Best Financial Services Companies in Bethesda, United States
The 54 best Financial Services companies in Bethesda, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: RLJ Lodging Trust.
Ranked: Best Financial Services companies in Bethesda
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | RLJ Lodging Trust Equity REIT that invests in Hotel properties | $594M | 87 mo ago | Public | Robert Johnson Founder & Chairman | 2011 | DrupalPHPAmazon Web Services+22 | — |
| 2 | Global Medical REIT Healthcare REIT investing in properties leased to medical providers | $340M | 100 mo ago | Public | — | 2014 | WordPressMySQLPHP+12 | — |
| 3 | EagleBank Commercial bank | $78M | 21 mo ago | Public | Susan Riel President and Chief Executive Officer | 1998 | PythonLeafletMapbox.js+26 | 1 expansion · 2 awards |
| 4 | Greysteel Provider of real estate investment banking services for private and institutional investors | $35M | 120 mo ago | Series A | — | 2012 | WordPressMySQLPHP+26 | 1 launch · 1 expansion |
| 5 | DiamondRock Hospitality Premium lodging REIT focused on gateway cities and destination resorts | $9M | 91 mo ago | Public | Mark Brugger Co-Founder & CEO | 2004 | DrupalPHPAmazon Web Services+19 | — |
| 6 | Brontide Providing audit, review, employee benefit plan audit, accounting, and tax compliance services 11Talent top 35%Funding bottom 34%Tech bottom 32%Global bottom 25% All 5 signals ▾Talenttop 35% Fundingbottom 34% Techbottom 32% Globalbottom 25% Marketbottom 22% Talent: 3 named leaders on record Funding: Raised $800k across 1 rounds · 1 rounds over 3 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 11/100 | $800K | 30 mo ago | Seed | Alec Ronin Co-Founder | 2015 | — | — |
| 7 | Walker & Dunlop Real estate finance and advisory services firms | — | 81 mo ago | Public | Willy Walker Chairman and Chief Executive Officer | 1937 | WebflowMarkerApple iCloud Mail+25 | 1 job opening |
| 8 | Assure Space Space insurance company | — | 166 mo ago | Acquired | — | 2011 | — | — |
Top 8 Financial Services companies in Bethesda
#1
Public · Bethesda, Maryland · founded 1998 · 594 employees$77.7Mraised▾
Commercial bank
- Sep 2024Conventional Debt$77.7M
#2
Public · Bethesda, Maryland · founded 2011 · 79 employees$594Mraised▾
RLJ Lodging Trust is a real estate investment trust. The company manages to invest in focused-service and compact full-service hotels, which generate most of their revenue from room rentals, have limited food and beverage outlets and meeting space, and require fewer employees than larger hotels. Claims to target major urban areas and dense markets that provide demand generating users from business, leisure, and other travelers.
- Apr 2019Conventional Debt$296M
- Mar 2013Post IPO$298M
#3
Public · Bethesda, Maryland · founded 2014 · 29 employees$340Mraised▾
Healthcare REIT investing in properties leased to medical providers. The company delivers returns by investing in healthcare properties operated by healthcare systems or physician groups. Focused on growth, it provides capital solutions, monetizing real estate and freeing resources for future investments. Committed to corporate sustainability, it nurtures a thriving work environment and governance framework. The company supports communities and upholds ethics, integrity, and governance. Its ESG approach emphasizes alignment, access, and authenticity, driving returns for stockholders. The firm monitors environmental impact, pursues environmental initiatives, and focuses on diversity and inclusion. The company's board integrates ESG initiatives into operations, supporting long-term results.
- Mar 2018Conventional Debt$340M
#4
Seed · Bethesda, Maryland · founded 2015 · 11 employees$800Kraised▾
Brontide LLC is an accounting firm that specializes in serving government contractors. They provide audit, review, employee benefit plan audit, accounting, and tax compliance services to their clients. Founded in 2015, Brontide takes an innovative approach to traditional accounting.
- Dec 2023Seed$800K
#5
Series A · Bethesda, Maryland · founded 2012$35Mraised▾
Provider of real estate investment banking services for private and institutional investors. It offers end-to-end investment services, encompassing sales, financing, research, and investment planning. The firm utilizes a proprietary technology platform incorporating data mining, machine learning, and automation to provide clients with real-time market information. Services include investment sales, capital markets advisory, structured finance, and auction services for various real estate transactions. Advisory services assist clients in navigating complex real estate challenges and identifying opportunities for NOI growth and tax benefits.
- Jun 2016Series A$9M
- Jun 2016Conventional Debt$26M
#6
Public · Bethesda, Maryland · founded 2004 · 30 employees$9.4Mraised▾
Premium lodging REIT focused on gateway cities and destination resorts. The company operates as a self-advised real estate investment trust, concentrating on owning a portfolio of premium hotels and resorts. The business model revolves around strategic capital allocation within the lodging industry, aiming to deliver strong shareholder returns throughout market cycles. The company focuses on key gateway cities and destination resorts within the United States. The company's vision is to be a premier player in the lodging sector, emphasizing shareholder value and strategic property management. The company provides investor resources, including financial reports, press releases, and company information, fostering transparency and engagement with its stakeholders.
- Dec 2018Post IPO$9.4M
#7
Public · Bethesda, Maryland · founded 1937 · 1326 employees—raised▾
Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Its ideas and capital create communities where people live, work, shop, and play.
#8
Acquired · Bethesda, Maryland · founded 2011 · 3 employees—raised▾
Space insurance company
- Sep 2012PE—
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.