Best Financial Services Companies in Columbus, United States
The 110 best Financial Services companies in Columbus, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Aflac.
Ranked: Best Financial Services companies in Columbus
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Aflac Internet first provider of life, vision & dental insurance services | $3.7B | 91 mo ago | Public | Dan Amos CEO | 1955 | Apple iCloud MailYouTubeGSAP+19 | — |
| 2 | Washington Prime Group Equity REIT investing in retail properties | $2.5B | 106 mo ago | Public | Louis G. Conforti CEO | 2014 | — | — |
| 3 | BroadStreet Partners Insurance brokerage providing co-ownership investment in independent agencies 40Funding top 40%Growth top 44%Market top 49%Global bottom 37% All 6 signals ▾Fundingtop 40% Growthtop 44% Markettop 49% Globalbottom 37% Techbottom 35% Newsbottom 20% Funding: Raised $510M across 1 rounds · 1 rounds over 14 yrs (0.1/yr) Growth: Headcount 1,800 → 2,243 (+25%) across vintages · Web rank 50,000,000 → 10,000,000 YoY rank vs industry peers · Fliar Intelligence Index 40/100 | $510M | 115 mo ago | Series A | — | 2001 | WordPressMySQLPHP+14 | — |
| 4 | Branch 🦄 Provider of auto and home insurance solutions 62Funding top 19%Tech top 20%Moat top 26%Growth top 35% All 9 signals ▾Fundingtop 19% Techtop 20% Moattop 26% Growthtop 35% Producttop 36% Talenttop 38% Globalbottom 39% Marketbottom 34% Newsbottom 27% Funding: Raised $280M across 6 rounds · 6 rounds over 8 yrs (0.8/yr) Tech: 40 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 62/100 | $280M | 19 mo ago | Series D | Steve Lekas Co-Founder & CEO | 2017 | SentryZendeskApple iCloud Mail+35 | 1 award |
| 5 | Strive Diversified investment management firm | $30M | 7 mo ago | Public | Vivek Ramaswamy Co-Founder | 2022 | SentryThree.jsRecharts+18 | — |
| 6 | BankFirst Commercial Bank | $26M | 86 mo ago | Series B | Moak Griffin President & CEO | 1888 | Apple iCloud MailGoogle WorkspaceScala+15 | — |
| 7 | Fortuna Bank Commercial bank | $21M | 22 mo ago | Series B | Ilaria Rawlins Chief Executive Officer | 2023 | WordPress Block EditorElementorWordPress+23 | 1 partnership |
| 8 | Chase Commercial bank | $12M | 164 mo ago | Funding Raised | — | 1799 | — | — |
| 9 | Poppins Health Provider of health insurance services | $8M | 27 mo ago | Seed | Olivia Cameron Co-Founder | 2019 | — | — |
| 10 | Bciosu Buckeye Capital Investors | $3M | 22 mo ago | Series A | — | 2020 | — | — |
| 11 | Arvo Tech Specializes in helping businesses optimize their financial strategies by efficiently claiming employment tax… 19Talent top 38%Funding top 48%Tech bottom 47%Global bottom 29% All 6 signals ▾Talenttop 38% Fundingtop 48% Techbottom 47% Globalbottom 29% Newsbottom 18% Marketbottom 16% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $2.5M across 1 rounds · 1 rounds over 2 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 19/100 | $2M | 23 mo ago | Series A | Brent Johnson Co-Founder | 2014 | HubSpot CMS HubSplideIsotope+23 | — |
| 12 | MDC Group of credit union focused on consumers demands | $1M | 127 mo ago | Seed | — | 2000 | — | 2 launchs |
| 13 | Title Center of Indiana P&C insurance brokerage firm | $320K | 167 mo ago | Seed | — | 2008 | — | 1 award |
| 14 | Safe Auto Life and non-life insurance carrier | $174K | 155 mo ago | Acquired | — | 1993 | SitecoreTypeScriptGraphQL+20 | — |
| 15 | Buckeye Health Plan Internet first provider of health insurance services | $161K | 190 mo ago | Funding Raised | — | 2004 | Adobe Experience ManagerJavaRaphael+20 | 1 partnership |
| 16 | Assurex Global Diversified insurance broker | $160K | 70 mo ago | Early Stage | — | 1954 | — | — |
| 17 | Proven Optics Provider of financial services for investment industries | — | 42 mo ago | Seed | William Miller Co-CEO and Co-Founder at Proven Optics | 2020 | — | — |
| 18 | Glimcher Realty Trust Glimcher Realty Trust (NYSE: GRT) is one of the country's leading retail real estate investment trusts. | — | 357 mo ago | Acquired | Michael Glimcher CEO | 1993 | — | — |
Top 12 Financial Services companies in Columbus
#1
Public · Columbus, Ohio · founded 2022 · 46 employees$30Mraised▾
Diversified investment management firm
- Nov 2025Post IPO$37M
- Jul 2024Series B$30M
#2
Branch 🦄Series D · Columbus, Ohio · founded 2017 · 2 employees$280.5Mraised▾
Provider of auto and home insurance solutions. It offers claims and offers insurance, home insurance, auto insurance, bundled insurance, and remote jobs. It also offers a way to file a claim and switch insurance companies. It simplifies the insurance buying experience with instant pricing and coverage options.
- Oct 2024Series D$51M
- Jun 2022Series C$147M
- Jun 2021Series B$50M
- Jul 2020Series A$24M
#3
Series B · Columbus, Ohio · founded 2023$20.7Mraised▾
Fortuna Bank is a boutique banking institution focused on providing financial services to small businesses in Ohio. The bank aims to offer personalized banking products and services, leveraging the expertise of local bankers and business leaders. With a commitment to community outreach, Fortuna Bank seeks to establish strong relationships with its customers and clients.
- Aug 2024Series B$20.7M
#4
Public · Columbus, Georgia · founded 1955 · 5665 employees$3.7Braised▾
Aflac is a financial protection provider company. Offers accident, cancer, critical illness, dental, short-term disability, vision, hospital and life insurance. Their clientele includes individuals, brokers, and business. In 2022, the company recorded annual revenues of $19.5B and a net profit of $4.2B.
- Oct 2018Conventional Debt$550M
- 2018Conventional Debt$473.7M
- 2017Conventional Debt$533M
- Sep 2016Conventional Debt$650M
#5
Public · Columbus, Ohio · founded 2014 · 773 employees$2.5Braised▾
Washington Prime Group is a retail real estate investment trust. The company is engaged in ownership, management, acquisition, and development of retail properties. Claims to combine a national real estate portfolio with an investment grade balance sheet, leveraging its expertise across the entire shopping center sector to increase cash flow through rigorous management of assets and provide new opportunities to retailers.
- Aug 2017Conventional Debt$750M
- Jun 2015Conventional Debt$500M
- Oct 2014Conventional Debt$1.2B
#6
Series A · Columbus, Ohio · founded 2020 · 34 employees$3.4Mraised▾
Buckeye Capital Investors (BCI) is the premier Investment Student Organization at Ohio State University and one of the best investment clubs in the world.
- Aug 2024Series A$3.4M
#7
Series A · Columbus, Ohio · founded 2014$2.5Mraised▾
Arvo Tech specializes in helping businesses optimize their financial strategies by efficiently claiming employment tax credits. They have saved clients millions through Federal Employment Tax Credit Programs and provide expert guidance in securing Employee Retention Tax Credits.
- Jul 2024Series A$2.5M
#8
Seed · Columbus, Ohio · founded 2019 · 9 employees$8Mraised▾
Provider of health insurance services
- Mar 2024Seed$2.6M
- Sep 2021Seed$5.4M
#9
Series A · Columbus, Ohio · founded 2001 · 2243 employees$510Mraised▾
Insurance brokerage providing co-ownership investment in independent agencies. It invests in and partners with high-performing independent insurance agencies, offering a unique co-ownership model. This model allows agencies to retain ownership while gaining access to capital, resources, and a network of industry leaders to support growth and succession planning. The firm provides support in areas such as acquisitions, risk management, and access to broader insurance markets. The partnership focuses on assisting agencies in continued development and expansion.
- Nov 2016Conventional Debt$510M
- 2012Series A—
#10
Series B · Columbus, Mississippi · founded 1888 · 353 employees$26.1Mraised▾
Commercial Bank
- Mar 2019Conventional Debt$15M
- Mar 2019Series B$13.1M
- Dec 2017Series B$13M
#11
Funding Raised · Columbus, Ohio · founded 2000 · 1 employees$12Mraised▾
Commercial bank
- Oct 2012Conventional Debt$10M
- Oct 2008Grant (prize money)$2M
#12
Seed · Columbus, Ohio · founded 2000 · 10 employees$1.2Mraised▾
Group of credit union focused on consumers demands
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.