Best Financial Services Companies in Cleveland, United States
The 79 best Financial Services companies in Cleveland, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: CrossCountry Mortgage.
Ranked: Best Financial Services companies in Cleveland
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | CrossCountry Mortgage Provider of home loan services | $400M | 54 mo ago | Funding Raised | Ron Leonhardt Founder & CEO | 2003 | WordPressApple iCloud MailMySQL+34 | 1 internship |
| 2 | CBIZ Provider of accounting, payroll, tax, and advisory services 87Innovation top 20%Fin. health top 20%Product top 21%Market top 27% All 12 signals ▾Innovationtop 20% Fin. healthtop 20% Producttop 21% Markettop 27% Fundingtop 32% Talenttop 35% Techtop 37% Growthtop 43% Customerstop 44% Newsbottom 38% Moatbottom 38% Globalbottom 32% Innovation: 11 product lines Fin. health: Revenue ~$2.8B (FY2023) · Net margin 4.2% rank vs industry peers · Fliar Intelligence Index 87/100 | $130M | 188 mo ago | Public | Steve Sublett Co-CEO & COO | 1987 | WordPressApple iCloud MailMySQL+37 | — |
| 3 | Unison Risk Advisors Provider of insurance risk management and advisory services | $4M | 11 mo ago | Series A | Robert Klonk CEO | 2020 | WordPressMySQLPHP+6 | — |
| 4 | Victory Capital Diversified investment management firm | $1M | 133 mo ago | Public | — | 1986 | Adobe Experience ManagerBugHerdJava+31 | — |
| 5 | Clearstead Wealth management firm | $303K | 100 mo ago | Seed | — | 2018 | WordPressApple iCloud MailMySQL+26 | — |
| 6 | AirCFO Provider of accounting, bookkeeping, payroll and tax compliance services | $169K | 74 mo ago | Funding Raised | Justin McLoughlin Founder & CEO | 2013 | WebflowGSAPOptinMonster+19 | 1 launch |
| 7 | Cohen & Company Provider of tax, assurance, and advisory services to diverse clients | — | 19 mo ago | Late Stage | Randy Myeroff CEO | 1977 | — | 2 awards |
| 8 | MCX Technologies Provider of digital transformation and financial services | — | 52 mo ago | Public | — | 2012 | — | — |
Top 11 Financial Services companies in Cleveland
#1
Series A · Cleveland, Ohio · founded 2020 · 650 employees$4.3Mraised▾
Provider of insurance risk management and advisory services
- Jun 2025Series A$1.5M
- Dec 2024Series A$3.3M
- Aug 2024Series A$4.3M
- Mar 2022Seed—
#2
Funding Raised · Cleveland, Ohio · founded 2003 · 2453 employees$400Mraised▾
Provider of home loan services
- Nov 2021Conventional Debt$400M
#3
Public · Cleveland, Ohio · founded 1987 · 5252 employees$130Mraised▾
Provider of accounting, payroll, tax, and advisory services. It offers a range of services, include transaction and risk advisory, litigation support, valuation, and healthcare consulting. It also offers brokerage and consulting solutions for group health benefits, property and casualty insurance, retirement plan advisory, investment services, payroll, and human capital management.
- Oct 2010Post IPO$130M
#4
Public · Cleveland, Ohio · founded 1995 · 512 employees$1.3Mraised▾
Diversified investment management firm
#5
Seed · Cleveland, Ohio · founded 2018 · 113 employees$302.8Kraised▾
Wealth management firm
- Feb 2018Seed$302.8K
#6
Funding Raised · Cleveland, Ohio · founded 2013 · 19 employees$169.3Kraised▾
airCFO is a cloud-based accounting, finance and tax partner for startups across the United States. Our team helps you know what's ahead, and keeps your back-office in order so your team can focus on what they do best.
- Apr 2020Conventional Debt$169.3K
#7
Late Stage · Cleveland, Ohio · founded 1977 · 92 employees—raised▾
Provider of tax, assurance, and advisory services to diverse clients. These services encompass a wide spectrum, including audits for employee benefit plans and investment companies, private company audits, federal and state tax planning and compliance, high net worth wealth transfer services, international tax structuring, business valuations, and various other advisory services such as M&A advisory and outsourced accounting solutions. The firm caters to private companies, public and private funds, advisors, fund service providers, and Fortune 1000 enterprises. They offer tailored solutions to meet the specific needs of each client.
#8
Public · Cleveland, Ohio · founded 2012 · 4 employees—raised▾
Provider of digital transformation and financial services
- Feb 2022Post IPO—
#9
Public · Cleveland, Ohio · founded 1849 · 17333 employees—raised▾
Provider of personal banking, small business, and wealth management services. It offers checking and savings accounts, credit cards, and various loan options. Mortgages, home equity lines, and personal loans are available. The business provides investment services, insurance products, and debt consolidation assistance.
#10
Acquired · Cleveland, Ohio · founded 1920 · 400 employees—raised▾
Global real estate leader creating sustainable spaces for work, life, and community. The company develops and manages high-quality, sustainable real estate across various sectors, including office, retail, multifamily, logistics, and hospitality. They focus on cultivating connections, activating communities, and helping tenant companies grow. The business redefines retail experiences, creates homes for every stage of life, and builds efficient and safe logistics hubs. They deliver unforgettable hotel destinations, leveraging a global network to make informed decisions. Committed to sustainability, they aim to reach Net Zero for their entire portfolio, driving real change through energy saving and waste reduction. Their properties enrich communities, providing exceptional experiences globally.
#11
Public · Cleveland, Ohio · founded 1982 · 984 employees—raised▾
Commercial bank
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.