Company lists
The Iowa edition · 2026

Financial servicescompanies in Iowa

Banks, insurance, accounting, investments, startups and more: the companies building financial services in Iowa, with their founders, funding, team size and business models.

230 company profiles6 with recorded fundingNovember 2026 edition
Iowa · Photo: Wikimedia Commons (CC BY-SA 4.0)

Recent financial services business events in Iowa

Funding, M&A, contract wins and launches involving 302 financial services companies in Iowa, last 24 months: 22 M&A deals · 6 launches · 1 Contract. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.

M&AAcquisition · Completed

Principal financial group acquires Mettler-toledo international

Principal Financial Group Inc. now owns 298,429 shares of the medical instruments supplier's stock valued at $366,354,000 after purchasing an additional 8,360 shares during the period.

Medical instruments supplier
LaunchAthene Amplify 3.0

Athene

Athene, the leading retirement solutions company and subsidiary of Apollo Global Management (NYSE: APO), today announced the launch of Athene Amplify 3.0 , a registered index-linked…

Registered index-linked annuity (RILA)
M&AAcquisition · Completed

Nicolet national bank acquires MidWestOne Financial Group

The branches were among those Nicolet absorbed when it completed its $864 million acquisition of MidWestOne Financial Group in February.

Banking
M&AAcquisition · Announced

Ausdal financial partners acquires BlackRock Debt Strategies Fund, Inc.

Ausdal Financial Partners Inc. acquired a new stake in shares of BlackRock Debt Strategies Fund in the third quarter worth $1,212,000.

Contract

Swiss re · client: Athene

Swiss Re has now signed its first contract in the US market. The contractual counterparty is Athene, as part of its standard risk management measures.

Life & Health Reinsurance
LaunchPearl

Transamerica

Transamerica launched Pearl, a virtual assistant that combines artificial intelligence, data and human support to help retirement plan participants import savings from other retirement…

AI Assistant
LaunchAthene Aviator™

Athene

Athene, the leading retirement solutions company and subsidiary of Apollo Global Management (NSYE: APO), today announced the launch of Athene Aviator™, a new fixed indexed annuity (FIA)…

Fixed indexed annuity
M&AAcquisition · Announced

Nicolet Bankshares acquires MidWestOne Financial Group

Nicolet Bankshares is acquiring MidWestOne Financial Group for $864 million in stock, in one of the bigger bank deals of the year.

Banking
M&AMerger · Pending

Nicolet acquires MidWestOne Financial Group

Nicolet Bankshares Inc., and Iowa City-based MidWestOne Financial Group jointly announced the execution of a merger in which Nicolet will acquire MidWestOne and its wholly‑owned banking…

Banking
M&AAcquisition · Announced

Honkamp acquires Smart-HR

Acquisition: Honkamp Payroll, LLC, a payroll and human capital management company headquartered in Dubuque and with offices in North Liberty, has acquired Smart-HR, a full-service…

Payroll and human capital management
M&AAcquisition · Announced

Gs group acquires Gateway insurance services

GS Group has strengthened its presence in Scotland with the acquisition of Edinburgh-based Gateway Insurance Services.

Insurance
M&AAcquisition · Announced

Apella Wealth acquires Iron horse wealth management

Apella Wealth, a West Hartford, Conn.-based RIA with over $6 billion in assets under management, has acquired Johnston, Iowa-based Iron Horse Wealth Management.

Financial Services - Wealth Management
M&AAcquisition · Announced

Principal acquires Everus Construction Group, Inc.

Principal Securities Inc. acquired a new stake in shares of Everus Construction Group in the 4th quarter valued at $27,000.

Construction services
LaunchAV AMP

Greatamerica financial services

GreatAmerica Financial Services announced the release today of AV AMP, a new financial bundling product that incorporates monthly service fees into invoices from systems integrators and…

Financial bundling product
M&AAcquisition · Completed

UMB Financial Corporation acquires Heartland financial usa

UMB Financial Corporation announced that it will close the acquisition of Heartland Financial USA, Inc., effective at 11:59 p.m.

Banking
M&AAcquisition · Completed

UMB Financial Corporation acquires Heartland financial usa

"Today is a monumental day for our organization as we welcome HTLF customers and associates to UMB," said Mariner Kemper, chairman and chief executive officer of UMB Financial Corporation.

Financial Services
M&AAcquisition

City state bank acquires The hershey company

Finally, City State Bank increased its holdings in shares of Hershey by 210.0% in the 4th quarter. City State Bank now owns 310 shares of the company’s stock valued at $52,000 after…

Confectionery
M&AAcquisition

UMB Financial acquires Heartland financial usa

Kansas City, Missouri-based UMB Financial's $1.99 billion all-stock deal to acquire Heartland Financial USA in Denver.

Banking
LaunchDWC 401(k) Retirement Plan Exchange

Transamerica

Transamerica has debuted two new pooled plan solutions, each targeting slightly different plan sponsor needs.

Pooled 401(k) plan solution
LaunchM&A Financing

Greatamerica financial services

GreatAmerica Financial Services has quietly done a soft launch of a new financing service for MSPs – M&A financing – and rolled the service out at IT Nation Connect.

Financing for MSPs

Financial services companies in Iowa, by funding and team

Few financial services companies in Iowa 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 230 active companies.

Showing 25 of 50

The company offers comprehensive banking solutions for individuals and businesses

Banks
US$20.00mSeries B · Mar 2026
73LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
4 yr2022
0none in 3 months

Provider of brokerage services, succession planning, and portfolio construction services

Brokers and dealers
US$17.99mSeries C · Aug 2015
—Not available
Commission on transaction / Fee-for-service
17 yr2009
—No postings tracked

Provider of wealth & investment management services

Asset management
US$15.47mSeries B · Apr 2023
46LinkedIn · Jul 2026
Fee-for-service
5 yr2021
0none in 3 months · last posted Jun 2026

Provider of diversified insurance services

Insurance carriers
US$10.17mSeries A · May 2023
1LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
13 yr2013
—No postings tracked

Financial consultancy services

Service providers to banks
US$6.85mSeries A · May 2024
18LinkedIn · Jul 2026
Fee-for-service
18 yr2008
0none in 3 months

Provider of insurance and financial product services

Insurance carriers
US$562kSeed · Sep 2022
6LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
9 yr2017
—No postings tracked

Financial investment management and insurance company

Asset management
—None recorded
19,800+3% 12 mo to Dec 2023recorded Dec 2023
Fee-for-service
147 yr1879
—No postings tracked

Transamerica is a private holding company that provides services for various life insurance companies and investment firms.

Insurance carriers
—None recorded
6,500-54% vs previous recordrecorded
Commission on transaction / Fee-for-service
65 yr1961
—No postings tracked

Mutual insurance carrier

Insurance carriers
—None recorded
2,571-3% vs previous recordLinkedIn · Oct 2026
Fee-for-service
87 yr1939
0none in 3 months · last posted Jun 2026

Commercial bank

Banks
—None recorded
2,201+24% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Fee-for-service
91 yr1935
—No postings tracked

Commercial bank

Banks
—None recorded
384-0% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
45 yr1981
0none in 3 months · last posted Nov 2024

Insurance brokerage firm

Insurance distribution
—None recorded
1,390+12% vs previous recordrecorded
Commission on transaction / Fee-for-service
24 yr2002
0none in 3 months · last posted Mar 2026

Property and casualty insurer

Insurance carriers
—None recorded
1,040+0% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
80 yr1946
—No postings tracked

P&C insurance brokerage firm

Insurance distribution
—None recorded
1,256-2% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
30 yr1996
0none in 3 months · last posted Dec 2024

Urban credit union

Banks
—None recorded
915+4% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / E-commerce - service
92 yr1934
0none in 3 months · last posted Dec 2025

Provider of insurance services

Insurance carriers
—None recorded
2,406-44% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
67 yr1959
—No postings tracked

Mutual P&C insurance carrier

Insurance carriers
—None recorded
867+3% vs previous recordrecorded
Commission on transaction / Fee-for-service
117 yr1909
0none in 3 months · last posted May 2026

Commercial bank

Banks
—None recorded
618LinkedIn · Oct 2026
Commission on transaction / Lending
92 yr1934
0none in 3 months

Asset financing firm

Asset finance
—None recorded
750+13% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
34 yr1992
0none in 3 months

Commercial bank

Banks
—None recorded
696-9% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
109 yr1917
0none in 3 months · last posted Jun 2026

Home loans provider

Consumer and sme loans
—None recorded
145+114% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Lending
17 yr2009
0none in 3 months · last posted Jun 2026

Credit union providing commercial lending services

Consumer and sme loans
—None recorded
456recorded
Commission on transaction / Fee-for-service
88 yr1938
0none in 3 months

Provider of insurance and financial planning solutions

Insurance distribution
—None recorded
391-15% vs previous recordrecorded
Commission on transaction / Fee-for-service
25 yr2001
—No postings tracked

Provider of auto, home, business, fidelity & farm insurance services

Insurance distribution
—None recorded
370+2% 12 mo to Dec 2021recorded Dec 2021
Advertising / Commission on transaction
142 yr1884
0none in 3 months · last posted Apr 2026

Diversified insurance distributor

Insurance distribution
—None recorded
426+5% vs previous recordLinkedIn · Oct 2026
E-commerce - product / Physical commerce
43 yr1983
0none in 3 months
50 of 230 companies shown here · the full list is on Radar
Fliar Radar

Explore all 230 financial services companies in Iowa on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Iowa on Radar
  • Every company, not just 50All 230 financial services companies in Iowa, filterable by stage, funding, team size, revenue model and age.
  • Founders and decision-makersLeadership teams with roles and verified LinkedIn profiles, ready for outreach.
  • Live signalsFunding rounds, hiring, launches and M&A as they happen, with alerts on the companies you follow.
  • Save and exportBuild lists, compare companies side by side and export them from your Radar account.

Explore financial services companies in Iowa by what you are looking for

Find top financial services companies in Iowa for banking, insurance and financial planning. Browse financial services startups in Iowa for loans and investment support.

7 ways to explore financial services in Iowa

Banks and commercial banking companiesInsurance carriers and brokersAccounting and financial planning servicesInvestment and wealth management companiesFinancial services startups in IowaFinancial services companies hiring in Iowa

Banks and commercial banking companies

Find community banks and providers of personal and business banking services.

  1. Capra Bank

    The company offers comprehensive banking solutions for individuals and businesses

    Banks
    See in list
  2. Dubuque Bank And Trust

    Commercial bank

    Banks
    See in list
  3. Heartland Financial USA

    Commercial bank

    Banks
    See in list
  4. Veridian Credit Union

    Urban credit union

    Banks
    See in list
  5. Midwestone.bank

    Commercial bank

    Banks
    See in list

Insurance carriers and brokers

Explore insurance providers, brokers and agencies for business and personal coverage.

  1. Strategic Product Partners

    Provider of diversified insurance services

    Insurance carriers
    See in list
  2. Guardian Product Solutions

    Provider of insurance and financial product services

    Insurance carriers
    See in list
  3. transamerica

    Transamerica is a private holding company that provides services for various life insurance companies and investment firms.

    Insurance carriers
    See in list
  4. Farm Bureau Financial Services

    Mutual insurance carrier

    Insurance carriers
    See in list
  5. Sammons Financial Group

    Insurance brokerage firm

    Insurance distribution
    See in list

Accounting and financial planning services

Browse accounting, tax, payroll and financial advisory service companies.

  1. williams & company p.c.

    Williams & Company P.C. specializes in finance, accounting, payroll, taxation and auditing solutions for businesses.

    Finance & accounting services
    See in list
  2. lwbj

    LWBJ is a full-service accounting firm with offices in Iowa.

    Finance & accounting services
  3. denman & company, llp

    Denman & Company is an accounting company specializing in tax management and business consultancy services.

    Finance & accounting services
  4. td&t cpas and advisors, p.c.

    TD&T CPAs and Advisors, P.C. is an accounting firm based in Iowa and Illinois.

    Finance & accounting services
  5. tarbell

    Tarbell is a financial services company that provides accounting, tax, assurance, audit, bookkeeping, litigation, and consulting services.

    Finance & accounting services
58 companies in Iowa

Investment and wealth management companies

Find asset managers, advisors and providers of investment services.

  1. Private Wealth

    Provider of wealth & investment management services

    Asset management
    See in list
  2. Valiant Wealth

    Financial consultancy services

    Service providers to banks
    See in list
  3. Principal

    Financial investment management and insurance company

    Asset management
    See in list
  4. Honkamp Krueger & Co

    Provider of accounting, assurance, advisory services and wealth management company

    Asset management
    See in list
  5. Foster Group

    Provider of wealth management services

    Asset management

Financial services startups in Iowa

Discover newer financial services companies in Iowa.

  1. Capra Bank

    The company offers comprehensive banking solutions for individuals and businesses

    Banks
    See in list
  2. Private Wealth

    Provider of wealth & investment management services

    Asset management
    See in list
  3. CRAA

    Association providing advocacy, education, and resources for credit rating agencies

    Services for investment industry
  4. Cedar Point Capital Partners

    Provider of financial planning and wealth management services

    Asset management
  5. bryancurtis

    Provider of home loans

    Consumer and sme loans
7 companies in Iowa

Financial services companies hiring in Iowa

Browse financial services companies in Iowa with hiring activity.

  1. Private Wealth

    Provider of wealth & investment management services

    Asset management
    See in list
  2. Farm Bureau Financial Services

    Mutual insurance carrier

    Insurance carriers
    See in list
  3. Heartland Financial USA

    Commercial bank

    Banks
    See in list
  4. Sammons Financial Group

    Insurance brokerage firm

    Insurance distribution
    See in list
  5. Veridian Credit Union

    Urban credit union

    Banks
    See in list
22 companies in Iowa

Public financial services companies in Iowa

Explore listed financial services companies in Iowa.

  1. Principal

    Financial investment management and insurance company

    Asset management
    See in list
  2. Heartland Financial USA

    Commercial bank

    Banks
    See in list
  3. UFG

    Property and casualty insurer

    Insurance carriers
    See in list
  4. F&G

    Provider of insurance services

    Insurance carriers
    See in list
  5. Ames National

    Bank focused holding firm

    Development institutions
    See in list
8 companies in Iowa
Mobile reach

Top 10 financial services apps from Iowa

The most-installed Android apps published by financial services companies headquartered in Iowa — 2.1M installs between them. 38 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

Principal®

by Principal

Installs1.4M
Rating4.7442K ratings
Last updatedJun 2026
Principal® screenshot 1Principal® screenshot 2Principal® screenshot 3Principal® screenshot 4Principal® screenshot 5Principal® screenshot 6
2

Veridian Mobile Banking

by Veridian Credit Union

Installs250K
Rating4.8817K ratings
Last updatedMay 2026
Veridian Mobile Banking screenshot 1Veridian Mobile Banking screenshot 2Veridian Mobile Banking screenshot 3Veridian Mobile Banking screenshot 4Veridian Mobile Banking screenshot 5Veridian Mobile Banking screenshot 6
3

Dupaco Shine Mobile Banking

by Dupaco

Installs133K
Rating3.541K ratings
Last updatedMay 2026
Dupaco Shine Mobile Banking screenshot 1Dupaco Shine Mobile Banking screenshot 2Dupaco Shine Mobile Banking screenshot 3Dupaco Shine Mobile Banking screenshot 4Dupaco Shine Mobile Banking screenshot 5Dupaco Shine Mobile Banking screenshot 6
4

ARAG Legal

by ARAG

Installs58K
Rating4.62783 ratings
Last updatedMay 2025
ARAG Legal screenshot 1ARAG Legal screenshot 2ARAG Legal screenshot 3ARAG Legal screenshot 4ARAG Legal screenshot 5
5

Farm Bureau Financial Services

by Farm Bureau Financial Services

Installs57K
Rating3.4108 ratings
Last updatedApr 2026
Farm Bureau Financial Services screenshot 1Farm Bureau Financial Services screenshot 2Farm Bureau Financial Services screenshot 3Farm Bureau Financial Services screenshot 4Farm Bureau Financial Services screenshot 5Farm Bureau Financial Services screenshot 6
6

MidWestOne Bank

by Midwestone.bank

Installs52K
Rating4.582K ratings
Last updatedApr 2026
MidWestOne Bank screenshot 1MidWestOne Bank screenshot 2MidWestOne Bank screenshot 3MidWestOne Bank screenshot 4MidWestOne Bank screenshot 5MidWestOne Bank screenshot 6
7

Hills Bank mobile

by Hills Bank

Installs45K
Rating4.37994 ratings
Last updatedApr 2026
Hills Bank mobile screenshot 1Hills Bank mobile screenshot 2Hills Bank mobile screenshot 3Hills Bank mobile screenshot 4Hills Bank mobile screenshot 5Hills Bank mobile screenshot 6
8

Community 1st CU

by Community 1st Credit Union

Installs42K
Rating4.58909 ratings
Last updatedMay 2026
Community 1st CU screenshot 1Community 1st CU screenshot 2Community 1st CU screenshot 3Community 1st CU screenshot 4Community 1st CU screenshot 5Community 1st CU screenshot 6
9

RIAFCU Mobile Banking

by R.I.A. Federal Credit Union

Installs37K
Rating4.461K ratings
Last updatedApr 2026
RIAFCU Mobile Banking screenshot 1RIAFCU Mobile Banking screenshot 2RIAFCU Mobile Banking screenshot 3RIAFCU Mobile Banking screenshot 4RIAFCU Mobile Banking screenshot 5RIAFCU Mobile Banking screenshot 6
10

myLSB Mobile

by Lincoln Savings Bank

Installs23K
Rating4.41129 ratings
Last updatedDec 2025
myLSB Mobile screenshot 1myLSB Mobile screenshot 2myLSB Mobile screenshot 3myLSB Mobile screenshot 4myLSB Mobile screenshot 5myLSB Mobile screenshot 6
RadarBrowse every financial services company in Iowa on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
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 Iowa 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, Iowa22

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

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
Corporate activity · last 24 months

M&A in Iowa

20Acquisition
2Merger

Most active acquirers

  1. Principal financial group10
  2. UMB Financial Corp2
  3. UMB Financial Corporation2
  4. Nicolet national bank1
  5. Ausdal financial partners1

Most acquired or merged

  1. Heartland financial usa4
  2. MidWestOne Financial Group3
  3. Mettler-toledo international1
  4. BlackRock Debt Strategies Fund, Inc.1
  5. Smart-HR1

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 States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Iowa 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
Read the financial services landscape of Iowa

Financial services funding in Iowa

6 financial services companies in Iowa have recorded equity funding, US$71.04m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Iowa

Meet the people behind financial services companies in Iowa. 61 of 230 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Iowa financial services companies by sub-sector

The most common specialisations among financial services companies in Iowa. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Iowa

50 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Iowa

Browse the Radar directory

Coming soon