Company lists
The Maryland edition · 2026

Financial servicescompanies in Maryland

Accounting, investing, insurance, lending, startups and more: the companies building financial services in Maryland, with their founders, funding, team size and business models.

398 company profiles11 with recorded fundingNovember 2026 edition
Maryland · Photo: Wikimedia Commons (CC BY 4.0)

Recent financial services business events in Maryland

Funding, M&A, contract wins and launches involving 559 financial services companies in Maryland, last 24 months: 37 M&A deals · 6 Contracts · 2 launches · 2 funding rounds. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.

M&AAcquisition · Completed

Fox Run Management L.L.C. acquires Omega healthcare investors

Fox Run Management L.L.C. acquired a new stake in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm…

Real Estate Investment Trust
M&AAcquisition · Completed

Hussman strategic advisors acquires Transmedics

Hussman Strategic Advisors Inc. acquired a new stake in TransMedics Group, Inc. (NASDAQ:TMDX – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC.

M&AAcquisition · Completed

Na acquires Verdence capital advisors

In March, the investment firm took a new majority stake in $4.6 billion RIA Verdence Capital Advisors by buying out founder and CEO Leo Kelly and an early minority investor, Emigrant…

RIA
M&AAcquisition · Announced

Harbor investment advisory acquires W.w. grainger

Harbor Investment Advisory LLC increased its position in shares of W.W. Grainger by 314.3% in the fourth quarter. Harbor Investment Advisory LLC now owns 29 shares of the industrial…

Industrial products
M&AAcquisition · Completed

T. rowe price acquires Oha

The T. Rowe Price Associates CLO team is separate and distinct from OHA, a leading global credit-focused alternative asset manager that T. Rowe Price Group, Inc. acquired in 2021.

Alternative Asset Management
M&AMerger · Announced

Ensurise acquires Wsmt insurance

independent insurance advisory firm Ensurise, LLC has announced its merger with WSMT Insurance, a well-established agency based in Bel Air, Maryland

Insurance agency
M&AAcquisition · Announced

Berman mcaleer acquires T. Rowe Price Growth Stock ETF

Berman McAleer LLC bought a new stake in shares of T. Rowe Price Growth Stock ETF in the 3rd quarter valued at about $1,179,000.

M&AAcquisition · Announced

Wealth Partners Capital Group and HGGC acquires Verdence capital advisors

Verdence Capital Advisors, a Hunt Valley, Md.-based registered investment adviser with $4.6 billion in assets under management, has sold a majority stake to Wealth Partners Capital Group…

M&AAcquisition

First united bank & trust acquires Janus Henderson AAA CLO ETF

First United Bank & Trust purchased a new position in shares of Janus Henderson AAA CLO ETF in the 3rd quarter worth about $50,000.

ETF
LaunchLogistics Back Office Services

Infinity ips

Infinity IPS Launches Logistics Back Office Services for 3PL Providers and Freight Companies

Back Office Services
M&AAcquisition · Announced

Cerity partners acquires Sol capital management

This latest announcement adds Maryland-based SOL Capital Management, extending its presence in the Mid-Atlantic and adding another established advisory team to its national platform.

Wealth Management
M&AAcquisition · Announced

Mercer advisors acquires Glass jacobson wealth advisors

Mercer Advisors snaps up $1B Glass Jacobson Wealth Advisors, a Baltimore-area firm with about $1 billion in assets under management and roots in an accounting and tax practice founded in…

Wealth Management
M&AAcquisition · Announced

Top 50 accounting firm HBK (Hill, Barth & King) acquires Mclean, koehler, sparks & hammond

Top 50 accounting firm HBK (Hill, Barth & King) has made its initial foray into the state of Maryland by acquiring McLean, Koehler, Sparks & Hammond (MKS&H), an accounting firm with…

Accounting
LaunchT. Rowe Price Short Municipal Income ETF

T. rowe price

T. Rowe Price Short Municipal Income ETF, which invests primarily in short- and intermediate-term investment-grade municipal bonds;

ETF
M&AAcquisition · Announced

Mai capital management acquires Court place advisors

MAI Capital Management expanded its national presence with the acquisition of Court Place Advisors, a Maryland-based RIA managing $366 million in assets.

Contract

Saul centers · client: Publix

The Lakeland, Fla.-based chain inked a 50,325-square-foot anchor lease at Saul Centers’ Ashland Square development, at the corners of Dumfries Road and Spriggs Road in Manassas, Va.

Retail
M&AMerger · Pending

ENB Acquisition Subsidiary, Inc. acquires Cecil Bancorp

ENB Acquisition Subsidiary to be merged with and into Cecil Bancorp, Inc., with Cecil Bancorp, Inc. surviving the merger and becoming a wholly‑owned subsidiary of ENB

Bank Holding Company
M&AMerger · Pending

Ephrata National Bank acquires Cecil bank

Cecil Bank to merge with and into Ephrata National Bank, with Ephrata National Bank surviving the merger and remaining as a wholly‑owned subsidiary of ENB

Bank
M&AAcquisition

Pallas capital advisors acquires Rlj lodging trust

Pallas Capital Advisors LLC acquired a new stake in RLJ Lodging Trust (NYSE:RLJ – Free Report) during the second quarter, Holdings Channel reports. The fund acquired 21,272 shares of the…

M&AAcquisition · Announced

Dynamic technology lab acquires Diamondrock hospitality

Dynamic Technology Lab Private Ltd acquired a new stake in shares of DiamondRock Hospitality Company (NYSE:DRH – Free Report) in the 1st quarter, Holdings Channel.com reports.

M&AAcquisition · Completed

Atlantic Union Bankshares acquires Sandy Spring Bancorp

Last October, Atlantic Union Bankshares announced plans to buy Sandy Spring Bancorp in Olney, Maryland, and it thought the purchase would close a year later. Instead, the Richmond,…

Banking
M&AAcquisition · Completed

Sol capital management acquires Polar group

The Polar Group of companies has been owned by SOL Capital Management since February 2023, when SOL acquired Polar out of bankruptcy protection.

Packaging & Label Industry
M&AAcquisition · Announced

Brown advisory acquires Marylebone partners

Majedie Investments PLC ... announces that its manager, Marylebone Partners LLP, is in advanced discussions to join investment management and strategic advisory firm Brown Advisory.

Contract

Avardis · client: Omega healthcare investors

Omega-LaVie master lease has been assigned to a new entity called Avardis.

Healthcare
Contract

Omega healthcare investors · client: LaVie Care Centers

Omega committing $10 million to fund 50% of the expected debtor-in-possession financing for LaVie

Finance
M&AAcquisition · Completed

Atlantic Union Bankshares acquires Sandy Spring Bancorp

Atlantic Union Bankshares remains busy integrating its transformational $1.3 billion acquisition of Sandy Spring Bancorp

Banking
M&AAcquisition · Announced

Atlantic union acquires Sandy Spring Bancorp

Atlantic Union Bankshares Corporation’s executive officers presented at the Annual Meeting of Shareholders, discussing the company’s recent acquisition of Sandy Spring Bancorp, Inc.

Financial services
ContractService

Ss&c technologies · client: T. rowe price

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that T. Rowe Price, a global investment management firm, has extended its transfer agency agreement with SS&C Global…

Investment Management
M&AMerger · Completed

Atlantic union acquires Sandy Spring Bancorp

Atlantic Union Bankshares Corporation ("Atlantic Union") announced that it has completed its previously announced merger with Sandy Spring Bancorp, Inc. ("Sandy Spring") today.

Financial services companies in Maryland, by funding and team

Few financial services companies in Maryland 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 398 active companies.

Showing 25 of 50

Provider of loan origination services

Asset management
US$86.02mSeries C · Jul 2012
77LinkedIn · Jul 2026
Commission on transaction / Lending
16 yr2010
—No postings tracked

Commercial bank

Banks
US$68.68mSeries C · Feb 2018
511+20% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
23 yr2003
0none in 3 months · last posted Jun 2026

Developer of solar & wind energy projects

Consumer and sme loans
US$24.50mSeries A · Jan 2023
29-50% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Lending
5 yr2021
0none in 3 months · last posted Jan 2026

Diversified lending NBFI

Consumer and sme loans
US$9.50mSeries A · Jul 2019
22LinkedIn · Jul 2026
Commission on transaction / Lending
10 yr2016
0none in 3 months · last posted Jun 2026

Provider of real estate investment banking services for private and institutional investors

Reits
US$9.00mSeries A · Jun 2016
177LinkedIn · Jul 2026
Fee-for-service
14 yr2012
0none in 3 months · last posted May 2026

Provider of accounting, payroll & time tracking services

Finance & accounting services
US$4.29mSeed · Jun 2025
15-9% vs previous recordLinkedIn · Jul 2026
Subscription
5 yr2021
0none in 3 months

Provider of hard money loans for real estate investment projects

Banking tech
US$2.74mSeed · Nov 2024
3LinkedIn · Jul 2026
Commission on transaction / Interest
6 yr2020
0none in 3 months

Provider of debt settlement and consolidation services

Service providers to banks
US$1.50mPE · Feb 2024
358LinkedIn · Jul 2026
Fee-for-service
18 yr2008
0none in 3 months · last posted Jan 2026

Providing audit, review, employee benefit plan audit, accounting, and tax compliance services

Finance & accounting services
US$800kSeed · Dec 2023
14+38% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
11 yr2015
0none in 3 months

Provider of financial services

Services for investment industry
US$150kSeed · Jun 2021
3LinkedIn · Jul 2026
Advertising / E-commerce - service
6 yr2020
—No postings tracked

Title insurance brokerage firm focused on residential real estate transactions

Insurance distribution
US$75kSeed · Oct 2020
—Not available
Commission on transaction / Fee-for-service
6 yr2020
—No postings tracked

Diversified asset management firm

Asset management
—None recorded
8,579+0% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
89 yr1937
0none in 3 months · last posted Jun 2026

Provider of healthcare insurance services

Services for healthcare providers
—None recorded
6,504+2% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
92 yr1934
0none in 3 months · last posted Dec 2025

Consumer finance company

Consumer and sme loans
—None recorded
1,783-13% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
89 yr1937
0none in 3 months · last posted Jul 2026

Urban credit union

Banks
—None recorded
533+4% 12 mo to Dec 2020LinkedIn · Oct 2026
Fee-for-service
75 yr1951
0none in 3 months · last posted Jan 2026

REIT that invests in office, multifamily and retail assets in the Washington DC Metro area in the US

Reits
—None recorded
678-24% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
66 yr1960
0none in 3 months · last posted May 2026

Diversified investment management firm

Asset management
—None recorded
1,118+11% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
33 yr1993
0none in 3 months · last posted Apr 2026

Private equity firm partnering with management teams to build great companies

Asset management
—None recorded
5+3% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
12 yr2014
0none in 3 months

Network connecting borrowers with lenders for short-term, small-dollar loans

Alternative lending
—None recorded
724recorded
Advertising / Commission on transaction
14 yr2012
—No postings tracked

Commercial bank

Banks
—None recorded
646+5% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
28 yr1998
0none in 3 months

Life insurance company

Insurance carriers
—None recorded
573+6% vs previous recordrecorded
Commission on transaction / Fee-for-service
45 yr1981
0none in 3 months

Home loans provider

Consumer and sme loans
—None recorded
622+9% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
15 yr2011
0none in 3 months · last posted Jan 2026

Commercial bank

Banks
—None recorded
1+102% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
169 yr1857
0none in 3 months · last posted Jan 2026

S3 Shared Service Solutions is a banking firm that provides financial and banking services.

Service providers to banks
—None recorded
408+19% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
14 yr2012
0none in 3 months · last posted Jun 2026

Credit Union

Banks
—None recorded
631+0% 12 mo to Dec 2020LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
73 yr1953
0none in 3 months
50 of 398 companies shown here · the full list is on Radar
Fliar Radar

Explore all 398 financial services companies in Maryland on Radar

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

Open financial services in Maryland on Radar
  • Every company, not just 50All 398 financial services companies in Maryland, 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 Maryland by what you are looking for

Browse financial services companies in Maryland by the services they provide. Find accounting firms, investment managers, insurers, lenders and banks in Maryland.

7 ways to explore financial services in Maryland

Accounting and finance servicesInvestment and asset management companiesInsurance companies and brokersLenders, mortgages and banksFinancial services startups in MarylandFinancial services companies hiring in Maryland

Accounting and finance services

Companies providing accounting, payroll, tax and financial support services.

  1. Dapt

    Provider of accounting, payroll & time tracking services

    Finance & accounting services
    See in list
  2. Brontide

    Providing audit, review, employee benefit plan audit, accounting, and tax compliance services

    Finance & accounting services
    See in list
  3. hertzbach

    Hertzbach is an accounting and consulting firm with offices in Maryland, Florida and Virginia.

    Finance & accounting services
    See in list
  4. gelman, rosenberg & freedman, cpas

    Gelman, Rosenberg & Freedman, CPAs is an accounting firm operating out of Bethesda, MD.

    Finance & accounting services
    See in list
  5. sb & company

    SB & Company is a certified public accounting and business advisory firm.

    Finance & accounting services
    See in list
66 companies in Maryland

Investment and asset management companies

Investment managers, wealth advisers and firms serving the investment industry.

  1. Brown Advisory

    Diversified investment management firm

    Asset management
    See in list
  2. ProShares

    Funds investment management firm

    Asset management
    See in list
  3. WMS Partners

    Wealth management firm

    Asset management
    Website
  4. Seventy2 Capital

    Client-focused wealth management practice dedicated to achieving client financial goals

    Asset management
    Website
  5. Verdence

    Provider of investment management services

    Asset management
    Website

Insurance companies and brokers

Insurance carriers, agencies and risk-management providers.

  1. Mammoth Title Company

    Title insurance brokerage firm focused on residential real estate transactions

    Insurance distribution
    See in list
  2. CareFirst

    Provider of healthcare insurance services

    Services for healthcare providers
    See in list
  3. Legal and General America

    Life insurance company

    Insurance carriers
    See in list
  4. Missouri Employers Mutual

    Mutual workers compensation insurance

    Internet first insurance platforms
    See in list
  5. Baltimore Life

    Life insurance company

    Insurance carriers
    See in list

Lenders, mortgages and banks

Consumer and business lenders, mortgage providers and commercial banks.

  1. Forbright

    Commercial bank

    Banks
    See in list
  2. Sunstone Credit

    Developer of solar & wind energy projects

    Consumer and sme loans
    See in list
  3. ClearOne Advantage

    Provider of debt settlement and consolidation services

    Service providers to banks
    See in list
  4. Mariner Finance

    Consumer finance company

    Consumer and sme loans
    See in list
  5. Montgomery County

    Network connecting borrowers with lenders for short-term, small-dollar loans

    Alternative lending
    See in list

Financial services startups in Maryland

Recently founded financial services companies in Maryland.

  1. Sunstone Credit

    Developer of solar & wind energy projects

    Consumer and sme loans
    See in list
  2. Dapt

    Provider of accounting, payroll & time tracking services

    Finance & accounting services
    See in list
  3. Nu Ride

    Financial and business news provider

    Financial news portals and data aggregators
    Website
  4. MDRN Capital

    Finance industry with digital retirement planning and investment services

    Asset management
    Website
  5. Blue Phoenix Capital

    Financial services company that offers hard money and fix-and-flip rehab loans to real estate investors

    Service providers to banks
    Website
23 companies in Maryland

Financial services companies hiring in Maryland

Financial services companies in Maryland with hiring activity.

  1. Forbright

    Commercial bank

    Banks
    See in list
  2. Sunstone Credit

    Developer of solar & wind energy projects

    Consumer and sme loans
    See in list
  3. Pimlico Group

    Diversified lending NBFI

    Consumer and sme loans
    See in list
  4. Greysteel

    Provider of real estate investment banking services for private and institutional investors

    Reits
    See in list
  5. ClearOne Advantage

    Provider of debt settlement and consolidation services

    Service providers to banks
    See in list
31 companies in Maryland

Public financial services companies in Maryland

Listed financial services companies based in Maryland.

  1. T. Rowe Price

    Diversified asset management firm

    Asset management
    See in list
  2. JBG SMITH

    REIT that invests in office, multifamily and retail assets in the Washington DC Metro area in the US

    Reits
    See in list
  3. EagleBank

    Commercial bank

    Banks
    See in list
  4. ACNB Bank

    Commercial bank

    Banks
    See in list
  5. Shore United Bank

    Commercial bank

    Banks
    See in list
25 companies in Maryland
Mobile reach

Top 10 financial services apps from Maryland

The most-installed Android apps published by financial services companies headquartered in Maryland — 1.3M installs between them. 22 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

T. Rowe Price Personal® App

by T. Rowe Price

Installs629K
Rating2.764K ratings
Last updatedJun 2026
View on Google Play ↗
T. Rowe Price Personal® App screenshot 1T. Rowe Price Personal® App screenshot 2T. Rowe Price Personal® App screenshot 3T. Rowe Price Personal® App screenshot 4T. Rowe Price Personal® App screenshot 5T. Rowe Price Personal® App screenshot 6
3

SECU - Maryland

by SECU

Installs124K
Rating4.8118K ratings
Last updatedDec 2025
View on Google Play ↗
SECU - Maryland screenshot 1SECU - Maryland screenshot 2SECU - Maryland screenshot 3SECU - Maryland screenshot 4SECU - Maryland screenshot 5
RadarBrowse every financial services company in Maryland 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 Maryland 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, Maryland37

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 Maryland

31Acquisition
6Merger

Most active acquirers

  1. Atlantic Union Bankshares3
  2. Atlantic union3
  3. Atlantic union bank2
  4. Sol capital management2
  5. HB Wealth Management2

Most acquired or merged

  1. Sandy Spring Bancorp6
  2. WMS Partners3
  3. Verdence capital advisors2
  4. Sandy spring bank2
  5. Omega healthcare investors1

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 Maryland 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 Maryland

Financial services funding in Maryland

11 financial services companies in Maryland have recorded equity funding, US$207.26m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Maryland

Meet the people behind financial services companies in Maryland. 93 of 398 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Maryland financial services companies by sub-sector

The most common specialisations among financial services companies in Maryland. 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 Maryland

123 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 Maryland

Browse the Radar directory

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