Peak Capital Investment Services

peakcapital.com

At Peak Capital Investment Services, LLC, we offer comprehensive financial services that help you improve your long-term financial success. We focus our retirement planning almost exclusively on high net worth individuals and corporations, helping them establish and manage qualified plans, whether for themselves or for their employees. While our home base remains in Denver, we also have offices in Dallas, Houston, San Antonio and New Jersey. The firm is comprised of a group of financial professionals with diverse backgrounds.

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Investment Management

LENDISTRY INTRODUCES NEW TECHNOLOGY & AUTOMATION TO MAKE SBA LOANS FASTER AND AVAILABLE IN SMALLER AMOUNTS FOR UNDERSERVED COMMUNITIES

Newswire | October 04, 2023

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Lendistry, a minority-led fintech and SBA Preferred Lender, announces today that it is implementing a new smart scoring process to its technology following the historic new changes announced by the Small Business Administration (SBA) in April. These new upgrades, in addition to lowering its loan minimum to $25,000 this month, make Lendistry a unique partner for underserved communities whether they&rsq...

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Fintech

FUTURE FINTECH ESTABLISHES A NEW BLOCKCHAIN DIVISION

Future FinTech | January 03, 2022

news image

Future FinTech Group Inc., a leading blockchain-based e-commerce business and a fintech service provider has now established a new blockchain division to its business. The new division will be responsible for managing the existing blockchain sector business. It will play a key role in formulating and executing strategic plans for business growth. Future FinTech Group Inc. is a well-known blockchain e-commerce company. In Florida, it is the leading provider of financial technology....

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Investment Management

GEOWEALTH LAUNCHES INVESTMENT CONSULTING DIVISION, INTRODUCES MANAGER PORTAL, AND EXPANDS MODEL MARKETPLACE

GeoWealth | September 29, 2022

news image

GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its ...

Read More

Investments

ECOLYTIQ AND CLOVERLY PARTNER TO HELP BANKS TO OFFER VERIFIED CARBON CREDITS

ecolytiq | February 16, 2023

news image

ecolytiq, a Sustainability-as-a-ServiceⓇ solution provider and Cloverly, the climate-based technology platform, recently partnered to offer verified and high-quality carbon credits. By mainstreaming climate action and making it scalable and accessible, the partnership sets a new standard in banking. In addition, increasing consumer and business demand for measurable and effective climate action enhances the value of embedded solutions. Carbon credits are essential in the fight a...

Read More
news image

Investment Management

LENDISTRY INTRODUCES NEW TECHNOLOGY & AUTOMATION TO MAKE SBA LOANS FASTER AND AVAILABLE IN SMALLER AMOUNTS FOR UNDERSERVED COMMUNITIES

Newswire | October 04, 2023

Lendistry, a minority-led fintech and SBA Preferred Lender, announces today that it is implementing a new smart scoring process to its technology following the historic new changes announced by the Small Business Administration (SBA) in April. These new upgrades, in addition to lowering its loan minimum to $25,000 this month, make Lendistry a unique partner for underserved communities whether they&rsq...

Read More
news image

Fintech

FUTURE FINTECH ESTABLISHES A NEW BLOCKCHAIN DIVISION

Future FinTech | January 03, 2022

Future FinTech Group Inc., a leading blockchain-based e-commerce business and a fintech service provider has now established a new blockchain division to its business. The new division will be responsible for managing the existing blockchain sector business. It will play a key role in formulating and executing strategic plans for business growth. Future FinTech Group Inc. is a well-known blockchain e-commerce company. In Florida, it is the leading provider of financial technology....

Read More
news image

Investment Management

GEOWEALTH LAUNCHES INVESTMENT CONSULTING DIVISION, INTRODUCES MANAGER PORTAL, AND EXPANDS MODEL MARKETPLACE

GeoWealth | September 29, 2022

GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its ...

Read More
news image

Investments

ECOLYTIQ AND CLOVERLY PARTNER TO HELP BANKS TO OFFER VERIFIED CARBON CREDITS

ecolytiq | February 16, 2023

ecolytiq, a Sustainability-as-a-ServiceⓇ solution provider and Cloverly, the climate-based technology platform, recently partnered to offer verified and high-quality carbon credits. By mainstreaming climate action and making it scalable and accessible, the partnership sets a new standard in banking. In addition, increasing consumer and business demand for measurable and effective climate action enhances the value of embedded solutions. Carbon credits are essential in the fight a...

Read More

Resources

Events

C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us