Radar · Financial Services in Alpharetta
Best Financial Services Companies in Alpharetta, United States
The 51 best Financial Services companies in Alpharetta, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Overlay Capital.
By Rohit KhannaTrends & Stories
51companies tracked
$31.9Mdisclosed funding
0unicorns
4have raised
Ranked: Best Financial Services companies in Alpharetta
| # | Company | Disclosed funding | Stage | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | ACG Provider of ATM equipment solution company | — | Unfunded | 79 79 → 61 (-23%) | 1986 | — | Cart FunctionalityNetSuiteJava+15 | — |
| 2 | Approved Mortgage Provider of mortgage financing for home purchasing and refinancing services | — | Unfunded | — | 1992 | John Parlante Principal/Owner | WordPressMySQLPHP+21 | — |
| 3 | Credo Finance Accounting, tax, and auditing service provider | — | Unfunded | — | 2004 | — | — | — |
| 4 | Goodfriendmortgage Provider of mortgage brokerage and lending services | — | Unfunded | — | 2003 | Deborah Switts Cmc CEO/Owner | — | — |
| 5 | Integrity Insurance Independent insurance agency offering personal, commercial, and group benefits | — | Unfunded | — | 2003 | — | — | — |
| 6 | MASSIE Provider of tax consulting services | — | Unfunded | — | 2004 | Jason Massie Founder | — | — |
| 7 | National Stock Exchange Provider of information regarding financial markets, investments, and economic trends | — | Unfunded | — | 1998 | — | WordPressMySQLPHP+11 | — |
| 8 | Pepperstone Investment Limited Provider of financial planning and investment management services to individuals, families, and business | — | Unfunded | — | — | Brian Shepler President / CEO | WordPressMySQLPHP+39 | — |
Top 4 Financial Services companies in Alpharetta
#1
Series B · Alpharetta, Georgia · founded 2016$25.5Mraised▾
Series B · Alpharetta, Georgia · founded 2016
Diversified investment management firm
Funding rounds
- Mar 2026Series B$1.6M
- Jan 2026Series B$22.9M
- Dec 2025Seed$1M
Founders & team
#2
Public · Alpharetta, Georgia · founded 2008 · 31 employees$5.5Mraised▾
Public · Alpharetta, Georgia · founded 2008 · 31 employees
Commercial bank
Funding rounds
- Sep 2017Post IPO$5.5M
Founders & team
#3
Acquired · Alpharetta, Georgia · founded 2009 · 357 employees$922.9Kraised▾
Acquired · Alpharetta, Georgia · founded 2009 · 357 employees
Commercial bank
Funding rounds
- Feb 2015Post IPO$766.7K
- Jul 2014Post IPO$28K
- Mar 2014Post IPO$415K
- Oct 2010Seed$922.9K
Investors
Sageview Capital, Venture Worx
#4
Funding Raised · Alpharetta, Georgia · founded 1995 · 200 employees—raised▾
Funding Raised · Alpharetta, Georgia · founded 1995 · 200 employees
Wealth management firm. It also offers financial planning, tax, and insurance consulting services.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers — 5.5% of this cohort's audience · 20 engagements/post (4.5× cohort median)
Activity: 3 awards announced in 12 mo
Funding rounds
- Dec 2020Unattributed—
Investors
Wealth Partners Capital Group, HGGC
Tech stack
Animate.CssBeaver BuilderBootstrapCallrailCdnjsClickcease
Funding & investor landscape
$31.9Mtotal disclosed funding
3companies funded
8disclosed rounds
0rounds last 90 days
Most active investors
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
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
How many Financial Services companies are there in Alpharetta, United States?
Radar tracks 51 indexable Financial Services companies headquartered in Alpharetta, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Alpharetta, United States?
The Financial Services companies in Alpharetta, United States on this list have raised a combined $31.9M in disclosed equity funding across 3 funded companies.
Which is the highest-funded Financial Services company in Alpharetta, United States?
Overlay Capital is the highest-funded Financial Services company in Alpharetta, United States, with $25.5M in disclosed equity funding.
How many Financial Services companies in Alpharetta, United States are funded?
3 of the 51 Financial Services companies in Alpharetta, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Alpharetta, United States?
None of the Financial Services companies in Alpharetta, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Alpharetta, United States Financial Services companies?
The most active investors in Alpharetta, United States Financial Services companies on this list include HGGC, Sageview Capital, Thomas H Lee Partners, Venture Worx, Wealth Partners Capital Group.
Rohit KhannaTrends & Stories
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.