Best Financial Services Companies in Birmingham, United States
The 86 best Financial Services companies in Birmingham, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Medical Properties Trust.
Ranked: Best Financial Services companies in Birmingham
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Medical Properties Trust REIT that invests in general acute care hospitals, rehabilitation hospitals, long-term acute care hospitals… | $210M | 87 mo ago | Public | — | 2003 | WebflowGoogle MapsChart.js+14 | — |
| 2 | Sterne Agee Group Diversified investment management firm | $31M | 140 mo ago | Acquired | Mark Maurer President & CEO | 1901 | — | — |
| 3 | Waverly Advisors Provider of asset & wealth management and retirement planning services | $30M | 36 mo ago | Early Stage | — | 1999 | WordPressApple iCloud MailMicrosoft 365+26 | 1 partnership |
| 4 | SouthPoint Bank Commercial bank | $30M | 60 mo ago | Funding Raised | — | 2005 | WordPress Block EditorBeaver BuilderWordPress+30 | — |
| 5 | Alostar Bank of Commerce Commercial bank | $20M | 95 mo ago | Acquired | — | 2011 | — | — |
| 6 | ServisFirst Bank Commercial banks | $15M | 103 mo ago | Public | — | 2005 | — | — |
| 7 | ServisFirst Bank Personalized banking solutions with expertise for business and personal financial success | $9M | 131 mo ago | Public | — | 2005 | Cart FunctionalityApple iCloud MailMicrosoft 365+16 | 1 expansion |
| 8 | LIV Multi-family and senior housing development and investment firm | $8M | 6 mo ago | Series A | — | 2012 | — | 2 job openings · 1 internship |
| 9 | First Partners Bank Developer of an internet-first banking platform | $6M | 122 mo ago | Acquired | Elam Holley CEO & President | 2007 | — | — |
| 10 | EverSource Wealth management firm | $4M | 65 mo ago | Series A | Don Murphy Co-Founder | 2017 | — | — |
| 11 | Oakworth Capital Bank Provider of wealth management and advisory services | $687K | 46 mo ago | Seed | — | 2008 | WordPressMySQLPHP+33 | — |
| 12 | National Bank of Commerce Commercial bank | $244K | 143 mo ago | Acquired | — | 2004 | — | — |
Top 12 Financial Services companies in Birmingham
#1
Series A · Birmingham, Alabama · founded 2012 · 64 employees$7.8Mraised▾
Multi-family and senior housing development and investment firm
- Dec 2025Series A$4.5M
- Jun 2025Series A$3.3M
#2
Early Stage · Birmingham, Alabama · founded 1999 · 90 employees$30.1Mraised▾
Provider of asset & wealth management and retirement planning services
- Jun 2023Unattributed$30.1M
- Nov 2021Unattributed—
#3
Public · Birmingham, Alabama · founded 2003 · 119 employees$210.3Mraised▾
Medical Properties Trust is a real estate investment trust. Specializes in acute care, community, and rehabilitation hospitals. Develops general acute care hospitals, rehabilitation hospitals, long-term acute care hospitals, and other medical and surgical facilities through long-term triple-net leases. Provides up to 100% financing from $10 million to $1 billion for hospital acquisitions, facility expansions, sale-leasebacks and new developments including facility replacement. In 2021, the company recorded annual revenues of $1.54B and a net profit of $0.65B
- Feb 2019Post IPO$10.3M
- Feb 2012Conventional Debt$200M
#4
Funding Raised · Birmingham, Alabama · founded 2005 · 88 employees$30Mraised▾
Commercial bank
- Jun 2021Conventional Debt$30M
#5
Acquired · Birmingham, Alabama · founded 1901 · 2000 employees$30.6Mraised▾
Provider of wealth management services. The company's wealth management services include managing assets, customized equity, fixed income and alternative asset portfolios and stock market trading, enabling individuals and families to manage their wealth and assets.
#6
Acquired · Birmingham, Alabama · founded 2011 · 44 employees$20Mraised▾
Commercial bank
- Jul 2018Conventional Debt$20M
#7
Public · Birmingham, Alabama · founded 2005 · 571 employees$15Mraised▾
Commercial banks
- Nov 2017Post IPO$30M
- Mar 2010Series B$15M
#8
Series A · Birmingham, Alabama · founded 2017 · 26 employees$4.4Mraised▾
Wealth management firm
- Jan 2021Series A$2M
- Jan 2018Seed$50K
- Aug 2017Seed$2.4M
#9
Public · Birmingham, Alabama · founded 2005 · 474 employees$9.4Mraised▾
Personalized banking solutions with expertise for business and personal financial success. The company provides a range of banking services tailored to meet diverse financial goals. For businesses, they offer commercial banking solutions, treasury management, commercial P-Cards, small business loans, and business checking accounts, all designed to optimize operations and enhance security. These services include automated payment processing, cash flow forecasting, and fraud prevention tools. For individuals, they provide personal banking services. They focus on delivering personalized service and building strong relationships with their customers. They leverage technology to provide access on the go with mobile apps and online banking access. They are committed to supporting the financial independence and growth of their clients.
- Jul 2015Conventional Debt$34.8M
- Dec 2013Series A—
- Nov 2012Conventional Debt$20M
- May 2011Series A$9.4M
#10
Seed · Birmingham, Alabama · founded 2008 · 120 employees$686.8Kraised▾
Provider of wealth management and advisory services
- Aug 2022Conventional Debt$35M
- Mar 2021Seed$474.8K
- Jan 2016Seed$212K
#11
Acquired · Birmingham, Alabama · founded 2007 · 41 employees$5.5Mraised▾
Developer of an internet-first banking platform. It offers a platform where users can get banking services.
- Apr 2016Conventional Debt$5.5M
#12
Acquired · Birmingham, Alabama · founded 2004 · 632 employees$244.1Kraised▾
Commercial bank
- Jul 2014Seed$244.1K
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.