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Radar · Financial Services in Bloomington

Best Financial Services Companies in Bloomington, United States

The 38 best Financial Services companies in Bloomington, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Advise Insurance.

38companies tracked
$237.2Mdisclosed funding
0unicorns
7have raised

Ranked: Best Financial Services companies in Bloomington

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Advise Insurance
Medical insurance brokerage firm
24Funding top 41%Global bottom 36%Market bottom 33%
All 3 signals ▾
Fundingtop 41%
Globalbottom 36%
Marketbottom 33%
Funding: Raised $100M across 1 rounds · 1 rounds over 5 yrs (0.2/yr)
Global: Investors from 1 country beyond United States
rank vs industry peers · Fliar Intelligence Index 24/100
$100M66 mo agoSeries D—2017——
2State Farm
Provider of life, auto, health, mortgage, and other insurance services
$67M116 mo agoSeries C—1922Amazon WebstoreTypeScriptBootstrap+33—
3Bridgewater Bank
Provider of a full-service banking solutions
$50M109 mo agoPublic—2005Cart FunctionalityCraft CMSPHP+141 award
4The Araz Group
Provider of doctors' network for patients, providers, payers, and healthcare benefits for employees
$10M68 mo agoEarly StageNazie Eftekhari
Founder & CEO
1982——
5Venture Bank
Commercial bank
$8M134 mo agoAcquiredDaniel Boeckermann
Co-Founder & Chairman
2001——
6BloomBank
Commercial bank
$3M169 mo agoDeadpooledWilliam B Mcneely
CEO & President
1873——
7Highland Federal Finance
Provider of financial services
$53K187 mo agoSeedJohn Morgan
CEO
2001——
8BGM
Provider of accounting, auditing, tax and advisory services
——UnfundedRyan Dyer
Co-Founder
1982WordPressMySQLMariaDB+29—

Top 7 Financial Services companies in Bloomington

#1
Series D · Bloomington, Indiana · founded 2017 · 121 employees
$100Mraised
▾

Operator of a Medicare platform intended to preserve the patient-physician relationship by simplifying the Medicare process and keeping elderly people connected to their doctors. The company's platform partners with doctors to offer seminars on Medicare, as well as compares Medicare plans and provides a transparent review of Medicare options, enabling patients to avail proper guidance through the process of finding the perfect healthcare plan and enrolling in a plan that fits their needs.

Fliar Intelligence Index™ 24how this company ranks against its industry peers
Funding
top 41%
Global
bottom 36%
Market
bottom 33%
Funding: Raised $100M across 1 rounds · 1 rounds over 5 yrs (0.2/yr) · Last round Series D (Mar 2021)
Global: Investors from 1 country beyond United States
Market: 121 employees
Funding rounds
  • Mar 2021Series D$100M
Investors
Oak HC/FT, Adams Street Partners, Hamilton Lane
#2
Public · Bloomington, Minnesota · founded 2005 · 246 employees
$49.6Mraised
▾

Provider of a full-service banking solutions. It is a full-service financial institution offering a range of personal banking, commercial banking, and investment services. They aim to challenge conventional banking practices with an entrepreneurial approach, leveraging a team of experienced bankers and a local presence in the Twin Cities. The bank provides innovative digital banking solutions, including mobile banking and secure online access, to cater to the evolving needs of its clients.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 7k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
  • Jul 2017Conventional Debt$25M
  • Jul 2016Series C$27.5M
  • Sep 2015Series B$15M
  • Oct 2014Series A$425.6K
Investors
EJF Investments, Endeavour Capital Advisors, GCP Capital Partners, Castle Creek Capital
Tech stack
Adobe Audience ManagerBabelCart FunctionalityCloudflareCloudflare Bot ManagementCloudflare Browser Insights
#3
Early Stage · Bloomington, Minnesota · founded 1982 · 63 employees
$9.5Mraised
▾

Provider of doctors' network for patients, providers, payers, and healthcare benefits for employees. The Araz Group offered the AmericasPPO platform that provides solutions for patients, employees, payers to find and connect with providers network and find doctors and add to the network. Healthcare benefits and plans are provided with member engagement solutions for employees, payers, and patients through the Healthez platform.

Funding rounds
  • Jan 2021Unattributed$9.5M
Founders & team
Nazie EftekhariFounder & CEO
#4
Series C · Bloomington, Illinois · founded 1922 · 54024 employees
$66.9Mraised
▾

State Farm is a group of insurance and financial services offering renters insurance, credit card, vehicle loan, auto insurance, life insurance, mortgage loan, home insurance, banking, education savings plan, health insurance, mutual funds, and individual retirement account. Their clientele includes individuals and business. In 2022, the company recorded annual revenues of $89.32B and a net loss of $6.65B.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 539k LinkedIn followers — 94.3% of this cohort's audience
Funding rounds
  • Jan 2017Series C$66.9M
Investors
OnRamp Insurance Conference
Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Client Data LayerAdobe Experience ManagerAdobe Experience Platform Identity ServiceAkamai
#5
Acquired · Bloomington, Minnesota · founded 2001 · 115 employees
$8.1Mraised
▾

Commercial bank

Funding rounds
  • Jun 2015Conventional Debt$8.1M
Founders & team
Daniel BoeckermannCo-Founder & Chairman
#6
Deadpooled · Bloomington, Indiana · founded 1873
$3Mraised
▾

Commercial bank

Funding rounds
  • Aug 2012Unattributed$3M
Founders & team
William B McneelyCEO & President
#7
Seed · Bloomington, Minnesota · founded 2001
$53Kraised
▾

Provider of financial services

Funding rounds
  • Feb 2011Seed$53K
  • Feb 2011Conventional Debt—
Founders & team
John MorganCEO

Funding & investor landscape

$237.2Mtotal disclosed funding
7companies funded
12disclosed rounds
0rounds last 90 days
Most active investors
Adams Street Partners1 rounds
Castle Creek Capital1 rounds
EJF Investments1 rounds
Endeavour Capital Advisors1 rounds
GCP Capital Partners1 rounds
Hamilton Lane1 rounds
Oak HC/FT1 rounds
OnRamp Insurance Conference1 rounds

Notable founders

Nazie Eftekhari
Founder & CEO · The Araz Group
Daniel Boeckermann
Co-Founder & Chairman · Venture Bank
William B Mcneely
CEO & President · BloomBank
John Morgan
CEO · Highland Federal Finance
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs

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

How many Financial Services companies are there in Bloomington, United States?
Radar tracks 38 indexable Financial Services companies headquartered in Bloomington, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Bloomington, United States?
The Financial Services companies in Bloomington, United States on this list have raised a combined $237.2M in disclosed equity funding across 7 funded companies.
Which is the highest-funded Financial Services company in Bloomington, United States?
Advise Insurance is the highest-funded Financial Services company in Bloomington, United States, with $100M in disclosed equity funding.
How many Financial Services companies in Bloomington, United States are funded?
7 of the 38 Financial Services companies in Bloomington, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Bloomington, United States?
None of the Financial Services companies in Bloomington, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Bloomington, United States Financial Services companies?
The most active investors in Bloomington, United States Financial Services companies on this list include Adams Street Partners, Castle Creek Capital, EJF Investments, Endeavour Capital Advisors, GCP Capital Partners.
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