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Below is the list of Top 50 Financial Services Companies in Boulder ranked based on company size, client reviews, services, and awards.
Industry: Financial Services
Location: Boulder, Colorado
Company Size: 11-50
Company Address: 4450 Arapahoe Avenue, Boulder, Colorado, United States
Cross Country Mortgage Corp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| James Nichols | Regional Vice President | |||
| Zak Raffel | Mortgage Advisor | |||
| Michael Schwartz | Mortgage Loan Officer | |||
| Matt Koehlinger | Loan Originator | |||
| John Asseff | Branch Manager | |||
| Victoria Dowling | National Renovation Sales Manager | |||
| Joy Burger | Senior Mortgage Underwriter |
Industry: Financial Services
Location: Boulder, Colorado
Website: pmcu.org
Company Founded: 1959
Company Size: 201-500
Company Address: 5505 Arapahoe Avenue, Boulder, Colorado, United States
Premier Members Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Carolina Mlo | Licensed Mortgage Loan Originator | |||
| Bryant Pryor | Mortgage Loan Officer | |||
| Timothy Dever | Loan Officer | |||
| Carolina Originator | Licensed Mortgage Loan Originator | |||
| Andrea Balazs | Corporate Social Responsibility | |||
| Jason Bauer | Chief Marketing Officer | |||
| Amanda Kutzler | Branch Manager |
Industry: Financial Services
Location: Boulder, Colorado
Website: crestonecap.com
Company Founded: 1991
Company Size: 11-50
Company Address: 1048 Pearl Street, Boulder, Colorado, United States
Crestone Capital Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ronda Vitrano | Managing Director - People And Culture | |||
| Matt Wiles | Chief Operating Officer | |||
| Jeffrey Burney | Managing Director, Shareholder | |||
| Lina Yesaulov | Administrative Assistant | |||
| David Griesbauer | Business And Technology Consultant | |||
| Matt Walker | Associate | |||
| Susan Braun | Executive Assistant |
Industry: Financial Services
Location: Boulder, Colorado
Website: neatcapital.com
Company Founded: 2015
Company Size: 51-200
Company Address: 2560 55th Street, Boulder, Colorado, United States
Neat Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jimmy Izzo | Business Development Specialist | |||
| Catherine Arterburn | Director Of On-boarding Operations | |||
| Ellie Tonev | Client Coordinator | |||
| Lauren Thomas | Sales | |||
| Michael Price | Manager Client Services | |||
| Kristen Porter | Graphic Designer | |||
| Justin Carmichael | Director Of Mortgage Lending Nmls #103015 |
Industry: Financial Services
Location: Boulder, Colorado
Website: wundercapital.com
Company Founded: 2014
Company Size: 11-50
Company Address: 1743 Walnut Street, Boulder, Colorado, United States
Wunder Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Louise Wood | Lead Director, Operations | |||
| Owen Orloff | Senior Associate | |||
| Richard Mauro | Head Of Capital Markets | |||
| Sam Beaudin | Co-founder And Chief Product Officer | |||
| Payne Morgan | Principal, Project Development | |||
| Gretchen West | Accountant | |||
| Piper Meldem | Office Manager |
Industry: Financial Services
Location: Boulder, Colorado
Website: confidentfs.com
Company Founded: 2012
Company Size: 11-50
Company Address: 2560 55th Street, Boulder, Colorado, United States
Confident Financial Solutions, Inc. (cfs) Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Claudia Raskey | Compliance Manager And Bsa Officer | |||
| John Gersitz | Senior Vice President | |||
| Andrea Mills | Director Of Sales And Account Management | |||
| Ross Carlson | Director Of Information Technology | |||
| Mitchell Ertle | Data Analytics | |||
| Bradley Berger | Junior Software Engineer | |||
| Douglas Casserleigh | Junior Software Developer |
Industry: Financial Services
Location: Boulder, Colorado
Website: bf-strategies.com
Company Size: 11-50
Company Address: 5380 Centennial Trail, Boulder, Colorado, United States
Business & Financial Strategies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Greg Mclaughlin | Financial Advisor | |||
| Jeff Pacha | Senior Financial Advisor | |||
| Derek Parker | Senior Financial Advisor | |||
| Jay Dennis | Financial Planner |
Industry: Financial Services
Location: Boulder, Colorado
Website: harborfinancialgroup.com
Company Founded: 1988
Company Size: 1-10
Company Address: 1909 26th Street, Boulder, Colorado, United States
Harbor Financial Group, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Melanie Terry | Financial Advisor | |||
| Emily Lucero | Analyst And Csm At Harbor Wealth Management | |||
| Steve Higa | Senior Executive Loan Officer | |||
| Cam Werntz | Senior Financial Advisor, Partner | |||
| Lisa Sellers | Branch Administrator | |||
| Vickie Smith | Office Manager | |||
| Jeff Ibara | Sales Manager |
Industry: Financial Services
Location: Boulder, Colorado
Website: beyondtheblueeventhorizon.blogspot.com
Company Founded: 2005
Company Size: 1-10
Rayner Gobran Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ian Rayner | Hedge Fund Specialist |
Industry: Financial Services
Location: Boulder, Colorado
Website: mutualsecurity.com
Company Founded: 2000
Company Size: 11-50
Company Address: 2129 13th Street, Boulder, Colorado, United States
Mutual Security Mortgage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Wein | Founder | |||
| Josh Landwehr | Mortgage Loan Officer | |||
| Richard Torres | Licensed Mortgage Broker |
Industry: Financial Services
Location: Boulder, Colorado
Website: 8zmortgage.com
Company Size: 11-50
Company Address: 4041 Hanover Avenue, Boulder, Colorado, United States
8z Mortgage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jason Harrison | Mortgage Loan Officer Nmls # 606507 | |||
| Matt Hardy | Senior Loan Officer | |||
| David Meza | Senior Loan Officer | |||
| Darren Cox | Senior Loan Officer | |||
| Andrea Jarka | Senior Loan Processor | |||
| Rachel Muraj | Loan Officer Assistant At 8z Mortgage |
Industry: Financial Services
Location: Boulder, Colorado
Website: quistvaluation.com
Company Founded: 1984
Company Size: 1-10
Company Address: 2760 29th Street, Boulder, Colorado, United States
Quist - Valuation Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Victoria Hall | Corporate Business Development | |||
| Shina Culberson | Manager | |||
| Susan Hilliard | Executive Assistant | |||
| Quist Valuation | Owner |
Industry: Financial Services
Location: Boulder, Colorado
Website: 7thirtycapital.com
Company Founded: 2018
Company Size: 1-10
7thirty Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Benjamin Richardson | Director Of Research |
Industry: Financial Services
Location: Boulder, Colorado
Website: foundationwealthmanagement.com
Company Size: 1-10
Company Address: 106 Pineview Lane, Boulder, Colorado, United States
Foundationwealthmanagement, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Mcmillen | Managing Partner | Registered Financial Consultant |
Industry: Financial Services
Location: Boulder, Colorado
Website: greymountain.com
Company Founded: 2003
Company Size: 11-50
Company Address: 1470 Walnut Street, Boulder, Colorado, United States
Grey Mountain Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| William Ross | Vice President | |||
| Shaun Collyer | Vice President |
Industry: Financial Services
Location: Boulder, Colorado
Website: ambientfinancialadvisors.com
Company Founded: 1991
Company Size: 1-10
Company Address: 2919 Valmont Road, Boulder, Colorado, United States
Ambient Financial Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cgrs Christopher D. Hill | Owner |
Industry: Financial Services
Location: Boulder, Colorado
Website: boreasventures.com
Company Founded: 2014
Company Size: 1-10
Company Address: 1905 15th Street, Boulder, Colorado, United States
Boreas Ventures Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ken Carlson | Managing Director, Founder |
Industry: Financial Services
Location: Boulder, Colorado
Website: thewealthconservancy.com
Company Founded: 1983
Company Size: 1-10
Company Address: 1525 Spruce Street, Boulder, Colorado, United States
The Wealth Conservancy Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ceft Katherine Wolf | Financial Planner And Wealth Coach | |||
| Myra Salzer | Founder | |||
| Dianna Chiow | Certified Financial Planner | |||
| Melissa Hoyer | Financial Planner |
Industry: Financial Services
Location: Boulder, Colorado
Website: clickquotesave.com
Company Founded: 2012
Company Size: 1-10
Company Address: 944 Pearl Street, Boulder, Colorado, United States
Clickquotesave Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Paul Galante | Founder And Chief Executive Officer At Clickquotesave.com | |||
| Seth Marini | General Manager |
Industry: Financial Services
Location: Boulder, Colorado
Website: simplestartup.com
Company Size: 11-50
Company Address: 1919 14th Street, Boulder, Colorado, United States
Simple Startup Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mykaela Doane | Associate Director Of Operations | |||
| Rebecca Schenk | Senior Staff Accountant | |||
| Isabella Palumbo | Accounting Intern | |||
| Bryan Bogle | Account Manager |
Industry: Financial Services
Location: Boulder, Colorado
Website: iwsadvisors.com
Company Founded: 2009
Company Size: 1-10
Company Address: 6658 Gunpark Drive, Boulder, Colorado, United States
Integrated Wealth Strategies, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Maryann Ruck | President | |||
| Melissa Leslie | Client Services Associate |
Industry: Financial Services
Location: Boulder, Colorado
Website: goldmedalwaters.com
Company Founded: 2004
Company Size: 1-10
Company Address: 4845 Pearl East Circle, Boulder, Colorado, United States
Gold Medal Waters Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jonathan Helm | Paraplanner | |||
| David Bright | Of Counsel | |||
| Vandna Thakkar | Operations Manager |
Industry: Financial Services
Location: Boulder, Colorado
Website: opusfinancialsolutions.com
Company Founded: 2015
Company Size: 1-10
Company Address: 885 Arapahoe Avenue, Boulder, Colorado, United States
Opus Financial Solutions Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jaco Jordaan | Wealth Manager |
Industry: Financial Services
Location: Boulder, Colorado
Company Founded: 2008
Company Size: 1-10
Inspirepay Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Lesley Barnes | Partner |
Industry: Financial Services
Location: Boulder, Colorado
Website: quistinsights.com
Company Founded: 2018
Company Size: 1-10
Company Address: 2760 29th Street, Boulder, Colorado, United States
Quist Insights - Business Valuation Software Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ken Bero | Director, Partner Sales |
Industry: Financial Services
Location: Boulder, Colorado
Website: gettilled.com
Company Founded: 2018
Company Size: 11-50
Company Address: 2955 Valmont Road, Boulder, Colorado, United States
Tilled Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Cook | Vice President Engineering |
Industry: Financial Services
Location: Boulder, Colorado
Website: advocharge.com
Company Founded: 2009
Company Size: 1-10
Company Address: 4450 Arapahoe Avenue, Boulder, Colorado, United States
Advocharge Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Tracy | Chief Executive Officer |
Industry: Financial Services
Location: Boulder, Colorado
Website: wallst.com
Company Size: 201-500
Company Address: 5718 Central Avenue, Boulder, Colorado, United States
Wall Street On Demand Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amy Vallery | Senior Quality Assurance Engineer | |||
| Lawrence Fritz | Account Manager | |||
| Suman Bhandari | Software Engineer | |||
| Scooter Libby | Senior Developer | |||
| Eric Reif | Project Manager | |||
| Landon Rabern | Engineer | |||
| Lori Wolfe | Quality Assuarnce Engineer |
Industry: Financial Services
Location: Boulder, Colorado
Website: wealthgatefo.com
Company Size: 1-10
Wealthgate Family Office Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Elizabeth Deitch | Chief Investment Officer |
Industry: Financial Services
Location: Boulder, Colorado
Website: in3corp.com
Company Founded: 2000
Company Size: 51-200
In3corp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nick Brown | Director Of Quality | |||
| Brett Sarine | Audit Manager | |||
| Zheng Mengqin | Internship |
Industry: Financial Services
Location: Boulder, Colorado
Company Founded: 1996
Company Size: 1-10
Company Address: 3450 Penrose Place, Boulder, Colorado, United States
Diversified Asset Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Connor Zimmer | Associate Advisor |
Industry: Financial Services
Location: Boulder, Colorado
Website: ascentprocessing.com
Company Size: 11-50
Company Address: 4845 Pearl East Circle, Boulder, Colorado, United States
Ascent Processing Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tom Robesky | Business And Product Development |
Industry: Financial Services
Location: Boulder, Colorado
Website: confluencefinancialadvisors.com
Company Size: 1-10
Confluence Financial Advisors Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Renee Pichette | Client Service Specialist | |||
| Tom Mcnary | Associate Financial Advisor |
Industry: Financial Services
Location: Boulder, Colorado
Website: johnchristoff.com
Company Size: 1-10
Company Address: 2595 Canyon Boulevard, Boulder, Colorado, United States
Colorado Capital Mortgage Corp An Affilliate Of Wells Fargo Home Mortgage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Sawall | Home Mortgage Consultant | |||
| Gina Boustany | Customer Service Representative Iii |
Industry: Financial Services
Location: Boulder, Colorado
Website: topline-charts.com
Company Size: 1-10
Company Address: P/o Box 2340, Boulder, Colorado, United States
Topline Investment Graphics Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Carder | President |
Industry: Financial Services
Location: Boulder, Colorado
Website: private-wealth-advisors.com
Company Founded: 2008
Company Size: 1-10
Company Address: 4770 Baseline Road, Boulder, Colorado, United States
Harrigan | Teegarden Private Wealth Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ashley Humphreys | Director Of Client Relations |
Industry: Financial Services
Location: Boulder, Colorado
Website: lucidinvestments.co
Company Founded: 2015
Company Size: 11-50
Company Address: 377 Pearl Street, Boulder, Colorado, United States
Lucid Investments, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dylan Brage | Partner |
Industry: Financial Services
Location: Boulder, Colorado
Website: bvcu.org
Company Founded: 1959
Company Size: 11-50
Company Address: 5505 Arapahoe Avenue, Boulder, Colorado, United States
Boulder Valley Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Clarice Hawkins | Controller | |||
| Donna Taylor | Front Desk Receptionist | |||
| Debbie Seymour | Senior Loan Officer | |||
| Kayleen Boulder | Branch Manager | |||
| Barb Bibler | Loan Officer | |||
| John Bonan | Bank Teller |
Industry: Financial Services
Location: Boulder, Colorado
Website: piedmontpremiumfinance.com
Company Size: 11-50
Company Address: 4450 Arapahoe Avenue, Boulder, Colorado, United States
Piedmont Financial Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gina Balelo | Executive Assistant |
Industry: Financial Services
Location: Boulder, Colorado
Website: finsecurity.com
Company Size: 1-10
Company Address: 180 Sunrise Lane, Boulder, Colorado, United States
Financial Strategies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeff Haygard | Chief Executive Officer | |||
| John James | Financial Advisor |
Industry: Financial Services
Location: Boulder, Colorado
Website: shambhalacreditunion.org
Company Size: 1-10
Company Address: 1345 Spruce Court, Boulder, Colorado, United States
Shambhala Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Robert Sutherland | Chief Executive Officer |
Industry: Financial Services
Location: Boulder, Colorado
Website: legacylivingblog.com
Company Founded: 2011
Company Size: 1-10
Company Address: 4845 Pearl East Circle, Boulder, Colorado, United States
Legacy Life Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Corey Biron | Agent |
| No. | Name | Company | Job Title | Phone | ||
|---|---|---|---|---|---|---|
| 1 | James Nichols | Cross Country Mortgage Corp | Regional Vice President | |||
| 2 | Zak Raffel | Cross Country Mortgage Corp | Mortgage Advisor | |||
| 3 | Michael Schwartz | Cross Country Mortgage Corp | Mortgage Loan Officer | |||
| 4 | Matt Koehlinger | Cross Country Mortgage Corp | Loan Originator | |||
| 5 | John Asseff | Cross Country Mortgage Corp | Branch Manager | |||
| 6 | Victoria Dowling | Cross Country Mortgage Corp | National Renovation Sales Manager | |||
| 7 | Joy Burger | Cross Country Mortgage Corp | Senior Mortgage Underwriter | |||
| 8 | Carolina Mlo | Premier Members Credit Union | Licensed Mortgage Loan Originator | |||
| 9 | Bryant Pryor | Premier Members Credit Union | Mortgage Loan Officer | |||
| 10 | Timothy Dever | Premier Members Credit Union | Loan Officer | |||
| 11 | Carolina Originator | Premier Members Credit Union | Licensed Mortgage Loan Originator | |||
| 12 | Andrea Balazs | Premier Members Credit Union | Corporate Social Responsibility | |||
| 13 | Jason Bauer | Premier Members Credit Union | Chief Marketing Officer | |||
| 14 | Amanda Kutzler | Premier Members Credit Union | Branch Manager | |||
| 15 | Ronda Vitrano | Crestone Capital Advisors | Managing Director - People And Culture | |||
| 16 | Matt Wiles | Crestone Capital Advisors | Chief Operating Officer | |||
| 17 | Jeffrey Burney | Crestone Capital Advisors | Managing Director, Shareholder | |||
| 18 | Lina Yesaulov | Crestone Capital Advisors | Administrative Assistant | |||
| 19 | David Griesbauer | Crestone Capital Advisors | Business And Technology Consultant | |||
| 20 | Matt Walker | Crestone Capital Advisors | Associate | |||
| 21 | Susan Braun | Crestone Capital Advisors | Executive Assistant | |||
| 22 | Jimmy Izzo | Neat Capital | Business Development Specialist | |||
| 23 | Catherine Arterburn | Neat Capital | Director Of On-boarding Operations | |||
| 24 | Ellie Tonev | Neat Capital | Client Coordinator | |||
| 25 | Lauren Thomas | Neat Capital | Sales | |||
| 26 | Michael Price | Neat Capital | Manager Client Services | |||
| 27 | Kristen Porter | Neat Capital | Graphic Designer | |||
| 28 | Justin Carmichael | Neat Capital | Director Of Mortgage Lending Nmls #103015 | |||
| 29 | Louise Wood | Wunder Capital | Lead Director, Operations | |||
| 30 | Owen Orloff | Wunder Capital | Senior Associate | |||
| 31 | Richard Mauro | Wunder Capital | Head Of Capital Markets | |||
| 32 | Sam Beaudin | Wunder Capital | Co-founder And Chief Product Officer | |||
| 33 | Payne Morgan | Wunder Capital | Principal, Project Development | |||
| 34 | Gretchen West | Wunder Capital | Accountant | |||
| 35 | Piper Meldem | Wunder Capital | Office Manager | |||
| 36 | Claudia Raskey | Confident Financial Solutions, Inc. (cfs) | Compliance Manager And Bsa Officer | |||
| 37 | John Gersitz | Confident Financial Solutions, Inc. (cfs) | Senior Vice President | |||
| 38 | Andrea Mills | Confident Financial Solutions, Inc. (cfs) | Director Of Sales And Account Management | |||
| 39 | Ross Carlson | Confident Financial Solutions, Inc. (cfs) | Director Of Information Technology | |||
| 40 | Mitchell Ertle | Confident Financial Solutions, Inc. (cfs) | Data Analytics |
Financial Services companies in different cities of Colorado