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Radar · Financial Services in Madison

Best Financial Services Companies in Madison, United States

The 65 best Financial Services companies in Madison, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Anchor Bank.

65companies tracked
$257.4Mdisclosed funding
0unicorns
6have raised

Ranked: Best Financial Services companies in Madison

#CompanyDisclosed fundingLast roundStageFounderFoundedTech stackRecent signals
1Anchor Bank
Commercial bank
$175M24 mo agoPublic—2005Cart FunctionalityWordPressMySQL+24—
2QRL Financial Services
Loan servicing firm
$50M177 mo agoLate Stage—2005HubSpot CMS HubHubSpotcore-js+15—
3RiverHills Bank
RiverHills Bank specializes in banking, mortgage, loans, credit cards, financial and onilne services.
$18M47 mo agoFunding RaisedRobert Gage
CEO
1890WordPressMySQLPHP+23—
4First Business Bank
Provider of strategic advisory, M&A and capital market intelligence services
$12M51 mo agoPublicJerry Smith
Founder
1990SentryApple iCloud MailMicrosoft 365+28—
5My Coverage Plan
Internet first provider of health insurance service
$2M121 mo agoFunding RaisedRobert Peterson
Co-Founder
2010TypeScriptTailwind CSSZone.js+13—
6WCCN
Provider of microfinance loans and services to low-income entrepreneurs.
$40K122 mo agoFunding Raised—1984——
7Principle Wealth Partners
Investment advisory firm
—16 mo agoSeed—2017Apache HTTP ServerTypekitSlick+41 award
8Bankers’ Bank
Banking correspondent services
—66 mo agoFunding Raised—1981WordPress Block EditorWordPressMySQL+21—

Top 9 Financial Services companies in Madison

#1
Public · Madison, Wisconsin · founded 2005 · 880 employees
$175Mraised
▾

Commercial bank

Funding rounds
  • Jun 2024Conventional Debt$8M
  • Oct 2013Series D$175M
Investors
Castle Creek Capital, Capital Z Partners, Endicott Group, 1st & Main, The Banc Funds
Tech stack
AkamaiAkamai Bot ManagerAmazon S3Amazon Web ServicesBootstrapCart Functionality
#2
Funding Raised · Madison, Mississippi · founded 1890
$17.5Mraised
▾

Commercial bank

Funding rounds
  • Jun 2022Conventional Debt$17.5M
Founders & team
Robert GageCEO
#3
Public · Madison, Wisconsin · founded 1990 · 481 employees
$12.5Mraised
▾

Provider of strategic advisory, M&A and capital market intelligence services

Founders & team
Jerry SmithFounderMark MeloyCEOMark MeloyCEO
Investors
The Banc Funds, 1st & Main
Tech stack
Amazon CloudfrontAmazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementCore-Js
#4
Late Stage · Madison, Wisconsin · founded 2005 · 35 employees
$50Mraised
▾

Loan servicing firm

LinkedIn Pulse recent public activity · Jul 2026
Audience: 190 LinkedIn followers
Funding rounds
  • Sep 2011PE$50M
Tech stack
CloudflareCloudflare Bot ManagementCore-JsDocusignFacebook PixelGodaddy
#5
Funding Raised · Madison, Wisconsin · founded 2010
$2.4Mraised
▾

Internet first provider of health insurance service

Funding rounds
  • May 2016Grant (prize money)$399.1K
  • Jun 2010Grant (prize money)$1.6M
  • Jun 2010Grant (prize money)$399.6K
Founders & team
Robert PetersonCo-Founder
Investors
HHS
Tech stack
AngularFont AwesomeFunding ChoicesGodaddyGoogle AdsenseGoogle Analytics
#6
Funding Raised · Madison, Wisconsin · founded 1984 · 11 employees
$40Kraised
▾

Provider of microfinance loans and services to low-income entrepreneurs. It facilitates access to microfinance and services for low-income entrepreneurs and small-scale farmers. It sustains partnerships with microfinance organizations and agricultural cooperatives. It provides financing to organizations that offer technical assistance to micro-finance borrowers and cooperative members. It also supports improvements to housing for marginalized populations by providing financing to unbanked and underbanked groups.

LinkedIn Pulse recent public activity · Jul 2026
Audience: 758 LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
  • Apr 2016Conventional Debt$40K
Tech stack
Wix EcommerceWixReactGoogle CloudPolyfillLodash
#7
Seed · Madison, Connecticut · founded 2017
—raised
▾

Investment advisory firm

LinkedIn Pulse recent public activity · Jul 2026
Audience: 676 LinkedIn followers
Activity: 2 awards announced in 12 mo
Funding rounds
  • Feb 2025Seed—
Investors
Emigrant Partners
Tech stack
Apache Http ServerFont AwesomeGoogle Font ApiGoogle MapsGoogle Tag ManagerHsts
#8
Funding Raised · Madison, Wisconsin · founded 1981 · 178 employees
—raised
▾

Banking correspondent services

LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Tech stack
Amazon SesAmazon Web ServicesAnime.JsCloudflareCloudflare Bot ManagementGodaddy
#9
Acquired · Madison, Wisconsin · founded 2008
—raised
▾

Investment & wealth management firm

Founders & team
Jon TimsonCEO & MD

Funding & investor landscape

$257.4Mtotal disclosed funding
6companies funded
8disclosed rounds
0rounds last 90 days
Most active investors
1st & Main2 rounds
The Banc Funds2 rounds
Capital Z Partners1 rounds
Castle Creek Capital1 rounds
Emigrant Partners1 rounds
Endicott Group1 rounds
GetixHealth1 rounds
HHS1 rounds
OnRamp Insurance Conference1 rounds
Sachs Capital1 rounds

Notable founders

Robert Gage
CEO · RiverHills Bank
Jerry Smith
Founder · First Business Bank
Mark Meloy
CEO · First Business Bank
Robert Peterson
Co-Founder · My Coverage Plan
Jon Timson
CEO & MD · Signal Point
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs

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

How many Financial Services companies are there in Madison, United States?
Radar tracks 65 indexable Financial Services companies headquartered in Madison, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Madison, United States?
The Financial Services companies in Madison, United States on this list have raised a combined $257.4M in disclosed equity funding across 6 funded companies.
Which is the highest-funded Financial Services company in Madison, United States?
Anchor Bank is the highest-funded Financial Services company in Madison, United States, with $175M in disclosed equity funding.
How many Financial Services companies in Madison, United States are funded?
6 of the 65 Financial Services companies in Madison, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Madison, United States?
None of the Financial Services companies in Madison, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Madison, United States Financial Services companies?
The most active investors in Madison, United States Financial Services companies on this list include 1st & Main, The Banc Funds, Capital Z Partners, Castle Creek Capital, Emigrant Partners.
Rohit KhannaTrends & Stories

Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.

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