programs.
- May 2023Series A$4M
- Apr 2022Seed$300K
#10
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
#11
Acquired · Denver, Colorado · founded 2010 · 89 employees$60.7Mraised▾
Provider of personal and commercial banking services intended to offer diverse financial facilities in the State of Colorado. The company's personal and commercial banking services offer savings and current accounts, credit and debit card facility, all time money facility, loans and other related banking utilities such as mortgage banking and wealth management facilities tailored to meet the needs of businesses, business-owners, professionals and individuals.
- Oct 2014Series C$19.9M
- Aug 2014Series B$4M
- 2013Series B—
- Oct 2012Series B$5.5M
#12
Deadpooled · Denver, Colorado · founded 1989$75.8Mraised▾
Provider of financial services for investment industry
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.