Best Financial Services Companies in Utah, United States
The 287 best Financial Services companies in Utah, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: PCF.
Ranked: Best Financial Services companies in Utah
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | PCF 🦄 Provider of third party administration services | $500M | 25 mo ago | 3,000 | 1987 | Peter Foy CEO | — | — |
| 2 | 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 | 43 | 2018 | Reyes Florez Founder & CEO | — | 6 awards |
| 3 | SILAC Insurance Provider of life insurance services | $75M | 42 mo ago | 224 | 1935 | — | WebflowApple iCloud MailMicrosoft 365+13 | — |
| 4 | Avid Acceptance Auto loan provider offering personalized financing solutions for individuals with credit challenges | $50M | 86 mo ago | 97 | 2007 | Benjamin Larisch Chief Executive Officer | WordPressMySQLPHP+12 | — |
| 5 | Leavitt Network of independent insurance agencies offering commercial, employee benefits, and personal insurance 60Innovation top 30%Growth top 32%Product top 36%Market top 46% All 8 signals ▾Innovationtop 30% Growthtop 32% Producttop 36% Markettop 46% Fundingbottom 49% Techbottom 48% Globalbottom 30% Newsbottom 22% Innovation: 3 product lines Growth: Headcount 2,006 → 2,411 (+20%) across vintages · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 60/100 | $25M | 19 mo ago | 2,411 | 1952 | — | WordPressMySQLPHP+13 | — |
| 6 | Sundance Provider of TPA services | $15M | 149 mo ago | 1 | 2013 | Chris Tyson Managing Director | — | — |
| 7 | Red Bridge Capital Provider of business loans and equipment leases | $12M | 102 mo ago | 3 | 2005 | — | — | — |
| 8 | Prime Holdings Insurance Services Property & casualty insurance company | $12M | 30 mo ago | 205 205 → 328 (+60%) | 1992 | — | WordPressApple iCloud MailMySQL+33 | — |
| 9 | TruHearing Provider of hearing aid benefits and access to hearing healthcare | $11M | 160 mo ago | 170 | 2003 | — | WordPressMySQLMariaDB+40 | — |
| 10 | Holdings Diversified asset management firm | $7M | 36 mo ago | 9 | 2022 | — | — | — |
| 11 | West One Finance Asset financing company | $6M | 26 mo ago | 5 | 2018 | James Perry Founder & CEO | — | — |
| 12 | First Utah Bank Commercial bank | $5M | 203 mo ago | — | 1978 | Brad Baldwin CEO & President | WordPressMySQLPHP+28 | 1 award |
| 13 | UBIC Workers' compensation insurance solutions prioritizing safety, service, and value | $4M | 197 mo ago | — | 2006 | Ron Nielsen Founder & CEO | WixSentryBootstrap+16 | — |
| 14 | Mysherpas | $3M | 38 mo ago | — | — | — | — | — |
| 15 | Platform Tax & Consulting Provider of accounting, payroll, audit and tax related services | $2M | 103 mo ago | — | 2015 | Natalee Harris Co-Founder & Managing Partner | — | — |
| 16 | Gravity Capital Provider of direct lending solutions connecting investors with real estate ventures | $1M | 101 mo ago | — | 2016 | — | — | — |
| 17 | Arcasa Provider of mortgage solutions integrating solar incentives to enhance homebuyer affordability | $1M | 16 mo ago | — | 2023 | Cole Bestgen Chief Executive Officer | TurbopackNode.jsRadix UI+20 | 3 job openings · 1 partnership |
| 18 | Americas Housing Alliance Manager of a UNESCO Global Geopark | $908K | 97 mo ago | — | 2013 | John Knab CEO | — | — |
| 19 | Malinka CPA Provider of accounting, payroll, auditing, tax and financial services | $612K | 49 mo ago | — | 2012 | Peter Malinka Founder | — | — |
| 20 | Rikor Provider of insurance compliance solutions for the franchise industry | $500K | 52 mo ago | — | 2020 | Jonathan Frazier Co-Founder | Cart FunctionalityWix eCommerceWix+17 | — |
| 21 | Collection Brokerage Provider of financial services | $355K | 165 mo ago | — | 2012 | Joe Beekman CEO | — | — |
| 22 | Independent Stock Market Provider of coaching and equity capital for investors and companies | $150K | 158 mo ago | — | 2010 | Adam Brandley CEO | — | — |
| 23 | Summit Global Investments Provides investment advisory services | $100K | 175 mo ago | 16 | 2010 | — | — | 1 award |
Top 12 Financial Services companies in Utah
#1
Series C · Cedar City, Utah · founded 1952 · 2411 employees$25Mraised▾
Network of independent insurance agencies offering commercial, employee benefits, and personal insurance. It partners with local agency owners, providing national resources and support while maintaining a personalized approach. Services include risk management solutions and consultative relationships built on trust. The organization's structure allows for long-term decision-making focused on client relationships and cost control. It offers a variety of insurance products tailored to individual and business needs.
#2
PCF 🦄Acquired · Lehi, Utah · founded 1987 · 3000 employees$500Mraised▾
Provider of third party administration services
#3
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
#4
Series B · Salt Lake City, Utah · founded 2018 · 43 employees$89Mraised▾
Provider of accounting services
- Dec 2023Series B$85M
- Aug 2019Series A$4M
#5
Series A · Farmington, Utah · founded 2018 · 5 employees$5.5Mraised▾
Provider of financial services intended to help business owners find financing that meets their unique circumstances and situation. The company's financial services help users to help them navigate their way through the process of applying for equipment financing and receiving the structure most advantageous for their individual circumstance and provide users with the minimum possible interest rates and loan or lease structure, enabling entrepreneurs to grow and develop his company through flexible, economic and fast financing.
#6
Early Stage · Sandy, Utah · founded 1992 · 205 employees$11.7Mraised▾
Property & casualty insurance company
#7
Series C · Salt Lake City, Utah · founded 1935 · 224 employees$75Mraised▾
Provider of life insurance services
#8
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
#9
Series A · Salt Lake City, Utah$3.3Mraised▾
#10
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
#11
Series A · Salt Lake City, Utah · founded 2005 · 3 employees$12Mraised▾
Provider of business loans and equipment leases
- Dec 2017Series A$12M
#12
Public · Provo, Utah · founded 2013 · 1 employees$15.1Mraised▾
Provider of TPA services
- Dec 2013Post IPO$15.1M
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.