Best Financial Services Companies in Columbia, United States
The 80 best Financial Services companies in Columbia, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Optus Bank.
Ranked: Best Financial Services companies in Columbia
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Optus Bank Microfinance banks | $57M | 56 mo ago | Series C | — | 1921 | WordPressMySQLPHP+16 | — |
| 2 | Landmark Bank Retail and business community bank | $52M | 134 mo ago | Series B | — | 1865 | — | — |
| 3 | Caldwell Bank & Trust Commercial bank | $1M | 48 mo ago | Early Stage | Monty Adams CEO & President | 1902 | WordPressMySQLPHP+16 | — |
| 4 | Cornerstone Life insurance company | $729K | 151 mo ago | Acquired | — | 1998 | Reactstyled-componentsAmazon Web Services+8 | — |
| 5 | Fiducial Provider of accounting and tax related services | — | 125 mo ago | Funding Raised | — | 1970 | Apple iCloud MailNginxOpenResty+9 | — |
| 6 | First Community Corporation Community bank providing business and personal banking services in SC & GA | — | 173 mo ago | Public | Michael Crapps CEO & President | 1995 | Progress SitefinityApple iCloud MailMicrosoft 365+20 | — |
| 7 | 1st Advantage Bank Commercial bank | — | — | Unfunded | Greg Smith President/CEO | 2005 | WordPress Block EditorWordPressMySQL+30 | — |
| 8 | Abacus Planning Group Provider of financial advisory services | — | — | Unfunded | Cheryl Holland Founder | 1998 | — | 1 internship · 1 award |
Top 6 Financial Services companies in Columbia
#1
Series C · Columbia, South Carolina · founded 1921 · 24 employees$57Mraised▾
Microfinance banks
#2
Early Stage · Columbia, South Carolina · founded 1902 · 126 employees$1.2Mraised▾
Commercial bank
#3
Series B · Columbia, Missouri · founded 1865 · 269 employees$52Mraised▾
Retail and business community bank
- Mar 2015Series B$22.5M
- Aug 2014Series A$29.5M
#4
Acquired · Columbia, Missouri · founded 1998 · 41 employees$729Kraised▾
Provider of insurance products and services based in Concordia, Missouri. The company offers personalized coverage, service, and expert advice, enabling clients to find the right products as per their requirements.
#5
Funding Raised · Columbia, Maryland · founded 1970 · 115 employees—raised▾
Provider of accounting and tax related services
#6
Public · Columbia, South Carolina · founded 1995 · 254 employees—raised▾
Community bank providing business and personal banking services in SC & GA. Offers online and mobile banking with login and signup options. Caters to both business and personal clients with checking, savings, and loan products. Business services include lending, lines of credit, equipment financing, and cash flow management. Personal services encompass mortgages, refinance options, and financial planning. They focus on building relationships and providing financial guidance to local businesses and individuals. They offer financial solutions, including employee IRAs and various convenience products. They are committed to service and aim to be a trusted financial partner.
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
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.