Best Financial Services Companies in Carmel, United States
The 32 best Financial Services companies in Carmel, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Merchants Capital.
Ranked: Best Financial Services companies in Carmel
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Merchants Capital Home loans provider | $106M | 22 mo ago | Series D | — | 1990 | WordPress Block EditorElementorWordPress+29 | — | — |
| 2 | Merchants Bank Community bank offering personal, business, and mortgage banking services | $46M | 110 mo ago | Public | Mike Dunlap Chief Executive Officer | 2009 | WordPressApple iCloud MailMySQL+34 | — | — |
| 3 | XLFunding Provider of auto title loans for both consumers and businesses | $40M | 74 mo ago | Funding Raised | — | 2017 | — | — | — |
| 4 | Milestone Provider of HR consulting and outsourcing services 48News top 29%Patents top 30%Growth top 33%Innovation top 41% All 10 signals ▾Newstop 29% Patentstop 30% Growthtop 33% Innovationtop 41% Moattop 41% Techbottom 47% Marketbottom 39% Productbottom 39% Globalbottom 38% Fundingbottom 28% News: 9 BI events in 12 mo (of 46 tracked, 10 types) · +29% YoY Patents: 286 patents matched (strict assignee match) · 5 filings since 2022 vs 47 in 2017-21 rank vs industry peers · Fliar Intelligence Index 48/100 | $708K | 54 mo ago | Seed | — | 2020 | WordPress Block EditorWordPressApple iCloud Mail+16 | 278 patents Wall-mounted display and projector mounting hardware with adjustable articulating arms | — |
| 5 | WalkerHughes P&C insurance company | — | 37 mo ago | Seed | Benjamin Schoettmer CEO | 2018 | Apple iCloud MailWindows ServerMicrosoft ASP.NET+22 | — | — |
| 6 | Welton Diversified investment management firm | — | 57 mo ago | Late Stage | Patrick Welton Founder and CIO | 1988 | WordPressMySQLPHP+22 | — | — |
| 7 | CNO Financial Group Provider of life, health and other insurance services | — | 329 mo ago | Series A | — | 1979 | — | — | — |
| 8 | Allied Solutions Provider of mortgage, loan, credit union and financial services | — | — | Acquired | Peter Hilger CEO | 2001 | Apple iCloud MailZURB FoundationAzure+21 | — | — |
Top 6 Financial Services companies in Carmel
#1
Series D · Carmel, Indiana · founded 1990 · 243 employees$106.2Mraised▾
Home loans provider
- Dec 2024Series D$106.2M
#2
Funding Raised · Carmel, Indiana · founded 2017 · 15 employees$40Mraised▾
Provider of auto title loans for both consumers and businesses
- Aug 2020Conventional Debt$40M
#3
Public · Carmel, Indiana · founded 2009 · 618 employees$45.7Mraised▾
Community bank offering personal, business, and mortgage banking services. The bank provides a comprehensive suite of financial solutions, including personal checking and savings accounts, certificates of deposit, health savings accounts, digital banking, and consumer loans. For businesses, they offer checking and savings accounts, treasury management, and business loans. Their mortgage services encompass various options, including residential, multifamily, warehouse lending, and correspondent lending. They focus on retail and correspondent residential mortgage banking, multifamily mortgage banking, business banking (including small business lending), agricultural lending, mortgage warehouse financing, and traditional community banking. The bank aims to provide accessible and convenient banking solutions through online and mobile platforms, with account login and enrollment options available. They also offer resources such as news, mortgage calculators, and loan simulators to assist customers in making informed financial decisions.
- Aug 2017Series B$7M
- Aug 2016Series B$31.6M
- Dec 2014Series A$7M
#4
Seed · Carmel, Indiana · founded 2020 · 43 employees$707.6Kraised▾
Provider of HR consulting and outsourcing services
- May 2022Seed$377.6K
- Jul 2021Seed$330K
#5
Seed · Carmel, Indiana · founded 2018 · 81 employees—raised▾
P&C insurance company
- Sep 2023Seed—
#6
Late Stage · Carmel, Indiana · founded 1988 · 21 employees—raised▾
Diversified investment management firm
- Jan 2022PE—
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
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.