Financial Services

Noteworthy Industry Profiles


Safe Harbor Partners to Support Minority-Owned Cannabis Businesses

SHF Holdings Inc., doing business as Safe Harbor Financial (NASDAQ: SHFS), announced a partnership with BIPOCann, a Denver-based consulting firm aiding social equity and minority entrepreneurs in the cannabis sector. BIPOCann will offer its full suite of membership benefits, valued at $600, to all of Safe Harbor’s existing social equity clients at no additional cost.…more

On Tap Credit Union Promotes Executives

On Tap Credit Union has announced two major promotions within its executive team. Daisy Romo has been promoted to executive vice president, and Tony Nieto has been elevated to chief lending officer. “Both Daisy and Tony have shown exceptional devotion and leadership,” said Tracie Wilcox, CEO of Golden-based On Tap Credit Union. “Their contributions have…more

Mines most headlined Jeffco entity in the last month

Colorado School of Mines appeared in more news stories — seven — than any other Jefferson County-based business entity in the last three months, according to Jeffco Legends research. Ball Corp., Energy Fuels, FirstBank and Trimble all appeared on five news stories or press releases over the same time interval. A total of 162 businesses…more

FirstBank Boosts Boulder Affordable Housing with $21M

Considering the pressing need for more affordable housing, Lakewood-based FirstBank, has closed a $21 million loan with Boulder Housing Partners (BHP) for the Hawthorn Court development. The project that commenced on May 14 aims to add 73 new units, including 40 one-bedrooms, 27 two-bedrooms, and six three-bedroom apartments in Boulder, Colorado. “By funding affordable housing,…more

Safe Harbor Exits $3.1M Loan in Default

SHF Holdings Inc., also known as Safe Harbor Financial (NASDAQ: SHFS), announced its successful exit from a defaulted $3.1 million loan. The Golden-based company, which offers financial services to the regulated cannabis industry, not only recovered the principal in full but also an accrued interest of over $200,000. The recovered funds will be reallocated into…more

Tax Guard Partners with Ventures Lending Technologies

Westminster-based Tax Guard, a Cogency Global Company known for its real-time IRS tax data services, announced a partnership on June 10 with Ventures Lending Technologies, a provider of end-to-end lending software. This San Diego-based firm is widely recognized among banks and mission-based lenders. The partnership is set to deliver enhanced support to lenders by integrating…more

Safe Harbor Financial Launches Small Business Line of Credit for Cannabis Operators

Safe Harbor Financial (NASDAQ: SHFS), a financier for the regulated cannabis industry, has announced the formal introduction of its new small business line of credit program, which features a launch of new loans to three Colorado-based operators. These recipients are long-time clients of the Golden-based business. “We’re pleased to be able to offer our longstanding…more

FirstBank Boosts Willoughby Corner with $55M

FirstBank, a privately-held bank based in Lakewood, recently financed $55 million for the development of a net-zero-ready affordable housing project in Colorado known as Willoughby Corner. The bank has funded more than $500 million towards affordable housing from 2020 onward. On its completion, Willoughby Corner aims to provide 400 affordable rental and sale units. The…more

Sunflower Bank Expands in Southern California, Appoints New Regional President

Sunflower Bank has announced the hiring of four experienced commercial banking teams in Southern California, marking its largest expansion to date. The bank’s notable presence in this commercial banking market enables the continued growth of its relationship banking model for middle-market clients. The Bank welcomed James Canepa as its Executive Vice President & Regional President…more

Candescent Capital Adds SVP

Candescent Capital Ventures (CCV) announced on April 22, 2024, that Adam Johnston has been recruited to serve as the firm’s Senior Vice President, Chief Program Management and Valuation Officer. Johnston’s role includes driving strategic execution and alignment of the diverse and innovative products and services being developed by the company. Speaking about the appointment, CCV’s…more

Jeffco’s Largest Registered Investment Advisers Ranked by AUM

The 2024 list of the largest Registered Investment Advisers based in Jefferson County sees Western Wealth Management LLC take the top spot with $2.59 billion worth of assets under management (AUM). This inaugural list ranks local financial firms by amount of assets under management for individual and institutional investors. Data for the list was obtained…more