Best Financial Services Companies in Albany, United States
The 36 best Financial Services companies in Albany, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: J. Smith Lanier.
Ranked: Best Financial Services companies in Albany
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | J. Smith Lanier Provider of ecumenical ministry and shrine services | $11M | 133 mo ago | Acquired | — | 1868 | — | — | — |
| 2 | Albany Community Together Provider of capital, coaching, and connections for small business development | $1M | 20 mo ago | Funding Raised | Thelma Johnson CEO | 2008 | — | — | — |
| 3 | Knowledgemosaic Provider of online information resources to the securities and financial services industries. | $54K | 169 mo ago | Seed | — | 2001 | — | — | — |
| 4 | 1st National Bank Of Scotia Comprehensive financial services: personal, business banking, insurance, and investment solutions | — | — | Unfunded | John Buhrmaster President and CEO | 1923 | WordPressMySQLPHP+17 | — | — |
| 5 | AB&T Albany Bank and Trust is a financial banking platform that deals with personal and business banking services. | — | — | Funding Raised | Luke Flatt President & CEO | 1999 | JavaBootstrapGoogle Cloud+11 | — | — |
| 6 | albany bank & trust Albany Bank and Trust is a financial banking platform that deals with personal and business banking services. | — | — | Acquired | Luke Flatt President & CEO | 1999 | JavaBootstrapGoogle Cloud+11 | — | — |
| 7 | AllSquare Wealth Offers investment portfolio management, and financial planning services | — | — | Unfunded | — | 2010 | — | — | — |
| 8 | Atlas Provides tax & retirement planning and other services | — | — | Unfunded | Gregory Britton CEO | 1996 | — | — | — |
Top 3 Financial Services companies in Albany
#1
Funding Raised · Albany, Georgia · founded 2008$1.3Mraised▾
Provider of capital, coaching, and connections for small business development. The organization focuses on assisting underserved entrepreneurs and small business owners. It offers various loan programs designed to meet diverse business needs. The organization also delivers technical assistance and business development services.
- Jan 2025Grant (prize money)$1M
- May 2010Grant (prize money)$149.4K
- Jun 2009Grant (prize money)$161.6K
#2
Acquired · Albany, Georgia · founded 1868 · 600 employees$10.8Mraised▾
Provider of ecumenical ministry and shrine services. It offers prayer services, spiritual guidance, and religious items. The ministry maintains a shrine and grounds open to visitors, providing a space for prayer and reflection. Additional services include online resources such as messages, prayers, and devotional materials. The organization also facilitates pilgrimages and offers various support programs.
- Aug 2015Series B$5.6M
- Oct 2013Series A$4.7M
- Sep 2011Unattributed$512.2K
#3
Seed · Albany, New York · founded 2001 · 30 employees$54Kraised▾
Provider of online information resources to the securities and financial services industries. The company offers a platform for transactional, securities, and federal agency research to law firms, financial institutions, public companies, accounting firms, government regulatory bodies and academic institutions.
- Aug 2012Seed$54K
Funding & investor landscape
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
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.