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Built from over eight decades of history, Wipfli focuses on helping individuals and businesses streamline processes, improve performance, leverage the right technology, and increase financial success and growth.
Progressive Finance is a Draper, UT-based company in the Financial Services sector.
Mize Houser and Company P.A. is a regional accounting and information technology firm, founded in 1956. As one of the Top 200 firms in the nation, we pride ourselves on the relationships we have developed with our clients over the years and the high level of services that we provide to them. We provide the services you would expect from a traditional accounting firm (i.e. tax, audit, review, consulting, etc.) – and we also provide more hands-on assistance to our clients with monthly accounting, payroll and bill payment services. Our clients are in a variety of industries with a concentration in quick service restaurants, auto dealerships, cities and school districts, construction, manufacturing, hospitality and not-for-profits.
Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals. Equity Trust Company (or its affiliates) offers custodial services for alternative investments, investment in alternative assets with individual retirement accounts, back-office solutions for RIAs, brokerage services, directed trustee services and more. Equity Trust Company evolved from a predecessor brokerage firm which started in 1974, to a financial services company today with $25 billion in assets under custody and administration.
As a pioneer in financial services, MacFarlane Group leverages over 100 years of combined executive experience in the fintech sector. This experience leads to increased market share and profitability for our lending clients. With deep insight and understanding of the growing underbanked segment, MacFarlane Group provides a range of services to online consumer lenders across North America, including a recent expansion into retail financing. MacFarlane’s core competencies include consumer acquisition and retention, risk and portfolio management, contact center management, customer experience and engagement, information systems and technology, and survey administration and analysis.