Home Financial Services United States Utah Salt Lake City

Top Financial Services Firms in Salt Lake City

Ratings Updated: April 5, 2026

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6 Leaders 15 Contenders

207 Companies

Country: United States

State: Utah

City: Salt Lake City

List of the Top Salt Lake City Financial Services Companies

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Salt Lake City, UT

Services provided

20% Search Engine Optimization

15% Pay Per Click

15% Web Design +5 services

10% Advertising

10% Branding

10% Content Marketing

10% Digital Strategy

10% Social Media Marketing

CSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.

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Reviews mention Team players
Clients have consistently praised CSTMR Digital Marketing for their collaborative approach and team-oriented mindset. One client noted, 'They’ve been true partners every step of the way,' highlighting the company's commitment to understanding client needs. Another emphasized their accessibility and effective communication, stating, 'They’re an extension of our team.' Overall, feedback reflects a strong sentiment of satisfaction with CSTMR's teamwork and partnership throughout the project lifecycle.

SEO, Digital Strategy & Content Mktg for Loan Origination Co

4.5 Jun 10, 2024

Our project manager has been phenomenal in ensuring their team and I are on point with deliverables. Rory H’s attention to detail and presence during each and every weekly call are some of the reasons we went with CSTMR. They haven’t just assigned us to an account manager; instead, we get to sit with one of the company’s founders every week and glean his wisdom and insights.
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Website & CRM for Public Risk Pool

5.0 Apr 24, 2019

They’re accessible, easy to work with, and committed to our organization. Rory (CEO, CSTMR Digital Marketing) and Jack (Co-Founder, CSTMR Digital Marketing) have been true partners every step of the way. They and their remote team invested time to understand our needs and the tools we wanted. They’re an extension of our team.
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1 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CSTMR's expertise in branding and digital strategy. One client noted a significant increase in website traffic and customer acquisition after a comprehensive rebranding project. They praised CSTMR's responsiveness, methodical project management, and deep knowledge in content and design. No areas for improvement were identified, indicating a strong alignment between client expectations and CSTMR's deliverables, making them a recommended partner for similar projects.
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More responsive than most other service providers

CSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Salt Lake City, UT

Services provided

35% Accounting

35% Finance & Accounting Outsourcing (FAO)

30% AI Agents

Talent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.

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1 of 1 Accounting reviews are 5 stars

1 new review for Accounting in past 6 months

$200,000 – $999,999 avg. project cost

Accounting PROJECT HIGHLIGHT

Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
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Industry Experience

Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
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Hospitality & leisure

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Average Project Cost Breakdown

What Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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Cherokee & Walker

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Cottonwood Heights, UT

Services provided

50% Funding & Investment

30% Financial Advising & Planning

20% Commercial Financing

Cherokee & Walker, a Funding & Investment company, was founded in 1999. The firm focuses on Funding & Investment and Financial Advising & Planning.
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Clarke Capital Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Provo, UT

Services provided

60% Funding & Investment

20% Commercial Financing

20% Financial Advising & Planning

Clarke Capital Partners is a Funding & Investment company. Launched in 1998, the firm is in Provo, Utah. Their team specializes in Funding & Investment and Commercial Financing.
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Sundance Bay

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Salt Lake City, UT

Services provided

60% Funding & Investment

20% Commercial Property Management

20% Financial Advising & Planning

Sundance Bay is a Funding & Investment company. They offer Funding & Investment and Commercial Property Management and are in Salt Lake City, Utah.
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RLG Capital

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Park City, UT

Services provided

80% Funding & Investment

20% Financial Advising & Planning

RLG Capital, a Funding & Investment company, is headquartered in Park City, Utah. They provide Funding & Investment and Financial Advising & Planning and were established in 2013.
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Jacob Hessel

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Salt Lake City, UT

Services provided

60% Business Consulting

30% Commercial Financing

10% Financial Advising & Planning

Jacob Hessel is a Salt Lake City, Utah-based Business Consulting company. Their services include Business Consulting and Commercial Financing.
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Foundation Accounting & Consulting

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Riverton, UT

Services provided

60% Accounting

20% Business Consulting

20% Financial Consulting

Foundation Accounting & Consulting is an Accounting company. The team specializes in Accounting and Business Consulting, and the company is headquartered in Riverton, Utah.
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Richey May

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

South Jordan, UT

Services provided

20% Accounting

20% Cloud Consulting & SI

20% Cybersecurity +2 services

20% Financial Consulting

20% IT Managed Services

Richey May is a cloud consulting & SI company launched in 1985. The team offers cloud consulting & SI and Cybersecurity.
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South Jordan, UT

10619 S Jordan Gateway #305
South Jordan, UT 84095

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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Avenues Financial

2 Nimbl

3 LEAF Specialty Tax Consultants

4 Sonnenburg Consulting

5 isolved

6 Utah Real Estate Accountants

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.

By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 6 Salt Lake City Financial Services Companies

Avenues Financial

Undisclosed

Undisclosed

2 - 9

Salt Lake City, UT

Ability to deliver

29.3/40.0

16.8/20 Reviews

6.6/10 Clients & Experience

5.8/10 Market Presence

Service focus

45% Accounting

55% Other

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Nimbl

$1,000+

Undisclosed

10 - 49

Salt Lake City, UT

Ability to deliver

24.9/40.0

16.2/20 Reviews

2.4/10 Clients & Experience

6.3/10 Market Presence

Service focus

100% Accounting

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LEAF Specialty Tax Consultants

$10,000+

Undisclosed

10 - 49

Salt Lake City, UT

Ability to deliver

24.3/40.0

16.6/20 Reviews

2.8/10 Clients & Experience

4.9/10 Market Presence

Service focus

70% Accounting

30% Other

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Sonnenburg Consulting

Undisclosed

$50 - $99 / hr

2 - 9

South Jordan, UT

Ability to deliver

22.6/40.0

16.2/20 Reviews

0.7/10 Clients & Experience

5.7/10 Market Presence

Service focus

50% Accounting

50% Other

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isolved

Undisclosed

Undisclosed

1,000 - 9,999

Sandy, UT

Ability to deliver

13.3/40.0

0/20 Reviews

6.6/10 Clients & Experience

6.7/10 Market Presence

Service focus

10% Accounting

90% Other

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Utah Real Estate Accountants

Undisclosed

Undisclosed

10 - 49

West Jordan, UT

Ability to deliver

8.4/40.0

0/20 Reviews

2.6/10 Clients & Experience

5.8/10 Market Presence

Service focus

75% Accounting

25% Other

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Black Mountain Investment Group LLC

$10,000+

$25 - $49 / hr

10 - 49

Salt Lake City, UT

Ability to deliver

7.9/40.0

0/20 Reviews

3/10 Clients & Experience

4.9/10 Market Presence

Service focus

20% Accounting

20% Financial Advising & Planning

60% Other

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FORVIS

Undisclosed

Undisclosed

1,000 - 9,999

Salt Lake City, UT

Ability to deliver

5.8/40.0

0/20 Reviews

0/10 Clients & Experience

5.8/10 Market Presence

Service focus

50% Accounting

50% Other

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CMP

Undisclosed

$100 - $149 / hr

10 - 49

Layton, UT

Ability to deliver

22/40.0

14.6/20 Reviews

1.4/10 Clients & Experience

5.9/10 Market Presence

Service focus

80% Accounting

20% Other

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GALLINA LLP

$1,000+

$100 - $149 / hr

250 - 999

Midvale, UT

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

100% Accounting

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Acquire Tax Credits

Undisclosed

Undisclosed

10 - 49

South Jordan, UT

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

100% Accounting

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Private Tax Solutions

Undisclosed

Undisclosed

10 - 49

Salt Lake City, UT

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

100% Accounting

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Ferrone & Associates CPAs

Undisclosed

Undisclosed

2 - 9

Murray, UT

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

75% Accounting

25% Other

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Dan Mirgon & Associates

Undisclosed

Undisclosed

2 - 9

Salt Lake City, UT

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

40% Financial Advising & Planning

60% Other

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Tencap Wealth Coaching

Undisclosed

Undisclosed

10 - 49

South Jordan, UT

Ability to deliver

6.2/40.0

0/20 Reviews

0/10 Clients & Experience

6.2/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Other

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River Peak Finance LLC

Undisclosed

Undisclosed

10 - 49

Syracuse, UT

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

80% Financial Advising & Planning

20% Other

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Helpside

Undisclosed

Undisclosed

50 - 249

Lindon, UT

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

20% Accounting

80% Other

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ProvenCFO

$1,000+

$150 - $199 / hr

10 - 49

Provo, UT

Ability to deliver

5.2/40.0

0/20 Reviews

0/10 Clients & Experience

5.2/10 Market Presence

Service focus

45% Accounting

55% Other

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Baires Tax Services & more

Undisclosed

Undisclosed

2 - 9

Provo, UT

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

100% Accounting

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Copper Coin Financial, PC

Undisclosed

Undisclosed

2 - 9

Provo, UT

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

100% Accounting

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NOW CFO

Undisclosed

Undisclosed

250 - 999

Murray, UT

Ability to deliver

20.3/40.0

14.6/20 Reviews

0/10 Clients & Experience

5.7/10 Market Presence

Service focus

100% Accounting

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