Best Financial Services Companies in Georgia, United States
The 722 best Financial Services companies in Georgia, 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 Georgia
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Aflac Internet first provider of life, vision & dental insurance services | $3.7B | 91 mo ago | Public | 5,665 | 1955 | — | — |
| 2 | Piedmont Equity REIT that invests in offices | $1.8B | 98 mo ago | Public | 134 | 1997 | 14 patents Adjustable hospital bed and chair mechanisms for patient positioning and safety. | — |
| 3 | Old Republic International Corporation Insurance company | $1.8B | 117 mo ago | Public | 9,200 | 1923 | — | — |
| 4 | Crawford & Company Provider of claims management and risk mitigation services | $451M | 104 mo ago | Public | 10,400 10,400 → 9,367 (-10%) · sector median -9% | 1941 | 174 patents AI-driven data transformation for insurance claims and automotive rental/key management | — |
| 5 | Columbia Property Trust Exceptional office space developer, owner, and operator in prime US markets | $300M | 102 mo ago | Acquired | 164 | 2003 | — | 3 expansions · 1 award |
| 6 | Ameris Bank Retail and business community bank | $256M | 100 mo ago | Public | 2,662 | 1971 | — | — |
| 7 | BrandBank Commercial bank | $240M | 96 mo ago | Late Stage | 200 | 1905 | — | — |
| 8 | Hamilton State Bank Commercial bank | $232M | 183 mo ago | Acquired | 1 | 2004 | — | — |
| 9 | Peachtree Group Provider of asset management services | $173M | 3 mo ago | Series D | 126 | 2007 | — | — |
| 10 | Global Atlantic Life insurance firm | $141M | 182 mo ago | Acquired | — | 1985 | 21 patents Material inventory tracking and usage monitoring for warehouse logistics | — |
| 11 | Community & Southern Bank Commercial Bank | $115M | 188 mo ago | Deadpooled | 249 | 2010 | — | — |
| 12 | Preferred Apartments Communities REIT that invests in multifamily properties, office, student housing and shopping centers throughout the… | $92M | 96 mo ago | Acquired | 180 | 2011 | — | — |
| 13 | Safe-Guard Products Provider of insurance claim processing | $60M | 23 mo ago | Acquired | 519 519 → 720 (+39%) · sector median -9% | 1992 | — | — |
| 14 | Georgia Banking Company Georgia Banking Company: Community-focused banking with personal and business financial solutions | $55M | 61 mo ago | Acquired | 80 | 2001 | — | — |
| 15 | Credit Fixings Provider of FinTech events services | $50M | 252 mo ago | Series B | — | — | — | — |
| 16 | Colony Bank Commercial bank | $45M | 48 mo ago | Public | 466 | 1975 | — | — |
| 17 | Global One Financial Life insurance premium financing solutions for businesses, trusts, and high-net-worth individuals | $45M | 141 mo ago | Funding Raised | 8 | 2003 | 663 patents Fintech transaction processing, smart payment cards, and AI/ML analytics for payments | — |
| 18 | BankSouth Commercial bank | $40M | 2 mo ago | Series C | 346 346 → 174 (-50%) · sector median -9% | 1946 | — | 1 award |
| 19 | Groundfloor Fractional real estate investment platform for individuals 60Funding top 29%Customers top 32%Tech top 33%Talent top 38% All 11 signals ▾Fundingtop 29% Customerstop 32% Techtop 33% Talenttop 38% Fin. healthtop 45% Markettop 48% Growthtop 48% Producttop 49% Newsbottom 45% Moatbottom 40% Globalbottom 37% Funding: Raised $34.1M across 11 rounds · 11 rounds over 12 yrs (0.9/yr) Customers: App rating 4.1★ (251 reviews) rank vs industry peers · Fliar Intelligence Index 60/100 | $34M | 5 mo ago | Series B | 70 | 2013 | — | 1 partnership |
| 20 | Overlay Capital Diversified investment management firm | $26M | 3 mo ago | Series B | — | 2016 | — | — |
| 21 | Georgia Commerce Bank Commercial Bank | $26M | 161 mo ago | Series B | 142 | 2003 | — | — |
| 22 | Cornerstone Bank Community bank providing personal and business financial solutions with expert advice | $24M | 102 mo ago | Series B | — | 2001 | — | — |
| 23 | The Piedmont Bank United Bank: Personal, business banking, investments, and wealth management services | $22M | 33 mo ago | Series B | 218 | 2006 | — | — |
| 24 | Regional Health Properties Healthcare real estate investment firm focused on senior living and care | $21M | 134 mo ago | Public | 282 | 1991 | — | — |
| 25 | ExamWorks Provider of independent medical examinations, peer reviews, and bill review services | $20M | 189 mo ago | Acquired | 3,600 | 2008 | — | — |
| 26 | The Claxton Bank Community bank offering personal, business banking, and digital solutions | $20M | 24 mo ago | Series B | 35 | 1941 | — | — |
| 27 | SouthCrest Bank Insurance solutions for Florida renters, drivers, and homeowners | $18M | 155 mo ago | Late Stage | 88 | 1920 | — | — |
| 28 | Peach State Bank & Trust Community bank providing personal and business financial solutions in Georgia | $16M | 64 mo ago | Funding Raised | 46 | 2005 | — | — |
| 29 | Pinnacle Bank Community bank providing personal, business, and financial planning services | $12M | 22 mo ago | Early Stage | 292 292 → 243 (-17%) · sector median -9% | 1934 | — | — |
| 30 | J. Smith Lanier Provider of ecumenical ministry and shrine services | $11M | 129 mo ago | Acquired | 600 | 1868 | — | — |
| 31 | NorthSide Bank Commercial bank | $6M | 124 mo ago | Series A | 36 | 2005 | — | — |
| 32 | Tax Credit Funding Credit brokerage firm | $6M | 132 mo ago | Funding Raised | — | 2010 | — | — |
| 33 | Touchmark National Bank Commercial bank | $5M | 104 mo ago | Public | 31 | 2008 | — | — |
| 34 | American Pride Bank Community bank providing personal and business financial services with local decision-making | $5M | 13 mo ago | Series A | — | 2007 | — | — |
| 35 | Citizens Trust Bank Community banking partner offering diverse financial solutions and digital accessibility | $5M | 42 mo ago | Acquired | 90 90 → 141 (+57%) · sector median -9% | 1921 | — | 1 job opening · 2 partnerships |
| 36 | Funding U Provider of fixed-interest, no-cosigner student loans for undergraduate students | $4M | 67 mo ago | Series A | 20 | 2015 | 16 patents Automated brewing and beverage processing systems with advanced control, aging, and UI integration. | — |
| 37 | Quantum National Bank Commercial bank | $4M | 198 mo ago | Early Stage | — | 1995 | — | — |
| 38 | Queensborough National Bank and Trust Commercial Bank | $3M | 67 mo ago | Series A | 313 313 → 289 (-8%) · sector median -9% | 1902 | — | 1 job opening |
| 39 | Atlantic Capital Bank Commercial bank | $3M | 102 mo ago | Public | 2,547 | 2007 | — | — |
| 40 | risksmith Provider of insurance underwriting services | $3M | 39 mo ago | Funding Raised | — | 2017 | — | — |
| 41 | SmartPath Provider of financial coaching services | $3M | 88 mo ago | Series A | 26 26 → 32 (+23%) · sector median -9% | 2010 | — | — |
| 42 | Digital Opportunities Group Provider of investment solutions | $2M | 49 mo ago | Seed | 5 | 2021 | — | — |
| 43 | Lendmark Financial Provider of auto and personal loans | $2M | 68 mo ago | Acquired | 1,841 1,841 → 1,506 (-18%) · sector median -9% | 1996 | — | 4 expansions · 1 award |
| 44 | Edge Capital Provider of wealth management services | $2M | 201 mo ago | Seed | 48 | 2006 | — | — |
| 45 | Angel Oak Capital Diversified investment management firm | $2M | 88 mo ago | Seed | 105 | 2009 | — | — |
| 46 | Community Housing Capital Provider of flexible loan capital for affordable housing development | $1M | 54 mo ago | Funding Raised | 16 | 2000 | — | — |
| 47 | Albany Community Together Provider of capital, coaching, and connections for small business development | $1M | 17 mo ago | Funding Raised | — | 2008 | — | — |
| 48 | First Peoples Bank Commercial bank | $765K | 32 mo ago | Early Stage | — | 1987 | — | 2 expansions |
| 49 | WB&T Bankshares Community-focused bank holding company offering a range of personal and commercial banking services | $180K | 24 mo ago | Early Stage | 126 | 1987 | — | — |
| 50 | Fourcore Provider of financial services focused on global asset, wealth, and investment management, leveraging… | $100K | 1 mo ago | Seed | — | 2024 | — | — |
Top 12 Financial Services companies in Georgia
#1
Series D · Atlanta, Georgia · founded 2007 · 126 employees$173.4Mraised▾
Peachtree Group is an investment firm specializing in commercial real estate assets and other ventures. With a diverse portfolio and billions under management, they offer services designed to protect and grow investments. They also provide third-party management services for hotels, including staffing and performance management.
- Mar 2026Series D$3.2M
- Aug 2025Series D$28M
- Jan 2025Series D—
- Dec 2024Series D$16M
#2
Series C · Union Point, Georgia · founded 1946 · 346 employees$40Mraised▾
Commercial bank
- Mar 2026Series C$40M
#3
Series B · Alpharetta, Georgia · founded 2016$25.5Mraised▾
Diversified investment management firm
- Mar 2026Series B$1.6M
- Jan 2026Series B$22.9M
- Dec 2025Seed$1M
#4
Series B · Atlanta, Georgia · founded 2013 · 70 employees$34.1Mraised▾
Fractional real estate investment platform for individuals. Allows individual investors to invest in fractional basis, investments are automatically diversified across a wide array of available cash flowing real estate based investments, aimed at controlling risk while optimizing investment for maximum returns within a short time period, investments balanced across a variety of return profiles, maturities, and geographies. Application is made available on Android and iOS platforms.
- Jan 2026Series B$1M
- Aug 2023Series B$3.9M
- Feb 2022Conventional Debt$100M
- Feb 2022Series B$18M
#5
Acquired · Atlanta, Georgia · founded 1992 · 519 employees$60Mraised▾
Provider of insurance claim processing
- Jul 2024PE—
- Mar 2011Conventional Debt$60M
- Jul 2007PE—
#6
Series A · Macon, Georgia · founded 2007$5.4Mraised▾
Community bank providing personal and business financial services with local decision-making. They offer a range of banking solutions including checking, savings, CDs, and lending services for both personal and business needs. They emphasize personal relationships, local loan officers, and quick, personalized financial solutions. The bank provides online and mobile banking access, ensuring convenience for customers. They are dedicated to community involvement and offer various credit card options with rewards. They also provide resources for retirement planning and security. They are FDIC insured and an Equal Housing Lender.
- May 2025Series A$5.4M
#7
Seed · Atlanta, Georgia · founded 2024$100Kraised▾
Four Core is a company that provides solutions to promote energy efficiency, renewable energy, and sustainable development. Their organization focuses on addressing the climate crisis, offering services that help clients reduce their carbon footprint and achieve environmental sustainability. With a strong presence in the market, Four Core is dedicated to creating a healthier and more resilient planet for future generations.
- Apr 2026Seed$100K
#8
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
#9
Early Stage · Elberton, Georgia · founded 1934 · 292 employees$11.9Mraised▾
Community bank providing personal, business, and financial planning services. Offers a comprehensive suite of financial solutions, including personal and business banking, loans, mortgages, and financial planning. Caters to individuals and businesses with services like checking and savings accounts, credit cards, and online banking with login. Supports customers through digital and mobile banking platforms, including mobile alerts and Zelle. Provides resources for learning about credit, home buying, retirement planning, and security. Aims to be a cornerstone in the community by meeting diverse financial needs with a focus on customer service and accessibility. Offers multiple products and services.
- Aug 2024Unattributed$813.6K
- Feb 2021Conventional Debt$25M
- Jun 2019Unattributed$1.1M
- Oct 2016Unattributed$4.5M
#10
Public · Atlanta, Georgia · founded 1997 · 134 employees$1.8Braised▾
Equity REIT that invests in offices
- Mar 2018Conventional Debt$250M
- Jun 2015Conventional Debt$500M
- May 2015Conventional Debt$170M
- Aug 2014Conventional Debt$300M
#11
Public · Snellville, Georgia · founded 1923 · 9200 employees$1.8Braised▾
Old Republic International is an insurance company. The company engages in the business of insurance underwriting and related services. The company's business segments include general insurance group, title insurance group, and republic financial indemnity group run-off business. The company has operations in the United States. In 2022, the company recorded annual revenues of $7.63B and a net profit of $0.58B.
- Aug 2016Conventional Debt$550M
- Sep 2014Conventional Debt$400M
- Mar 2011Post IPO$550M
- Apr 2009Post IPO$316.3M
#12
Funding Raised · Albany, Georgia · founded 2008$1.3Mraised▾
Provider of capital, coaching, and connections for small business development. The organization focuses on assisting underserved entrepreneurs and small business owners. It offers various loan programs designed to meet diverse business needs. The organization also delivers technical assistance and business development services.
- Jan 2025Grant (prize money)$1M
- May 2010Grant (prize money)$149.4K
- Jun 2009Grant (prize money)$161.6K
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.