PTMA Financial Solutions
Likely to Engage tag.Highly Engaged Employees

Finance · Colorado, United States · 201-500 Employees

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Overview

Headquarters

717 17th St Ste 1850, Denver, Colorado, ...

Phone Number

(877) 311-0219

Revenue

$128.9 Million

Industry

Finance Banking Securities Trading
ZI Rank: 5
Signal Type
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ZI Rank
2
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5

About PTMA Financial Solutions

PTMA Financial Solutions, with primary operational hubs in Denver, Colorado, and Naperville, Illinois, is a financial services firm that partners with and connects thousands of local governments and financial institutions to build comprehensive financial strategies that help communities thrive. The company was formed in 2024 through the combination of The PMA Companies, founded in 1984, and Public Trust Advisors, founded in 2011, creating an integrated platform of treasury management, liquidity management, and other financial products and services. PTMA serves over 12,000 local governments and other public entities across 26 states, offering a wide array of financial products and services including local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities, plus stable deposit funding solutions for financial institutions. The organization also partners withRead more
PTMA Financial Solutions's Social MediaPopular SearchesPublic Treasury Management & Advisory Financial So...SIC Code 62,628NAICS Code 52,523Show more

PTMA Financial Solutions Org Chart

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Managing Director

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Vice President, Board Liaison and Deputy Chie...

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Scott McConnell, Vice President - Information Technology and Systems Development and Chief Technology Officer at PTMA Financial Solutions
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Vice President - Information Technology and S...

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Chief Marketing Officer

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Chief Information Officer

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Chief Investment Officer

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Company Profile Activity

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Low Activity

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Activity Insights

PTMA Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PTMA Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PTMA Financial Solutions.

PTMA Financial Solutions Tech Stack

A closer look at the technologies used by PTMA Financial Solutions

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Frequently Asked Questions Regarding PTMA Financial Solutions

What is PTMA Financial Solutions's official website?
PTMA Financial Solutions's official website is www.ptma.com
What is PTMA Financial Solutions's Revenue?
PTMA Financial Solutions's revenue is $128.9 Million
What is PTMA Financial Solutions's SIC code?
PTMA Financial Solutions's SIC: 62,628
What is PTMA Financial Solutions's NAICS code?
PTMA Financial Solutions's NAICS: 52,523
How many employees does PTMA Financial Solutions have?
PTMA Financial Solutions has 201-500 employees
What industry does PTMA Financial Solutions belong to?
PTMA Financial Solutions is in the industry of: Finance, Banking, Securities Trading
What companies has PTMA Financial Solutions acquired?
PTMA Financial Solutions has acquired the companies: Miles Capital
What technology does PTMA Financial Solutions use?
Some of the popular technologies that PTMA Financial Solutions uses are: Sage Intacct, Microsoft 365, Microsoft Excel
Who is the CFO of PTMA Financial Solutions?
PTMA Financial Solutions's CFO is Danielle Buell
Who is the CTO of PTMA Financial Solutions?
PTMA Financial Solutions's CTO is Scott McConnell
How do I contact PTMA Financial Solutions?
PTMA Financial Solutions contact info: Phone number: (877) 311-0219 Website: www.ptma.com
What does PTMA Financial Solutions do?

PTMA Financial Solutions, with primary operational hubs in Denver, Colorado, and Naperville, Illinois, is a financial services firm that partners with and connects thousands of local governments and financial institutions to build comprehensive financial strategies that help communities thrive. The company was formed in 2024 through the combination... of The PMA Companies, founded in 1984, and Public Trust Advisors, founded in 2011, creating an integrated platform of treasury management, liquidity management, and other financial products and services. PTMA serves over 12,000 local governments and other public entities across 26 states, offering a wide array of financial products and services including local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities, plus stable deposit funding solutions for financial institutions. The organization also partners with over 1,000 financial institutions to offer competitive deposit rates to public entities while helping banks and credit unions expand their local footprints with sources of stable deposits. Led by CEO Todd Alton, PTMA employs more than 270 professionals and provides clients with access to industry expertise, comprehensive financial products, and advanced technology to support communities in achieving their goals.Read More

What are PTMA Financial Solutions social media links?
PTMA Financial Solutions Linkedin page
Is PTMA Financial Solutions a public company?
PTMA Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about PTMA Financial Solutions

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