Best Financial Services Companies in Alabama, United States
The 216 best Financial Services companies in Alabama, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Medical Properties Trust.
Ranked: Best Financial Services companies in Alabama
| # | Company | Disclosed funding | Last round | Employees | Founded | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Medical Properties Trust REIT that invests in general acute care hospitals, rehabilitation hospitals, long-term acute care hospitals… | $210M | 87 mo ago | 119 | 2003 | WebflowGoogle MapsChart.js+14 | Top 5M | — |
| 2 | United Bank Community bank serving Southwest Alabama & Northwest Florida with diverse financial solutions | $131M | 47 mo ago | 13 | 1904 | ScalaVarnishPlay+20 | Top 5M | 3 job openings |
| 3 | UB Community Development Provider of business loans | $65M | 71 mo ago | — | 2017 | WordPress Block EditorWordPressMySQL+10 | Top 50M | — |
| 4 | First Heritage Credit Personal loan provider | $64M | 146 mo ago | 300 | 1995 | Windows ServerGoogle MapsMicrosoft ASP.NET+17 | Top 5M | — |
| 5 | Southern States Bank Commercial bank | $45M | 113 mo ago | 188 | 2007 | DrupalPHPZURB Foundation+23 | Top 5M | — |
| 6 | River Bank & Trust Community bank providing personal and commercial banking, loans, and wealth management | $39M | 33 mo ago | 234 234 → 298 (+27%) · sector median +13% | 2005 | ExpressionEnginePleskPHP+12 | Top 5M | 1 job opening · 2 expansions |
| 7 | Sterne Agee Group Diversified investment management firm | $31M | 140 mo ago | 2,000 | 1901 | — | — | — |
| 8 | Waverly Advisors Provider of asset & wealth management and retirement planning services | $30M | 35 mo ago | 90 | 1999 | WordPressApple iCloud MailMicrosoft 365+26 | Top 5M | 1 partnership |
| 9 | SouthPoint Bank Commercial bank | $30M | 60 mo ago | 88 | 2005 | WordPress Block EditorBeaver BuilderWordPress+30 | Top 5M | — |
| 10 | Alostar Bank of Commerce Commercial bank | $20M | 95 mo ago | 44 | 2011 | — | — | — |
| 11 | Merit Bank Provider of business & commercial loans, personal banking, merit checking, and mortgage services | $16M | 10 mo ago | 47 | 2019 | Cart FunctionalityPHPNginx+14 | Top 5M | 1 award |
| 12 | ServisFirst Bank Commercial banks | $15M | 103 mo ago | 571 | 2005 | — | — | — |
| 13 | ServisFirst Bank Personalized banking solutions with expertise for business and personal financial success | $9M | 131 mo ago | 474 474 → 656 (+38%) · sector median +13% | 2005 | Cart FunctionalityApple iCloud MailMicrosoft 365+16 | Top 5M | 1 expansion |
| 14 | LIV Multi-family and senior housing development and investment firm | $8M | 6 mo ago | 64 | 2012 | — | — | 2 job openings · 1 internship |
| 15 | National Security Group Diversified insurance provider offering life, health, accident, and property & casualty coverage | $7M | 2 mo ago | 59 | 1947 | Windows ServerMicrosoft ASP.NETBootstrap+12 | Top 5M | — |
| 16 | First Partners Bank Developer of an internet-first banking platform | $6M | 122 mo ago | 41 | 2007 | — | — | — |
| 17 | First Southern Bank Commercial bank | $5M | 48 mo ago | 47 | 1935 | WordPressMySQLPHP+27 | Top 5M | — |
| 18 | Opelika Finance Personal loans provider | $5M | 24 mo ago | — | 1993 | — | — | — |
| 19 | First Southern Bank Commercial bank | $5M | 46 mo ago | — | 1907 | BootstrapGoogle Font APIFont Awesome+11 | Top 5M | — |
| 20 | EverSource Wealth management firm | $4M | 65 mo ago | 26 | 2017 | — | — | — |
| 21 | Southern Independent Bank Community bank offering personal and business banking, loans, and digital services | $4M | 116 mo ago | — | 2006 | Cart FunctionalityPHPBootstrap+12 | Top 5M | — |
| 22 | First US Bank Community bank offering personal and business banking, loans, and digital solutions | $2M | 93 mo ago | 176 | 1952 | TypeScriptMaterial Design LiteZone.js+9 | Top 5M | — |
| 23 | Oakworth Capital Bank Provider of wealth management and advisory services | $687K | 46 mo ago | 120 120 → 191 (+59%) · sector median +13% | 2008 | WordPressMySQLPHP+33 | Top 5M | — |
| 24 | National Bank of Commerce Commercial bank | $244K | 143 mo ago | 632 | 2004 | — | — | — |
| 25 | BBVA in the USA Commercial bank | — | 81 mo ago | 11,217 | 1964 | — | — | — |
| 26 | Regions Bank Provider of mortgages, savings, credit and debit cards | — | 158 mo ago | 2,395 | 1971 | Apple iCloud MailUbuntuGoogle Maps+33 | Top 50k | — |
| 27 | Protective Life Insurance Life insurance carrier | — | 166 mo ago | 2,957 2,957 → 3,336 (+13%) · sector median +13% | 1907 | SitecoreTypeScriptFacebook Login+34 | Top 1M | — |
| 28 | ProAssurance Medical professional liability insurance and risk management solutions for healthcare providers | — | 264 mo ago | — | 1976 | HubSpot CMS HubApple iCloud MailLazySizes+19 | Top 5M | — |
Top 12 Financial Services companies in Alabama
#1
Acquired · Elba, Alabama · founded 1947 · 59 employees$7.1Mraised▾
Diversified insurance provider offering life, health, accident, and property & casualty coverage. The company is dedicated to helping people in times of need by providing vital, easily understood insurance products and prompt professional service. They offer a range of insurance solutions, including term life, security life, EZ life, limited homeowners, mobile homeowners, dwelling fire, and contents coverage. The company provides supplemental health and accident plans to cover out-of-pocket expenses. They aim to provide peace of mind through affordable property insurance products designed to meet unique needs. Customers can find an agent, make online payments, file property and life claims, and access agent login portals.
- Mar 2026Post IPO$7.1M
#2
Series A · Birmingham, Alabama · founded 2012 · 64 employees$7.8Mraised▾
Multi-family and senior housing development and investment firm
- Dec 2025Series A$4.5M
- Jun 2025Series A$3.3M
#3
Series B · Huntsville, Alabama · founded 2019 · 47 employees$16.4Mraised▾
Provider of business & commercial loans, personal banking, merit checking, and mortgage services
- Aug 2025Conventional Debt$2M
- Jul 2025Conventional Debt$10M
- Oct 2022Series B$16.4M
#4
Public · Atmore, Alabama · founded 1904 · 13 employees$131.2Mraised▾
Community bank serving Southwest Alabama & Northwest Florida with diverse financial solutions. Founded on community values, it offers personal and business banking, including checking, savings, CDs, and IRAs. It provides loan options such as auto, personal, mortgage, and home equity lines of credit. For businesses, it offers loans, lines of credit, SBA programs, and agricultural financing. It emphasizes community development through investment, financial education, and support for local businesses. It provides digital banking services, including online account opening and a mobile app, ensuring convenient access for customers. It focuses on building strong communities by reinvesting deposits locally, supporting small businesses, and offering services without unnecessary fees. It also provides access to financial services products and learning tools.
- Jul 2022Grant (prize money)$123M
- Feb 2021Grant (prize money)$8M
- Nov 2011Grant (prize money)$209.1K
#5
Series C · Prattville, Alabama · founded 2005 · 234 employees$38.9Mraised▾
Community bank providing personal and commercial banking, loans, and wealth management. They offer a comprehensive suite of financial solutions, including checking and savings accounts, various loan options (home equity, personal, construction, auto, and agricultural), and investment and retirement services. They focus on personal attention and local expertise, providing digital banking options like online banking with bill pay, mobile banking, and eStatements. They also offer merchant services and treasury management for commercial clients. They are committed to serving their communities with financial products and services tailored to meet diverse needs. They provide resources like calculators, expert insights, and financial planning tools. They are FDIC insured and an equal opportunity lender.
- Sep 2023Series C$32.9M
- Oct 2018Series A$6M
#6
Early Stage · Birmingham, Alabama · founded 1999 · 90 employees$30.1Mraised▾
Provider of asset & wealth management and retirement planning services
- Jun 2023Unattributed$30.1M
- Nov 2021Unattributed—
#7
Public · Birmingham, Alabama · founded 2003 · 119 employees$210.3Mraised▾
Medical Properties Trust is a real estate investment trust. Specializes in acute care, community, and rehabilitation hospitals. Develops general acute care hospitals, rehabilitation hospitals, long-term acute care hospitals, and other medical and surgical facilities through long-term triple-net leases. Provides up to 100% financing from $10 million to $1 billion for hospital acquisitions, facility expansions, sale-leasebacks and new developments including facility replacement. In 2021, the company recorded annual revenues of $1.54B and a net profit of $0.65B
- Feb 2019Post IPO$10.3M
- Feb 2012Conventional Debt$200M
#8
Early Stage · Opelika, Alabama · founded 1993$4.9Mraised▾
Personal loans provider
#9
Funding Raised · Atmore, Alabama · founded 2017$65Mraised▾
Provider of business loans
- Jul 2020Grant (prize money)$65M
#10
Funding Raised · Birmingham, Alabama · founded 2005 · 88 employees$30Mraised▾
Commercial bank
- Jun 2021Conventional Debt$30M
#11
Acquired · Montgomery, Alabama · founded 1995 · 300 employees$64Mraised▾
Personal loan provider
- Apr 2014Series C$64M
- Venture Debt—
#12
Public · Anniston, Alabama · founded 2007 · 188 employees$44.6Mraised▾
Commercial bank
- Dec 2016Series B$44.6M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.