Best Financial Services Companies in Atlanta, United States
The 317 best Financial Services companies in Atlanta, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Piedmont.
Ranked: Best Financial Services companies in Atlanta
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Piedmont Equity REIT that invests in offices | $1.8B | 98 mo ago | 134 | 1997 | Don Miller President and CEO | 14 patents Adjustable hospital bed and chair mechanisms for patient positioning and safety. | — |
| 2 | Columbia Property Trust Exceptional office space developer, owner, and operator in prime US markets | $300M | 102 mo ago | 164 | 2003 | Nelson Mills CEO & President | — | 2 expansions · 1 award |
| 3 | Peachtree Group Provider of asset management services | $173M | 3 mo ago | 126 | 2007 | Greg Friedman CEO | — | — |
| 4 | Global Atlantic Life insurance firm | $141M | 182 mo ago | — | 1985 | Allan Levine Co-Founder & CEO | 21 patents Material inventory tracking and usage monitoring for warehouse logistics | — |
| 5 | Community & Southern Bank Commercial Bank | $115M | 188 mo ago | 249 | 2010 | Pat Frawley Founder & CEO | — | — |
| 6 | Preferred Apartments Communities REIT that invests in multifamily properties, office, student housing and shopping centers throughout the… | $92M | 96 mo ago | 180 | 2011 | — | — | — |
| 7 | Safe-Guard Products Provider of insurance claim processing | $60M | 23 mo ago | 519 519 → 720 (+39%) | 1992 | — | — | — |
| 8 | Georgia Banking Company Georgia Banking Company: Community-focused banking with personal and business financial solutions | $55M | 61 mo ago | 80 | 2001 | — | — | — |
| 9 | Credit Fixings Provider of FinTech events services | $50M | 252 mo ago | — | — | — | — | — |
| 10 | Global One Financial Life insurance premium financing solutions for businesses, trusts, and high-net-worth individuals | $45M | 141 mo ago | 8 | 2003 | — | 663 patents Fintech transaction processing, smart payment cards, and AI/ML analytics for payments | — |
| 11 | Groundfloor Fractional real estate investment platform for individuals 60Funding top 29%Customers top 32%Tech top 33%Talent top 38% All 11 signals ▾Fundingtop 29% Customerstop 32% Techtop 33% Talenttop 38% Fin. healthtop 45% Markettop 48% Growthtop 48% Producttop 49% Newsbottom 45% Moatbottom 40% Globalbottom 37% Funding: Raised $34.1M across 11 rounds · 11 rounds over 12 yrs (0.9/yr) Customers: App rating 4.1★ (251 reviews) rank vs industry peers · Fliar Intelligence Index 60/100 | $34M | 5 mo ago | 70 | 2013 | Brian Dally Co-Founder & CEO | — | 1 partnership |
| 12 | Georgia Commerce Bank Commercial Bank | $26M | 161 mo ago | 142 | 2003 | Rodney Hall Co-Founder | — | — |
| 13 | Cornerstone Bank Community bank providing personal and business financial solutions with expert advice | $24M | 102 mo ago | — | 2001 | John Doull CEO | — | — |
| 14 | ExamWorks Provider of independent medical examinations, peer reviews, and bill review services | $20M | 189 mo ago | 3,600 | 2008 | James Price CEO | — | — |
| 15 | SouthCrest Bank Insurance solutions for Florida renters, drivers, and homeowners | $18M | 155 mo ago | 88 | 1920 | — | — | — |
| 16 | Citizens Trust Bank Community banking partner offering diverse financial solutions and digital accessibility | $5M | 42 mo ago | 90 90 → 141 (+57%) | 1921 | — | — | 1 job opening · 2 partnerships |
| 17 | Funding U Provider of fixed-interest, no-cosigner student loans for undergraduate students | $4M | 67 mo ago | 20 | 2015 | Jeannie Tarkenton Founder & CEO | 16 patents Automated brewing and beverage processing systems with advanced control, aging, and UI integration. | — |
| 18 | Atlantic Capital Bank Commercial bank | $3M | 102 mo ago | 2,547 | 2007 | Doug Williams CEO | — | — |
| 19 | risksmith Provider of insurance underwriting services | $3M | 39 mo ago | — | 2017 | Ryan Scheinfeld Founder & CEO | — | — |
| 20 | SmartPath Provider of financial coaching services | $3M | 88 mo ago | 26 26 → 32 (+23%) | 2010 | — | — | — |
| 21 | Digital Opportunities Group Provider of investment solutions | $2M | 49 mo ago | 5 | 2021 | Phillip Moran Co-Founder & CEO | — | — |
| 22 | Edge Capital Provider of wealth management services | $2M | 202 mo ago | 48 | 2006 | Ansel Davis Managing Director | — | — |
| 23 | Angel Oak Capital Diversified investment management firm | $2M | 88 mo ago | 105 | 2009 | — | — | — |
| 24 | SFA Stock brokerage & dealer firm | $248K | 195 mo ago | 85 | 2003 | Clive Slovin CEO & President | 5 patents Reducing smoke and particulate emissions in compression‑ignition engines and fossil‑fuel boilers | — |
| 25 | Fourcore Provider of financial services focused on global asset, wealth, and investment management, leveraging… | $100K | 1 mo ago | — | 2024 | Jordan Waring Co-CEO | — | — |
Top 12 Financial Services companies in Atlanta
#1
Series D · Atlanta, Georgia · founded 2007 · 126 employees$173.4Mraised▾
Peachtree Group is an investment firm specializing in commercial real estate assets and other ventures. With a diverse portfolio and billions under management, they offer services designed to protect and grow investments. They also provide third-party management services for hotels, including staffing and performance management.
- Mar 2026Series D$3.2M
- Aug 2025Series D$28M
- Jan 2025Series D—
- Dec 2024Series D$16M
#2
Series B · Atlanta, Georgia · founded 2013 · 70 employees$34.1Mraised▾
Fractional real estate investment platform for individuals. Allows individual investors to invest in fractional basis, investments are automatically diversified across a wide array of available cash flowing real estate based investments, aimed at controlling risk while optimizing investment for maximum returns within a short time period, investments balanced across a variety of return profiles, maturities, and geographies. Application is made available on Android and iOS platforms.
- Jan 2026Series B$1M
- Aug 2023Series B$3.9M
- Feb 2022Conventional Debt$100M
- Feb 2022Series B$18M
#3
Acquired · Atlanta, Georgia · founded 1992 · 519 employees$60Mraised▾
Provider of insurance claim processing
- Jul 2024PE—
- Mar 2011Conventional Debt$60M
- Jul 2007PE—
#4
Seed · Atlanta, Georgia · founded 2024$100Kraised▾
Four Core is a company that provides solutions to promote energy efficiency, renewable energy, and sustainable development. Their organization focuses on addressing the climate crisis, offering services that help clients reduce their carbon footprint and achieve environmental sustainability. With a strong presence in the market, Four Core is dedicated to creating a healthier and more resilient planet for future generations.
- Apr 2026Seed$100K
#5
Public · Atlanta, Georgia · founded 1997 · 134 employees$1.8Braised▾
Equity REIT that invests in offices
- Mar 2018Conventional Debt$250M
- Jun 2015Conventional Debt$500M
- May 2015Conventional Debt$170M
- Aug 2014Conventional Debt$300M
#6
Acquired · Atlanta, Georgia · founded 2003 · 164 employees$300Mraised▾
Exceptional office space developer, owner, and operator in prime US markets. The company delivers cutting-edge work experiences by developing, owning, and operating notable office buildings. They focus on creating spaces where culture comes to life and people thrive, fostering collaboration, innovation, and creativity. Their properties are designed for forward-thinking companies with a commitment to sustainability and employee wellbeing. They attract growing, well-capitalized tenants by focusing on unique properties in resilient gateway locations. The company is committed to wellness, sustainability, and social justice, supporting the planet and local communities. They offer office spaces in New York, Boston, San Francisco, and Washington D.C.
- Nov 2017Conventional Debt$300M
#7
Acquired · Atlanta, Georgia · founded 2001 · 80 employees$55Mraised▾
Georgia Banking Company: Community-focused banking with personal and business financial solutions. We are dedicated to serving individuals and businesses with a comprehensive suite of financial products and services. For personal needs, we offer checking and savings accounts, digital banking, mortgage lending, and private banking. For businesses, we provide checking, savings, commercial lending, and treasury solutions. Our digital banking platform includes eStatements, mobile banking, and online banking. We focus on building strong relationships and providing exceptional service to help our customers achieve their financial goals. We offer resources like customer education and cybersecurity awareness. We are committed to cultivating opportunities for growth and supporting the communities we serve. We provide personal and business online banking login, and mobile app download.
- May 2021Conventional Debt$55M
#8
Acquired · Atlanta, Georgia · founded 2011 · 180 employees$91.6Mraised▾
REIT that invests in multifamily properties, office, student housing and shopping centers throughout the United States
- May 2018Conventional Debt$11.9M
- Mar 2018Conventional Debt$39.7M
- Jan 2013Post IPO$40M
#9
Acquired · Atlanta, Georgia · founded 1985$140.9Mraised▾
Life insurance firm
#10
Deadpooled · Atlanta, Georgia · founded 2010 · 249 employees$114.8Mraised▾
Our mission is to create value for our customers by developing long-term relationships, built with competitive products that meet your financial needs and are delivered with superior service.
- Sep 2010Series D$114.8M
#11
Series B · Atlanta, Georgia$50Mraised▾
Provider of FinTech events services
#12
Funding Raised · Atlanta, Georgia · founded 2003 · 8 employees$45Mraised▾
Life insurance premium financing solutions for businesses, trusts, and high-net-worth individuals. The company provides funding for life insurance premiums, catering to both business and trust-based borrowers. It specializes in new policy premium financing and in-force policy loan refinancing. The company offers loans for various business planning solutions, including key man policies, bonus plans, buy-sell arrangements, and deferred compensation plans. For high-net-worth individuals, it provides trust-based borrowing for estate planning needs. The company emphasizes a streamlined loan submission process, rapid preliminary rate offers, and flexibility in loan management. It works with top-rated insurance carriers to find the right product for each borrower's needs. The company focuses on customer service and expertise to facilitate a broad range of life insurance-backed planning solutions.
- Sep 2014Conventional Debt$45M
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.