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.
Ranked: Best Financial Services companies in Madison
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Anchor Bank Commercial bank | $175M | 24 mo ago | Public | — | 2005 | Cart FunctionalityWordPressMySQL+24 | — |
| 2 | QRL Financial Services Loan servicing firm | $50M | 177 mo ago | Late Stage | — | 2005 | HubSpot CMS HubHubSpotcore-js+15 | — |
| 3 | RiverHills Bank RiverHills Bank specializes in banking, mortgage, loans, credit cards, financial and onilne services. | $18M | 47 mo ago | Funding Raised | Robert Gage CEO | 1890 | WordPressMySQLPHP+23 | — |
| 4 | First Business Bank Provider of strategic advisory, M&A and capital market intelligence services | $12M | 51 mo ago | Public | Jerry Smith Founder | 1990 | SentryApple iCloud MailMicrosoft 365+28 | — |
| 5 | My Coverage Plan Internet first provider of health insurance service | $2M | 121 mo ago | Funding Raised | Robert Peterson Co-Founder | 2010 | TypeScriptTailwind CSSZone.js+13 | — |
| 6 | WCCN Provider of microfinance loans and services to low-income entrepreneurs. | $40K | 122 mo ago | Funding Raised | — | 1984 | — | — |
| 7 | Principle Wealth Partners Investment advisory firm | — | 16 mo ago | Seed | — | 2017 | Apache HTTP ServerTypekitSlick+4 | 1 award |
| 8 | Bankers’ Bank Banking correspondent services | — | 66 mo ago | Funding Raised | — | 1981 | WordPress Block EditorWordPressMySQL+21 | — |
Top 9 Financial Services companies in Madison
#1
Public · Madison, Wisconsin · founded 2005 · 880 employees$175Mraised▾
Commercial bank
- Jun 2024Conventional Debt$8M
- Oct 2013Series D$175M
#2
Funding Raised · Madison, Mississippi · founded 1890$17.5Mraised▾
Commercial bank
- Jun 2022Conventional Debt$17.5M
#3
Public · Madison, Wisconsin · founded 1990 · 481 employees$12.5Mraised▾
Provider of strategic advisory, M&A and capital market intelligence services
#4
Late Stage · Madison, Wisconsin · founded 2005 · 35 employees$50Mraised▾
Loan servicing firm
- Sep 2011PE$50M
#5
Funding Raised · Madison, Wisconsin · founded 2010$2.4Mraised▾
Internet first provider of health insurance service
- May 2016Grant (prize money)$399.1K
- Jun 2010Grant (prize money)$1.6M
- Jun 2010Grant (prize money)$399.6K
#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.
- Apr 2016Conventional Debt$40K
#7
Seed · Madison, Connecticut · founded 2017—raised▾
Investment advisory firm
- Feb 2025Seed—
#8
Funding Raised · Madison, Wisconsin · founded 1981 · 178 employees—raised▾
Banking correspondent services
#9
Acquired · Madison, Wisconsin · founded 2008—raised▾
Investment & wealth management firm
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