Thu. Jun 1st, 2023

Investing in Utah

Investing in Utah can be an attractive option, especially when you consider the great job opportunities available. There are a number of companies operating in the state that offer a variety of services, and you can find information about each one by doing a quick internet search.

Crewe Capital

Founded in 2013, Crewe Capital Investment Banking Utah is an independent investment banking firm providing financial services and mergers and acquisitions to the mid-market, financial institutions and family offices. The company offers a full range of financial services, including investment banking, private equity, merchant banking, mergers and acquisitions, and financial planning. It is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Crewe Advisors, which launched in 2015, offers comprehensive advice and wealth management to high-net-worth individuals, families, and institutions. The firm has a team with more than 100 years of combined industry experience. The firm invests assets across mutual funds, exchange-traded funds, and individual securities. The team provides individualized financial plans that take into account a client’s overall financial situation, risk tolerance, and overall time horizon.

Crewe Advisors specializes in providing financial planning services and family office services for high-net-worth individuals. The firm has recently crossed the $1 billion mark in assets under management. In addition, the firm’s team has added interdisciplinary expertise and operational know-how to its investment advisory capabilities.

Crewe Advisors recently added two experienced executives to its leadership team. Kris Yamano and Duncan Corley will bring their expertise to the firm. They will join forces with Louise Goudy and Kimberly Mawk. These executives will add a variety of strategic capabilities, including family office services, investment banking, and debt and equity capital markets.

Crewe Advisors provides a unique investment advisory platform that offers clients an open architecture of wealth management. The firm’s team offers a full range of investment solutions to high-net-worth individuals and families, as well as financial institutions and insurance companies. The firm invests assets in mutual funds, exchange-traded funds, individual securities, and private equity.

Bridgepoint Investment Banking

Located in Omaha, Nebraska, Bridgepoint Investment Banking is an investment banking and capital raising firm that has raised $255 billion for clients, making them one of the biggest banks in the business. They are a full service firm that offers middle market clients solutions that include equity advisory, debt advisory, and a robust leveraged finance practice. They have six offices across the U.S., including one in Utah.

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One of the more recent additions to their team is Nick Orr, who brings a wealth of experience to the table, including fifteen years with Pacific Crest Securities, where he was most recently a Managing Director of the TMT sector. He was also previously a Senior Associate at BNP Paribas where he was responsible for managing the firm’s TMT efforts and helping to launch its first ever consumer finance offering. Orr is also responsible for leading the firm’s newest office in Denver.

While the firm is certainly not lacking in the Utah Valley, they aren’t exactly averse to a trip to Omaha. A big part of their mission is leveraging the company’s unique location to help clients expand their businesses in the Midwest. As one of the most trusted advisors in the region, they can also provide valuable advice on business, commercial, and legal matters. Bridgepoint Investment Banking is a well-rounded investment banking firm that offers middle market clients solutions that include a robust leveraged finance practice, as well as the most important financial and operational aspects of growing businesses. Using the latest technology to enhance client service, they are well-positioned to meet their clients’ most complex needs. As with any investment banking firm, their clients come first, and Bridgepoint is always ready to help.

Class VI Partners

Located in Denver, Class VI Partners is an investment banking company that specializes in providing financial advisory services for a variety of industries. The company offers mergers and acquisitions, financial advisory services, valuations and capital raising. The company is also an SEC registered broker/dealer and investment adviser. It provides investment banking services through Class VI Securities, LLC.

Class VI also operates a family office, which offers investment advisory services through Class VI Family Office, LLC. The company offers a variety of products, which include commercial and industrial loans, retail banking products, and residential mortgages. It also operates 18 retail banking locations in Utah. The company also offers a variety of financial products and services including bill pay, savings accounts, automatic teller machines and remote deposit capture. The company also offers commercial and residential mortgage loans, SBA loans, commercial loans and consumer loans.

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The company is currently led by James McLaughlin, who has over 20 years of investment banking experience with a focus on FinTech and the Internet. He is also the lead author of the firm’s FinTech book, and leads the firm’s Internet practice.

The company also offers an impressive amount of services, which include corporate finance and mergers and acquisitions. Its main business is lending, but it also operates a number of other support facilities. Its retail and commercial banking products include consumer loans, commercial and industrial loans, and acquisition loans. It also operates two residential mortgage offices. The company offers other financial products and services including auto and home loans, savings accounts, SBA loans and bill pay. It also operates several support facilities including the largest remote deposit capture systems in the country.

W Partners

Despite its burgeoning tech community, Utah is one of the most underrepresented states in the country. This means that the locals have a competitive edge when it comes to capital solutions. W Partners provides a bevy of capital-friendly services, from debt to mezzanine, and is proud to claim the state’s top spot for M&A. The company’s slick new website also makes it easy to do business, with clients ranging from Fortune 500 companies to emerging growth tech startups. The company’s slick online and on-site client portals are a cinch to navigate and boast a team of experts who are more than willing to help you out with your M&A needs. A little research goes a long way. The company is also known to be an opportunistic partner to many of its clients, which means that they’re not only willing to work with you, they’re more than willing to give you their a-game.

Cetera Advisor Networks

Among the investment banking companies in Utah, Cetera Advisor Networks is an investment banking firm that connects independent financial advisors with high performing regional teams. Cetera Advisor Networks is a subsidiary of Cetera Financial Group, a company that provides comprehensive wealth management services and innovative technology.

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Cetera Advisor Networks is a subsidiary that provides investment advisory services to individuals, institutions, and businesses. It is a member of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA).

Cetera Advisor Networks provides a wide array of investment services. These services include investment-centric programs, operational resources, and best practice sharing. The company is also connected to a national network of wealth management resources. Cetera Advisor Networks works with Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Pershing provides custody, recordkeeping, settlement purchases, and related administrative services.

Cetera Advisor Networks provides financial planning and portfolio management for individuals, institutions, and businesses. Advisory fees vary depending on the type of service offered. The company has more than 2,400 financial professionals who work with an average of one advisor per 278,310 accounts. The company’s investments are not federally or FDIC insured, and may lose value.

Cetera Advisor Networks is headquartered in El Segundo, California. The company provides portfolio management for small businesses and institutions. It also provides investment-centric programs for financial advisors and retail investors.

Cetera Advisor Networks provides financial advisory services through CWM, LLC, which is an affiliate of Cetera Advisor Networks. The company also provides investment advice to affiliated broker-dealers. CWM, LLC, is a registered investment adviser with the Securities and Exchange Commission (SEC). The company is also a member of the Financial Industry Regulatory Authority (FINRA).

The company also provides IRA custodial services to its clientele. IRA accounts are held in custodians that are subject to regular audits and meet certain net worth and capital requirements.

Jeffrey Augers
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By Jeffrey Augers

Jeffrey Augers is a highly skilled and experienced financial analyst with over 12 years of experience in the finance industry. He has a proven track record of delivering exceptional financial insights and recommendations to clients, empowering them to make informed decisions and achieve their financial goals. Jeffrey holds a Bachelor's degree in Finance from the University of Michigan, and an MBA from the Wharton School of Business.