Best Financial Services Companies in Maryland, United States
The 359 best Financial Services companies in Maryland, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Brown Advisory.
Ranked: Best Financial Services companies in Maryland
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Diversified investment management firm | $1.0B | 39 mo ago | 770 770 → 1,127 (+46%) · sector median +26% | 1993 | Priyank Soni Founder | DrupalApple iCloud MailPHP+20 | 1 award |
| 2 | Capital Bank Retail and business community bank | $903M | 126 mo ago | 103 | 1999 | — | WordPressApple iCloud MailMySQL+23 | — |
| 3 | JBG SMITH REIT that invests in office, multifamily and retail assets in the Washington DC Metro area in the US | $859M | 94 mo ago | 771 771 → 669 (-13%) · sector median +26% | 1960 | Matthew Kelly CEO | Apple iCloud MailNode.jsReact+15 | 2 expansions · 1 award |
| 4 | RLJ Lodging Trust Equity REIT that invests in Hotel properties | $594M | 86 mo ago | 79 79 → 88 (+11%) · sector median +26% | 2011 | Robert Johnson Founder & Chairman | DrupalPHPAmazon Web Services+22 | — |
| 5 | Global Medical REIT Healthcare REIT investing in properties leased to medical providers | $340M | 99 mo ago | 29 | 2014 | — | WordPressMySQLPHP+12 | — |
| 6 | Hannon Armstrong Provider of financial services to reduce carbon emissions | $84M | 110 mo ago | 137 137 → 335 (+145%) · sector median +26% | 1981 | Marc Pangburn Managing Director | — | 1 partnership |
| 7 | EagleBank Commercial bank | $78M | 20 mo ago | 594 | 1998 | Susan Riel President and Chief Executive Officer | PythonLeafletMapbox.js+26 | 1 expansion · 2 awards |
| 8 | Forbright Commercial bank | $69M | 53 mo ago | 232 232 → 508 (+119%) · sector median +26% | 2003 | John Delaney Founder | WordPress Block EditorWordPressMySQL+32 | 2 job openings · 1 internship · 1 partnership |
| 9 | Howard Bank Comprehensive financial solutions: personal, business, and digital banking services | $54M | 89 mo ago | 243 | 2004 | Mary Scully CEO | — | — |
| 10 | Greysteel Provider of real estate investment banking services for private and institutional investors | $35M | 119 mo ago | — | 2012 | — | WordPressMySQLPHP+26 | 1 launch · 1 expansion |
| 11 | Shore United Bank Community bank offering personal, business banking, loans, and investment solutions | $25M | 69 mo ago | 462 | 1876 | — | Apple iCloud MailScalaVarnish+20 | — |
| 12 | Sunstone Credit Developer of solar & wind energy projects | $24M | 40 mo ago | 13 13 → 29 (+123%) · sector median +26% | 2021 | Sumbul Alvi Co-Founder | — | — |
| 13 | Sandy Spring Bank Commercial bank | $21M | 128 mo ago | 1,112 1,112 → 684 (-38%) · sector median +26% | 1868 | Daniel Schrider CEO & President | DrupalSentryApple iCloud Mail+24 | — |
| 14 | Middletown Valley Bank Community bank providing personal and business banking, mortgages, and wealth management | $15M | 79 mo ago | — | 1908 | Robert Goetz President and CEO | DrupalApple iCloud MailMicrosoft 365+19 | 1 job opening · 1 expansion |
| 15 | Pimlico Group Diversified lending NBFI | $10M | 82 mo ago | — | 2016 | Victor Lipnitsky Managing Director | WordPressMySQLPHP+24 | 2 job openings |
| 16 | DiamondRock Hospitality Premium lodging REIT focused on gateway cities and destination resorts | $9M | 90 mo ago | 30 30 → 46 (+53%) · sector median +26% | 2004 | Mark Brugger Co-Founder & CEO | DrupalPHPAmazon Web Services+19 | — |
| 17 | Omega Healthcare Investors REIT that focuses on senior living and healthcare sectors | $9M | 118 mo ago | 73 | 1992 | Taylor Pickett CEO | BootstrapAmazon Web ServicesApache HTTP Server+10 | — |
| 18 | Bay Bank Commercial bank | $7M | 145 mo ago | 22 | 2010 | Joseph Thomas CEO & President | — | — |
| 19 | Estwa Provides investment management, financial planning, wealth advisory, and other services | $4M | 23 mo ago | 20 | — | — | — | — |
| 20 | Dapt Provider of accounting, payroll & time tracking services 11Funding top 49%Talent bottom 49%Global bottom 30%Market bottom 18% All 4 signals ▾Fundingtop 49% Talentbottom 49% Globalbottom 30% Marketbottom 18% Funding: Raised $2.6M across 4 rounds · 4 rounds over 4 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 11/100 | $3M | 11 mo ago | 10 | 2021 | Jim Keeney Chief Executive Officer | — | 3 partnerships |
| 21 | ClearOne Advantage Provider of debt settlement and consolidation services | $2M | 28 mo ago | 109 | 2008 | — | HubSpot CMS HubEnvoyBootstrap+26 | — |
| 22 | The Security Title Guarantee Corporation of Baltimore Provider of title insurance servces | $1M | 197 mo ago | 40 | 1952 | Theodore C Rogers CEO | WordPressMySQLPHP+20 | 1 award |
| 23 | Golden & Cohen P&C insurance brokerage firm | $831K | 184 mo ago | — | 1992 | Stephanie Cohen Co-Founder & CEO | — | — |
| 24 | Brontide Providing audit, review, employee benefit plan audit, accounting, and tax compliance services 11Talent top 35%Funding bottom 34%Tech bottom 32%Global bottom 25% All 5 signals ▾Talenttop 35% Fundingbottom 34% Techbottom 32% Globalbottom 25% Marketbottom 22% Talent: 3 named leaders on record Funding: Raised $800k across 1 rounds · 1 rounds over 3 yrs (0.3/yr) rank vs industry peers · Fliar Intelligence Index 11/100 | $800K | 29 mo ago | 11 11 → 14 (+27%) · sector median +26% | 2015 | Alec Ronin Co-Founder | — | — |
| 25 | IJJ Corporation Provider of financial services | $266K | 176 mo ago | — | 2003 | — | WordPressMySQLPHP+14 | — |
| 26 | Black Brain Trust Provider of financial services | $150K | 59 mo ago | — | 2020 | Angel Jean CEO | — | — |
Top 12 Financial Services companies in Maryland
#1
Public · Bethesda, Maryland · founded 1998 · 594 employees$77.7Mraised▾
Commercial bank
- Sep 2024Conventional Debt$77.7M
#2
Public · Baltimore, Maryland · founded 1993 · 770 employees$1Braised▾
Brown Advisory is an investment firm provides clients' investment and strategic advice, service and individualized attention. Brown Advisory is not a lending institution or an investment bank.
- Feb 2023Series D$439.8M
- Nov 2018Series C$12.5M
- Jan 2016Series C$541.9M
- Apr 2010Series B$29.7M
#3
Seed · Crofton, Maryland · founded 2021 · 10 employees$2.6Mraised▾
Provider of accounting, payroll & time tracking services
- Jun 2025Seed$1.6M
- Dec 2023Seed$1M
- Dec 2022Seed$1.6M
- Feb 2021Seed$19.5K
#4
Public · Chevy Chase, Maryland · founded 1960 · 771 employees$859.2Mraised▾
REIT that invests in office, multifamily and retail assets in the Washington DC Metro area in the US
- Aug 2018Post IPO$125K
- Jul 2017Post IPO$771.1M
- Mar 2015Conventional Debt$88M
#5
Public · Rockville, Maryland · founded 1999 · 103 employees$903.4Mraised▾
Retail and business community bank
- Dec 2015Conventional Debt$13.5M
- Jul 2013PE$3.4M
- Dec 2009PE$900M
#6
Series A · Rockville, Maryland · 20 employees$4Mraised▾
Provides investment management, financial planning, wealth advisory, and other services
- Jul 2024Series A$4M
#7
Public · Bethesda, Maryland · founded 2011 · 79 employees$594Mraised▾
RLJ Lodging Trust is a real estate investment trust. The company manages to invest in focused-service and compact full-service hotels, which generate most of their revenue from room rentals, have limited food and beverage outlets and meeting space, and require fewer employees than larger hotels. Claims to target major urban areas and dense markets that provide demand generating users from business, leisure, and other travelers.
- Apr 2019Conventional Debt$296M
- Mar 2013Post IPO$298M
#8
Series C · Chevy Chase, Maryland · founded 2003 · 232 employees$68.7Mraised▾
Commercial bank
- Dec 2021Conventional Debt$125M
- Feb 2018Series C$7.5M
- Dec 2016Conventional Debt$24M
- Jan 2016Series C$33.1M
#9
Public · Bethesda, Maryland · founded 2014 · 29 employees$340Mraised▾
Healthcare REIT investing in properties leased to medical providers. The company delivers returns by investing in healthcare properties operated by healthcare systems or physician groups. Focused on growth, it provides capital solutions, monetizing real estate and freeing resources for future investments. Committed to corporate sustainability, it nurtures a thriving work environment and governance framework. The company supports communities and upholds ethics, integrity, and governance. Its ESG approach emphasizes alignment, access, and authenticity, driving returns for stockholders. The firm monitors environmental impact, pursues environmental initiatives, and focuses on diversity and inclusion. The company's board integrates ESG initiatives into operations, supporting long-term results.
- Mar 2018Conventional Debt$340M
#10
Series A · Baltimore, Maryland · founded 2021 · 13 employees$24.5Mraised▾
Developer of solar & wind energy projects
- Jan 2023Series A$20M
- Feb 2022Seed$4.5M
- Series A—
#11
Public · Annapolis, Maryland · founded 1981 · 137 employees$84Mraised▾
Provider of financial services to reduce carbon emissions
#12
Acquired · Ellicott City, Maryland · founded 2004 · 243 employees$54.3Mraised▾
Comprehensive financial solutions: personal, business, and digital banking services. The company provides a wide array of financial products and services, including personal banking, business solutions, and a robust digital banking platform. Customers can access mobile banking, full online banking websites, and various online services. The institution offers consumer lending, personal credit cards, wealth management, brokerage, and insurance options. It focuses on providing convenience, technology, innovation, and products to help customers achieve their financial goals. The company emphasizes customer support and resources, offering online and mobile banking access, online bill payment, funds transfer, and person-to-person payment services through Zelle. The digital banking services include enhanced account security, online statements, and mobile apps for routine banking transactions, investment monitoring, and insurance claim filing.
- Dec 2018Conventional Debt$25M
- Mar 2015Post IPO$25M
- Apr 2012Post IPO$4.3M
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.