Company lists
The Arizona edition · 2026

Financial servicescompanies in Arizona

Accounting, lending, investment, banking & insurance, startups and more: the companies building financial services in Arizona, with their founders, funding, team size and business models.

515 company profiles21 with recorded fundingNovember 2026 edition
Arizona · Photo: Wikimedia Commons (CC BY-SA 2.0)

Recent financial services business events in Arizona

Funding, M&A, contract wins and launches involving 689 financial services companies in Arizona, last 24 months: 23 M&A deals · 6 Contracts. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Announced

Dynamic advisor solutions acquires Capasso planning partners

Advisor Solutions, a Phoenix-based RIA platform and TAMP, has expanded into South Carolina with the addition of Capasso Planning Partners, a Charleston-based RIA with $260 million in…

Financial Services
M&AAcquisition · Announced

Osaic acquires Du lac wealth services

Independent broker/dealer Osaic announced Tuesday that it has added Du Lac Wealth Services, with the Cary, N.C.-based advisory team transitioning from LPL Financial and bringing…

Financial Services
M&AAcquisition · Announced

Oppfi acquires BNC National Bank

OppFi's recently announced plans to acquire BNCC and BNC National Bank ("BNC") in a cash and stock transaction valued at approximately $130 million.

Banking
M&AAcquisition · Announced

Aprio acquires Price kong

US accounting firm Aprio confirmed the acquisition of Phoenix-based Price Kong, marking its formal entry into cannabis sector advisory work and adding meaningful Arizona scale.

Cannabis Advisory
M&AAcquisition

Dynamic advisor solutions acquires Capital Group U.S. Small and Mid Cap ETF

Dynamic Advisor Solutions LLC purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the 4th quarter valued at approximately $1,293,000.

M&AMerger · Completed

Osaic acquires Na

Osaic, owned by Reverence Capital Partners, recently completed a merger of its eight brokerages under one name and onto a single platform.

Financial Advisory
M&AAcquisition · Announced

Equity methods acquires Equity Plan Solutions (EPS)

Equity Methods, a prominent advisory firm in the equity compensation space, today announced its acquisition of Equity Plan Solutions (EPS), a boutique firm specializing in stock plan…

Stock plan administration
ContractTechnology

Alacriti · client: Arizona financial credit union

Arizona Financial Credit Union has selected Orbipay Payments Hub for Wires by US-based paytech Alacriti to modernise its wire transfer operations.

Finance
M&AAcquisition · Completed

Conscious capital growth acquires Rd nutrition consultants

RD Nutrition Consultants, a nationwide nutrition consulting company, was acquired by Conscious Capital Growth, a lower middle-market independent sponsor based in Arizona.

Nutrition consulting
M&AAcquisition · Announced

Ep wealth advisors acquires Capital insight partners

On the West Coast, Torrance, California-based EP Wealth Advisors announced its first partnership of 2026 with the acquisition of Capital Insight Partners, a Scottsdale wealth management…

Wealth management
M&AAcquisition · Announced

EP Wealth acquires Capital insight partners

EP Wealth, an acquisitive registered investment advisor based in Torrance, Calif., has announced its first deal of the year with the acquisition of Capital Insight Partners, a wealth…

Wealth Management
Contract

Integrity capital · client: First phosphate

Saguenay, Quebec - 29. September 2025 / IRW-Press / First Phosphate Corp. (First Phosphates or the Company) (CSE: PHOS) (OTCQX: FRSPF) (FWB: KD0) is pleased to announce that it has…

ContractTechnology

Mbsi · client: Desert Financial Credit Union

MBSi announced this week that Desert Financial Credit Union has selected MBSi’s RecoveryConnect platform as its exclusive case management system.

ContractInfrastructure

Viawest group · client: Pitney bowes

ViaWest Group, a Phoenix-based real estate development and investment company, has executed a seven-year lease for 76,208 SF at its recently built Converge Logistics Center located along…

Industrial real estate
M&AAcquisition · Completed

Versant capital management inc acquires RB Global

Versant Capital Management Inc now owns 305 shares of the business services provider’s stock worth $28,000 after purchasing an additional 176 shares during the period.

M&AAcquisition · Completed

Reverence capital partners acquires Osaic

Reverence Capital Partners in 2019 agreed to acquire 75% of Osaic – then called Advisor Group - from Lightyear Capital, PSP Investments and other investors.

M&AAcquisition · Completed

The clear group acquires Phelan caswell insurances

The Clear Group, the London-based insurance intermediary, announced the acquisition of broker Phelan Caswell Insurances, based in Dublin, Ireland.

Insurance and financial planning services
M&AAcquisition

Ashton thomas private wealth acquires Deckers

Ashton Thomas Private Wealth LLC bought a new position in shares of Deckers Outdoor in the second quarter valued at $63,000.

ContractTechnology

ACES Quality Management · client: Arizona financial credit union

ACES Quality Management® (ACES), the leading provider of enterprise quality management and control software for the financial services industry, announced the addition of 10 credit…

Financial Services
M&AAcquisition · Announced

Alkeme acquires Pinnacle insurance consultants

ALKEME, a Top 35 Insurance Brokerage, announced the acquisition of Pinnacle Insurance Consultants (PIC), based in Scottsdale, Arizona.

ContractGovernment

Government of canada · client: Mica

MICA was created on July 9, 2021 through an investment of $40 million from the Government of Canada’s Strategic Innovation Fund.

Financial services companies in Arizona, by funding and team

Few financial services companies in Arizona publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 515 active companies.

Showing 25 of 50

Provider of insurance underwriting services

Insurance underwriters
US$150.00mSeries C · Sep 2022
220+36% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
8 yr2018
0none in 3 months · last posted Jul 2026

Provider of Medicare Advantage plans specializing in chronic conditions

Insurance distribution
US$60.00mPE · Dec 2022
48+22% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Subscription
5 yr2021
0none in 3 months

Trusted online slot site with excellent service and diverse game selection

Reits
US$24.20mSeries A · Oct 2018
—Not available
Advertising / Commission on transaction
10 yr2016
—No postings tracked

Premier note purchaser of privately held real estate mortgage notes in America.

Consumer and sme loans
US$10.42mSeries B · Oct 2023
6LinkedIn · Jul 2026
Commission on transaction / Renting / leasing
22 yr2004
0none in 3 months

Provider of financial services

Service providers to banks
US$7.92mSeed · Mar 2015
3LinkedIn · Jul 2026
Commission on transaction / E-commerce - product
22 yr2004
0none in 3 months

Provider of payment processing services

Payment resellers
US$6.94mSeed · Dec 2025
160-3% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / E-commerce - service
20 yr2006
0none in 3 months

Developer of a financial management training platform for children and teens

Services for investment industry
US$5.20mSeed · May 2022
15-38% vs previous recordLinkedIn · Jul 2026
Subscription
5 yr2021
0none in 3 months

Provider of investment management services for property industry

Services for investment industry
US$4.64mSeries A · Mar 2022
5LinkedIn · Jul 2026
Fee-for-service
7 yr2019
—No postings tracked

Commercial real estate investment, development, and property management maximizing real estate value

Asset management
US$4.45mSeries A · Mar 2026
56+11% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
23 yr2003
0none in 3 months

Life and P&C insurance brokerage firm

Insurance distribution
US$3.42mSeries A · Feb 2021
2LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
10 yr2016
—No postings tracked

Investment management firm focused on solar projects

Asset management
US$3.00mSeries A · Mar 2015
—Not available
Commission on transaction / E-commerce - service
11 yr2015
—No postings tracked

Provider of capital advisory services

Services for investment industry
US$2.50mSeries A · Oct 2015
—Not available
Fee-for-service
16 yr2010
—No postings tracked

Real estate investment trust focused on strategic partnerships and diverse assets

Reits
US$2.50mSeed · Jun 2018
—Not available
Advertising / Commission on transaction
16 yr2010
—No postings tracked

Integro Bank is a customer-focused small business solutions provider with a commitment to creating jobs and transforming lives

Banks
US$2.40mSeed · Feb 2025
53LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
5 yr2021
0none in 3 months

Provider of direct indexing and research for investors

Services for investment industry
US$1.40mSeed · Aug 2020
3LinkedIn · Jul 2026
Subscription
12 yr2014
0none in 3 months

Crowd-funding platform for higher education institutions

Higher education tech
US$548kSeed · Jun 2015
1LinkedIn · Jul 2026
Advertising / Donations
15 yr2011
0none in 3 months

Litigation financing firm

Consumer and sme loans
US$500kSeed · Mar 2015
34+15% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
13 yr2013
0none in 3 months

Affordable healthcare plans for employers, excellent employee service, and cost disruption

Insurance carriers
US$345kSeed · Jun 2019
—Not available
Commission on transaction / Subscription
9 yr2017
—No postings tracked

Credit broker

Service providers to banks
US$100kSeed · Nov 2017
—Not available
Commission on transaction / Lending
9 yr2017
—No postings tracked

Provider of title insurance brokerage services

Insurance distribution
US$59kSeed · Dec 2015
4LinkedIn · Jul 2026
Commission on transaction / E-commerce - service
11 yr2015
0none in 3 months

Provider of mortgage based loans

Consumer and sme loans
US$50kSeed · Jun 2022
2,433LinkedIn · Jul 2026
Commission on transaction / Lending
9 yr2017
0none in 3 months

Provider of commercial banking services

Banks
—None recorded
4,465-5% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
25 yr2001
0none in 3 months · last posted Jun 2026

Provider of life insurance services

Insurance carriers
—None recorded
1,590+5% vs previous recordrecorded
Advertising / Commission on transaction
63 yr1963
0none in 3 months · last posted Feb 2026

Commercial bank

Banks
—None recorded
1,079+74% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
87 yr1939
0none in 3 months · last posted Jun 2025

Urban credit union

Banks
—None recorded
412-0% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
75 yr1951
0none in 3 months · last posted Jul 2026
50 of 515 companies shown here · the full list is on Radar
Fliar Radar

Explore all 515 financial services companies in Arizona on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Arizona on Radar
  • Every company, not just 50All 515 financial services companies in Arizona, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore financial services companies in Arizona by what you are looking for

Browse top financial services companies in Arizona across accounting, lending, banking and insurance. Find financial services startups in Arizona and financial services companies hiring.

7 ways to explore financial services in Arizona

Finance & accounting servicesConsumer & business lending companiesAsset management & investment servicesBanking & insurance companiesFinancial services startups in ArizonaFinancial services companies hiring in Arizona

Finance & accounting services

Companies providing accounting, tax, bookkeeping and finance advisory services.

  1. Beachfleischman

    BeachFleischman PC is a certified public accounting firm based in Arizona.

    Finance & accounting services
    See in list
  2. henry+horne

    Henry+Horne is an accounting firm that provides audit, accounting, and tax consulting services.

    Finance & accounting services
    Website
  3. accounting and finance personnel, inc.

    Accounting and Finance Personnel is a staffing and recruiting company specializing in temporary and direct staffing.

    Finance & accounting services
    Website
  4. wallace, plese + dreher

    Wallace, Plese + Dreher render accounting, advisory, employee benefit plan audits, taxation, consulting, mergers and acquisitions services.

    Finance & accounting services
    Website
  5. r & a cpas

    R&A CPAs delivers integrated tax, accounting, assurance and advisory services to businesses and individuals.

    Finance & accounting services
    Website
91 companies in Arizona

Consumer & business lending companies

Lenders offering consumer loans, business finance and asset funding.

  1. AmeriFunds

    Premier note purchaser of privately held real estate mortgage notes in America.

    Consumer and sme loans
    See in list
  2. Pravati Capital

    Litigation financing firm

    Consumer and sme loans
    See in list
  3. NEXA Mortgage

    Provider of mortgage based loans

    Consumer and sme loans
    See in list
  4. AmeriFirst Financial

    Provider of home loan services

    Consumer and sme loans
    See in list
  5. Geneva Financial

    Provider of mortgage loans

    Consumer and sme loans
    See in list
70 companies in Arizona

Asset management & investment services

Financial companies focused on asset management, investment advice and investor services.

  1. GravyStack

    Developer of a financial management training platform for children and teens

    Services for investment industry
    See in list
  2. Sunrise Multifamily

    Provider of investment management services for property industry

    Services for investment industry
    See in list
  3. ViaWest Group

    Commercial real estate investment, development, and property management maximizing real estate value

    Asset management
    See in list
  4. Tax Equity Advisors

    Investment management firm focused on solar projects

    Asset management
    See in list
  5. USEED

    Crowd-funding platform for higher education institutions

    Higher education tech
    See in list
82 companies in Arizona

Banking & insurance companies

Companies providing banking, insurance products and insurance distribution.

  1. Better ATM Services

    Provider of financial services

    Service providers to banks
    See in list
  2. Insurely

    Life and P&C insurance brokerage firm

    Insurance distribution
    See in list
  3. Integro Bank

    Integro Bank is a customer-focused small business solutions provider with a commitment to creating jobs and transforming lives

    Banks
    See in list
  4. Inglenook Financial

    Credit broker

    Service providers to banks
    See in list
  5. Title Alliance of Arizona

    Provider of title insurance brokerage services

    Insurance distribution
    See in list
146 companies in Arizona

Financial services startups in Arizona

Newer financial services companies based in Arizona.

  1. Gold Kidney

    Provider of Medicare Advantage plans specializing in chronic conditions

    Insurance distribution
    See in list
  2. GravyStack

    Developer of a financial management training platform for children and teens

    Services for investment industry
    See in list
  3. Integro Bank

    Integro Bank is a customer-focused small business solutions provider with a commitment to creating jobs and transforming lives

    Banks
    See in list
  4. Orion Office REIT

    Specializes in management of a diversified portfolio of mission-critical and corporate headquarters office properties

    Reits
    Website
  5. Turbo

    Turbo Insurance Group is an insurance company that delivers customer experience in the insurance industry.

    Insurance distribution
    Website
50 companies in Arizona

Financial services companies hiring in Arizona

Financial services companies in Arizona with hiring activity.

  1. Ategrity

    Provider of insurance underwriting services

    Insurance underwriters
    See in list
  2. Western Alliance Bank

    Provider of commercial banking services

    Banks
    See in list
  3. Lincoln Heritage Life Insurance Company

    Provider of life insurance services

    Insurance carriers
    See in list
  4. Desert Financial

    Commercial bank

    Banks
    See in list
  5. OneAZ Credit Union

    Urban credit union

    Banks
    See in list
25 companies in Arizona

Public financial services companies in Arizona

Publicly listed financial services companies in Arizona.

  1. Ategrity

    Provider of insurance underwriting services

    Insurance underwriters
    See in list
  2. Western Alliance Bank

    Provider of commercial banking services

    Banks
    See in list
  3. Commerce Bank of Arizona

    Personal and business banking solutions with local, friendly service

    Banks
    Website
  4. Orion Office REIT

    Specializes in management of a diversified portfolio of mission-critical and corporate headquarters office properties

    Reits
    Website
  5. Endexx

    Stock exchange

    Services for investment industry
    Website
13 companies in Arizona
Mobile reach

Top 10 financial services apps from Arizona

The most-installed Android apps published by financial services companies headquartered in Arizona — 1.3M installs between them. 33 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
2

Arizona Financial Mobile

by Arizona Financial

Installs196K
Rating4.6613K ratings
Installs, year on year+9%
Last updatedApr 2026
View on Google Play ↗
Arizona Financial Mobile screenshot 1Arizona Financial Mobile screenshot 2Arizona Financial Mobile screenshot 3Arizona Financial Mobile screenshot 4Arizona Financial Mobile screenshot 5Arizona Financial Mobile screenshot 6
8

TruWest Credit Union

by TruWest

Installs60K
Rating4.293K ratings
Last updatedApr 2026
View on Google Play ↗
TruWest Credit Union screenshot 1TruWest Credit Union screenshot 2TruWest Credit Union screenshot 3TruWest Credit Union screenshot 4TruWest Credit Union screenshot 5
RadarBrowse every financial services company in Arizona on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
For investors and data teams

Put this intelligence into your own tools

The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.

Capital & corporate activity

Financial services funding and M&A across the United States

2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Arizona compares. Debt, IPO and grant rounds are excluded.

equity rounds, last 12 months50

US$1.25bn

equity rounds, last 24 months186

US$2.66bn

raised over five yearsUS$18.79bn

877 rounds in the United States

M&A deals, Arizona23

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.

The funding ladder · five years

Rounds and typical cheque by stage

SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years

Most-funded sub-sectors

Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Corporate activity · last 24 months

M&A in Arizona

21Acquisition
2Merger

Most active acquirers

  1. Osaic6
  2. Dynamic advisor solutions3
  3. Ashton thomas private wealth2
  4. Versant capital management inc2
  5. Oppfi1

Most acquired or merged

  1. Capital insight partners2
  2. Capasso planning partners1
  3. Du lac wealth services1
  4. BNC National Bank1
  5. Price kong1

Each deal appears in the events strip at the top of the page.

Go deeper in the financial services landscape reports:

Financial Services Industry Landscape of the United States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Arizona maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.

  • Market map of every sub-sector
  • Funding & company formation by year
  • Revenue, profit & financial strength
  • Digital footprint: traffic, apps, releases
  • Hiring, skills & pay
  • Founders & leaders
  • News & sentiment
  • Where demand runs ahead of supply
Read the financial services landscape of Arizona

Financial services funding in Arizona

21 financial services companies in Arizona have recorded equity funding, US$290.59m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Arizona

Meet the people behind financial services companies in Arizona. 95 of 515 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Arizona financial services companies by sub-sector

The most common specialisations among financial services companies in Arizona. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Arizona

137 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Arizona

Browse the Radar directory

Coming soon