Best Financial Services Companies in Bellevue, United States
The 54 best Financial Services companies in Bellevue, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Coinstar.
Ranked: Best Financial Services companies in Bellevue
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Coinstar Provider of converting coins to cash and coupons services | $200M | 205 mo ago | Public | Kevin Mccolly Chief Executive Officer | 1991 | WordPress Block EditorElementorWordPress+32 | 144 patents Patents concentrated in computing, sensing & instrumentation | 1 partnership |
| 2 | Opal Advisors Provider of financial planning, retirement, investment, college, estate, and tax services | $33M | 82 mo ago | Series C | James Hua Founder | 2017 | — | — | — |
| 3 | Legacy Group Capital Provider of residential and commercial property loans | $10M | 31 mo ago | Series B | Scott Rerucha Co-Founder & CEO | 2002 | WordPressMySQLPHP+17 | — | — |
| 4 | Eastside Commercial Bank Commercial bank | $600K | 153 mo ago | Seed | — | 2002 | — | — | — |
| 5 | Coldstream Wealth Management Provider of wealth management services | $500K | 139 mo ago | Early Stage | — | 1996 | WordPressMySQLPHP+24 | — | — |
| 6 | SFG Working capital loans | — | 115 mo ago | Funding Raised | John Odegard Founder & CEO | 1988 | WordPress Block EditorWordPressMySQL+21 | — | — |
| 7 | Symetra Insurance, annuities, and employee benefits for individuals, families, and employers | — | 265 mo ago | Public | Margaret Meister CEO | 1957 | Optimizely Content ManagementSentryApple iCloud Mail+29 | — | — |
| 8 | 253 Payment Pros Provider of payment processing, point of sale systems, and business loans | — | — | Acquired | Jake Sharp Founder & CEO | 2013 | WordPressMySQLPHP+16 | — | — |
Top 6 Financial Services companies in Bellevue
#1
Series B · Bellevue, Washington · founded 2002 · 37 employees$9.7Mraised▾
Provider of residential and commercial property loans
- Dec 2023Series B$19.9M
- Jan 2009Conventional Debt—
- Jan 2009Series A$9.7M
#2
Public · Bellevue, Washington · founded 1991 · 2600 employees$200Mraised▾
Provider of converting coins to cash and coupons services
#3
Series C · Bellevue, Washington · founded 2017$32.6Mraised▾
Provider of financial planning, retirement, investment, college, estate, and tax services. The company offers financial plans tailored to individual goals and circumstances. Retirement plans are customized to help clients reach their goals. Investment management services focus on assets with attractive risk-adjusted returns. College planning guides families through available options. Estate planning assists with legacy and asset transfer. Tax planning aims to improve after-tax returns.
- Sep 2019Series C$32.6M
#4
Seed · Bellevue, Washington · founded 2002 · 25 employees$600Kraised▾
Provider of commercial banking services. The company offers business accounts, personal accounts, customized loans and online banking services. It also offers identity theft protection and business bill payment services.
- Oct 2013Seed$600K
#5
Early Stage · Bellevue, Washington · founded 1996 · 106 employees$500Kraised▾
Provider of wealth management services
#6
Funding Raised · Bellevue, Washington · founded 1988—raised▾
We have a single focus and that is funding loans that banks and matrix lenders view as out of the ordinary. Whether it is a hyper-quick closing or the borrower just can't connect enough "dots" to satisfy typical bank requirements, we have the experience to address the issues and close your loan immediately. SFG maintains discretionary control of hundreds of millions of dollars in capital for quick-serve real estate lending, serving real estate entrepreneurs and developers across the west coast. Read more...
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.