80 indexable Financial Services companies headquartered in Columbia, United States, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $110.9M across 4 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Optus Bank
Microfinance banks |
$57M | — | Series C | Series C Oct 2021 | 24 | 1921 | — |
| 2 |
Caldwell Bank & Trust
Commercial bank |
$1.2M | — | Early Stage | Jun 2022 | 126 | 1902 | — |
| 3 |
Landmark Bank
Retail and business community bank |
$52M | — | Series B | Series B Mar 2015 | 269 | 1865 | — |
| 4 |
Cornerstone
Life insurance company |
$729K | — | Acquired | Nov 2013 | 41 | 1998 | — |
| 5 |
Fiducial
Provider of accounting and tax related services |
— | — | Funding Raised | Conventional Debt Jan 2016 | 115 | 1970 | — |
| 6 |
First Community Corporation
Community bank providing business and personal banking services in SC & GA |
— | — | Public | Post IPO Dec 2011 | 254 | 1995 | — |
| 7 |
1st Advantage Bank
Commercial bank |
— | — | Unfunded | — | 32 | 2005 | — |
| 8 |
Abacus Planning Group
Provider of financial advisory services |
— | — | Unfunded | — | — | 1998 | — |
| 9 |
Accinsco
Provider of workers’ compensation insurance solutions for small to mid-sized employers |
— | — | Unfunded | — | 38 | 2002 | — |
| 10 |
Accountingplusinc
Accounting Plus provides bookkeeping, payroll, taxation, accounting and financial advisory services. |
— | — | Unfunded | — | 36 | — | — |
| 11 |
Agents National Title
Provider of title underwriting and settlement services |
— | — | Acquired | — | 59 | 2005 | — |
| 12 |
AgFirst Farm Credit Bank
Partnering for growth, supporting agriculture and rural communities with financial solutions |
— | — | Unfunded | — | — | 1916 | — |
| 13 |
AllSouth Federal Credit Union
Urban credit union |
— | — | Unfunded | — | 281 | 1960 | — |
| 14 |
Andersen Tax
WTAS is one of the largest national independent firms (unaffiliated with an auditing firm) focused on providing tax, valuation, financial advisory and related consulting services. |
— | — | — | — | 3,070 | 2002 | — |
| 15 |
bauknight pietras & stormer, p.a.
Bauknight Pietras & Stormer is an accounting firm specializing in tax assistance, audits, and small business accounting services. |
— | — | — | — | 85 | 1991 | — |
| 16 |
bfj financial group
BFJ Financial Group provides tax planning, accounting, financial reporting and advisory services. |
— | — | — | — | — | 2016 | — |
| 17 |
booth management consulting
Booth Management Consulting provides accounting, auditing, and management consulting services. |
— | — | — | — | 38 | 1998 | — |
| 18 |
CareOne Services
Provider of debt consolidation and settlement services |
— | — | Funding Raised | — | 44 | 2002 | — |
| 19 |
cbc retirement partners
CBC Retirement Partners provides fiduciary protection, record keeping, plan administration, and compliance services. |
— | — | Private | — | 15 | 1980 | — |
| 20 |
CCM Investment Advisers
Provider of investment advisory services |
— | — | Unfunded | — | 11 | 1986 | — |
| 21 |
Centauri Insurance
P&C insurance brokerage firm |
— | — | Acquired | — | 49 | 2006 | — |
| 22 |
citizens progressive bank
Citizens Progressive Bank is a financial institution that offers banking, lending, and financial services. |
— | — | Acquired | — | 20 | 1918 | — |
| 23 |
clark farley insurance agency
Clark Farley Insurance Agency provides auto, home, and business insurance services. |
— | — | Acquired | — | — | 1975 | — |
| 24 |
coastal pension services
Coastal Pension Services is a financial services company located in Columbia. |
— | — | Acquired | — | 25 | 1989 | — |
| 25 |
Colinsgrp
Mutual insurance carrier for small businesses via independent agents |
— | — | Unfunded | — | — | 1997 | — |
| 26 |
Colonial Life
Insurance solutions for life, accident, disability, and employee benefits |
— | — | Unfunded | — | 4 | 1937 | — |
| 27 |
columbianational real estate finance
ColumbiaNational Real Estate Finance is a mortgage banking firm that arranges equity and debt financing for real estate developers. |
— | — | — | — | 36 | 1939 | — |
| 28 |
Derrick Stubbs & Stith
Provider of accounting and consulting services |
— | — | Acquired | — | 25 | 1915 | — |
| 29 |
Dick Dyer Toyota-Scion
WE DO MORE |
— | — | — | — | 64 | 1969 | — |
| 30 |
Golden Gate Mortgage
Provider of mortgage brokerage services, assisting clients with home financing |
— | — | Unfunded | — | — | 2013 | — |
| 31 |
hamilton home mortgage
Hamilton Home Mortgage is a financial service company that offers home loans, commercial mortgages, and advisory services. |
— | — | Acquired | — | 500 | 2003 | — |
| 32 |
Haulers Insurance
P&C insurance carrier |
— | — | Acquired | — | 5 | 1986 | — |
| 33 |
Heritage Bank & Trust
Community bank offering personal, business banking, and online & mobile services |
— | — | Unfunded | — | 38 | 2006 | — |
| 34 |
hope aviation insurance
Hope Aviation Insurance is an aviation insurance broker that represents a wide range of clients, offering a variety of insurance solutions. |
— | — | Acquired | — | 10 | 1963 | — |
| 35 |
Huckaby & Associates
Provider of event equipment rentals and on-site event services |
— | — | Acquired | — | — | 1976 | — |
| 36 |
iGo Motors
From the outside, we may look like just another buy here, pay here car lot on the corner, but our history tells a different story! |
— | — | — | — | 14 | — | — |
| 37 |
iwanczuk & associates
Iwanczuk & Associates specializes in tax, accounting, and financial services for individuals and businesses. |
— | — | Acquired | — | 5 | 2005 | — |
| 38 |
jones maresca & mcquade
Jones Maresca & McQuade offers forensic accounting, employee benefit plan audits, fraud prevention, outsourcing, mergers and tax services. |
— | — | Private | — | 25 | — | — |
| 39 |
keenansuggs insurance
KeenanSuggs Insurance is a leading commercial, personal and benefits firm serving businesses and individuals. |
— | — | Acquired | — | 53 | 1949 | — |
| 40 |
Lending Path Mortgage
Mortgage lender providing a range of loan products to homebuyers |
— | — | Unfunded | — | 35 | 2014 | — |
| 41 |
Lowe Wealth Advisors
Offer financial planning and wealth management services |
— | — | Unfunded | — | — | 1996 | — |
| 42 |
m.t. donahoe & associates
M.T. Donahoe & Associates is a General Agent specializing in employee and individual benefits and services. |
— | — | Acquired | — | — | 1982 | — |
| 43 |
Making Change
Center of education providing financial education programs |
— | — | Funding Raised | — | 6 | 1991 | — |
| 44 |
mcardle insurance agency
McArdle Insurance Agency provides personal and business insurance services. |
— | — | Private | — | — | 1978 | — |
| 45 |
MEDVAL
Provider of healthcare consulting and insurance services |
— | — | Acquired | — | 28 | 2003 | — |
| 46 |
Midland Agency
Provider of health, agriculture, and personal insurance services |
— | — | Acquired | — | — | 1985 | — |
| 47 |
Missouri Employers Mutual
Mutual workers compensation insurance |
— | — | Unfunded | — | 296 | 1995 | — |
| 48 |
Monarch Title
Title insurance agent offering closing services and title insurances |
— | — | Acquired | — | 28 | 2001 | — |
| 49 |
national atm systems
National ATM Systems is a retail ATM provider company that offers ATM processing services, vault cash management, & repair technicians. |
— | — | Acquired | — | 3 | 1999 | — |
| 50 |
national tax service
National Tax Service is an accounting firm that provides bookkeeping, payroll, and tax returns and preparation services. |
— | — | — | — | 50 | — | — |
Microfinance banks
Commercial bank
Retail and business community bank
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.
Provider of accounting and tax related services
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
1st Advantage Bank is a locally owned, full service community bank located in St. Peters, Missouri and had been servicing the metropolitan St. Louis area since 2005.
Provider of financial advisory services
Provider of workers’ compensation insurance solutions for small to mid-sized employers. It focuses on delivering workers’ compensation coverage. The company underwrites policies with a conservative approach and refined operations. It serves independent agents and insureds, providing them with tailored insurance products and services.
Accounting Plus provides bookkeeping, payroll, taxation, accounting and financial advisory services.
Provider of title underwriting and settlement services. It offers title insurance, streamlining the underwriting process and accelerating closings through data-driven technology and comprehensive title production solutions. The company provides a network of approved closing professionals for notary closings and offers tools and resources to support independent agents' growth. Services include title and property repor
Partnering for growth, supporting agriculture and rural communities with financial solutions. The organization provides comprehensive financial products and services to affiliated Associations, empowering them to serve borrowers in agricultural markets efficiently. It operates on a cooperative model, centralizing technology, aggregating costs, and fostering collaboration. The company is dedicated to advancing the Far
Conscious Venture Lab
Duke Energy
JPMorgan Chase
Loyal Companies
PayPal
South State Bank
Treasury
Wells Fargo
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-23.
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