Radar · Financial Services in Chicago
Best Financial Services Companies in Chicago, United States
The 458 best Financial Services companies in Chicago, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: HUB International.
By Riya SenguptaFinancials
458companies tracked
$10.2Bdisclosed funding
1unicorns
60have raised
Ranked: Best Financial Services companies in Chicago
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | HUB International 🦄 Provider of investment advisory, insurance distribution, and risk management services 90Tech top 20%Funding top 23%Market top 24%Innovation top 25% All 10 signals ▾Techtop 20% Fundingtop 23% Markettop 24% Innovationtop 25% Moattop 31% Producttop 37% Growthtop 42% Customerstop 42% Newstop 50% Globalbottom 39% Tech: 84 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 Funding: Raised $5.6B across 3 rounds · 3 rounds over 14 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 90/100 | $5.6B | 13 mo ago | 17,000 | 1998 | — | — | — |
| 2 | Millennium Trust Company Custodial service provider for listed securities | $945M | 87 mo ago | 1,200 | 2000 | — | — | — |
| 3 | Ventasreit Equity REIT for senior housing | $700M | 111 mo ago | 486 486 → 864 (+78%) | 1998 | Debra Cafaro CEO | — | — |
| 4 | Kemper Provider of life, health, auto & business insurance services | $600M | 36 mo ago | 9,500 | 1990 | Joseph Lacher CEO and President | — | — |
| 5 | PPM America Investment management firm | $400M | 84 mo ago | 284 | 1990 | — | — | 2 job openings · 1 internship |
| 6 | The PrivateBank Provider of cooperative bank | $213M | 199 mo ago | — | 1991 | — | — | — |
| 7 | IRT Living Operator of multifamily apartment properties providing residential leasing and management services | $206M | 61 mo ago | 923 | 2009 | Scott Schaeffer CEO | — | 1 expansion |
| 8 | Watermark Lodging Trust REIT that invests in primarily focused on luxury & upper upscale properties, and as well as intensive asset… | $200M | 70 mo ago | 33 | 2008 | — | — | — |
| 9 | Aviv REIT Equity REIT investing in SNFs (Skilled Nursing Facilities) and assisted living facilities. | $200M | 168 mo ago | 34 | 1980 | — | — | — |
| 10 | Zing Health Provider of healthcare-focused insurance services | $165M | 20 mo ago | 49 | 2019 | Kenneth A Co-Founder | — | 1 launch |
| 11 | FirstPathway Community Development Provider of business credit brokerage services for the low-income communities | $145M | 43 mo ago | — | 2015 | Robert Kraft Chairman | — | — |
| 12 | High Tower Provider of wealth management services | $129M | 62 mo ago | 607 | 2008 | — | — | — |
| 13 | North American Company Provider of life insurance services | $106M | 197 mo ago | 122 | 1886 | — | 337 patents Pipeline pipe‑joint sealing, locking devices and rail‑car door operating mechanisms | — |
| 14 | Residco Provider of leasing and financial solutions for aviation and rail assets 50Innovation top 20%Funding top 24%Product top 32%Talent top 38% All 7 signals ▾Innovationtop 20% Fundingtop 24% Producttop 32% Talenttop 38% Techbottom 49% Globalbottom 33% Marketbottom 14% Innovation: 4 product lines Funding: Raised $100M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) rank vs industry peers · Fliar Intelligence Index 50/100 | $100M | 0 mo ago | 21 | 1982 | Vincent Kolber Founder&Owner | — | 1 expansion |
| 15 | Renovo Financial Private lender for real estate investors | $75M | 121 mo ago | 109 | 2011 | Peter Lehman Co-Founder | — | — |
| 16 | HDVI Telematics-based data & monitoring solutions for auto insurers and fleet owners | $48M | 16 mo ago | 82 | 2018 | Reid Spitz President & Co-Founder | — | — |
| 17 | Delract Provider of oil refinery and asset management services | $35M | 73 mo ago | 1 | 2013 | — | — | — |
| 18 | Small Exchange Business brokerage firm | $29M | 65 mo ago | 12 | 2017 | — | — | — |
| 19 | Belmont Bank Community bank offering personal and business banking services with digital solutions | $27M | 69 mo ago | 135 | 2006 | William Mccarty President & CEO | — | — |
| 20 | McHenry Savings Bank Commercial bank | $23M | 100 mo ago | 65 | 1955 | — | — | — |
| 21 | Ares Public Funds Diversified investment management firm | $20M | 59 mo ago | — | 2013 | Michael Arougheti Co-Founder | — | — |
| 22 | True Partners Provider of tax consulting services 45Market top 49%Funding top 50%Talent bottom 49%Global bottom 29% All 4 signals ▾Markettop 49% Fundingtop 50% Talentbottom 49% Globalbottom 29% Market: 133 employees (top 38% of Finance & Accounting Services) Funding: Raised $20.0M across 1 rounds · 1 rounds over 21 yrs (0.0/yr) rank vs industry peers · Fliar Intelligence Index 45/100 | $20M | 247 mo ago | 133 | 2005 | Cary D McMillan Founder & Chairman | — | — |
| 23 | Incapital Investment banking firm | $18M | 169 mo ago | 151 | 1999 | — | 3 patents FinTech platforms for optimized distribution and trading of financial instruments | — |
| 24 | Investor Cash Management Provider of cash management services for asset manager, non-profits and wealth managers | $15M | 62 mo ago | 12 | 1984 | Fred Phillips Iv CEO | — | — |
| 25 | AHP Servicing Provider of loan servicing, licensing verification, and investor communication resources | $15M | 79 mo ago | 18 | 2018 | Jorge Newbery Founder | — | — |
| 26 | Chicago Atlantic Provider of working capital and real estate loans | $14M | 33 mo ago | 71 | 2018 | — | — | — |
| 27 | Green Shield Risk Solutions Provider of risk management services for investment industries | $13M | 24 mo ago | 12 | 2022 | Nick Lamparelli Co-Founder | — | 4 launchs |
| 28 | Stellar National Life Insurance Provider of life insurance services | $12M | 45 mo ago | — | — | John Muscolino CEO | — | — |
| 29 | Cambridge Realty Capital Provider of debt financing for senior housing and healthcare facilities | $10M | 96 mo ago | — | 1983 | — | — | — |
| 30 | The Leaders Bank Commercial bank | $10M | 195 mo ago | 50 | 2000 | John Gleason CEO | — | — |
| 31 | Placemark Investments Diversified investment management firm | $10M | 240 mo ago | 89 | 1999 | Bill Crager Co-Founder & CEO | — | — |
| 32 | Waterton Real estate investment company | $9M | 98 mo ago | — | 1995 | Peter Vilim Co-Founder & Vice Chairman | — | 1 award |
| 33 | Signature Bank Commercial bank | $9M | 96 mo ago | — | 2006 | Bryan Duncan Co-Founder | — | — |
| 34 | Driehaus Provider of fund investment management services | $9M | 122 mo ago | 104 | 1982 | Richard Driehaus Founder & Chairman | — | — |
| 35 | XA Investments Provider of investment management services | $8M | 31 mo ago | 11 | 2016 | Ted Brombach CEO XA Investments | — | — |
| 36 | TransUnion Provider of consumer credit reports, credit monitoring, scores, and identity tools | $8M | 139 mo ago | 834 | 1968 | Rajesh Kumar Co-CEO & Managing Director | 10 patents Consumer identity verification and database record matching using similarity-based authentication algorithms. | — |
| 37 | QuantaExchange Operator of a designated contract market registered with a commission | $6M | 4 mo ago | — | 2016 | Michael Macgregor Founder | — | — |
| 38 | First Women's Bank Women bank | $5M | 67 mo ago | — | 2019 | Melissa Widen Founder | — | — |
| 39 | Paulson Capital Holding Provider of financial and investment management services | $5M | 5 mo ago | — | 2018 | Trent Davis CEO | — | — |
| 40 | Infinium AI-based trading platform for global markets and multiple assets | $5M | 54 mo ago | 56 | 2015 | — | 254 patents Carbon capture‑utilization and renewable hydrogen synthesis for low‑carbon synthetic fuels | — |
| 41 | Axel Technologies Provider of software development services | $5M | 82 mo ago | — | 2010 | Bradley Templin Founder | — | — |
| 42 | Total Finance Provider of car loans services | $4M | 175 mo ago | — | 2002 | Ruth Morgan Managing Director | — | — |
| 43 | Konnect Real Estate Provider of SME loans | $4M | 39 mo ago | — | 2016 | Lee Kotler Founder | — | — |
| 44 | Athena Bitcoin Operator of a Bitcoin ATM network and over-the-counter cryptocurrency exchange | $3M | 78 mo ago | 44 | 2015 | — | — | 3 job openings |
| 45 | CMAX SME loans provider | $2M | 190 mo ago | 54 | 2010 | Rusty Saylor CEO | — | — |
| 46 | TradingBlock Stock brokerage firm | $2M | 148 mo ago | 22 | 2000 | — | — | — |
| 47 | Nationwide Acceptance Provider of loans and debt collection services | $2M | 160 mo ago | 130 | 1954 | — | — | — |
| 48 | New City Bank Commercial bank | $1M | 185 mo ago | — | 2003 | Michael Debre CEO | — | — |
| 49 | Regiment Provider of management consulting services to investment industry | $815K | 55 mo ago | — | 2019 | Michael Cavanaugh Founder | — | — |
| 50 | The Future Fund Provider of investment advisory services | $500K | 19 mo ago | — | 2021 | David Kalis Cfa Co-Founder | Partner | Portfolio Manager | — | — |
Top 12 Financial Services companies in Chicago
#1
Acquired · Chicago, Illinois · founded 1998 · 17000 employees$5.6Braised▾
Acquired · Chicago, Illinois · founded 1998 · 17000 employees
Provider of investment advisory, insurance distribution, and risk management services
Fliar Intelligence Index™ 90how this company ranks against its industry peers
Tech
top 20%Funding
top 23%Market
top 24%Innovation
top 25%Moat
top 31%Product
top 37%Tech: 84 technologies across 6/8 capability areas · Cloud: Amazon Cloudfront, Amazon S3 · Devops: Nginx
Funding: Raised $5.6B across 3 rounds · 3 rounds over 14 yrs (0.2/yr) · Last round PE (May 2025)
Market: 17,000 employees (top 1% of Insurance Distribution) · Top-1,000,000 web property · Unicorn (valued $23.0B)
Audience (LinkedIn): 291k LinkedIn followers — 56.5% of this cohort's audience
Funding rounds
- May 2025PE$1.6B
- May 2023PE—
- Nov 2018PE—
- May 2018Conventional Debt$3.8B
Investors
Leonard Green and Partners, Altas, RBC Capital Markets, Morgan Stanley, Merrill Lynch, T. Rowe Price
Tech stack
Adobe AnalyticsAdobe Audience ManagerAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAmazon CloudfrontAmazon S3
#2
Funding Raised · Chicago, Illinois · founded 1982 · 21 employees$100Mraised▾
Funding Raised · Chicago, Illinois · founded 1982 · 21 employees
Provider of leasing and financial solutions for aviation and rail assets. The company invests in commercial and corporate aircraft, engines, freight cars, and locomotives. Structuring expertise combined with an extensive network of relationships with financial institutions allows new entrants to benefit from experience in joint ventures and structured debt. The company also manages large pools of freight cars, locomotives, and aircraft for other lessors and joint venture partners. Additionally, residual support and derivative structures are provided for the benefit of other investors.
Fliar Intelligence Index™ 50how this company ranks against its industry peers
Innovation
top 20%Funding
top 24%Product
top 32%Talent
top 38%Tech
bottom 49%Global
bottom 33%Innovation: 4 product lines
Funding: Raised $100M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) · Last round Conventional Debt (May 2026)
Product: 4 distinct product lines · Company stage: Conventional Debt
Audience (LinkedIn): 1k LinkedIn followers
Activity (LinkedIn): 1 awards · 1 expansions announced in 12 mo
Funding rounds
- Jan 2026Conventional Debt$100M
Founders & team
Investors
Huntington National Bank, Fifth Third Bank
Tech stack
WordpressMysqlPhpYoast Seo PremiumNginxCloudflare
#3
Series A · Chicago, Illinois · founded 2016$6Mraised▾
Series A · Chicago, Illinois · founded 2016
Operator of a designated contract market registered with a commission. The organization is registered with the U.S. Commodity Futures Trading Commission. It provides a marketplace for trading certain types of contracts.
Funding rounds
- Feb 2026Series A$6M
Founders & team
#4
Series A · Chicago, Illinois · founded 2018$5.1Mraised▾
Series A · Chicago, Illinois · founded 2018
Provider of financial and investment management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 54 LinkedIn followers
Funding rounds
- Jan 2026Series A$1.5M
- Oct 2025Series A$1.3M
- Sep 2024Series A$900K
- Jan 2024Series A$3.9M
Founders & team
#5
Series B · Chicago, Illinois · founded 2019 · 49 employees$165Mraised▾
Series B · Chicago, Illinois · founded 2019 · 49 employees
Provider of healthcare-focused insurance services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Activity: 1 product launches · 1 partnerships (incl. Zing Health) announced in 12 mo
Funding rounds
- Sep 2024Series B$140M
- Dec 2021Series A$25M
- May 2020Seed—
Founders & team
Investors
Newlight Partners, Town Hall Ventures, Leavitt Equity Partners, Health2047, Health2047 Capital Partners, CRG
Tech stack
AccessibeAngularAnimate.CssAzureAzure Front DoorBootstrap
#6
Series C · Chicago, Illinois · founded 2018 · 82 employees$48.5Mraised▾
Series C · Chicago, Illinois · founded 2018 · 82 employees
HDVI provides telematics-based data & monitoring solutions for auto insurers and fleet owners. It offers solutions for fatigue analysis, compliance management, analyzing driving behavior, vehicle-related data management, and more. It also offers solutions for fleet management.
Funding rounds
- Feb 2025Series C$40M
- Aug 2021Series B$32.5M
- Aug 2020Series A$16M
Founders & team
Investors
Munich Re Ventures, 8VC, Weatherford Capital, Daimler Trucks North America, Qualcomm Ventures, Autotech Ventures
Tech stack
6SenseAnimate.CssCloudflareCloudflare Bot ManagementCore-JsFacebook Pixel
#7
Public · Chicago, Illinois · founded 1990 · 9500 employees$600.2Mraised▾
Public · Chicago, Illinois · founded 1990 · 9500 employees
Provider of life, health, auto & business insurance services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 67k LinkedIn followers — 12.9% of this cohort's audience
Funding rounds
- 2023Grant (prize money)—
- 2021Grant (prize money)$247.6K
- Jun 2019Conventional Debt$450M
- Feb 2014Conventional Debt$150M
Founders & team
Investors
HRSA, Capital Z Partners
Tech stack
Acquia Cloud PlatformAkamaiAkamai MpulseAmazon CloudfrontAmazon Web ServicesBoomerang
#8
Funding Raised · Chicago, Illinois · founded 2015$145Mraised▾
Funding Raised · Chicago, Illinois · founded 2015
Provider of business credit brokerage services for the low-income communities
Funding rounds
- Oct 2022Grant (prize money)$35M
- Sep 2021Grant (prize money)$55M
- Jul 2020Grant (prize money)$55M
Founders & team
Investors
CDFI Fund
#9
Acquired · Chicago, Illinois · founded 2000 · 1200 employees$945Mraised▾
Acquired · Chicago, Illinois · founded 2000 · 1200 employees
Custodial service provider for listed securities
Funding rounds
- Mar 2019Conventional Debt$945M
- Jan 2019PE—
- Conventional Debt—
Investors
Abry, Parthenon Capital, Stellus Capital Management, Maranon Capital, Adams Street Partners
Tech stack
Acquia Cloud PlatformAmazon Web ServicesApple Icloud MailAuraBootstrapCloudflare
#10
Series A · Chicago, Illinois · founded 2022 · 12 employees$12.6Mraised▾
Series A · Chicago, Illinois · founded 2022 · 12 employees
Provider of risk management services for investment industries
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Activity: 4 product launches announced in 12 mo
Funding rounds
- May 2024Series A$12M
- Nov 2022Series A$6.6M
Founders & team
Investors
Bindley Capital Partners
#11
Public · Chicago, Illinois · founded 2009 · 923 employees$206.4Mraised▾
Public · Chicago, Illinois · founded 2009 · 923 employees
Operator of multifamily apartment properties providing residential leasing and management services. The organization focuses on offering apartment homes with streamlined processes for prospective and current residents. They aim to meet resident needs through customer service and well-maintained properties. The company provides resources for finding, leasing, living, learning, and renewing leases.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 8k LinkedIn followers
Activity: 1 expansions announced in 12 mo
Funding rounds
- May 2021Conventional Debt$200M
- May 2018Post IPO$4.5M
- May 2016Post IPO$1.8M
- Dec 2011Seed$125K
Founders & team
Tech stack
AddtoanyAmazon S3Amazon Web ServicesApple Icloud MailBootstrapBootstrap Table
#12
Public · Chicago, Illinois · founded 1998 · 486 employees$700Mraised▾
Public · Chicago, Illinois · founded 1998 · 486 employees
Ventas is a seniors housing and healthcare real estate investment trust in the United States, Canada, and United Kingdom. The company acquires, develops, leases disposes of, manages and operates senior housing and healthcare real estate facilities. Their clientele includes individuals and business. In 2023, the company recorded annual revenues of $4.13B and a net loss of $0.05B.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 24k LinkedIn followers — 4.6% of this cohort's audience
Funding rounds
- Mar 2017Conventional Debt$700M
Founders & team
Investors
Lunsford Capital, Seaside Private Capital
Tech stack
Amazon Web ServicesApple Icloud MailBootstrapDocusignDrupalFastly
Funding & investor landscape
$10.2Btotal disclosed funding
58companies funded
87disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Vincent Kolber
Founder&Owner · Residco
Glenn Davis
CEO · Residco
Michael Macgregor
Founder · QuantaExchange
Trent Davis
CEO · Paulson Capital Holding
Kenneth A
Co-Founder · Zing Health
Garfield Collins
Co-Founder · Zing Health
Reid Spitz
President & Co-Founder · HDVI
Chuck Wallace
CEO · HDVI
Joseph Lacher
CEO and President · Kemper
Robert Kraft
Chairman · FirstPathway Community Development
Nick Lamparelli
Co-Founder · Green Shield Risk Solutions
Patrick Blandford
Founder and CEO · Green Shield Risk Solutions
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 Chicago, United States?
Radar tracks 458 indexable Financial Services companies headquartered in Chicago, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Chicago, United States?
The Financial Services companies in Chicago, United States on this list have raised a combined $10.2B in disclosed equity funding across 58 funded companies.
Which is the highest-funded Financial Services company in Chicago, United States?
HUB International is the highest-funded Financial Services company in Chicago, United States, with $5.6B in disclosed equity funding.
How many Financial Services companies in Chicago, United States are funded?
58 of the 458 Financial Services companies in Chicago, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Chicago, United States?
1 Financial Services company in Chicago, United States on this list is valued at $1B or more.
Who are the top investors in Chicago, United States Financial Services companies?
The most active investors in Chicago, United States Financial Services companies on this list include The Pritzker Organization, Blackstone, CDFI Fund, Capital Z Partners, Concentric Equity Partners.
Riya SenguptaFinancials
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.