Best Financial Services Companies in Cincinnati, United States
The 115 best Financial Services companies in Cincinnati, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Ohio National Financial Services.
Ranked: Best Financial Services companies in Cincinnati
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ohio National Financial Services Life insurance carrier | $425M | 74 mo ago | Acquired | — | 2014 | — | — | — |
| 2 | Verdant Commercial Capital Equipment financing solutions provider, empowering business growth across diverse industries | $275M | 47 mo ago | Acquired | Michael Rooney Chief Executive Officer | 2017 | JoomlaSalesforcePHP+10 | — | — |
| 3 | SIMCAP Holdings Operator of multifamily residential properties offering asset management for investors | $3M | 12 mo ago | Seed | Ross Metz Co-Founder & General Partner | 2022 | — | — | — |
| 4 | Dental Care Plus Group Provider of group dental benefit programs. This company offers dental insurance plans to individuals through… | $165K | 204 mo ago | Acquired | — | 1986 | UmbracoMicrosoft ASP.NETBoomerang+8 | — | — |
| 5 | Ultimus Fund Solutions Provider of fund administration and middle-office services for registered, private, and public funds | — | 13 mo ago | Acquired | — | 1999 | WordPressMySQLPHP+36 | — | — |
| 6 | Joot Provider of compliance support & training solutions to investment advisory firms | — | 66 mo ago | Seed | Mark Baltimore Co-Founder | 2018 | — | — | — |
| 7 | Fifth Third Bank Commercial bank | — | 87 mo ago | Public | James Heidbreder Managing Director | 1858 | Apple iCloud MailGoogle CloudAdobe Client Data Layer+25 | — | 1 expansion |
| 8 | Unifund Debt collection and management services | — | 95 mo ago | Funding Raised | David Rosenberg Founder & CEO | 1986 | WordPressMySQLPHP+13 | 2 patents Debt reduction platforms and financial transaction management systems | — |
| 9 | AmericanFinancialGrp Financial service holding company | — | 141 mo ago | Public | — | 1959 | DrupalPHPBootstrap+23 | — | — |
Top 10 Financial Services companies in Cincinnati
#1
Seed · Cincinnati, Ohio · founded 2022$2.8Mraised▾
Operator of multifamily residential properties offering asset management for investors. The company provides full-service asset management with a focus on value-add and core-plus properties. They offer consistent cash flow advantages and opportunities to adjust rental rates. Equity transfers from the lender to the owners as residents pay down debt. Limited partners can offset distributions with depreciation passed through by the partnership.
- Jun 2025Seed$2.8M
#2
Acquired · Cincinnati, Ohio · founded 2017 · 84 employees$275Mraised▾
Equipment financing solutions provider, empowering business growth across diverse industries. The company delivers innovative solutions for business-critical equipment needs, enabling businesses to focus on growth. With expertise and flexibility, they tailor solutions to meet unique needs across various credit spectrums and transaction sizes. They help partners sell more equipment by simplifying financing options for customers. They address the evolving demands of industries like Golf, Sports & Entertainment, Industrial, Manufacturing, Renewables & Energy Efficiency, Specialty Vehicles, and Technology & Office Automation. They offer competitive cost of capital, favorable tax benefits, and superior flexibility. They provide creative financing options to combat investment costs and obsolescence challenges. They offer services like partner sign-in, customer sign-in, vendor programs, and a partner portal. They provide financial solutions, capital, and funding.
- Jun 2022Conventional Debt$75M
- Nov 2021Conventional Debt$200M
#3
Acquired · Cincinnati, Ohio · founded 2014 · 950 employees$425Mraised▾
Life insurance carrier
- Apr 2020Conventional Debt$425M
#4
Acquired · Cincinnati, Ohio · founded 1986 · 59 employees$165.1Kraised▾
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#5
Acquired · Cincinnati, Ohio · founded 1999 · 642 employees—raised▾
Provider of fund administration and middle-office services for registered, private, and public funds. It offers solutions encompassing accounting, distribution, financial administration, compliance, legal administration, transfer agency, shareholder servicing, and tax services. Services extend to various fund structures, including mutual funds, ETFs, interval and tender offer funds, private equity funds, and hedge funds. The firm also provides management company solutions, investor services, treasury services, and AML reporting. Middle-office solutions include outsourced trade services and enterprise-wide investment operations support.
#6
Seed · Cincinnati, Ohio · founded 2018 · 10 employees—raised▾
Provider of compliance support & training solutions to investment advisory firms. It also provides a full-service compliance solution to its clients.
- Dec 2020Seed—
#7
Public · Cincinnati, Ohio · founded 1858 · 18724 employees—raised▾
Fifth Third Bank is a commercial bank. It provides services like checking accounts, savings accounts, credit cards, debit cards, ATMs & operates 1,154 branches in the United State. The company provides its services to individuals, businesses & corporates. In 2022, the company recorded annual revenues of $9.35B and a net profit of $2.44B.
#8
Funding Raised · Cincinnati, Ohio · founded 1986 · 105 employees—raised▾
Debt collection and management services
#9
Public · Cincinnati, Ohio · founded 1959 · 6900 employees—raised▾
American Financial Group is a financial service holding company. Their products and services include investments and insurance operations such as annuity operations and property & casualty operations. In 2022, the company recorded annual revenues of $7B and a net profit of $0.82B.
#10
Public · Cincinnati, Ohio · founded 1863 · 2125 employees—raised▾
Comprehensive financial solutions for personal, business, and community prosperity. The organization provides a wide array of banking and financial services. For individuals, these include checking and savings accounts, loans, credit cards, and wealth management. Businesses benefit from checking accounts, credit cards, treasury services, and various lending options, including SBA loans. The company is committed to community development through grants, sponsorships, and investment in low-to-moderate income areas. They offer online and mobile banking, financial planning, and resources for account safety and security. The organization focuses on building relationships and providing financial education to improve the financial well-being of its customers and communities. They also offer trust and estate services, retirement planning, and brokerage services. The company emphasizes corporate social responsibility, focusing on employees, the environment, and governance. They provide digital solutions, fraud prevention, and various tools and templates to help customers manage their finances effectively.
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
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.