Best Financial Services Companies in Baton Rouge, United States
The 46 best Financial Services companies in Baton Rouge, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Business First Bank.
Ranked: Best Financial Services companies in Baton Rouge
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Business First Bank Comprehensive financial solutions for personal, commercial, and wealth management needs | $66M | 47 mo ago | Public | Jude Melville CEO & President | 2006 | DrupalPHPZURB Foundation+16 | 1 internship |
| 2 | Investar Bank Southeastern U.S. community bank offering personal, small business, and commercial banking | $49M | 79 mo ago | Public | John D'Angelo President and CEO | 2006 | Craft CMSApple iCloud MailPHP+21 | — |
| 3 | Bank of St. Francisville Commercial bank | — | 51 mo ago | Funding Raised | Carter Leak Chairman & CEO | 1978 | Webflowcore-jsjQuery+11 | 4 job openings |
| 4 | 1st Phase Mortgage Provider of mortgage brokerage services assisting clients with home financing | — | — | Unfunded | — | 2014 | — | — |
| 5 | Altus Wealth Management Provider of wealth management and financial planning services | — | — | Unfunded | William Doepker Co-Founder | 2012 | WordPressMySQLPHP+16 | — |
| 6 | Amstead Insurance Provider of legal services for healthcare professionals | — | — | Unfunded | — | 2017 | — | — |
| 7 | Appleguerin Apple Guerin Company, LLC is a firm of Certified Public Accountants and Business Advisors. | — | — | Unfunded | — | 2011 | WordPressMySQLPHP+24 | — |
| 8 | Assurance Financial Provider of mortgage loans | — | — | Unfunded | — | 2001 | WordPressApple iCloud MailMicrosoft 365+28 | 1 award |
Top 3 Financial Services companies in Baton Rouge
#1
Public · Baton Rouge, Louisiana · founded 2006 · 737 employees$66Mraised▾
Comprehensive financial solutions for personal, commercial, and wealth management needs. The company provides a wide array of banking services, including personal and commercial checking and savings accounts, digital banking solutions with mobile app access, and long-term savings options like certificates of deposit and individual retirement accounts. They offer personal lending options such as credit cards, secured and unsecured loans, auto and recreation loans, home equity lending, and mortgage lending. For businesses, they provide commercial checking and savings accounts, business credit cards, working capital lending, asset-based lending, equipment financing, commercial construction and real estate lending, SBA lending, and letters of credit. Additional services include online banking, treasury management, positive pay, merchant processing, digital escrow, sweep accounts, remote deposit capture, internet banking services, and lockbox services. They also offer wealth solutions and private client services, focusing on community development and economic sustainability. The bank emphasizes relationship-based banking, innovative technology, and superior customer service. Features in
- Sep 2022Post IPO$72M
- Jan 2019Conventional Debt$25M
- Oct 2017PE$66M
#2
Public · Baton Rouge, Louisiana · founded 2006 · 331 employees$48.6Mraised▾
Southeastern U.S. community bank offering personal, small business, and commercial banking. It provides a comprehensive suite of financial solutions, including checking and savings accounts, CDs, IRAs, and various loan options like HELOC, auto, marine, real estate, and unsecured loans. Services extend to personal and business online banking, mobile wallet, Zelle, and an Allpoint ATM network. For businesses, treasury management, equipment financing, and credit cards are available. Commercial clients benefit from specialized services like litigation financing. The institution emphasizes customer service and data security, offering resources to prevent fraud and identity theft. It provides digital resources for convenient banking, including online account access, bill payment, and eStatements. The bank focuses on building relationships with local professionals and delivering big-bank capabilities with a community-focused approach.
- Jan 2020Post IPO$30M
- Mar 2017Conventional Debt$18.6M
#3
Funding Raised · Baton Rouge, Louisiana · founded 1978 · 35 employees—raised▾
Bank of St. Francisville is a community-owned and operated bank in West Feliciana Parish. Chartered in 1978, the Bank opened its doors in a small trailer. Today, our two-story brick home is a community landmark.
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