Financial services

Best Company 2022: Financial Services

The influx of entries for this year’s Top Company awards is a testament to the resilience and adaptability of companies doing business in the state. Nominations for the 35th annual awards number in the hundreds, and it was particularly heartening to see so many companies bouncing back after two years of COVID restrictions, with most posting revenue and employee earnings approaching – and in some cases exceeding. – figures before the pandemic.

This year’s winners and runners-up represent 13 industry categories, plus a startup category for companies that have been in business for less than four years. Entrants were judged on three criteria: outstanding achievement, financial performance and community involvement. The judging panel was made up of the editorial board of ColoradoBiz magazine and two business representatives.

lonely tree

Canvas Credit Union has served Colorado communities for over 84 years. Its 33 branches offer a full range of financial products and services, including savings, checks, loans, mortgages, and online and mobile options.

The company created the Canvas Foundation in 2016 to better focus and give back to its community efforts. The foundation’s unpaid board of directors is made up of Canvas employees and volunteers who are committed to the mission of the foundation, which has supported 54 organizations, donated more than 3,000 volunteer hours, and invested more than $185. $.00 in the community.

“Community is at the heart of who we are at Canvas and a core element of our work as part of our cooperative funding model,” said Trey Marksberry, director of immersive experiences at Canvas. “We focus on critical causes surrounding schools, families, military and first responders.”

Much of his community support includes the credit union’s multiple Canvas Scholarship programs, which culminated in $47,000 in scholarships last year for University of Ottawa students. Colorado State and Front Range High School Students. Through a new partnership with CSU Pueblo, it will award $500,000 in scholarships over the next five years to students in southern Colorado.

“Driven by our passion for fostering financial success early in a student’s journey, we also have a strong focus on providing financial education options in schools and communities,” Marksberry said. “Canvas’ Financial Scholars Program offers free financial literacy seminars at public and charter high schools in Colorado.”

Finalist — CBIZ

Independence, Ohio

CBIZ is a $1.1 billion publicly traded company with 125 offices and nearly 6,000 employees in major metropolitan cities and suburban areas across the United States. The company’s Denver office is comprised of several business entities that provide benefits, payroll, accounting and executive search services.

The company’s mission, vision and values ​​reflect two basic principles: to treat employees well and to treat customers well.

“We know that if we treat our employees right, that spirit will translate into them providing best-in-class service to our customers,” said Laura Osvald, the company’s senior marketing manager. “And by treating our customers with this kind of service, our employees will be engaged and inspired and grow both personally and professionally.”

CBIZ is committed to organizing volunteer events and activities for the office, and its employees are granted five hours of paid time off to volunteer with colleagues in their local communities.

Activities over the past year include an annual national food drive with inter-office competitions; volunteer with the Denver Dumb Friends League on the Furry Scurry Walk/Run to raise money for the animal shelter; help set up the Denver Pride Festival; and sponsoring the annual campaign to benefit Dress for Success.

Greenwood Village

Transworld Business Advisors of Colorado team photo

Transworld Business Advisors CEO Jessica Fialkovich started the business after selling her own business and thinking the process could be improved.

Transworld offers customers easy ways to view businesses, sign contracts, and work with brokers to buy, sell, and grow their small businesses. It serves business owners in Colorado, Wyoming, New Mexico and Texas.

The company focuses on three core concepts: business brokerage, franchise consulting and franchise development. Its services include business consulting, analysis and pricing, development of personalized marketing strategies, buyer search and qualification, deal structuring and negotiations, assistance with pre-closing elements, management due diligence and closing and transaction activities.

Transworld brokers are trained to ensure that entrepreneurs receive the most timely and relevant advice to make informed decisions regarding their business and strategic objectives. Its current focus is to meet customer needs resulting from the tsunami of baby boomer salespeople that is occurring as this generation of business owners exits the workforce.

“Beyond the transaction, we offer in-depth training and resources to help business owners develop and execute strategic plans for the future of their business, including a sales readiness program,” said said Matthew Stengel, Chief Marketing Officer of Transworld. “This program helps owners identify areas that can add value to their business and guides them through the process so they can achieve the maximum return on investment.”