New Financial Services Businesses in Boulder, CO

Campbell & Associates is a financial planning, tax preparation, wealth management, and small business accounting firm based in Boulder, CO. The firm offers comprehensive financial services to individuals and businesses, as indicated on their website. The business is located at 1410 Cherryvale Road, Boulder, CO 80303.

The app helps children set goals, track chores, and build money habits. The business is located in Boulder, Colorado as per the filing address.

Summit Financial Advocates LLC provides daily money management services, handling everyday financial tasks for clients. The business is based in Boulder, Colorado, as indicated by the LLC filing address. The website emphasizes personalized service and is run by Bradley B., who appears as the contact person.

Starling LTD Co is a digital financial services company offering smart accounts, budgeting tools, virtual cards, and international fee-free transactions. The website emphasizes clarity, innovation, and people-first banking, suggesting a modern fintech approach. The business appears to be in its early stages, with a professional website showcasing features like smart budgets, bills manager, and family accounts.

NASDAQ ESOP INC, based in Boulder, CO, is a financial services firm specializing in US listed company equity incentives, cross-border equity management, and global asset management. The website states it is MSB Licensed, SEC Registered, and RIA Qualified.

Finagenetics is a financial services company that offers simpler, safer, and more convenient financial solutions. The website emphasizes partnering with customers to identify and take advantage of financial opportunities. The domain name matches the LLC registration, and the business appears to be an online fintech or financial advisory service.

Ethic is a financial technology company that partners with financial advisors and institutions to create personalized, values-aligned investment portfolios with tax-smart strategies. The company operates from Boulder, Colorado, and its website highlights a focus on sustainable and responsible investing.

Ascent Wealth Partners is a wealth management firm located in Boulder, Colorado. The company offers financial evaluation and planning services.

Lamb Advisory Services LLC is a financial advisory firm operated by Michael Lamb. Based on a third-party advisor profile, Michael Lamb is a financial advisor in Colorado Springs, Colorado, associated with Strategic Advisers LLC, and the LLC's registered address is in Boulder, Colorado. The firm likely offers financial planning and advisory services.

Phasic is an alternative investment firm based in Boulder, Colorado, that manages the Phasic MLX Fund—a private fund employing agentic AI for investment strategies. The company's website and press releases confirm its focus on AI-managed investments and its location at 1919 14th Street, Boulder, CO.