Best Financial Services Companies in Salt Lake City, United States
The 104 best Financial Services companies in Salt Lake City, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Platform Accounting Group.
Ranked: Best Financial Services companies in Salt Lake City
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Platform Accounting Group Provider of accounting services 53Growth top 33%Funding top 45%Talent bottom 49%Market bottom 43% All 6 signals ▾Growthtop 33% Fundingtop 45% Talentbottom 49% Marketbottom 43% Globalbottom 32% Newsbottom 18% Growth: Headcount 29 → 43 (+48%) across vintages · 1 acquisition/expansion move in 24 mo Funding: Raised $89.0M across 2 rounds · 2 rounds over 7 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 53/100 | $89M | 30 mo ago | Series B | Reyes Florez Founder & CEO | 2018 | — | — | 6 awards |
| 2 | SILAC Insurance Provider of life insurance services | $75M | 42 mo ago | Series C | — | 1935 | WebflowApple iCloud MailMicrosoft 365+13 | — | — |
| 3 | Avid Acceptance Auto loan provider offering personalized financing solutions for individuals with credit challenges | $50M | 86 mo ago | Funding Raised | Benjamin Larisch Chief Executive Officer | 2007 | WordPressMySQLPHP+12 | — | — |
| 4 | Red Bridge Capital Provider of business loans and equipment leases | $12M | 102 mo ago | Series A | — | 2005 | — | — | — |
| 5 | Holdings Diversified asset management firm | $7M | 36 mo ago | Seed | — | 2022 | — | — | — |
| 6 | First Utah Bank Commercial bank | $5M | 203 mo ago | Series A | Brad Baldwin CEO & President | 1978 | WordPressMySQLPHP+28 | — | 1 award |
| 7 | Mysherpas | $3M | 38 mo ago | Series A | — | — | — | — | — |
| 8 | Platform Tax & Consulting Provider of accounting, payroll, audit and tax related services | $2M | 103 mo ago | Seed | Natalee Harris Co-Founder & Managing Partner | 2015 | — | — | — |
| 9 | Arcasa Provider of mortgage solutions integrating solar incentives to enhance homebuyer affordability | $1M | 16 mo ago | Seed | Cole Bestgen Chief Executive Officer | 2023 | TurbopackNode.jsRadix UI+20 | — | 3 job openings · 1 partnership |
| 10 | Summit Global Investments Provides investment advisory services | $100K | 175 mo ago | Seed | — | 2010 | — | — | 1 award |
Top 12 Financial Services companies in Salt Lake City
#1
Seed · Salt Lake City, Utah · founded 2023$1Mraised▾
Provider of mortgage solutions integrating solar incentives to enhance homebuyer affordability. It streamlines solar integration to unlock savings and flexibility for loan officers to customize mortgages. The company facilitates options for down payment support, interest rate buy-downs, and zero-dollar down closing. It optimizes costs and reinvests in buyers by enabling savings on utility costs, higher appraisal values, and access to tax credits.
- Feb 2025Seed$1M
#2
Series B · Salt Lake City, Utah · founded 2018 · 43 employees$89Mraised▾
Provider of accounting services
- Dec 2023Series B$85M
- Aug 2019Series A$4M
#3
Series C · Salt Lake City, Utah · founded 1935 · 224 employees$75Mraised▾
Provider of life insurance services
#4
Seed · Salt Lake City, Utah · founded 2022 · 9 employees$7Mraised▾
Developer of a cash and risk management platform designed to grow money. The company's platform offers a cash account provided in partnership with bank & trust, member FDIC, that works alongside one's primary bank account that provides annual yield on idle money and insurance cover, enabling users to stay protected and diversified.
- May 2023Seed$3M
- 2022Seed$4M
#5
Series A · Salt Lake City, Utah$3.3Mraised▾
#6
Funding Raised · Salt Lake City, Utah · founded 2007 · 97 employees$50Mraised▾
Auto loan provider offering personalized financing solutions for individuals with credit challenges. They specialize in providing auto loans to people with complicated credit histories, offering a fresh start through manageable financing options. Unlike traditional lenders, they focus on understanding each applicant's unique story, rather than relying solely on automated credit scores. They assign a personal representative to every borrower, guiding them through the borrowing and repayment process. They aim to set a higher standard in the lending industry by offering friendly service, easy accessibility, and prompt turnaround times. They provide a second chance for individuals to rebuild their lives through car ownership.
- Mar 2019Conventional Debt$50M
#7
Series A · Salt Lake City, Utah · founded 2005 · 3 employees$12Mraised▾
Provider of business loans and equipment leases
- Dec 2017Series A$12M
#8
Series A · Salt Lake City, Utah · founded 1978$5Mraised▾
Commercial bank
#9
Seed · Salt Lake City, Utah · founded 2015$1.5Mraised▾
Provider of accounting, payroll, audit and tax related services
- Oct 2017Seed$1.5M
#10
Seed · Salt Lake City, Utah · founded 2010 · 16 employees$100Kraised▾
Provides investment advisory services
- Nov 2011Seed$100K
#11
Acquired · Salt Lake City, Utah · founded 2008 · 224 employees—raised▾
Provider of administration and consulting services to the traditional and alternative investments industry. The company's portfolio of offerings includes traditional fund administration, shadow fund administration and data maintenance services for venture capital, private equity and other alternative asset managers, enabling the clients to get high-value engagements and mission-critical middle- and back-office services.
- Aug 2018Series A—
#12
Acquired · Salt Lake City, Utah · founded 1985 · 205 employees—raised▾
Provider of home loan financing services for veterans
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
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.