Radar · Services for Investment Industry in Colorado
Best Services for Investment Industry Companies in Colorado, United States
The 59 best Services for Investment Industry companies in Colorado, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: MountainView Capital Holdings.
By Rohit KhannaTrends & Stories
59companies tracked
$113.1Mdisclosed funding
0unicorns
4have raised
Ranked: Best Services for Investment Industry companies in Colorado
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | MountainView Capital Holdings Provider of financial services for investment industry | $76M | 214 mo ago | Deadpooled | Michael Morgan CEO | 1989 | — | — |
| 2 | Black Diamond Provider of investment advisory and management consulting services | $25M | 45 mo ago | Series B | Randy Werder Co-Founder & CEO | 2015 | WordPressMySQLPHP+23 | — |
| 3 | Mercer Advisors Provider of wealth management and advisory services for investment industries | $9M | 37 mo ago | Acquired | Dave Welling CEO | 1985 | WordPressApple iCloud MailMySQL+39 | 1 partnership · 1 award |
| 4 | MG Stover Provider of financial advisory services | $2M | 89 mo ago | Acquired | — | 2007 | — | — |
| 5 | Triumph Capital Group Commercial real estate investment management firm specializing in managing invested capital within a specific… | $950K | 112 mo ago | Seed | Paul Ruff Founder | 2016 | — | — |
| 6 | Broad Oak Group International Provider of financial and business advisory services | $206K | 64 mo ago | Seed | John Braddock Founder & CEO | 2006 | — | — |
| 7 | 7thirty Capital Provider of investment management, insurance and financial services | — | — | Unfunded | Micah Tapman Co-Founder | 2018 | — | — |
| 8 | Accelerated Wealth Provider of financial and retirement planning services | — | — | Unfunded | Bill Walton Founder & CEO | 2008 | WordPressSentryMySQL+30 | — |
Top 6 Services for Investment Industry companies in Colorado
#1
Acquired · Denver, Colorado · founded 1985 · 940 employees$8.7Mraised▾
Acquired · Denver, Colorado · founded 1985 · 940 employees
Provider of wealth management and advisory services for investment industries
LinkedIn Pulse recent public activity · Jul 2026
Audience: 64k LinkedIn followers — 24.1% of this cohort's audience
Activity: 1 partnerships · 1 awards (incl. Daniel Y) announced in 12 mo
Founders & team
Investors
Altas, Lovell Minnick Partners, WP Global Partners, Northleaf, Asal Capital, Caltius Capital Management
Tech stack
Adobe Audience ManagerAdobe Client Data LayerAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAmazon SesAmazon Web Services
#2
Series B · Golden, Colorado · founded 2015 · 130 employees$25Mraised▾
Series B · Golden, Colorado · founded 2015 · 130 employees
Provider of investment advisory and management consulting services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Funding rounds
- Sep 2022Series B$25M
Founders & team
Investors
Tercera, GreenShoot Capital
Tech stack
CloudflareCloudflare Bot ManagementCore-JsElementorGodaddyGoogle Analytics
#3
Deadpooled · Denver, Colorado · founded 1989$75.8Mraised▾
Deadpooled · Denver, Colorado · founded 1989
Provider of financial services for investment industry
Founders & team
Investors
Union Square Ventures, Capital Z Partners
#4
Seed · Salida, Colorado · founded 2006$206.2Kraised▾
Seed · Salida, Colorado · founded 2006
Provider of financial and business advisory services
Funding rounds
- Mar 2021Seed$195K
- Sep 2020Seed$11.2K
- Oct 2018Seed—
Founders & team
#5
Acquired · Denver, Colorado · founded 2007 · 106 employees$2.5Mraised▾
Acquired · Denver, Colorado · founded 2007 · 106 employees
Provider of financial advisory services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Funding rounds
- Jan 2019Seed$2.5M
Investors
Cypress Growth Capital
Tech stack
Hubspot Cms HubHubspotSlickJqueryFancyboxCloudflare Bot Management
#6
Seed · Greenwood Village, Colorado · founded 2016$950Kraised▾
Seed · Greenwood Village, Colorado · founded 2016
Triumph Capital Group is a commercial real estate investment management firm that focuses on managing invested capital within the logistics real estate sector. They rigorously test investment opportunities for sustainability within the emerging economic and business environment.
Funding rounds
- Mar 2017Seed$950K
Founders & team
Funding & investor landscape
$113.1Mtotal disclosed funding
6companies funded
5disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Dave Welling
CEO · Mercer Advisors
Randy Werder
Co-Founder & CEO · Black Diamond
Michael Morgan
CEO · MountainView Capital Holdings
John Braddock
Founder & CEO · Broad Oak Group International
Paul Ruff
Founder · Triumph Capital Group
Adel Nassif
Managing Director · Triumph Capital Group
Prism market signals · United States · country-scoped Prism corpus, 25,023,128 docs
Market landscape — 10 sub-themes by coverage
Share of Services for Investment Industry coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Services for Investment Industry companies are there in Colorado, United States?
Radar tracks 59 indexable Services for Investment Industry companies headquartered in Colorado, United States that meet our profile-completeness bar.
What is the total funding raised by Services for Investment Industry companies in Colorado, United States?
The Services for Investment Industry companies in Colorado, United States on this list have raised a combined $113.1M in disclosed equity funding across 6 funded companies.
Which is the highest-funded Services for Investment Industry company in Colorado, United States?
MountainView Capital Holdings is the highest-funded Services for Investment Industry company in Colorado, United States, with $75.8M in disclosed equity funding.
How many Services for Investment Industry companies in Colorado, United States are funded?
6 of the 59 Services for Investment Industry companies in Colorado, United States on this list have disclosed at least one equity funding round.
How many Services for Investment Industry unicorns are there in Colorado, United States?
None of the Services for Investment Industry companies in Colorado, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Colorado, United States Services for Investment Industry companies?
The most active investors in Colorado, United States Services for Investment Industry companies on this list include Alpine Investors, Altas, Asal Capital, Bluff Point Associates, Caltius Capital Management.
Rohit KhannaTrends & Stories
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.