M&AAcquisition · Completed
Aprio acquires Waldron H. Rand & Co.
Aprio acquired Waldron H. Rand & Co. in Dedham, Massachusetts, effective June 1.
Accounting
The Georgia edition · 2026
Georgia · Photo: Wikimedia Commons (CC0)Financial servicescompanies in Georgia
Accounting, insurance, banks, investments, loans and more: the companies building financial services in Georgia, with their founders, funding, team size and business models.
930 company profiles20 with recorded fundingNovember 2026 edition
Recent financial services business events in Georgia
Funding, M&A, contract wins and launches involving 1,192 financial services companies in Georgia, last 24 months: 147 M&A deals · 12 Contracts · 5 funding rounds · 3 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.
M&AAcquisition · Completed
Aprio llp acquires Isdaner & Company
Atlanta-based IPA 100 firm Aprio LLP (FY24 net revenue of $485.3 million) has acquired Bala Cynwyd, Pa.-based Isdaner & Company, expanding its presence in the Philadelphia market and…
Accounting/Professional Services
ContractService
Americold · client: Jerónimo martins
Under the multi-year agreement, Americold will manage storage and store case pick fulfillment of approximately 12 million cases of frozen products annually, serving around 300 retail…
Logistics
M&AAcquisition · Announced
Ryan acquires Svalner Atlas Advisors
Ryan LLC, a major player in the tax services industry, has reportedly agreed to acquire Svalner Atlas Advisors, a respected European tax consultant.
Tax consulting
M&AAcquisition · Completed
Fortress investment group acquires IPValue Management Group
Fortress Investment Group has acquired IPValue Management Group, a prominent player in intellectual property commercialization.
Intellectual Property Commercialization
M&AAcquisition · Announced
Ryan acquires Svalner Atlas
Ryan, supported by Onex and Neuberger Berman, secures Svalner Atlas for $400M, significantly boosting its international tax advisory capabilities.
Tax Services
M&AAcquisition · Announced
Pinnacle financial acquires Synovus
Pinnacle Financial Partners, Inc. (NYSE: PNFP) has filed a comprehensive Form 8-K with the Securities and Exchange Commission, revealing key details of its all-stock acquisition of…
Banking
M&AAcquisition · Announced
Merit financial advisors acquires Pradel financial group
Atlanta-based Merit Financial Advisors announced the acquisition of Pradel Financial Group, a Seattle-based practice managing nearly $420 million across roughly 110 client households.
Financial Advisory
M&AAcquisition · Announced
Frazier & deeter acquires Copeland Buhl
Atlanta-based IPA 100 firm Frazier & Deeter LLC (FY24 net revenue of $184.0 million) has acquired Minneapolis-based Copeland Buhl, expanding the firm's footprint into the Midwest.
Accounting/CPA
M&AAcquisition · Completed
Redmont Wealth acquires Netflix
Redmont Wealth Advisors LLC acquired a new position in Netflix in the third quarter valued at $36,000.
Internet television network
M&AMerger · Announced
Ascend federal credit union acquires Lge community credit union
Ascend Federal Credit Union and LGE Community Credit Union have announced plans to merge, pending regulatory approval and a vote by LGE members.
Credit Union
ContractService
Fortress investment group · client: Upstart Holdings
Upstart said it signed a $1.25 billion forward-flow agreement with Fortress Investment Group, expanding on an initial forward-flow transaction the two announced in 2025.
Financial Services
M&AAcquisition · Announced
Thomasville National Bank acquires Global payments
Thomasville National Bank increased its stake in Global Payments by 0.7% in the 3rd quarter.
M&AAcquisition · Announced
Bison Wealth acquires Automatic Data Processing
Bison Wealth LLC now owns 3,664 shares of the business services provider’s stock valued at $1,073,000 after purchasing an additional 681 shares during the last quarter.
Business Services
M&AAcquisition · Completed
Merit financial advisors acquires Strategic retirement plans
Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and…
Wealth Management
M&AAcquisition · Announced
Dorato capital management acquires AFLAC Incorporated
Dorato Capital Management bought a new stake in Aflac Incorporated (NYSE:AFL – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with…
Financial services
M&AAcquisition · Announced
Third Wave Insurance acquires Palmer & cay
That brokerage, Third Wave Insurance, has acquired Palmer & Cay, an insurance and employee benefits brokerage in Atlanta.
Insurance
FundingMinority Investment
Bip wealth
BIP Wealth, an Atlanta-based RIA, has received a minority investment from Constellation Wealth Capital (CWC) to support its growth objectives.
Investors Constellation Wealth Capital (CWC)
Wealth Management
M&AAcquisition · Completed
Wilson lewis acquires Alexander, Almand & Bangs
Wilson Lewis ("WL") of Atlanta, GA, merged in Alexander, Almand & Bangs ("AAB") of Gainesville, GA.
Accounting and advisory
M&AAcquisition · Announced
Neuberger berman acquires Ryan
Neuberger Berman will acquire a significant minority stake in Ryan, a Plano, Texas-based tax services and software provider.
Tax services and software provider
M&AAcquisition · Announced
Bison Wealth acquires iShares Russell 1000 Growth ETF
Bison Wealth LLC increased its position in shares of iShares Russell 1000 Growth ETF by 20.5% during the 4th quarter. Bison Wealth LLC now owns 22,897 shares of the exchange traded…
M&AAcquisition · Announced
Symphona acquires Schell & hogan
Symphona LLP a leading CPA and technology firm, has acquired Schell & Hogan LLP, an accounting and advisory services firm serving Southeast Georgia and North Florida for over 60 years,…
M&AMerger · Completed
Pinnacle Financial Partners acquires Synovus Financial
Pinnacle Financial Partners and Synovus Financial have completed their merger of equals on a faster timeline than initially anticipated, creating a $117 billion-asset bank focused on the…
Banking
M&AAcquisition · Completed
Softbank group acquires Fortress investment group
In 2017, it acquired Fortress Investment Group for more than $3 billion.
Contract
Ancora Group Holdings · client: Americold Realty Trust
Americold Realty Trust entered an agreement with activist shareholder Ancora Group Holdings to help reduce its debt and explore potential asset sales.
M&AAcquisition · Announced
Old republic international corporation acquires Everett Cash Mutual Insurance Co.
Earlier in October, Old Republic International Corporation (NYSE:ORI) announced that it had executed a definitive agreement to acquire Everett Cash Mutual Insurance Co. and affiliated…
Insurance
M&AMerger · Announced
Synovus acquires Pinnacle
Synovus and Pinnacle’s $8.6 billion merger of equals
Banking
M&AAcquisition · Completed
Softbank acquires Fortress investment group
In 2017, it acquired Fortress Investment Group for more than US$3 billion.
Asset Management
M&AAcquisition · Completed
MetroCity Bankshares acquires First IC Corporation
First IC and MetroCity have long competed with and admired one another and we are pleased to have combined our two organizations to create a better bank for our customers," said Nack…
Banking
LaunchDryPod
ACG
ACG, the worlds most integrated provider of solid-dosage and packaging solutions, has announced the launch of DryPod, a next-generation desiccant-based cold-form laminate engineered to…
Cold-form laminate
Financial services companies in Georgia, by funding and team
Few financial services companies in Georgia publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 930 active companies.
Provider of asset management services
Asset managementUS$173.41mSeries D · Mar 2026
805-14% 12 mo to Dec 2016LinkedIn · Jul 2026
Lending
19 yr2007
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 126
- Recorded funding
- US$173.41m · Series D · Mar 2026
- Founded
- 2007 · about 19 years old
- Stage
- Series D
- Focus
- Diversified
Funding over time
US$173.41m across 8 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Greg FriedmanCEO
- Highest education
- Bachelor's in biology · The University Of Texas At Austin
Team & hiring signals
LinkedIn headcount8051,001-5,000
LinkedIn followers41,806
Earlier recorded team1262016, a different source
Open roles8of 344 tracked · last posted Jun 2026
LinkedIn page Technology
Cloudflare
HubSpot
Webflow
jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Fractional real estate investment platform for individuals
Investment techUS$35.26mSeries B · Jan 2026
129-44% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Lending
13 yr2013
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 70 (previous snapshot 126)
- Recorded funding
- US$35.26m · Series B · Jan 2026
- Founded
- 2013 · about 13 years old
- Stage
- Series B
- Focus
- Alternative investment platforms, Real estate, Co ownership
Funding over time
US$35.26m across 7 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Brian DallyCo-Founder & CEO
- Highest education
- Master's of business administration in business · Harvard Business School
Nick BhargavaCo-Founder
- Highest education
- University Of Alberta
Investors · 2
MedipowerFund
Team & hiring signals
LinkedIn headcount12951-200
LinkedIn followers14,690
LinkedIn page Technology
AWS
PHP
MySQL- Cloudflare
Intercom
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of micro financial services
MicrofinanceUS$34.93mSeries C · Feb 2022
—Not available
Commission on transaction / Fee-for-service
9 yr2017
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$34.93m · Series C · Feb 2022
- Founded
- 2017 · about 9 years old
- Stage
- Series C
- Focus
- Microcredit
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Asset managementUS$25.54mSeries B · Mar 2026
—Not available
Fee-for-service
10 yr2016
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$25.54m · Series B · Mar 2026
- Founded
- 2016 · about 10 years old
- Stage
- Series B
- Focus
- Diversified
Funding over time
US$25.54m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Julieta MoradeiManaging Partner and Founder
- Highest education
- Master's of science in engineering · Uc Berkeley College Of Engineering
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial Bank
BanksUS$25.50mSeries B · Jan 2013
142recorded
Commission on transaction / Fee-for-service
23 yr2003
—No postings tracked
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 142
- Recorded funding
- US$25.50m · Series B · Jan 2013
- Founded
- 2003 · about 23 years old
- Stage
- Series B
- Focus
- Commercial banks
Founders · 2
Rodney HallCo-Founder
Mark TiptonCo-Founder & CEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Community bank providing personal and business financial solutions with expert advice
BanksUS$24.00mSeries B · Nov 2017
31LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
25 yr2001
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$24.00m · Series B · Nov 2017
- Founded
- 2001 · about 25 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$24.00m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
John DoullCEO
Team & hiring signals
LinkedIn headcount3111-50
LinkedIn followers683
LinkedIn page Mobile apps
- Cornerstone Bank PersonalFinance · 8,307 installs · ★ 4.4 · updated 2026-03-06
- Cornerstone Bank BusinessFinance · 467 installs · updated 2025-12-04
Technology
- AWS
- PHP
- MySQL
Nginx
Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
United Bank: Personal, business banking, investments, and wealth management services
BanksUS$21.66mSeries B · Aug 2023
52+183% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
20 yr2006
—No postings tracked
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 218 (previous snapshot 77)
- Recorded funding
- US$21.66m · Series B · Aug 2023
- Founded
- 2006 · about 20 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$21.66m across 4 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Monty WatsonCEO
Team & hiring signals
LinkedIn headcount5251-200
LinkedIn followers732
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksUS$18.00mSeries A · Apr 2025
—Not available
Fee-for-service
19 yr2007
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$18.00m · Series A · Apr 2025
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Investors · 1
Technology
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksUS$10.00mSeries A · May 2016
—Not available
Fee-for-service
19 yr2007
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$10.00m · Series A · May 2016
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of fixed-interest, no-cosigner student loans for undergraduate students
Alternative lendingUS$7.40mSeries A · Oct 2020
23-17% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Lending
11 yr2015
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 20 (previous snapshot 24)
- Recorded funding
- US$7.40m · Series A · Oct 2020
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Online lenders, Consumer loans, Education financing, Loans
Funding over time
US$7.40m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Jeannie TarkentonFounder & CEO
- Highest education
- Bachelor's, English Language And Literature · Princeton University
Investors · 7
Deciens CapitalFund
Next Act FundFund
Valor VenturesFund
The JumpFundFund- MacKenzie ScottAngel
Team & hiring signals
LinkedIn headcount2311-50
LinkedIn followers2,911
LinkedIn page Patents
Patent filings16
Focus: Patents concentrated in chemistry & materials
CPC C12H1/22, C12C13/00, H04W4/023Technology
- AWS
- PHP
- MySQL
- Cloudflare
Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksUS$6.07mSeries A · Feb 2016
45-3% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 36 (previous snapshot 37)
- Recorded funding
- US$6.07m · Series A · Feb 2016
- Founded
- 2005 · about 21 years old
- Stage
- Series A
- Focus
- Commercial banks
Leadership · 1
Larry FlowersCEO & President
Team & hiring signals
LinkedIn headcount4511-50
LinkedIn followers119
LinkedIn page Technology
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Community bank providing personal and business financial services with local decision-making
BanksUS$5.43mSeries A · May 2025
—Not available
Commission on transaction / Fee-for-service
19 yr2007
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$5.43m · Series A · May 2025
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Leadership · 1
John HallPresident & CEO
- Highest education
- Bachelor's in finance · The University Of Georgia
Technology
- AWS
Google Cloud- Cloudflare
Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial coaching services
Finance & accounting techUS$2.90mSeries A · Jan 2019
32-7% 12 mo to Dec 2022LinkedIn · Jul 2026
Subscription
16 yr2010
0none in 3 months
ConsumerSaaSSocial impactSoftware
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 26
- Recorded funding
- US$2.90m · Series A · Jan 2019
- Founded
- 2010 · about 16 years old
- Stage
- Series A
- Focus
- Corporate travel, Expense management, Accounting solutions, Procure to pay
Funding over time
US$2.90m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Alok DeshpandeCEO & President
Investors · 3
PJCFund
TTV CapitalFund
Y CombinatorFund
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers3,002
Earlier recorded team262022, a different source
LinkedIn page Technology
- Cloudflare
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment solutions
Services for investment industryUS$2.50mSeed · May 2022
2LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
5 yr2021
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 5
- Recorded funding
- US$2.50m · Seed · May 2022
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Financial advisors
Founders · 1
Phillip MoranCo-Founder & CEO
- Highest education
- Kennesaw State University
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers708
LinkedIn page Recent company signals
- Partnership Partnership with Circle Alliance Program
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of wealth management services
Asset managementUS$1.88mSeed · Aug 2009
48+14% vs previous recordrecorded
Fee-for-service
20 yr2006
—No postings tracked
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 48 (previous snapshot 42)
- Recorded funding
- US$1.88m · Seed · Aug 2009
- Founded
- 2006 · about 20 years old
- Stage
- Seed
- Focus
- Wealth management
Leadership · 1
Ansel DavisManaging Director
- Highest education
- JD · University of Kentucky
Technology
- PHP
- MySQL
- Nginx
WordPress- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified investment management firm
Services for investment industryUS$1.45mSeed · May 2009
95+8% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
17 yr2009
0none in 3 months
ConsumerSocial impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 105 (previous snapshot 97)
- Recorded funding
- US$1.45m · Seed · May 2009
- Founded
- 2009 · about 17 years old
- Stage
- Seed
- Focus
- Wealth management platforms, Financial planners and advisors
Founders · 2
Michael FiermanCo-Founder & Co-CEO
- Highest education
- Bachelor's in political science and government · University Of Georgia - Franklin College Of Arts And Sciences
Sreeni PrabhuCo-Founder & Co-CEO
Team & hiring signals
LinkedIn headcount9551-200
LinkedIn followers6,037
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Multi-strategy investment firm specializing in real estate and private equity
Services for investment industryUS$1.25mSeed · Dec 2024
22LinkedIn · Jul 2026
Fee-for-service
16 yr2010
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$1.25m · Seed · Dec 2024
- Founded
- 2010 · about 16 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Team & hiring signals
LinkedIn headcount22201-500
LinkedIn followers868
LinkedIn page Recent company signals
- Leadership Hired a Senior Vice President, Capital Markets & Investor Relations
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Developer of multi-family and build-to-rent real estate properties
Brokers and dealersUS$800kSeed · Apr 2025
—Not available
Commission on transaction / Renting / leasing
13 yr2013
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- US$800k · Seed · Apr 2025
- Founded
- 2013 · about 13 years old
- Stage
- Seed
- Focus
- Commercial, Foundations, Leasing
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Stock brokerage & dealer firm
Brokers and dealersUS$248kSeed · Mar 2010
75+18% vs previous recordLinkedIn · Oct 2026
Fee-for-service
23 yr2003
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 85 (previous snapshot 72)
- Recorded funding
- US$248k · Seed · Mar 2010
- Founded
- 2003 · about 23 years old
- Stage
- Seed
- Focus
- Full service, Stock brokers
Leadership · 1
Clive SlovinCEO & President
Team & hiring signals
LinkedIn headcount7511-50
LinkedIn followers2,679
LinkedIn page Patents
Patent filings5
Focus: Reducing smoke and particulate emissions in compression‑ignition engines and fossil‑fuel boilers
CPC C10L1/14, C10L1/188, C10L1/10Technology
- PHP
- MySQL
- Nginx
- WordPress
Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial services focused on global asset, wealth, and investment management, leveraging AI-powered solutions to enhance customer experience
Asset managementUS$100kSeed · Apr 2026
9LinkedIn · Jul 2026
Fee-for-service
2 yr2024
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$100k · Seed · Apr 2026
- Founded
- 2024 · about 2 years old
- Stage
- Seed
- Focus
- Diversified
Leadership · 2
Jordan WaringCo-CEO
Neil FillaryCo-CEO
Team & hiring signals
LinkedIn headcount951-200
LinkedIn followers191
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PrimeGlobal is one of the 5 largest associations of independent accounting firms in the world.
Finance & accounting services—None recorded
28,000recorded
Fee-for-service
15 yr2011
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 28,000
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Private
- Focus
- Diversified
Technology
- AWS
React- PHP
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
11,541-1% 12 mo to Dec 2019LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
135 yr1891
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 22,776 (previous snapshot 13,093)
- Recorded funding
- None recorded
- Founded
- 1891 · about 135 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Bill RogersCEO & Chairman
Team & hiring signals
LinkedIn headcount11,54110,001+
LinkedIn followers116,853
Earlier recorded team22,7762019, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial planning services
Asset management—None recorded
19,505+9% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
25 yr2001
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 19,464 (previous snapshot 17,855)
- Recorded funding
- None recorded
- Founded
- 2001 · about 25 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount19,505201-500
LinkedIn followers96,853
LinkedIn page Technology
- AWS
- React
- PHP
- Nginx
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
TPA services provider
Third-party administrators—None recorded
9,420+11% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
85 yr1941
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 10,400 (previous snapshot 7,636)
- Recorded funding
- None recorded
- Founded
- 1941 · about 85 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Harsha V AgadiCEO
Team & hiring signals
LinkedIn headcount9,42010,001+
LinkedIn followers196,506
Earlier recorded team10,4002022, a different source
LinkedIn page Patents
Patent filings174
Focus: AI-driven data transformation for insurance claims and automotive rental/key management
CPC G06Q30/0645, B60R25/24, G06Q10/02Mobile apps
- RENOVOBusiness · 4,987 installs · ★ 4.5 · updated 2026-04-23
Technology
- AWS
Angular
TypeScript- PHP
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance company
Asset management—None recorded
9,200-3% 12 mo to Dec 2023recorded Dec 2023
Commission on transaction / E-commerce - product
103 yr1923
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 9,200 (previous snapshot 61)
- Recorded funding
- None recorded
- Founded
- 1923 · about 103 years old
- Stage
- Public
- Focus
- Financial advisors
Technology
- Azure
- Cloudflare
- HubSpot
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Internet first provider of life, vision & dental insurance services
Insurance carriers—None recorded
17,991-2% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
71 yr1955
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 5,665 (previous snapshot 19,622)
- Recorded funding
- None recorded
- Founded
- 1955 · about 71 years old
- Stage
- Public
- Focus
- Diversified, Internet-first
Leadership · 1
Dan AmosCEO
Team & hiring signals
LinkedIn headcount17,99110,001+
LinkedIn followers176,425
Earlier recorded team5,6652022, a different source
Open roles8of 98 tracked · last posted Jun 2026
LinkedIn page Mobile apps
- MyAflacFinance · 1,096,644 installs · ★ 3.7 · updated 2026-05-20
- Aflac Agent HubBusiness · 28,027 installs · ★ 3.9 · updated 2026-05-25
Technology
- AWS
- Google Cloud
- React
- Angular
Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
P&C insurance broker
Insurance distribution—None recorded
4,006+2% vs previous recordrecorded
Commission on transaction / Fee-for-service
27 yr1999
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 4,006 (previous snapshot 3,916)
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Funding Raised
- Focus
- Property & casualty, Diversified
Leadership · 1
Mark RobinsonCEO & President
Technology
- AWS
- Azure
- Angular
- TypeScript
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Hiscox is an insurance company that provides medical and auto insurance services.
Insurance carriers—None recorded
3,000recorded
Commission on transaction / Fee-for-service
125 yr1901
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3,000
- Recorded funding
- None recorded
- Founded
- 1901 · about 125 years old
- Stage
- Public
- Focus
- Diversified, Property & casualty
Technology
- AWS
- Azure
- PHP
- Cloudflare
Tailwind CSS
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Retail and business community bank
Banks—None recorded
2,662-0% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Fee-for-service
55 yr1971
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,662 (previous snapshot 2,755)
- Recorded funding
- None recorded
- Founded
- 1971 · about 55 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Dennis ZemberEx-CEO
- Highest education
- Georgia State University
Team & hiring signals
Open roles7of 52 tracked · last posted Jun 2026
Mobile apps
- Ameris Bank Business MobileFinance · 29,707 installs · ★ 3.5 · updated 2026-05-21
Technology
- AWS
- Google Cloud
- Angular
- TypeScript
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
322LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,547
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Doug WilliamsCEO
- Highest education
- BA, Finance · Auburn University
Investors · 1
Team & hiring signals
LinkedIn headcount32251-200
LinkedIn followers2,984
Earlier recorded team2,5472019, a different source
LinkedIn page Technology
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of life, home & auto insurance services
Insurance distribution—None recorded
17,531-9% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
49 yr1977
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,381 (previous snapshot 23,143)
- Recorded funding
- None recorded
- Founded
- 1977 · about 49 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Krishna SahCEO
Team & hiring signals
LinkedIn headcount17,5311,001-5,000
LinkedIn followers250,267
Earlier recorded team2,3812022, a different source
Open roles6of 79 tracked · last posted May 2026
LinkedIn page Recent company signals
- Award Top Workplaces — USA Today
Mobile apps
- Primerica Shareholder ServicesFinance · 38,953 installs · ★ 4.2 · updated 2026-03-20
- Primerica Events App (Rep)Business · 1,420 installs · updated 2025-09-11
Technology
- AWS
- Vue.js
- Java
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of tax consulting services
Finance & accounting services—None recorded
7,572-4% 12 mo to Dec 2022LinkedIn · Oct 2026
Subscription
35 yr1991
0none in 3 months
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 1,552 (previous snapshot 4,200)
- Recorded funding
- None recorded
- Founded
- 1991 · about 35 years old
- Stage
- Late Stage
- Focus
- Accounting & payroll, Tax consultancy
Founders · 2
G Brint RyanCo-Founder & CEO
Chris F CollisCo-Founder
Investors · 3
- Ares ManagementFund
OnexFund
Team & hiring signals
LinkedIn headcount7,5725,001-10,000
LinkedIn followers101,617
Earlier recorded team1,5522022, a different source
LinkedIn page Recent company signals
- Leadership Hired a President of Global Technology
Technology
- TypeScript
- PHP
- MySQL
- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of consumer loans
Consumer and sme loans—None recorded
1,072+68% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
85 yr1941
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 1,439 (previous snapshot 857)
- Recorded funding
- None recorded
- Founded
- 1941 · about 85 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Diversified
Team & hiring signals
LinkedIn headcount1,0721,001-5,000
LinkedIn followers8,249
Open roles2of 2 tracked · last posted May 2026
- Hiring: Assistant Branch Manager · Augusta, GA
Recent company signals
- Expansion grand opening of new location
Technology
- AWS
- Vue.js
- Java
- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Foundation focused on investment in children and family
Banks—None recorded
1,106+7% vs previous recordrecorded
Commission on transaction / Fee-for-service
86 yr1940
0none in 3 months · last posted Apr 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,106 (previous snapshot 1,038)
- Recorded funding
- None recorded
- Founded
- 1940 · about 86 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Hank HalterCEO
Team & hiring signals
Open roles4of 10 tracked · last posted Apr 2026
Mobile apps
- Delta Community Credit UnionFinance · 326,492 installs · ★ 4.6 · updated 2026-04-07
Technology
- AWS
- React
- Java
- Cloudflare
- CloudFront
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of software development, cloud, and customer experience services
It services—None recorded
1,000recorded
Fee-for-service
29 yr1997
0none in 3 months · last posted Aug 2026
Blockchain
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,000
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Unfunded
- Focus
- Diversified, Suite
Leadership · 1
Rich NapoliCEO Emeritus
Team & hiring signals
Open roles4of 5 tracked · last posted Aug 2026
Technology
- AWS
- Java
- PHP
Ruby On Rails- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Distributor and marketer of medical products and equipment
Insurance claims processing services—None recorded
1,830-49% vs previous recordLinkedIn · Oct 2026
Fee-for-service
13 yr2013
0none in 3 months · last posted Dec 2024
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 895 (previous snapshot 1,771)
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Funding Raised
- Focus
- Diversified
Leadership · 1
John QuinnCEO
- Highest education
- Bachelor's in business management · University Of Scranton
Team & hiring signals
LinkedIn headcount1,8301,001-5,000
LinkedIn followers2,200
Earlier recorded team8952022, a different source
Open roles0of 1 tracked · last posted Dec 2024
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of home & mortgage loans
Services for investment industry—None recorded
840+46% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Lending
18 yr2008
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 840
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Diversified
Leadership · 1
John KohlerCEO & MD
Technology
- AWS
- PHP
- MySQL
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Mortgage broker
Service providers to banks—None recorded
193LinkedIn · Oct 2026
Commission on transaction / Lending
12 yr2014
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 800
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Funding Raised
- Focus
- Credit brokers
Team & hiring signals
LinkedIn headcount193201-500
LinkedIn followers15,057
LinkedIn page Technology
- AWS
- PHP
- MySQL
- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business advisory services
Finance & accounting services—None recorded
3,303+34% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
74 yr1952
0none in 3 months · last posted Jul 2026
Acquirer · 2 deals
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 762 (previous snapshot 910)
- Recorded funding
- None recorded
- Founded
- 1952 · about 74 years old
- Stage
- Late Stage
- Focus
- Diversified
Leadership · 1
Richard KopelmanCEO
Investors · 1
Team & hiring signals
LinkedIn headcount3,3031,001-5,000
LinkedIn followers43,244
Earlier recorded team7622022, a different source
Open roles9of 223 tracked · last posted Jul 2026
LinkedIn page Patents
Patent filings8
Focus: Semiconductor layout optimization (resolution enhancement, OPC) and virtual microscopy imaging quality
CPC G06F30/39, G03F1/36, G06F30/398Technology
- PHP
- MySQL
- Cloudflare
- HubSpot
Zendesk
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of end to end HR and IT support services
It services—None recorded
844+18% 12 mo to Jun 2020LinkedIn · Jul 2026
Fee-for-service
20 yr2006
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 713 (previous snapshot 515)
- Recorded funding
- None recorded
- Founded
- 2006 · about 20 years old
- Stage
- Late Stage
- Focus
- Diversified
Leadership · 1
C M SharmaCEO & Chairman
Investors · 3
Team & hiring signals
LinkedIn headcount8441,001-5,000
LinkedIn followers27,471
Earlier recorded team7132020, a different source
LinkedIn page Recent company signals
- Award IAOP 2026 Global Outsourcing 100®
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
687+6% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Fee-for-service
138 yr1888
0none in 3 months · last posted Apr 2026
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 687 (previous snapshot 4,242)
- Recorded funding
- None recorded
- Founded
- 1888 · about 138 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Kessel StellingChairman & CEO
Team & hiring signals
Open roles5of 29 tracked · last posted Apr 2026
Mobile apps
- My Synovus Mobile BankingFinance · 446,140 installs · ★ 4.7 · updated 2026-03-02
- Synovus Gateway MobileFinance · 21,474 installs · ★ 4.6 · updated 2026-04-13
- Synovus Card AlertsFinance · 8,590 installs · ★ 3.9 · updated 2024-11-06
Technology
- AWS
- Google Cloud
- Azure
- React
- Angular
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of temperature controlled warehousing and logistics services
Cold chain logistics—None recorded
7,879-88% vs previous recordLinkedIn · Oct 2026
Not available
123 yr1903
0none in 3 months
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 650 (previous snapshot 5,280)
- Recorded funding
- None recorded
- Founded
- 1903 · about 123 years old
- Stage
- Public
- Focus
- Integrated, Horizontal, Equity, Diversified
Leadership · 1
Fred BoehlerEx-CEO & President
Team & hiring signals
LinkedIn headcount7,87910,001+
LinkedIn followers80,635
Earlier recorded team6502022, a different source
LinkedIn page Recent company signals
- Expansion New import-export facility bringing together port operations, rail connectivity, and temperature-controlled storage to reduce complexity and
Technology
- Google Cloud
- React
- Angular
- Vue.js
Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
PADGETT BUSINESS SERVICES® is a tax service in Clifton Park and Halfmoon
Finance & accounting services—None recorded
589-9% vs previous recordrecorded
Commission on transaction / Fee-for-service
60 yr1966
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 589 (previous snapshot 648)
- Recorded funding
- None recorded
- Founded
- 1966 · about 60 years old
- Stage
- Not available
- Focus
- Accounting & payroll
Technology
- PHP
- MySQL
- WordPress
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ISO providing point of sale solution
Payment resellers—None recorded
13+23% 12 mo to Dec 2022LinkedIn · Oct 2026
Subscription
16 yr2010
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 575
- Recorded funding
- None recorded
- Founded
- 2010 · about 16 years old
- Stage
- Unfunded
- Focus
- Business payments, Pos mobile apps, Pos payments
Leadership · 1
John V PrioreCEO & President
Team & hiring signals
LinkedIn headcount1311-50
LinkedIn followers93
Earlier recorded team5752022, a different source
LinkedIn page Technology
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Home loans provider
Consumer and sme loans—None recorded
19LinkedIn · Oct 2026
Commission on transaction / Lending
18 yr2008
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 491
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Founders · 1
Kunjan PatelCo-Founder
- Highest education
- Montgomery College
Team & hiring signals
LinkedIn headcount1951-200
LinkedIn followers2
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
826LinkedIn · Oct 2026
Commission on transaction / Lending
51 yr1975
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 466
- Recorded funding
- None recorded
- Founded
- 1975 · about 51 years old
- Stage
- Funding Raised
- Focus
- Commercial banks
Team & hiring signals
LinkedIn headcount826501-1,000
LinkedIn followers4,779
LinkedIn page Mobile apps
- Colony Bank Mobile BankingFinance · 20,331 installs · ★ 4.7 · updated 2026-05-04
- Colony Credit CardsFinance · 422 installs · updated 2026-04-21
Technology
- AWS
- React
- PHP
- MySQL
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Credit Union
Banks—None recorded
362+7% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
72 yr1954
0none in 3 months · last posted Jun 2026
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 454
- Recorded funding
- None recorded
- Founded
- 1954 · about 72 years old
- Stage
- Unfunded
- Focus
- Co-operative banks, Credit unions
Leadership · 1
John RheaCEO & President
Team & hiring signals
LinkedIn headcount362501-1,000
LinkedIn followers3,144
Earlier recorded team4542021, a different source
Open roles2of 2 tracked · last posted Jun 2026
- Hiring: Financial Partner
Mobile apps
- Robins Financial Credit UnionFinance · 207,803 installs · ★ 4.2 · updated 2026-03-10
- Robins Financial Cards AppFinance · 34,343 installs · ★ 4.4 · updated 2024-11-06
Technology
- AWS
- React
- PHP
- Nginx
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Property and casualty insurer
Insurance carriers—None recorded
431-7% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
38 yr1988
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 382 (previous snapshot 473)
- Recorded funding
- None recorded
- Founded
- 1988 · about 38 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Leadership · 1
David LeonardChairman & CEO
Team & hiring signals
LinkedIn headcount431201-500
LinkedIn followers12,310
Earlier recorded team3822022, a different source
Open roles1of 1 tracked · last posted Jun 2026
LinkedIn page Recent company signals
- Leadership Hired a CEO
Mobile apps
- RSUI EventsBusiness · 25 installs · updated 2026-06-03
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
539-16% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
92 yr1934
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 370 (previous snapshot 442)
- Recorded funding
- None recorded
- Founded
- 1934 · about 92 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
David PreterCEO & President
Team & hiring signals
LinkedIn headcount539201-500
LinkedIn followers5,799
Open roles8of 33 tracked · last posted Jun 2026
- Hiring: Senior Commercial Portfolio Manager · Remote, GA
- Hiring: Compliance Analyst BSA I · Remote, Georgia Department: Compliance
Mobile apps
- Georgia's Own Mobile BankingFinance · 141,623 installs · ★ 4.8 · updated 2026-04-06
Technology
- AWS
- React
Next.js- Node.js
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Frazier & Deeter is one of the fastest-growing CPA firms.
Finance & accounting services—None recorded
1,258-13% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
45 yr1981
0none in 3 months
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 367 (previous snapshot 437)
- Recorded funding
- None recorded
- Founded
- 1981 · about 45 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount1,258501-1,000
LinkedIn followers46,023
Earlier recorded team3672021, a different source
LinkedIn page Technology
- AWS
- PHP
- MySQL
- Nginx
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
50 of 930 companies shown here · the full list is on Radar
Fliar Radar
Explore all 930 financial services companies in Georgia on Radar
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open financial services in Georgia on Radar- Every company, not just 50All 930 financial services companies in Georgia, filterable by stage, funding, team size, revenue model and age.
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Explore financial services companies in Georgia by what you are looking for
Find top financial services companies in Georgia, from financial planning services to banks and insurers. Explore financial services companies for lending, investments and payments.
9 ways to explore financial services in Georgia
Finance and accounting servicesInsurance companies and brokersBanks and credit providersAsset management and investment firmsConsumer and business lendersBanking service providers
Finance and accounting services
Firms providing accounting, tax and finance support.
- primeglobalSee in list
PrimeGlobal is one of the 5 largest associations of independent accounting firms in the world.
Finance & accounting services - RyanSee in list
Provider of tax consulting services
Finance & accounting services - padgett business services | clifton parkSee in list
PADGETT BUSINESS SERVICES® is a tax service in Clifton Park and Halfmoon
Finance & accounting services 
sagenext infotech llcWebsiteSagenext Infotech LLC is an independent cloud hosting company that hosts legally licensed QuickBooks, Sage Products, and other tax software
Finance & accounting services
Hancock AskewWebsiteProvider of accounting,tax, audit and advisory services
Finance & accounting services
203 companies in Georgia
Insurance companies and brokers
Insurance carriers and distributors serving individuals and businesses.
- AflacSee in list
Internet first provider of life, vision & dental insurance services
Insurance carriers - UPS CapitalSee in list
P&C insurance broker
Insurance distribution - hiscoxSee in list
Hiscox is an insurance company that provides medical and auto insurance services.
Insurance carriers - PrimericaSee in list
Provider of life, home & auto insurance services
Insurance distribution - RSUISee in list
Property and casualty insurer
Insurance carriers
84 companies in GeorgiaAll 47 insurance carriers companies in Georgia →
Banks and credit providers
Banks and financial institutions offering personal and business services.
- Georgia Commerce BankSee in list
Commercial Bank
Banks - Cornerstone BankSee in list
Community bank providing personal and business financial solutions with expert advice
Banks - The Piedmont BankSee in list
United Bank: Personal, business banking, investments, and wealth management services
Banks - American Pride BankSee in list
Commercial bank
Banks - First Citizens Financial CorporationSee in list
Commercial bank
Banks
107 companies in GeorgiaAll 110 banks companies in Georgia →
Asset management and investment firms
Companies managing assets and investment services.
- GroundfloorSee in list
Fractional real estate investment platform for individuals
Investment tech - Overlay CapitalSee in list
Diversified investment management firm
Asset management - Digital Opportunities GroupSee in list
Provider of investment solutions
Services for investment industry - Edge CapitalSee in list
Provider of wealth management services
Asset management - FourcoreSee in list
Provider of financial services focused on global asset, wealth, and investment management, leveraging AI-powered solutions to enhance customer experience
Asset management
103 companies in GeorgiaAll 85 asset management companies in Georgia →
Consumer and business lenders
Lenders offering consumer, home and small-business finance.
- Funding USee in list
Provider of fixed-interest, no-cosigner student loans for undergraduate students
Alternative lending - 1ˢᵗ Franklin Financial CorporationSee in list
Provider of consumer loans
Consumer and sme loans - Angel OakSee in list
Provider of home & mortgage loans
Services for investment industry - Equity PrimeSee in list
Home loans provider
Consumer and sme loans 
BankSouth MortgageWebsiteProvider of home loans
Consumer and sme loans
60 companies in GeorgiaAll 36 consumer and sme loans companies in Georgia →
Banking service providers
Companies supporting banks with specialist financial services.
WB&T BanksharesWebsiteCommunity-focused bank holding company offering a range of personal and commercial banking services
Service providers to banks
william mills agencyWebsiteWilliam Mills Agency is a PR and marketing firm serving innovative clients in banking, payments and mobile.
Service providers to banks
Spartan TechnologiesWebsiteProvider of data analytics and business intelligence solutions. It offers services encompassing strategy development, roadmap creation, program management, data warehousing, dashboard and visual analytics, and BI reporting. The company's expertise spans various industries, including pharmaceuticals, banking, and automotive. Solutions are tailored to address specific business challenges, focusing on aligning technology, people, and strategy to deliver actionable insights. The firm partners with leading technology providers to offer robust and efficient solutions.
Service providers to banks
PaySett CorporationWebsiteProvider of software development and business consulting services
Service providers to banks
Simple DealerWebsiteProvider of credit score, finance & lender application, and other banking services
Service providers to banks
54 companies in GeorgiaAll 44 service providers to banks companies in Georgia →
Financial services startups in Georgia
Recently founded financial services companies in Georgia.
- Digital Opportunities GroupSee in list
Provider of investment solutions
Services for investment industry - FourcoreSee in list
Provider of financial services focused on global asset, wealth, and investment management, leveraging AI-powered solutions to enhance customer experience
Asset management 
Sterling Seacrest PritchardWebsiteProvider of insurance brokerage services
Insurance distribution
InsurAwareWebsiteProvider of life insurance services
Insurance carriers
Magnolia GroveWebsiteProvider of liability insurance services
Insurance carriers
58 companies in Georgia
Financial services companies hiring in Georgia
Financial services employers with hiring activity in Georgia.
- Peachtree GroupSee in list
Provider of asset management services
Asset management - AflacSee in list
Internet first provider of life, vision & dental insurance services
Insurance carriers - Ameris BankSee in list
Retail and business community bank
Banks - PrimericaSee in list
Provider of life, home & auto insurance services
Insurance distribution - 1ˢᵗ Franklin Financial CorporationSee in list
Provider of consumer loans
Consumer and sme loans
22 companies in Georgia
Public financial services companies in Georgia
Listed financial services companies based in Georgia.
- SunTrust BankSee in list
Commercial bank
Banks - Crawford & CompanySee in list
TPA services provider
Third-party administrators - Old Republic International CorporationSee in list
Insurance company
Asset management - AflacSee in list
Internet first provider of life, vision & dental insurance services
Insurance carriers - hiscoxSee in list
Hiscox is an insurance company that provides medical and auto insurance services.
Insurance carriers
26 companies in Georgia
Mobile reach
Top 10 financial services apps from Georgia
The most-installed Android apps published by financial services companies headquartered in Georgia — 2.5M installs between them. 53 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
1 of 10
Installs1.1M
Rating3.665K ratings
Installs, year on year+19%
Last updatedMay 2026
Legal entityAFLAC Incorporateddeclared on Google Play
View on Google Play ↗
Installs446K
Rating4.7311K ratings
Installs, year on year+8%
Last updatedMar 2026
Legal entityPinnacle Financial Partners, Inc.declared on Google Play
View on Google Play ↗
Installs326K
Rating4.6221K ratings
Installs, year on year+14%
Last updatedApr 2026
Legal entityDigital First Holdings LLCdeclared on Google Play
View on Google Play ↗
Installs208K
Rating4.22K ratings
Last updatedMar 2026
Legal entityROBINS FINANCIAL CREDIT UNIONdeclared on Google Play
View on Google Play ↗
Installs142K
Rating4.7715K ratings
Installs, year on year+12%
Last updatedApr 2026
Legal entityGeorgia's Own Credit Uniondeclared on Google Play
View on Google Play ↗
Installs83K
Rating4.622K ratings
Last updatedFeb 2026
Legal entityVallant Bankdeclared on Google Play
View on Google Play ↗
Installs66K
Rating4.758K ratings
Last updatedJun 2026
Legal entityLGE Community Credit Uniondeclared on Google Play
View on Google Play ↗
Installs54K
Rating4.693K ratings
Last updatedSep 2025
Legal entityDigital First Holdings LLCdeclared on Google Play
View on Google Play ↗
Installs40K
Rating4.541K ratings
Last updatedApr 2026
Legal entityDigital First Holdings LLCdeclared on Google Play
View on Google Play ↗
Installs39K
Rating4.2149 ratings
Last updatedMar 2026
Legal entityThe Bank Of New York Mellon Corporationdeclared on Google Play
View on Google Play ↗
For investors and data teams
Put this intelligence into your own tools
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
Capital & corporate activity
Financial services funding and M&A across the United States
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Georgia compares. Debt, IPO and grant rounds are excluded.
equity rounds, last 12 months50
US$1.25bn
equity rounds, last 24 months186
US$2.66bn
raised over five yearsUS$18.79bn
877 rounds in the United States
M&A deals, Georgia147
last 24 months
Capital by year
amount roundsEquity funding into financial services in the United States
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
The funding ladder · five years
Rounds and typical cheque by stage
SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years
Most-funded sub-sectors
Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Georgia in context
Georgia’s share of the United States’s financial services funding
Equity rounds over the last five years, 1,192 financial services companies in Georgia among 48,810 in the United States.
Corporate activity · last 24 months
M&A in Georgia
120Acquisition
26Merger
1Completed
Most active acquirers
- Aprio31
- Merit financial advisors24
- Fortress investment group13
- Ryan9
- Synovus6
Most acquired or merged
- Synovus6
- Invesco mortgage capital4
- Sunlink health systems3
- Fortress investment group2
- First IC Corporation2
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of the United StatesIndustry landscape report
Financial Services Industry Landscape of the United States
The financials above are one chapter. The full financial services landscape of Georgia maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
- Market map of every sub-sector
- Funding & company formation by year
- Revenue, profit & financial strength
- Digital footprint: traffic, apps, releases
- Hiring, skills & pay
- Founders & leaders
- News & sentiment
- Where demand runs ahead of supply
Financial services funding in Georgia
20 financial services companies in Georgia have recorded equity funding, US$398.31m in total. Totals and round dates describe the historical record; they are not current valuations.
Most funded
Largest recorded equity totals, with the latest recorded round.
Asset managementProvider of asset management services
Recorded equity fundingUS$173.41mSeries D · Mar 2026
Leadership · 1
Investment techFractional real estate investment platform for individuals
Recorded equity fundingUS$35.26mSeries B · Jan 2026
Founders · 2
Brian Dally in ↗Co-Founder & CEO
Nick Bhargava in ↗Co-Founder
MicrofinanceProvider of micro financial services
Recorded equity fundingUS$34.93mSeries C · Feb 2022
Founders
Details not available
Asset managementDiversified investment management firm
Recorded equity fundingUS$25.54mSeries B · Mar 2026
Founder · 1
Julieta Moradei in ↗Managing Partner and Founder
BanksCommercial Bank
Recorded equity fundingUS$25.50mSeries B · Jan 2013
Founders · 2
Rodney HallCo-Founder
Mark TiptonCo-Founder & CEO
BanksCommunity bank providing personal and business financial solutions with expert advice
Recorded equity fundingUS$24.00mSeries B · Nov 2017
Leadership · 1
BanksUnited Bank: Personal, business banking, investments, and wealth management services
Recorded equity fundingUS$21.66mSeries B · Aug 2023
Leadership · 1
BanksCommercial bank
Recorded equity fundingUS$18.00mSeries A · Apr 2025
Founders
Details not available
BanksCommercial bank
Recorded equity fundingUS$10.00mSeries A · May 2016
Founders
Details not available
Alternative lendingProvider of fixed-interest, no-cosigner student loans for undergraduate students
Recorded equity fundingUS$7.40mSeries A · Oct 2020
Founder · 1
Jeannie Tarkenton in ↗Founder & CEO
BanksCommercial bank
Recorded equity fundingUS$6.07mSeries A · Feb 2016
Leadership · 1
Larry FlowersCEO & President
BanksCommunity bank providing personal and business financial services with local decision-making
Recorded equity fundingUS$5.43mSeries A · May 2025
Leadership · 1
John Hall in ↗President & CEO
Finance & accounting techProvider of financial coaching services
Recorded equity fundingUS$2.90mSeries A · Jan 2019
Leadership · 1
Alok Deshpande in ↗CEO & President
Services for investment industryProvider of investment solutions
Recorded equity fundingUS$2.50mSeed · May 2022
Founder · 1
Phillip Moran in ↗Co-Founder & CEO
Asset managementProvider of wealth management services
Recorded equity fundingUS$1.88mSeed · Aug 2009
Leadership · 1
Ansel DavisManaging Director
Services for investment industryDiversified investment management firm
Recorded equity fundingUS$1.45mSeed · May 2009
Founders · 2
Michael Fierman in ↗Co-Founder & Co-CEO
Sreeni Prabhu in ↗Co-Founder & Co-CEO
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 126
- Recorded funding
- US$173.41m · Series D · Mar 2026
- Founded
- 2007 · about 19 years old
- Stage
- Series D
- Focus
- Diversified
Funding over time
US$173.41m across 8 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Greg FriedmanCEO
- Highest education
- Bachelor's in biology · The University Of Texas At Austin
Team & hiring signals
LinkedIn headcount8051,001-5,000
LinkedIn followers41,806
Earlier recorded team1262016, a different source
Open roles8of 344 tracked · last posted Jun 2026
LinkedIn page Technology
- Cloudflare
- HubSpot
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 70 (previous snapshot 126)
- Recorded funding
- US$35.26m · Series B · Jan 2026
- Founded
- 2013 · about 13 years old
- Stage
- Series B
- Focus
- Alternative investment platforms, Real estate, Co ownership
Funding over time
US$35.26m across 7 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Brian DallyCo-Founder & CEO
- Highest education
- Master's of business administration in business · Harvard Business School
Nick BhargavaCo-Founder
- Highest education
- University Of Alberta
Investors · 2
- MedipowerFund
Team & hiring signals
LinkedIn headcount12951-200
LinkedIn followers14,690
LinkedIn page Technology
- AWS
- PHP
- MySQL
- Cloudflare
- Intercom
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$34.93m · Series C · Feb 2022
- Founded
- 2017 · about 9 years old
- Stage
- Series C
- Focus
- Microcredit
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$25.54m · Series B · Mar 2026
- Founded
- 2016 · about 10 years old
- Stage
- Series B
- Focus
- Diversified
Funding over time
US$25.54m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Julieta MoradeiManaging Partner and Founder
- Highest education
- Master's of science in engineering · Uc Berkeley College Of Engineering
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 142
- Recorded funding
- US$25.50m · Series B · Jan 2013
- Founded
- 2003 · about 23 years old
- Stage
- Series B
- Focus
- Commercial banks
Founders · 2
Rodney HallCo-Founder
Mark TiptonCo-Founder & CEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$24.00m · Series B · Nov 2017
- Founded
- 2001 · about 25 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$24.00m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
John DoullCEO
Team & hiring signals
LinkedIn headcount3111-50
LinkedIn followers683
LinkedIn page Mobile apps
- Cornerstone Bank PersonalFinance · 8,307 installs · ★ 4.4 · updated 2026-03-06
- Cornerstone Bank BusinessFinance · 467 installs · updated 2025-12-04
Technology
- AWS
- PHP
- MySQL
- Nginx
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 218 (previous snapshot 77)
- Recorded funding
- US$21.66m · Series B · Aug 2023
- Founded
- 2006 · about 20 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$21.66m across 4 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Monty WatsonCEO
Team & hiring signals
LinkedIn headcount5251-200
LinkedIn followers732
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$18.00m · Series A · Apr 2025
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Investors · 1
Technology
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$10.00m · Series A · May 2016
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 20 (previous snapshot 24)
- Recorded funding
- US$7.40m · Series A · Oct 2020
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Online lenders, Consumer loans, Education financing, Loans
Funding over time
US$7.40m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Jeannie TarkentonFounder & CEO
- Highest education
- Bachelor's, English Language And Literature · Princeton University
Investors · 7
- Deciens CapitalFund
- Next Act FundFund
- Valor VenturesFund
- The JumpFundFund
- MacKenzie ScottAngel
Team & hiring signals
LinkedIn headcount2311-50
LinkedIn followers2,911
LinkedIn page Patents
Patent filings16
Focus: Patents concentrated in chemistry & materials
CPC C12H1/22, C12C13/00, H04W4/023Technology
- AWS
- PHP
- MySQL
- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 36 (previous snapshot 37)
- Recorded funding
- US$6.07m · Series A · Feb 2016
- Founded
- 2005 · about 21 years old
- Stage
- Series A
- Focus
- Commercial banks
Leadership · 1
Larry FlowersCEO & President
Team & hiring signals
LinkedIn headcount4511-50
LinkedIn followers119
LinkedIn page Technology
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$5.43m · Series A · May 2025
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Leadership · 1
John HallPresident & CEO
- Highest education
- Bachelor's in finance · The University Of Georgia
Technology
- AWS
- Google Cloud
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerSaaSSocial impactSoftware
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 26
- Recorded funding
- US$2.90m · Series A · Jan 2019
- Founded
- 2010 · about 16 years old
- Stage
- Series A
- Focus
- Corporate travel, Expense management, Accounting solutions, Procure to pay
Funding over time
US$2.90m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Alok DeshpandeCEO & President
Investors · 3
- PJCFund
- TTV CapitalFund
- Y CombinatorFund
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers3,002
Earlier recorded team262022, a different source
LinkedIn page Technology
- Cloudflare
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 5
- Recorded funding
- US$2.50m · Seed · May 2022
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Financial advisors
Founders · 1
Phillip MoranCo-Founder & CEO
- Highest education
- Kennesaw State University
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers708
LinkedIn page Recent company signals
- Partnership Partnership with Circle Alliance Program
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 48 (previous snapshot 42)
- Recorded funding
- US$1.88m · Seed · Aug 2009
- Founded
- 2006 · about 20 years old
- Stage
- Seed
- Focus
- Wealth management
Leadership · 1
Ansel DavisManaging Director
- Highest education
- JD · University of Kentucky
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerSocial impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 105 (previous snapshot 97)
- Recorded funding
- US$1.45m · Seed · May 2009
- Founded
- 2009 · about 17 years old
- Stage
- Seed
- Focus
- Wealth management platforms, Financial planners and advisors
Founders · 2
Michael FiermanCo-Founder & Co-CEO
- Highest education
- Bachelor's in political science and government · University Of Georgia - Franklin College Of Arts And Sciences
Sreeni PrabhuCo-Founder & Co-CEO
Team & hiring signals
LinkedIn headcount9551-200
LinkedIn followers6,037
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Founders and momentum in Georgia
Meet the people behind financial services companies in Georgia. 175 of 930 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Growing teams
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
Asset managementInsurance company
Team size9,200Up from 61 in the previous snapshot
Founders
Details not available
Consumer and sme loansProvider of diversified consumer loans
Team size135Up from 29 in the previous snapshot
Founders
Details not available
BanksCommercial bank
Team size129Up from 34 in the previous snapshot
Leadership · 1
Stephen CheneyCEO
BanksUnited Bank: Personal, business banking, investments, and wealth management services
Team size218Up from 77 in the previous snapshot
Leadership · 1
Service providers to banksProvider of IT staff augmentation, project management, and software development
Team size150Up from 60 in the previous snapshot
Founders
Details not available
BanksUrban credit union
Team size286Up from 115 in the previous snapshot
Leadership · 1
Don DecinqueCEO & President
Insurance carriersDiversified insurance carrier
Team size142Up from 68 in the previous snapshot
Leadership · 1
Hilton HowellCEO
BanksCommercial bank
Team size200Up from 100 in the previous snapshot
Leadership · 1
Consumer and sme loansProvider of short-term title pawn loans
Team size141Up from 79 in the previous snapshot
Founders
Details not available
BanksCommercial bank
Team size22,776Up from 13,093 in the previous snapshot
Leadership · 1
Bill RogersCEO & Chairman
Asset managementWealth management firm
Team size200Up from 115 in the previous snapshot
Founder · 1
Rick Kent in ↗Founder & CEO
Consumer and sme loansProvider of consumer loans
Team size1,439Up from 857 in the previous snapshot
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 9,200 (previous snapshot 61)
- Recorded funding
- None recorded
- Founded
- 1923 · about 103 years old
- Stage
- Public
- Focus
- Financial advisors
Technology
- Azure
- Cloudflare
- HubSpot
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 135 (previous snapshot 29)
- Recorded funding
- None recorded
- Founded
- 1926 · about 100 years old
- Stage
- Public
- Focus
- Consumer loans, Diversified
Team & hiring signals
LinkedIn headcount1111-50
LinkedIn followers55
Earlier recorded team1352022, a different source
LinkedIn page Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 129 (previous snapshot 34)
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Stephen CheneyCEO
Technology
- AWS
- Google Cloud
- Vue.js
- Amazon S3
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 218 (previous snapshot 77)
- Recorded funding
- US$21.66m · Series B · Aug 2023
- Founded
- 2006 · about 20 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$21.66m across 4 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Monty WatsonCEO
Team & hiring signals
LinkedIn headcount5251-200
LinkedIn followers732
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 150 (previous snapshot 60)
- Recorded funding
- None recorded
- Founded
- 2017 · about 9 years old
- Stage
- Unfunded
- Focus
- Banking correspondents
Team & hiring signals
LinkedIn headcount58201-500
LinkedIn followers11,295
LinkedIn page Technology
- PHP
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 286 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 1925 · about 101 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Don DecinqueCEO & President
Team & hiring signals
LinkedIn headcount153201-500
LinkedIn followers1,208
Earlier recorded team2862022, a different source
Open roles1of 2 tracked · last posted Jan 2026
LinkedIn page Mobile apps
- Center Parc Credit UnionFinance · 54,212 installs · ★ 4.7 · updated 2025-09-12
Technology
- React
- Next.js
- Node.js
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 142 (previous snapshot 68)
- Recorded funding
- None recorded
- Founded
- 1937 · about 89 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Hilton HowellCEO
Team & hiring signals
LinkedIn headcount6551-200
LinkedIn followers614
Earlier recorded team1422022, a different source
Open roles1of 1 tracked · last posted Nov 2025
LinkedIn page Technology
- Angular
- TypeScript
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 200 (previous snapshot 100)
- Recorded funding
- None recorded
- Founded
- 1905 · about 121 years old
- Stage
- Late Stage
- Focus
- Commercial banks
Funding over time
US$240.00m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Bartow MorganCEO
- Highest education
- Bachelor's in economics · Hampden - Sydney College
Investors · 4
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 141 (previous snapshot 79)
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Diversified
Team & hiring signals
LinkedIn headcount8151-200
LinkedIn followers93
Earlier recorded team1412015, a different source
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 22,776 (previous snapshot 13,093)
- Recorded funding
- None recorded
- Founded
- 1891 · about 135 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Bill RogersCEO & Chairman
Team & hiring signals
LinkedIn headcount11,54110,001+
LinkedIn followers116,853
Earlier recorded team22,7762019, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 10 deals
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 200 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 1995 · about 31 years old
- Stage
- Funding Raised
- Focus
- Wealth management
Founders · 1
Rick KentFounder & CEO
Investors · 2
HGGCFund
Team & hiring signals
LinkedIn headcount380201-500
LinkedIn followers6,074
LinkedIn page Recent company signals
- Award 2026 Georgia Fast 40 Awards
- Award Excellence Awardee for Advisor of the Year (Regional – Northeast)
- Award Top Female Financial Advisors in the U.S. $100M Club — InvestmentNews
Mobile apps
- Merit Financial AdvisorsFinance · 381 installs · updated 2025-08-21
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 1,439 (previous snapshot 857)
- Recorded funding
- None recorded
- Founded
- 1941 · about 85 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Diversified
Team & hiring signals
LinkedIn headcount1,0721,001-5,000
LinkedIn followers8,249
Open roles2of 2 tracked · last posted May 2026
- Hiring: Assistant Branch Manager · Augusta, GA
Recent company signals
- Expansion grand opening of new location
Technology
- AWS
- Vue.js
- Java
- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Women-founded
Financial services companies in Georgia with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
Asset managementProvider of asset management services
Revenue modelLending
Leadership · 1
Alternative lendingProvider of fixed-interest, no-cosigner student loans for undergraduate students
Revenue modelCommission on transaction / Lending
Founder · 1
Jeannie Tarkenton in ↗Founder & CEO
Accelerators & incubatorsSector agnostic startup incubator
Revenue modelFee-for-service
Founders · 3
Ciara Davis in ↗Co-Founder
Bradley Kirkland in ↗Co-founder
Rodney Sampson in ↗Founder, CEO & Executive Chairman
Payment resellersProvider of pharmaceutical and medical device regulatory consulting services
Revenue modelCommission on transaction / E-commerce - service
Founders · 2
Garrett Brustein in ↗Co-Founder
Darrah Brustein in ↗Co-Founder
Services for investment industryProvider of real estate investment management services
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
RJ Cox in ↗Co-Founder
La CoxCo-Founder
Services for investment industryReal estate fund focused on multiple strategies
Revenue modelAdvertising / Commission on transaction
Founder · 1
Mahek Virani in ↗Founder & CEO
Services for investment industryAngel investor network for startups
Revenue modelAdvertising / Commission on transaction
Founder · 1
Karen RandsFounder
MicrofinanceProvider of capital, coaching, and connections for small business development
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Service providers to banksProvider of financial services
Revenue modelCommission on transaction / E-commerce - service
Founder · 1
Mika Diol in ↗Founder
Insurance distributionMarketplace with culturally-relevant insights into using insurance for financial wellness and building
Revenue modelCommission on transaction / Subscription
Founder · 1
Lacrecia CadeFounder & CEO
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 126
- Recorded funding
- US$173.41m · Series D · Mar 2026
- Founded
- 2007 · about 19 years old
- Stage
- Series D
- Focus
- Diversified
Funding over time
US$173.41m across 8 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Greg FriedmanCEO
- Highest education
- Bachelor's in biology · The University Of Texas At Austin
Team & hiring signals
LinkedIn headcount8051,001-5,000
LinkedIn followers41,806
Earlier recorded team1262016, a different source
Open roles8of 344 tracked · last posted Jun 2026
LinkedIn page Technology
- Cloudflare
- HubSpot
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 20 (previous snapshot 24)
- Recorded funding
- US$7.40m · Series A · Oct 2020
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Online lenders, Consumer loans, Education financing, Loans
Funding over time
US$7.40m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Jeannie TarkentonFounder & CEO
- Highest education
- Bachelor's, English Language And Literature · Princeton University
Investors · 7
- Deciens CapitalFund
- Next Act FundFund
- Valor VenturesFund
- The JumpFundFund
- MacKenzie ScottAngel
Team & hiring signals
LinkedIn headcount2311-50
LinkedIn followers2,911
LinkedIn page Patents
Patent filings16
Focus: Patents concentrated in chemistry & materials
CPC C12H1/22, C12C13/00, H04W4/023Technology
- AWS
- PHP
- MySQL
- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 43 (previous snapshot 78)
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Corporate-backed, Diversified, Sector agnostic
Founders · 3
Ciara DavisCo-Founder
- Highest education
- Bachelor's of Science · N.C. A&T
Bradley KirklandCo-founder
- Highest education
- Master's of business administration in management · Mercer University - Stetson School Of Business And Economics
Rodney SampsonFounder, CEO & Executive Chairman
- Highest education
- Bachelor's of Science, Psychology · Tulane University
Team & hiring signals
LinkedIn headcount302-10
LinkedIn followers4,214
LinkedIn page Technology
- React
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Unfunded
- Focus
- Enablers, Payment fraud detection, Payment security
Founders · 2
Garrett BrusteinCo-Founder
- Highest education
- Bachelor's in business administration · University Of Maryland
Darrah BrusteinCo-Founder
- Highest education
- Bachelor's in italian · Emory University
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers32
LinkedIn page Technology
- PHP
- MySQL
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Real estate
Founders · 2
RJ CoxCo-Founder
La CoxCo-Founder
Team & hiring signals
LinkedIn headcount1511-50
LinkedIn followers1,175
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Social impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2022 · about 4 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Diversified, Funds
Founders · 1
Mahek ViraniFounder & CEO
- Highest education
- Master's of Arts · King’s College London
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers11
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Unfunded
- Focus
- Networks
Founders · 1
Karen RandsFounder
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Funding Raised
- Focus
- Microcredit
Leadership · 1
Thelma JohnsonCEO
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers408
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Financial translation services
Founders · 1
Mika DiolFounder
Investors · 1
500 GlobalFund
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers2,788
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2022 · about 4 years old
- Stage
- Funding Raised
- Focus
- Internet first insurers, Diversified
Founders · 1
Lacrecia CadeFounder & CEO
Team & hiring signals
LinkedIn headcount311-50
LinkedIn followers575
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Recently founded
Financial services companies in Georgia founded in the last four years, newest first.
Services for investment industryProvider of multi family office services
Founded2025Unfunded
Founders
Details not available
Asset managementProvider of financial services focused on global asset, wealth, and investment management, leveraging AI-powered solutions to enhance customer experience
Founded2024Seed
Leadership · 2
Jordan Waring in ↗Co-CEO
Neil FillaryCo-CEO
Service providers to banksCredit repair company offering services to help individuals qualify for better interest rates on loans, credit cards, and financial products
Founded2024Unfunded
Founders
Details not available
Service providers to banksProvider of financial consulting services
Founded2024Unfunded
Founders
Details not available
Consumer and sme loansProvider of business funding solutions, including no-doc lines of credit
Founded2024Unfunded
Founders
Details not available
Asset managementProvide investment solution
Founded2024Unfunded
Founders
Details not available
Asset managementProvider of asset management services
Founded2024Unfunded
Founders
Details not available
BanksProvider of personal and business banking, wealth management, and insurance solutions
Founded2024Unfunded
Founders
Details not available
Insurance carriersProvider of life and health insurance services
Founded2023Unfunded
Founders
Details not available
BanksPremiumchartered- Banking The Secured Way
Founded2023Unfunded
Founders
Details not available
Insurance carriersInsurance provider offering health, dental, vision, life, disability, and pet plans
Founded2023Unfunded
Founders
Details not available
BanksCredit union bank
Founded2023Unfunded
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2025 · about 1 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$100k · Seed · Apr 2026
- Founded
- 2024 · about 2 years old
- Stage
- Seed
- Focus
- Diversified
Leadership · 2
Jordan WaringCo-CEO
Neil FillaryCo-CEO
Team & hiring signals
LinkedIn headcount951-200
LinkedIn followers191
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Credit brokers, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Financial translation services
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified, Sme loans
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified
Mobile apps
- AssetView - Krishna InvestmentFinance · 1,124 installs · updated 2026-05-12
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified
Technology
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Most covered in the news
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
Cold chain logisticsProvider of temperature controlled warehousing and logistics services
News events · last 24 months81Across tracked business press
Leadership · 1
Fred BoehlerEx-CEO & President
Third-party administratorsTPA services provider
News events · last 24 months59Across tracked business press
Leadership · 1
Harsha V AgadiCEO
Cryptocurrency atmsBuy and sell Bitcoin with cash at Bitcoin ATMs
News events · last 24 months56Across tracked business press
Founder · 1
Brandon MintzFounder & CEO
BanksCommercial bank
News events · last 24 months47Across tracked business press
Leadership · 1
Kessel StellingChairman & CEO
Asset managementInsurance company
News events · last 24 months40Across tracked business press
Founders
Details not available
ReitsMortgage REIT investing in residential and commercial mortgage-backed securities and mortgage loans
News events · last 24 months37Across tracked business press
Leadership · 1
John AnzaloneCEO
BanksCommercial bank
News events · last 24 months33Across tracked business press
Founder · 1
Nack PaekFounder
Insurance carriersInternet first provider of life, vision & dental insurance services
News events · last 24 months32Across tracked business press
Leadership · 1
Dan AmosCEO
Asset managementInvestment management and wealth management firm
News events · last 24 months31Across tracked business press
Leadership · 1
Thomas CarrollCEO & President
BanksRetail and business community bank
News events · last 24 months31Across tracked business press
Leadership · 1
Dennis Zember in ↗Ex-CEO
Insurance distributionProvider of life, home & auto insurance services
News events · last 24 months27Across tracked business press
Leadership · 1
Krishna SahCEO
Banking equipment manufacturersProvider of ATM equipment solution company
News events · last 24 months27Across tracked business press
Founders
Details not available
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 650 (previous snapshot 5,280)
- Recorded funding
- None recorded
- Founded
- 1903 · about 123 years old
- Stage
- Public
- Focus
- Integrated, Horizontal, Equity, Diversified
Leadership · 1
Fred BoehlerEx-CEO & President
Team & hiring signals
LinkedIn headcount7,87910,001+
LinkedIn followers80,635
Earlier recorded team6502022, a different source
LinkedIn page Recent company signals
- Expansion New import-export facility bringing together port operations, rail connectivity, and temperature-controlled storage to reduce complexity and
Technology
- Google Cloud
- React
- Angular
- Vue.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 10,400 (previous snapshot 7,636)
- Recorded funding
- None recorded
- Founded
- 1941 · about 85 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Harsha V AgadiCEO
Team & hiring signals
LinkedIn headcount9,42010,001+
LinkedIn followers196,506
Earlier recorded team10,4002022, a different source
LinkedIn page Patents
Patent filings174
Focus: AI-driven data transformation for insurance claims and automotive rental/key management
CPC G06Q30/0645, B60R25/24, G06Q10/02Mobile apps
- RENOVOBusiness · 4,987 installs · ★ 4.5 · updated 2026-04-23
Technology
- AWS
- Angular
- TypeScript
- PHP
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerAcquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- 3 (previous snapshot 148)
- Recorded funding
- None recorded
- Founded
- 2016 · about 10 years old
- Stage
- Public
- Focus
- Hot wallets, Mobile wallets, Wallet
Founders · 1
Brandon MintzFounder & CEO
Team & hiring signals
LinkedIn headcount16351-200
LinkedIn followers18,126
Earlier recorded team32022, a different source
Open roles3of 16 tracked · last posted Jan 2026
LinkedIn page Technology
- AWS
- Azure
- React
- Node.js
Express
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 687 (previous snapshot 4,242)
- Recorded funding
- None recorded
- Founded
- 1888 · about 138 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Kessel StellingChairman & CEO
Team & hiring signals
Open roles5of 29 tracked · last posted Apr 2026
Mobile apps
- My Synovus Mobile BankingFinance · 446,140 installs · ★ 4.7 · updated 2026-03-02
- Synovus Gateway MobileFinance · 21,474 installs · ★ 4.6 · updated 2026-04-13
- Synovus Card AlertsFinance · 8,590 installs · ★ 3.9 · updated 2024-11-06
Technology
- AWS
- Google Cloud
- Azure
- React
- Angular
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 9,200 (previous snapshot 61)
- Recorded funding
- None recorded
- Founded
- 1923 · about 103 years old
- Stage
- Public
- Focus
- Financial advisors
Technology
- Azure
- Cloudflare
- HubSpot
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 13 (previous snapshot 12)
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Public
- Focus
- Mortgage, Diversified
Leadership · 1
John AnzaloneCEO
Team & hiring signals
LinkedIn headcount112-10
LinkedIn followers498
LinkedIn page Technology
- AWS
- Cloudflare
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 216
- Recorded funding
- None recorded
- Founded
- 2006 · about 20 years old
- Stage
- Public
- Focus
- Commercial banks
Founders · 1
Nack PaekFounder
Team & hiring signals
LinkedIn headcount125201-500
LinkedIn followers676
Earlier recorded team2162022, a different source
Open roles0of 3 tracked · last posted Oct 2025
LinkedIn page Mobile apps
- Metro City Bank MobileFinance · 13,177 installs · ★ 4.1 · updated 2026-05-18
- Metro City Bank BusinessFinance · 2,246 installs · ★ 2.6 · updated 2026-05-18
Technology
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 5,665 (previous snapshot 19,622)
- Recorded funding
- None recorded
- Founded
- 1955 · about 71 years old
- Stage
- Public
- Focus
- Diversified, Internet-first
Leadership · 1
Dan AmosCEO
Team & hiring signals
LinkedIn headcount17,99110,001+
LinkedIn followers176,425
Earlier recorded team5,6652022, a different source
Open roles8of 98 tracked · last posted Jun 2026
LinkedIn page Mobile apps
- MyAflacFinance · 1,096,644 installs · ★ 3.7 · updated 2026-05-20
- Aflac Agent HubBusiness · 28,027 installs · ★ 3.9 · updated 2026-05-25
Technology
- AWS
- Google Cloud
- React
- Angular
- Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 112
- Recorded funding
- None recorded
- Founded
- 1989 · about 37 years old
- Stage
- Late Stage
- Focus
- Diversified
Leadership · 1
Thomas CarrollCEO & President
Investors · 1
Team & hiring signals
LinkedIn headcount385201-500
LinkedIn followers7,450
Earlier recorded team1122020, a different source
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,662 (previous snapshot 2,755)
- Recorded funding
- None recorded
- Founded
- 1971 · about 55 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Dennis ZemberEx-CEO
- Highest education
- Georgia State University
Team & hiring signals
Open roles7of 52 tracked · last posted Jun 2026
Mobile apps
- Ameris Bank Business MobileFinance · 29,707 installs · ★ 3.5 · updated 2026-05-21
Technology
- AWS
- Google Cloud
- Angular
- TypeScript
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,381 (previous snapshot 23,143)
- Recorded funding
- None recorded
- Founded
- 1977 · about 49 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Krishna SahCEO
Team & hiring signals
LinkedIn headcount17,5311,001-5,000
LinkedIn followers250,267
Earlier recorded team2,3812022, a different source
Open roles6of 79 tracked · last posted May 2026
LinkedIn page Recent company signals
- Award Top Workplaces — USA Today
Mobile apps
- Primerica Shareholder ServicesFinance · 38,953 installs · ★ 4.2 · updated 2026-03-20
- Primerica Events App (Rep)Business · 1,420 installs · updated 2025-09-11
Technology
- AWS
- Vue.js
- Java
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 79 (previous snapshot 50)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Unfunded
- Focus
- Atms, Money processing equipment
Team & hiring signals
LinkedIn headcount6151-200
LinkedIn followers1,578
Earlier recorded team792022, a different source
LinkedIn page Technology
- Java
- Cloudflare
- HubSpot
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore Georgia financial services companies by sub-sector
The most common specialisations among financial services companies in Georgia. Open a company to see what it sells, who runs it and how far it has come.
Finance & accounting services · 342
342 financial services companies in Georgia work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesPrimeGlobal is one of the 5 largest associations of independent accounting firms in the world.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesProvider of tax consulting services
Revenue modelSubscription
Founders · 2
G Brint RyanCo-Founder & CEO
Chris F CollisCo-Founder
Finance & accounting servicesBusiness advisory services
Revenue modelFee-for-service
Leadership · 1
Richard KopelmanCEO
It servicesProvider of end to end HR and IT support services
Revenue modelFee-for-service
Leadership · 1
C M Sharma in ↗CEO & Chairman
Finance & accounting servicesPADGETT BUSINESS SERVICES® is a tax service in Clifton Park and Halfmoon
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Finance & accounting servicesFrazier & Deeter is one of the fastest-growing CPA firms.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesSagenext Infotech LLC is an independent cloud hosting company that hosts legally licensed QuickBooks, Sage Products, and other tax software
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesProvider of accounting,tax, audit and advisory services
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesMoore Stephens Tiller is an accounting firm providing business advisory and strategic tax planning services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesProvider of accounting, assurance and tax services
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesWindham Brannon is an accounting company specializing in audit, tax, and advisory services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesNichols, Cauley & Associates specializes in audit/assurance, enterprise risk management, SALT consulting, accounting and tax services.
Revenue modelFee-for-service
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 28,000
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Private
- Focus
- Diversified
Technology
- AWS
- React
- PHP
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 1,552 (previous snapshot 4,200)
- Recorded funding
- None recorded
- Founded
- 1991 · about 35 years old
- Stage
- Late Stage
- Focus
- Accounting & payroll, Tax consultancy
Founders · 2
G Brint RyanCo-Founder & CEO
Chris F CollisCo-Founder
Investors · 3
- Ares ManagementFund
- OnexFund
Team & hiring signals
LinkedIn headcount7,5725,001-10,000
LinkedIn followers101,617
Earlier recorded team1,5522022, a different source
LinkedIn page Recent company signals
- Leadership Hired a President of Global Technology
Technology
- TypeScript
- PHP
- MySQL
- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 2 deals
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 762 (previous snapshot 910)
- Recorded funding
- None recorded
- Founded
- 1952 · about 74 years old
- Stage
- Late Stage
- Focus
- Diversified
Leadership · 1
Richard KopelmanCEO
Investors · 1
Team & hiring signals
LinkedIn headcount3,3031,001-5,000
LinkedIn followers43,244
Earlier recorded team7622022, a different source
Open roles9of 223 tracked · last posted Jul 2026
LinkedIn page Patents
Patent filings8
Focus: Semiconductor layout optimization (resolution enhancement, OPC) and virtual microscopy imaging quality
CPC G06F30/39, G03F1/36, G06F30/398Technology
- PHP
- MySQL
- Cloudflare
- HubSpot
- Zendesk
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 713 (previous snapshot 515)
- Recorded funding
- None recorded
- Founded
- 2006 · about 20 years old
- Stage
- Late Stage
- Focus
- Diversified
Leadership · 1
C M SharmaCEO & Chairman
Investors · 3
Team & hiring signals
LinkedIn headcount8441,001-5,000
LinkedIn followers27,471
Earlier recorded team7132020, a different source
LinkedIn page Recent company signals
- Award IAOP 2026 Global Outsourcing 100®
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 589 (previous snapshot 648)
- Recorded funding
- None recorded
- Founded
- 1966 · about 60 years old
- Stage
- Not available
- Focus
- Accounting & payroll
Technology
- PHP
- MySQL
- WordPress
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 367 (previous snapshot 437)
- Recorded funding
- None recorded
- Founded
- 1981 · about 45 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount1,258501-1,000
LinkedIn followers46,023
Earlier recorded team3672021, a different source
LinkedIn page Technology
- AWS
- PHP
- MySQL
- Nginx
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 353
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Not available
- Focus
- Accounting & payroll, Tax consultancy
Technology
- React
- Next.js
- Node.js
- Cloudflare
Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 271 (previous snapshot 207)
- Recorded funding
- None recorded
- Founded
- 1910 · about 116 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount40201-500
LinkedIn followers6,137
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 241
- Recorded funding
- None recorded
- Founded
- 1956 · about 70 years old
- Stage
- Not available
- Focus
- Diversified
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 202 (previous snapshot 164)
- Recorded funding
- None recorded
- Founded
- 1971 · about 55 years old
- Stage
- Late Stage
- Focus
- Diversified
Investors · 1
Team & hiring signals
LinkedIn headcount492100+
LinkedIn followers22,547
Open roles4of 5 tracked · last posted Jun 2026
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- HubSpot
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 183 (previous snapshot 210)
- Recorded funding
- None recorded
- Founded
- 1957 · about 69 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount22951-200
LinkedIn followers6,838
Earlier recorded team1832022, a different source
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 137 (previous snapshot 166)
- Recorded funding
- None recorded
- Founded
- 1981 · about 45 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount234201-500
LinkedIn followers3,824
Earlier recorded team1372021, a different source
LinkedIn page Recent company signals
- Award Agency Staff Person of the Year — Independent Insurance Agents of Georgia (IIAG) Annual Association Conference
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance carriers · 102
102 financial services companies in Georgia work in insurance carriers. Shown: the best-documented.
Insurance carriersInternet first provider of life, vision & dental insurance services
Revenue modelCommission on transaction / E-commerce - product
Leadership · 1
Dan AmosCEO
Insurance carriersHiscox is an insurance company that provides medical and auto insurance services.
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Insurance carriersProperty and casualty insurer
Revenue modelFee-for-service
Leadership · 1
David LeonardChairman & CEO
Insurance carriersLiability insurance and healthcare consulting services to its members
Revenue modelCommission on transaction / E-commerce - service
Leadership · 1
Neil MorrellCEO
Insurance carriersAssuranceAmercia is an insurance holding company.
Revenue modelCommission on transaction / E-commerce - product
Founders
Details not available
Insurance carriersDiversified insurance carrier
Revenue modelCommission on transaction / E-commerce - product
Leadership · 1
Hilton HowellCEO
Insurance carriersProvider of multiple lines of insurance, as well as financial services
Revenue modelFee-for-service
Founders
Details not available
Insurance carriersP&C insurance company
Revenue modelCommission on transaction / E-commerce - product
Leadership · 1
Todd M CampbellPresident & CEO
Internet first insurance platformsProvider of insurance products and trucking business management tools
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Fritz Owens in ↗Founder & CEO
Insurance carriersProvider of insurance policies and business services for the Latino community
Revenue modelCommission on transaction / E-commerce - product
Leadership · 1
Insurance carriersProvider of commercial, personal, and agricultural insurance products and bonding services
Revenue modelFee-for-service
Founders
Details not available
Insurance carriersProvider of financial services offering life insurance and retirement planning solutions
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 5,665 (previous snapshot 19,622)
- Recorded funding
- None recorded
- Founded
- 1955 · about 71 years old
- Stage
- Public
- Focus
- Diversified, Internet-first
Leadership · 1
Dan AmosCEO
Team & hiring signals
LinkedIn headcount17,99110,001+
LinkedIn followers176,425
Earlier recorded team5,6652022, a different source
Open roles8of 98 tracked · last posted Jun 2026
LinkedIn page Mobile apps
- MyAflacFinance · 1,096,644 installs · ★ 3.7 · updated 2026-05-20
- Aflac Agent HubBusiness · 28,027 installs · ★ 3.9 · updated 2026-05-25
Technology
- AWS
- Google Cloud
- React
- Angular
- Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3,000
- Recorded funding
- None recorded
- Founded
- 1901 · about 125 years old
- Stage
- Public
- Focus
- Diversified, Property & casualty
Technology
- AWS
- Azure
- PHP
- Cloudflare
- Tailwind CSS
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 382 (previous snapshot 473)
- Recorded funding
- None recorded
- Founded
- 1988 · about 38 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Leadership · 1
David LeonardChairman & CEO
Team & hiring signals
LinkedIn headcount431201-500
LinkedIn followers12,310
Earlier recorded team3822022, a different source
Open roles1of 1 tracked · last posted Jun 2026
LinkedIn page Recent company signals
- Leadership Hired a CEO
Mobile apps
- RSUI EventsBusiness · 25 installs · updated 2026-06-03
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- 265 (previous snapshot 427)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Funding Raised
- Focus
- Health
Leadership · 1
Neil MorrellCEO
Team & hiring signals
LinkedIn headcount571201-500
LinkedIn followers7,196
Earlier recorded team2652021, a different source
Open roles2of 9 tracked · last posted Mar 2026
LinkedIn page Technology
- React
- Next.js
- Node.js
- Java
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 222 (previous snapshot 265)
- Recorded funding
- None recorded
- Founded
- 1998 · about 28 years old
- Stage
- Public
- Focus
- Auto, Property & casualty
Technology
- AWS
- Azure
- Angular
- TypeScript
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 142 (previous snapshot 68)
- Recorded funding
- None recorded
- Founded
- 1937 · about 89 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Hilton HowellCEO
Team & hiring signals
LinkedIn headcount6551-200
LinkedIn followers614
Earlier recorded team1422022, a different source
Open roles1of 1 tracked · last posted Nov 2025
LinkedIn page Technology
- Angular
- TypeScript
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 138 (previous snapshot 146)
- Recorded funding
- None recorded
- Founded
- 2008 · about 18 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount1032-10
LinkedIn followers417
LinkedIn page Patents
Patent filings4437
Focus: Insurance underwriting and claims automation via telematics, AR, and machine‑learning analytics
CPC G06Q40/08, G01C21/3461, G06F8/65Technology
- Google Cloud
- Tailwind CSS
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 133
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Leadership · 1
Todd M CampbellPresident & CEO
Team & hiring signals
LinkedIn headcount383201-500
LinkedIn followers11,375
Earlier recorded team1332021, a different source
Open roles2of 4 tracked · last posted Jun 2026
- Internship: Sales Operations Intern
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 97
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Funding Raised
- Focus
- Internet first insurers, Diversified
Founders · 1
Fritz OwensFounder & CEO
- Highest education
- Georgetown University
Team & hiring signals
LinkedIn headcount9551-200
LinkedIn followers9,998
Earlier recorded team972021, a different source
LinkedIn page Recent company signals
- Milestone 10 founding agencies selected nationwide to launch the Highway Certified Network Automotive Certified Insurance Agency designation
- Award Progressive Truck 25 Elite
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 34 (previous snapshot 35)
- Recorded funding
- None recorded
- Founded
- 2001 · about 25 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Angelica HernandezCEO
Team & hiring signals
LinkedIn headcount5351-200
LinkedIn followers403
Open roles1of 1 tracked · last posted Apr 2026
- Hiring: Customer Sales Representative · Georgia
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 33 (previous snapshot 34)
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Diversified, Property & casualty
Team & hiring signals
LinkedIn headcount3011-50
LinkedIn followers100
LinkedIn page Technology
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 30 (previous snapshot 31)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Unfunded
- Focus
- Life
Team & hiring signals
LinkedIn headcount66201-500
LinkedIn followers1,163
Open roles2of 5 tracked · last posted Jun 2026
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Banks · 95
95 financial services companies in Georgia work in banks. Shown: the best-documented.
BanksUnited Bank: Personal, business banking, investments, and wealth management services
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
BanksCommercial Bank
Revenue modelCommission on transaction / Fee-for-service
Founders · 2
Rodney HallCo-Founder
Mark TiptonCo-Founder & CEO
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Larry FlowersCEO & President
BanksCommunity bank providing personal and business financial solutions with expert advice
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
BanksCommunity bank providing personal and business financial services with local decision-making
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
John Hall in ↗President & CEO
BanksCommercial bank
Revenue modelFee-for-service
Founders
Details not available
BanksCommercial bank
Revenue modelFee-for-service
Founders
Details not available
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Bill RogersCEO & Chairman
BanksRetail and business community bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Dennis Zember in ↗Ex-CEO
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
BanksFoundation focused on investment in children and family
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Hank HalterCEO
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Kessel StellingChairman & CEO
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 218 (previous snapshot 77)
- Recorded funding
- US$21.66m · Series B · Aug 2023
- Founded
- 2006 · about 20 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$21.66m across 4 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Monty WatsonCEO
Team & hiring signals
LinkedIn headcount5251-200
LinkedIn followers732
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 142
- Recorded funding
- US$25.50m · Series B · Jan 2013
- Founded
- 2003 · about 23 years old
- Stage
- Series B
- Focus
- Commercial banks
Founders · 2
Rodney HallCo-Founder
Mark TiptonCo-Founder & CEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 36 (previous snapshot 37)
- Recorded funding
- US$6.07m · Series A · Feb 2016
- Founded
- 2005 · about 21 years old
- Stage
- Series A
- Focus
- Commercial banks
Leadership · 1
Larry FlowersCEO & President
Team & hiring signals
LinkedIn headcount4511-50
LinkedIn followers119
LinkedIn page Technology
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$24.00m · Series B · Nov 2017
- Founded
- 2001 · about 25 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$24.00m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
John DoullCEO
Team & hiring signals
LinkedIn headcount3111-50
LinkedIn followers683
LinkedIn page Mobile apps
- Cornerstone Bank PersonalFinance · 8,307 installs · ★ 4.4 · updated 2026-03-06
- Cornerstone Bank BusinessFinance · 467 installs · updated 2025-12-04
Technology
- AWS
- PHP
- MySQL
- Nginx
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$5.43m · Series A · May 2025
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Leadership · 1
John HallPresident & CEO
- Highest education
- Bachelor's in finance · The University Of Georgia
Technology
- AWS
- Google Cloud
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$10.00m · Series A · May 2016
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$18.00m · Series A · Apr 2025
- Founded
- 2007 · about 19 years old
- Stage
- Series A
- Focus
- Commercial banks
Investors · 1
Technology
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 22,776 (previous snapshot 13,093)
- Recorded funding
- None recorded
- Founded
- 1891 · about 135 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Bill RogersCEO & Chairman
Team & hiring signals
LinkedIn headcount11,54110,001+
LinkedIn followers116,853
Earlier recorded team22,7762019, a different source
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,662 (previous snapshot 2,755)
- Recorded funding
- None recorded
- Founded
- 1971 · about 55 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Dennis ZemberEx-CEO
- Highest education
- Georgia State University
Team & hiring signals
Open roles7of 52 tracked · last posted Jun 2026
Mobile apps
- Ameris Bank Business MobileFinance · 29,707 installs · ★ 3.5 · updated 2026-05-21
Technology
- AWS
- Google Cloud
- Angular
- TypeScript
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,547
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Doug WilliamsCEO
- Highest education
- BA, Finance · Auburn University
Investors · 1
Team & hiring signals
LinkedIn headcount32251-200
LinkedIn followers2,984
Earlier recorded team2,5472019, a different source
LinkedIn page Technology
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,106 (previous snapshot 1,038)
- Recorded funding
- None recorded
- Founded
- 1940 · about 86 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Hank HalterCEO
Team & hiring signals
Open roles4of 10 tracked · last posted Apr 2026
Mobile apps
- Delta Community Credit UnionFinance · 326,492 installs · ★ 4.6 · updated 2026-04-07
Technology
- AWS
- React
- Java
- Cloudflare
- CloudFront
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 687 (previous snapshot 4,242)
- Recorded funding
- None recorded
- Founded
- 1888 · about 138 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Kessel StellingChairman & CEO
Team & hiring signals
Open roles5of 29 tracked · last posted Apr 2026
Mobile apps
- My Synovus Mobile BankingFinance · 446,140 installs · ★ 4.7 · updated 2026-03-02
- Synovus Gateway MobileFinance · 21,474 installs · ★ 4.6 · updated 2026-04-13
- Synovus Card AlertsFinance · 8,590 installs · ★ 3.9 · updated 2024-11-06
Technology
- AWS
- Google Cloud
- Azure
- React
- Angular
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Asset management · 88
88 financial services companies in Georgia work in asset management. Shown: the best-documented.
Asset managementProvider of asset management services
Revenue modelLending
Leadership · 1
Asset managementProvider of wealth management services
Revenue modelFee-for-service
Leadership · 1
Ansel DavisManaging Director
Services for investment industryProvider of investment solutions
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Phillip Moran in ↗Co-Founder & CEO
Asset managementDiversified investment management firm
Revenue modelFee-for-service
Founder · 1
Julieta Moradei in ↗Managing Partner and Founder
Asset managementProvider of financial services focused on global asset, wealth, and investment management, leveraging AI-powered solutions to enhance customer experience
Revenue modelFee-for-service
Leadership · 2
Jordan Waring in ↗Co-CEO
Neil FillaryCo-CEO
Asset managementProvider of financial planning services
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Asset managementInsurance company
Revenue modelCommission on transaction / E-commerce - product
Founders
Details not available
It servicesProvider of software development, cloud, and customer experience services
Revenue modelFee-for-service
Leadership · 1
Rich NapoliCEO Emeritus
Asset managementWealth management firm
Revenue modelFee-for-service
Founder · 1
Rick Kent in ↗Founder & CEO
Asset managementCapstone Financial delivers insurance, consulting, wealth management, financial planning, asset and risk management services.
Revenue modelFee-for-service
Founders
Details not available
Asset managementInvestment management and wealth management firm
Revenue modelFee-for-service
Leadership · 1
Thomas CarrollCEO & President
Asset managementProvider of Real Estate Solutions
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 126
- Recorded funding
- US$173.41m · Series D · Mar 2026
- Founded
- 2007 · about 19 years old
- Stage
- Series D
- Focus
- Diversified
Funding over time
US$173.41m across 8 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Greg FriedmanCEO
- Highest education
- Bachelor's in biology · The University Of Texas At Austin
Team & hiring signals
LinkedIn headcount8051,001-5,000
LinkedIn followers41,806
Earlier recorded team1262016, a different source
Open roles8of 344 tracked · last posted Jun 2026
LinkedIn page Technology
- Cloudflare
- HubSpot
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 48 (previous snapshot 42)
- Recorded funding
- US$1.88m · Seed · Aug 2009
- Founded
- 2006 · about 20 years old
- Stage
- Seed
- Focus
- Wealth management
Leadership · 1
Ansel DavisManaging Director
- Highest education
- JD · University of Kentucky
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 5
- Recorded funding
- US$2.50m · Seed · May 2022
- Founded
- 2021 · about 5 years old
- Stage
- Seed
- Focus
- Financial advisors
Founders · 1
Phillip MoranCo-Founder & CEO
- Highest education
- Kennesaw State University
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers708
LinkedIn page Recent company signals
- Partnership Partnership with Circle Alliance Program
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$25.54m · Series B · Mar 2026
- Founded
- 2016 · about 10 years old
- Stage
- Series B
- Focus
- Diversified
Funding over time
US$25.54m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Julieta MoradeiManaging Partner and Founder
- Highest education
- Master's of science in engineering · Uc Berkeley College Of Engineering
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$100k · Seed · Apr 2026
- Founded
- 2024 · about 2 years old
- Stage
- Seed
- Focus
- Diversified
Leadership · 2
Jordan WaringCo-CEO
Neil FillaryCo-CEO
Team & hiring signals
LinkedIn headcount951-200
LinkedIn followers191
LinkedIn page Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 19,464 (previous snapshot 17,855)
- Recorded funding
- None recorded
- Founded
- 2001 · about 25 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount19,505201-500
LinkedIn followers96,853
LinkedIn page Technology
- AWS
- React
- PHP
- Nginx
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 9,200 (previous snapshot 61)
- Recorded funding
- None recorded
- Founded
- 1923 · about 103 years old
- Stage
- Public
- Focus
- Financial advisors
Technology
- Azure
- Cloudflare
- HubSpot
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Blockchain
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,000
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Unfunded
- Focus
- Diversified, Suite
Leadership · 1
Rich NapoliCEO Emeritus
Team & hiring signals
Open roles4of 5 tracked · last posted Aug 2026
Technology
- AWS
- Java
- PHP
- Ruby On Rails
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 10 deals
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 200 (previous snapshot 115)
- Recorded funding
- None recorded
- Founded
- 1995 · about 31 years old
- Stage
- Funding Raised
- Focus
- Wealth management
Founders · 1
Rick KentFounder & CEO
Investors · 2
- HGGCFund
Team & hiring signals
LinkedIn headcount380201-500
LinkedIn followers6,074
LinkedIn page Recent company signals
- Award 2026 Georgia Fast 40 Awards
- Award Excellence Awardee for Advisor of the Year (Regional – Northeast)
- Award Top Female Financial Advisors in the U.S. $100M Club — InvestmentNews
Mobile apps
- Merit Financial AdvisorsFinance · 381 installs · updated 2025-08-21
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 140
- Recorded funding
- None recorded
- Founded
- 1886 · about 140 years old
- Stage
- Private
- Focus
- Diversified
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 112
- Recorded funding
- None recorded
- Founded
- 1989 · about 37 years old
- Stage
- Late Stage
- Focus
- Diversified
Leadership · 1
Thomas CarrollCEO & President
Investors · 1
Team & hiring signals
LinkedIn headcount385201-500
LinkedIn followers7,450
Earlier recorded team1122020, a different source
LinkedIn page Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 72 (previous snapshot 65)
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
William MarkwellCEO
- Highest education
- Master's of business administration · Vanderbilt University - Owen Graduate School Of Management
Team & hiring signals
LinkedIn headcount7851-200
LinkedIn followers7,125
Open roles2of 3 tracked · last posted Jun 2026
- Internship: accounting intern
- Hiring: senior analyst
Recent company signals
- Expansion 53,370-square-foot hospital and 47,000-square-foot medical outpatient building in partnership with Sina Companies and Fengate Asset Manageme
- Leadership Hired a Vice President of Corporate Services
- Expansion 100,698-square-foot full-building, 100,698-square-foot lease at TIA Executive Center, a premier industrial facility in Tampa, Florida
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore more lists: nearby cities and other sectors in Georgia
178 more company lists you can search, plus the Radar directory pages for each place.
Financial services in nearby cities
- Oakland44 financial services companiesExplore on Radar
- San Jose65 financial services companiesExplore on Radar
- Palo Alto40 financial services companiesExplore on Radar
- San Mateo34 financial services companiesExplore on Radar
- Santa Monica48 financial services companiesExplore on Radar
- San Diego265 financial services companiesExplore on Radar
- Los Angeles379 financial services companiesExplore on Radar
Financial services in other US cities
- New York City1,068 financial services companiesExplore on Radar
- Chicago458 financial services companiesExplore on Radar
- Austin237 financial services companiesExplore on Radar
- Boston304 financial services companiesExplore on Radar
- Miami209 financial services companiesExplore on Radar
- Seattle132 financial services companiesExplore on Radar
- Denver193 financial services companiesExplore on Radar
- Atlanta317 financial services companiesExplore on Radar
- Houston279 financial services companiesExplore on Radar
- Dallas366 financial services companiesExplore on Radar
- Philadelphia133 financial services companiesExplore on Radar
- Washington379 financial services companiesExplore on Radar
Other sectors in Georgia
- Business Services Companies in Georgia, United States 1,864
- Enterprise Applications Companies in Georgia, United States 1,471
- Real Estate and Construction Companies in Georgia, United States 884
- Consumer Companies in Georgia, United States 860
- Healthcare Companies in Georgia, United States 804
- FinTech Companies in Georgia, United States 611
- Retail Companies in Georgia, United States 571
- HealthTech Companies in Georgia, United States 504
- Investment Industry Companies in Georgia, United States 464
- Consumer Goods Companies in Georgia, United States 427
- High Tech Companies in Georgia, United States 404
- IT Services Companies in Georgia, United States 373
- Marketing Services Companies in Georgia, United States 360
- Media & Entertainment Companies in Georgia, United States 357
- Food and Agriculture Companies in Georgia, United States 355
- Life Sciences Companies in Georgia, United States 314
- Healthcare IT Companies in Georgia, United States 283
- Enterprise Infrastructure Companies in Georgia, United States 282
- HRTech Companies in Georgia, United States 247
- MarketingTech Companies in Georgia, United States 247
- Industrial Goods and Manufacturing Companies in Georgia, United States 223
- Transportation and Logistics Companies in Georgia, United States 216
- Finance & Accounting Services Companies in Georgia, United States 207
- Real Estate and Construction Tech Companies in Georgia, United States 207
- Education Companies in Georgia, United States 206
- Energy Companies in Georgia, United States 202
- HR Services Companies in Georgia, United States 200
- Auto Companies in Georgia, United States 190
- Transportation and Logistics Tech Companies in Georgia, United States 187
- Food and Agriculture Tech Companies in Georgia, United States 184
- Environment Companies in Georgia, United States 175
- Sustainability Tech Companies in Georgia, United States 169
- Telecom Companies in Georgia, United States 167
- Auto Tech Companies in Georgia, United States 160
- Services for Healthcare Providers Companies in Georgia, United States 159
- EdTech Companies in Georgia, United States 151
- Travel and Hospitality Companies in Georgia, United States 149
- Cybersecurity Companies in Georgia, United States 143
- Auto Retail & Aftersales Companies in Georgia, United States 139
- Management Consulting Services Companies in Georgia, United States 139
- Payments Companies in Georgia, United States 139
- Building Materials Companies in Georgia, United States 133
- Sales Force Automation Companies in Georgia, United States 133
- Professional Consumer Services Companies in Georgia, United States 133
- Enterprise Software Companies in Georgia, United States 132
- Logistics Tech Companies in Georgia, United States 131
- Clinic Chains Companies in Georgia, United States 129
- SaaS Companies in Georgia, United States 122
- Internet of Things - Industry Applications Companies in Georgia, United States 121
- Travel and Hospitality Tech Companies in Georgia, United States 118
- Facility Management Services Companies in Georgia, United States 114
- Private Equity Funds Companies in Georgia, United States 114
- Energy Tech Companies in Georgia, United States 113
- Legal Services Companies in Georgia, United States 112
- Banks Companies in Georgia, United States 110
- Finance & Accounting Tech Companies in Georgia, United States 108
- Environment Tech Companies in Georgia, United States 103
- Chemicals and Materials Companies in Georgia, United States 101
- Investment Tech Companies in Georgia, United States 100
- Real Estate & Infrastructure Developers Companies in Georgia, United States 100
- Real Estate Brokers Companies in Georgia, United States 99
- Construction Contractors Companies in Georgia, United States 97
- Waste & Water Management Companies in Georgia, United States 97
- Venture Capital Funds Companies in Georgia, United States 97
- Food Service Chains Companies in Georgia, United States 94
- Manufacturing Services Companies in Georgia, United States 94
- Unbundling of Craigslist Companies in Georgia, United States 92
- Real Estate Funds Companies in Georgia, United States 88
- Banking Tech Companies in Georgia, United States 87
- Asset Management Companies in Georgia, United States 85
- SCM Software Companies in Georgia, United States 85
- Clinics Companies in Georgia, United States 83
- K-12 EdTech Companies in Georgia, United States 83
- Alternative Lending Companies in Georgia, United States 82
- Investment Banks Companies in Georgia, United States 81
- Nonprofits Companies in Georgia, United States 81
- Food Tech Companies in Georgia, United States 80
- GRC Software Companies in Georgia, United States 80
- Native AI Companies in Georgia, United States 80
- Architects Companies in Georgia, United States 79
- Insurance Distribution Companies in Georgia, United States 79
- Artificial Intelligence Companies in Georgia, United States 77
- Security & Surveillance Technology Companies in Georgia, United States 75
- Fashion Tech Companies in Georgia, United States 74
- Rehabilitation and Long-Term Care Companies in Georgia, United States 74
- Digital Transformation Services Companies in Georgia, United States 73
- Sports Tech Companies in Georgia, United States 71
- B2C E-Commerce Companies in Georgia, United States 70
- E-Commerce Enablers Companies in Georgia, United States 70
- InsurTech Companies in Georgia, United States 69
- Blockchain Technology Companies in Georgia, United States 68
- Local Services Companies in Georgia, United States 67
- Vertical SaaS Companies in Georgia, United States 67
- Home Furnishing Products Companies in Georgia, United States 67
- Construction Tech Companies in Georgia, United States 67
- Food & Beverage Products Companies in Georgia, United States 65
- Foundations Companies in Georgia, United States 65
- Aerospace, Maritime and Defense Tech Companies in Georgia, United States 63
- Crop Tech Companies in Georgia, United States 62
- Freight Forwarders Companies in Georgia, United States 62
- Social Platforms Companies in Georgia, United States 61
- Home Healthcare Companies in Georgia, United States 60
- Legal Tech Companies in Georgia, United States 59
- Internet First Media Companies in Georgia, United States 58
- Property Management Services Companies in Georgia, United States 58
- In Store Retail Tech Companies in Georgia, United States 57
- Gaming Companies in Georgia, United States 56
- Facility Management Tech Companies in Georgia, United States 55
- Aerospace, Maritime and Defense Companies in Georgia, United States 54
- Enterprise Collaboration Companies in Georgia, United States 54
- Enterprise Resource Planning Companies in Georgia, United States 54
- Beauty Tech Companies in Georgia, United States 53
- Telecom Operators Companies in Georgia, United States 53
- Disease Self Management Companies in Georgia, United States 53
- Beauty & Personal Care Products Companies in Georgia, United States 52
- B2B E-Commerce Companies in Georgia, United States 51
- Manufacturing Tech Companies in Georgia, United States 51
- Enterprise Information Management Companies in Georgia, United States 50
- Semiconductors Companies in Georgia, United States 50
- Property Management Tech Companies in Georgia, United States 49
- Film & TV Studios Companies in Georgia, United States 48
- Customer Service Software Companies in Georgia, United States 48
- Cryptocurrencies Companies in Georgia, United States 47
- Energy Efficiency Tech Companies in Georgia, United States 47
- Fitness & Wellness Tech Companies in Georgia, United States 47
- Insurance Carriers Companies in Georgia, United States 47
- Online Travel Companies in Georgia, United States 47
- Continued Learning Companies in Georgia, United States 47
- Healthcare Booking Platforms Companies in Georgia, United States 46
- Music Tech Companies in Georgia, United States 46
- Auto E-Commerce & Content Companies in Georgia, United States 45
- Services for Investment Industry Companies in Georgia, United States 45
- RegTech Companies in Georgia, United States 45
- Online Grocery Companies in Georgia, United States 45
- Service Providers to Banks Companies in Georgia, United States 44
- IoT Applications Companies in Georgia, United States 43
- Life Sciences Platforms and Tools Companies in Georgia, United States 43
- Vertical Business Intelligence Companies in Georgia, United States 43
- Road Transport Tech Companies in Georgia, United States 42
- Business Intelligence Companies in Georgia, United States 42
- Field Force Automation Companies in Georgia, United States 41
- GovTech Companies in Georgia, United States 41
- K-12 Schools Companies in Georgia, United States 41
- IT Operations Companies in Georgia, United States 40
- Insurance IT Companies in Georgia, United States 39
- Auto Components Companies in Georgia, United States 37
- Genomics Companies in Georgia, United States 37
- OTT Video Companies in Georgia, United States 36
- Consumer and SME Loans Companies in Georgia, United States 36
- Auto IT Companies in Georgia, United States 36
- Apparel Brands Companies in Georgia, United States 35
- Big Data Analytics Companies in Georgia, United States 35
- Internet of Things Infrastructure Companies in Georgia, United States 35
- Solar Energy Companies in Georgia, United States 35
- Wearable Technology Companies in Georgia, United States 35
- Biopharma Outsourcing Companies in Georgia, United States 34
- Mobile Companies in Georgia, United States 34
- Warehousing Companies in Georgia, United States 34
- Hotels Companies in Georgia, United States 33
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