Best Financial Services Companies in Greenville, United States
The 56 best Financial Services companies in Greenville, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: MidCountry Financial.
Ranked: Best Financial Services companies in Greenville
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | MidCountry Financial Financial holding firm focused on investment & trading sectors | $13M | 198 mo ago | Deadpooled | Roy Jones CEO | 2002 | — | — |
| 2 | WCM Global Wealth Wealth and investment Management firm | $12M | 67 mo ago | Funding Raised | Erik Weir Principal and Founder | 2011 | — | — |
| 3 | CommunityWorks Provider of real estate, affordable houses, business development, and other loan services | $2M | 44 mo ago | Funding Raised | Latorrie Geer Chief Executive Officer | 2008 | WordPressMySQLPHP+18 | 1 job opening |
| 4 | Credit Central Installment loans and tax preparation services tailored to your financial needs | $150K | 160 mo ago | Seed | Dan Walters CEO | 2002 | Windows ServerMicrosoft ASP.NETBlazor+12 | — |
| 5 | Elliott Davis Retailer of fishing and boating equipment and accessories | — | 12 mo ago | Late Stage | Rick Davis CEO | 1925 | WebflowGSAPcore-js+20 | — |
| 6 | Southern First Bank Relationship-driven bank providing personal and business banking solutions | — | 81 mo ago | Public | Art Seaver CEO | 1999 | Progress SitefinityApple iCloud MailMicrosoft ASP.NET+18 | — |
| 7 | Global Lending Services Provider of consumer auto loans | — | 100 mo ago | Acquired | Steve Thibodeau CEO | 2011 | SalesforceBootstrapAzure Front Door+10 | 1 job opening · 1 expansion |
| 8 | AEL Business Finance Equipment financing solutions empowering business growth with integrity and straightforward service | — | — | Unfunded | Michael Cantarella Founder & President | 2002 | — | — |
Top 7 Financial Services companies in Greenville
#1
Funding Raised · Greenville, South Carolina · founded 2011 · 22 employees$11.6Mraised▾
Operator of a financial research platform intended to offer investment advice and money management services. The company's platform offers a range of advisory strategies in the field of equities, taxable or tax-free fixed-income investments, real estate, private equity investment vehicles, and other non-correlated assets using both in-house and third-party research, enabling businesses to reach their financial investment goals.
- Nov 2020Conventional Debt$11.6M
#2
Funding Raised · Greenville, South Carolina · founded 2008 · 37 employees$1.6Mraised▾
Provider of real estate, affordable houses, business development, and other loan services
- Oct 2022Conventional Debt$500K
- Oct 2022Grant (prize money)$50K
- Jul 2022Conventional Debt$1M
- Sep 2012Grant (prize money)$69.7K
#3
Deadpooled · Greenville, South Carolina · founded 2002$13Mraised▾
Financial holding firm focused on investment & trading sectors
- Dec 2009Series B$13M
#4
Seed · Greenville, South Carolina · founded 2002 · 497 employees$150Kraised▾
Installment loans and tax preparation services tailored to your financial needs. We provide installment loans designed to help individuals during times of financial need, offering flexibility in repayment. Our services include online applications, digital document signing, and various methods for receiving funds, such as direct deposit or check pickup. We cater to individuals with less-than-perfect credit histories, striving to offer credit opportunities to a broad range of customers. Additionally, we offer comprehensive tax preparation services, simplifying the tax season with expert assistance. Our team handles complex tax situations, maximizing refunds and minimizing liabilities. We provide options for receiving tax refunds, including direct deposit and tax advances. We report to credit bureaus, helping customers build or rebuild their credit. Our goal is to provide accessible financial solutions and support to our customers.
- Feb 2013Seed$150K
#5
Late Stage · Greenville, South Carolina · founded 1925 · 658 employees—raised▾
Retailer of fishing and boating equipment and accessories. This company offers a wide selection of products for both activities, including rods, reels, lures, lines, boats, and electronics. Their inventory also encompasses clothing and footwear suitable for outdoor pursuits. The business operates an online store and maintains physical locations. They provide a range of accessories to complement their core offerings.
#6
Public · Greenville, South Carolina · founded 1999 · 293 employees—raised▾
Relationship-driven bank providing personal and business banking solutions. The company focuses on building relationships to understand customer goals and provide tailored financial services. They offer personal and business banking, including checking, savings, mortgages, and loans. The bank emphasizes personal service with dedicated teams and easy-to-use technology for managing finances. They provide convenient banking solutions, including online and mobile banking with login features, remote deposit capture, and tools like Zelle for easy money transfers. They are committed to supporting homeownership through specialized mortgage products. They offer various support channels, including customer service, telephone banking, and fraud reporting. They provide resources like financial insights and economic updates. They also offer eZBusiness Management and eZCard services for business clients.
#7
Acquired · Greenville, South Carolina · founded 2011 · 10 employees—raised▾
Provider of consumer auto loans
- Feb 2018Series A—
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.