Best Financial Services Companies in Iowa, United States
The 213 best Financial Services companies in Iowa, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: GreatAmerica.
Ranked: Best Financial Services companies in Iowa
| # | Company | Disclosed funding | Last round | Stage | Employees | Founder | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | GreatAmerica Equipment financing and leasing solutions for business growth and success | $2.4B | 36 mo ago | Funding Raised | 688 | Martin Golobic Chief Executive Officer | Top 5M | — |
| 2 | Athene Retirement services provider | $1.1B | 75 mo ago | Acquired | 1,265 1,265 → 2,060 (+63%) · sector median +17% | Jim Belardi Co-Founder | Top 500k | — |
| 3 | GreenState Credit union providing commercial lending services | $106M | 40 mo ago | Funding Raised | 456 | Todd Wright Co-CEO | Top 500k | — |
| 4 | Midwestone.bank Commercial bank | $88M | 131 mo ago | Public | 811 | Charlie Funk CEO & President | Top 1M | — |
| 5 | Heartland Financial USA Financial solutions provider specializing in diverse industries and retirement plan services | $76M | 138 mo ago | Acquired | 1,991 | Bruce Lee President and CEO | Top 10M | — |
| 6 | Neighborhood Finance Corporation Homes loans provider | $73M | 11 mo ago | Funding Raised | — | — | Top 5M | 1 partnership |
| 7 | GuideOne Insurance solutions for religious organizations, nonprofits, senior living, and small businesses | $50M | 102 mo ago | Acquired | 549 | Ken Cadematori Chief Executive Officer | Top 5M | — |
| 8 | Lincoln Savings Bank Commercial bank | $48M | 90 mo ago | Late Stage | 358 | Erik Skovgard CEO & President | Top 5M | — |
| 9 | Holmes Murphy & Associates P&C insurance brokerage firm 64Innovation top 20%Product top 25%Tech top 44%Funding top 46% All 9 signals ▾Innovationtop 20% Producttop 25% Techtop 44% Fundingtop 46% Growthtop 47% Marketbottom 49% Talentbottom 49% Newsbottom 43% Globalbottom 30% Innovation: 11 product lines Product: 11 distinct product lines · Company stage: Series C rank vs industry peers · Fliar Intelligence Index 64/100 | $26M | 12 mo ago | Series C | 951 951 → 1,302 (+37%) · sector median +17% | Dan Keough Chairman and Chief Executive Officer | Top 5M | — |
| 10 | Capra Bank The company offers comprehensive banking solutions for individuals and businesses | $20M | 2 mo ago | Series B | — | Lynn Fuller CEO | Top 10M | — |
| 11 | Iowa Trust and Savings Bank Iowa Trust: Building relationships, offering personal and business banking solutions | $16M | 70 mo ago | Funding Raised | — | Kris Ausborn CEO & President | Top 5M | — |
| 12 | Private Wealth Provider of wealth & investment management services | $15M | 38 mo ago | Series B | 45 | — | — | 2 internships |
| 13 | Fidelity Bank & Trust Commercial bank | $15M | 52 mo ago | Series B | 198 | Dan Zitelman CEO | Top 5M | — |
| 14 | Valiant Wealth Financial consultancy services | $7M | 24 mo ago | Series A | 12 | Doug Vander Weide Founder & CEO | — | — |
| 15 | Strategic Product Partners Provider of diversified insurance services | $4M | 36 mo ago | Series A | — | Darren Wood Founder | — | — |
| 16 | Farmers State Bank Commercial bank | $2M | 77 mo ago | Early Stage | — | Todd Rohlfsen CEO & President | Top 5M | — |
| 17 | Rolling Hills Bank and Trust Retail bank | $1M | 165 mo ago | Early Stage | — | Darrell Hockenberry CEO | Top 10M | — |
| 18 | Guardian Product Solutions Provider of insurance and financial product services | $562K | 45 mo ago | Seed | — | Cameron Sutton Co-Founder & President | — | — |
| 19 | Delta Dental of Iowa Provider of dental and vision insurance plans | $291K | 214 mo ago | Funding Raised | 159 159 → 174 (+9%) · sector median +17% | — | Top 1M | 1 internship · 1 award |
Top 12 Financial Services companies in Iowa
#1
Series B · Dubuque, Iowa · founded 2022$20Mraised▾
The company offers comprehensive banking solutions for individuals and businesses. This includes various deposit accounts, lending options such as term loans, lines of credit, and mortgages, and investment services. The company also provides treasury management and commercial card services for businesses. They cater to both personal and commercial banking needs, offering a full suite of financial products and services. The company's focus is on providing exceptional customer service and supporting clients' financial goals.
- Mar 2026Series B$20M
#2
Funding Raised · Des Moines, Iowa · founded 2002$73.5Mraised▾
Homes loans provider
- Jul 2025Conventional Debt$2M
- Dec 2022Conventional Debt$21.8M
- Dec 2020Conventional Debt$680K
- Mar 2019Conventional Debt$15M
#3
Series C · Waukee, Iowa · founded 1996 · 951 employees$26.2Mraised▾
P&C insurance brokerage firm
- Jun 2025Series C$39.1M
- Jun 2022Series B$13.1M
- Jun 2021Series B$13.2M
#4
Funding Raised · Cedar Rapids, Iowa · founded 1992 · 688 employees$2.4Braised▾
Equipment financing and leasing solutions for business growth and success. The company delivers tailored financial solutions, equipment leasing, and services across diverse industries. They offer flexible financing options, timely quotes, fast credit decisions, and simplified invoice solutions. Their innovative technology solutions streamline workflows, improve efficiency, and provide portfolio visibility. They serve various channels, including office imaging, technology, construction, automotive, and healthcare. The company distinguishes itself through team-based collaboration, integrity, and a commitment to building enduring relationships. They provide advisory and portfolio services, focusing on innovation and continuous improvement to help customers achieve greater success.
- May 2023Conventional Debt$549.3M
- Feb 2021Conventional Debt$631.5M
- Feb 2020Conventional Debt$656.4M
- Feb 2019Conventional Debt$612.2M
#5
Acquired · West Des Moines, Iowa · founded 2009 · 1265 employees$1.1Braised▾
Retirement services provider The company issues, reinsures, and acquires retirement savings products. Clientele includes individuals and businesses. In 2020, the company recorded annual revenues of $14.8 B and a net profit of $1.5 B.
- Mar 2020Post IPO$350M
- Sep 2019Post IPO$1.6B
- Apr 2014PE$1.1B
- Apr 2014PE$2M
#6
Funding Raised · North Liberty, Iowa · founded 1938 · 456 employees$106.3Mraised▾
Credit union providing commercial lending services
- Feb 2023Conventional Debt$100M
- May 2018Conventional Debt$3.1M
- Feb 2015Conventional Debt$3.1M
#7
Series A · West Des Moines, Iowa · founded 2008 · 12 employees$6.8Mraised▾
Valiant Wealth is a family office and financial planning firm. It offers retirement planning, education planning, and risk management (insurance) services to affluent individuals or families. It provides consultation regarding investments in mutual funds & private equity, tax planning and management of charitable funds. It also offers book-keeping services.
- May 2024Series A$850K
- Dec 2017Series A$6M
#8
Series B · Cedar Rapids, Iowa · founded 2021 · 45 employees$15.5Mraised▾
Provider of wealth & investment management services
- Apr 2023Series B$3M
- Mar 2023Series B$6.4M
- Sep 2021Series A$6.1M
#9
Public · Iowa City, Iowa · founded 1934 · 811 employees$88.2Mraised▾
Commercial bank
- Jun 2015Post IPO$8.4M
- May 2015Post IPO$79.8M
#10
Acquired · Dubuque, Iowa · founded 1981 · 1991 employees$76.2Mraised▾
Financial solutions provider specializing in diverse industries and retirement plan services. The company offers specialized financing solutions for growth, buyouts, recapitalization, acquisitions, and refinancing. It provides retirement plan services designed to benefit both employees and businesses. The company also partners with the food and agribusiness sector, supporting their mission of feeding the world. The firm focuses on delivering expertise and resources to help clients succeed in their respective fields. They provide services to both B2B and B2C clients.
- Dec 2014Conventional Debt$75M
- Apr 2013Post IPO$1.2M
#11
Series A · West Des Moines, Iowa · founded 2013$3.8Mraised▾
Provider of diversified insurance services
- May 2023Series A$3.8M
- Aug 2022Series A$6.4M
#12
Late Stage · Reinbeck, Iowa · founded 1902 · 358 employees$47.8Mraised▾
Provider of banking services intended for individuals and businesses in Central and Northeast Iowa. The company offers a wide range of services including checking accounts, savings accounts, personal and commercial real estate loans, mortgages, agricultural lending as well as nonprofit financing services, enabling customers to meet their convenient banking needs.
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
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