Best Financial Services Companies in Michigan, United States
The 572 best Financial Services companies in Michigan, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Mercedes-Benz Financial Services.
Ranked: Best Financial Services companies in Michigan
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Recent signals |
|---|---|---|---|---|---|---|---|
| 1 | Mercedes-Benz Financial Services Financial services for Mercedes-Benz vehicles: financing, leasing, insurance, and credit | $1.5B | 111 mo ago | 663 663 → 1,136 (+71%) · sector median +29% | 2007 | Ola Kaellenius CEO | 3 job openings · 1 launch |
| 2 | Ally Provider of banking, auto finance, investing, and life insurance products | $1.3B | 150 mo ago | 59 | 1919 | Karoline Malmberg Co-Founder / Chief Operating Officer | — |
| 3 | Highstreet Insurance Partners Provider of independent insurance agency for liability, home, auto, personal, and business sectors 55Funding top 20%Tech top 40%Market top 48%Talent bottom 49% All 5 signals ▾Fundingtop 20% Techtop 40% Markettop 48% Talentbottom 49% Globalbottom 36% Funding: Raised $550M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Tech: 28 technologies across 5/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 55/100 | $550M | 10 mo ago | 2,000 | 2018 | Scott Wick Founder & CEO | — |
| 4 | Jackson Retirement based investment management firm | $500M | 70 mo ago | 3,500 3,500 → 3,922 (+12%) · sector median +29% | 1961 | — | 1 partnership · 1 award |
| 5 | First National Bank of America Commercial bank | $325M | 38 mo ago | 520 520 → 583 (+12%) · sector median +29% | 1955 | Larry Lueth CEO & President | 1 launch |
| 6 | Agree Realty Corporation REIT focused on retail properties | $245M | 104 mo ago | 72 72 → 120 (+67%) · sector median +29% | 1971 | Joey Agree CEO & President | 4 job openings |
| 7 | Hagerty 🦄 Automotive insurance solution provider to users | $212M | 35 mo ago | 1,874 | 1983 | Kim Hagerty Founder | 1 job opening · 1 launch |
| 8 | Cinnaire Provider of working capital loans | $55M | 27 mo ago | 3 | 2002 | — | 1 partnership · 1 award |
| 9 | Bank of Ann Arbor Community bank providing personal, business, and wealth management financial solutions | $40M | 54 mo ago | — | 1996 | Timothy Marshall CEO & President | 1 award |
| 10 | Fentura Financial Commercial bank | $37M | 90 mo ago | 129 | 1987 | Thomas McKenney Chairman | — |
| 11 | Talmer Bank & Trust Provider of development of banking business services | $34M | 171 mo ago | — | 2007 | David Provost CEO | — |
| 12 | HealthBridge Health insurance distributor 40News top 30%Funding top 32%Growth top 38%Tech bottom 47% All 6 signals ▾Newstop 30% Fundingtop 32% Growthtop 38% Techbottom 47% Globalbottom 32% Marketbottom 25% News: 5 BI events in 12 mo (of 8 tracked, 4 types) · 1 high-value events (IPO/M&A/funding/contracts) in 12 mo Funding: Raised $33.2M across 7 rounds · 7 rounds over 9 yrs (0.8/yr) rank vs industry peers · Fliar Intelligence Index 40/100 | $33M | 6 mo ago | 40 | 2017 | — | — |
| 13 | Level One Bank Commercial bank | $28M | 164 mo ago | — | 2007 | Greg Wernette Co-Founder | — |
| 14 | Grand River Bank Commercial bank | $25M | 109 mo ago | 102 102 → 71 (-30%) · sector median +29% | 2009 | Pat Gill CEO | 1 partnership |
| 15 | University Bank Community bank providing personal, business, and wealth management services | $25M | 7 mo ago | 496 | 1986 | — | 1 partnership · 1 award |
| 16 | Northpointe Bank Commercial bank | $25M | 65 mo ago | 884 | 1999 | Chuck Williams President and CEO | 2 awards |
| 17 | CoverTree Provider of home & specialty insurance services | $23M | 25 mo ago | 40 | 2014 | Rishie Modi Co-Founder | 2 partnerships · 1 expansion |
| 18 | Signal Advisors Provider of financial advisory and insurance services | $16M | 61 mo ago | 120 | 2018 | Jacob Cohen Co-Founder | — |
| 19 | Home Point Financial Home loans provider | $15M | 156 mo ago | 1,820 | 2007 | Willie Newman CEO & President | — |
| 20 | West Michigan Community Bank Community bank | $10M | 89 mo ago | 88 88 → 116 (+32%) · sector median +29% | 1976 | Philip Koning CEO | 1 internship · 1 partnership |
| 21 | CU WealthNext Provider of financial services and wealthtech solutions to credit unions and investors | $8M | 16 mo ago | — | 2023 | Joshua Herman Co-Founder & CEO | 1 launch |
| 22 | Blackbird Mezz Lender Provider of SME loans | $5M | 28 mo ago | — | — | — | — |
| 23 | GSH Real Estate Investment management firm | $4M | 18 mo ago | 27 | 2017 | Gideon Pfeffer CEO | — |
| 24 | First Independence Bank Commercial bank | $4M | 49 mo ago | 65 | 1970 | Kenneth Kelly Chairman & CEO | — |
| 25 | Bank Michigan Community bank offering banking solutions and services to individuals and businesses | $4M | 14 mo ago | 41 41 → 35 (-15%) · sector median +29% | 1907 | Richard Northrup President and CEO | — |
| 26 | Honor Bank Retail and business community bank | $4M | 51 mo ago | 70 | 1917 | Michael Worden CEO & President | 1 job opening · 1 expansion |
| 27 | Dart Bank Provider of software solutions for financial management | $2M | 92 mo ago | 169 | 1925 | Rollin Dart CEO | — |
| 28 | Mortgage One Funding Provider of home loan options, including refinance and purchase programs | $2M | 11 mo ago | — | 2022 | Jason Jamoua CEO | — |
| 29 | Lifeworks Investment & wealth management firm | $2M | 67 mo ago | — | 2016 | Kurt Dyken Co-Founder & Advisor | — |
| 30 | Priority Health Michigan health insurance provider offering diverse plans and award-winning customer care | $2M | 12 mo ago | 2,529 | 1986 | Stephanie Bogema Chief of Staff to the President and CEO/Senior Project Specialist | 1 partnership · 1 expansion · 1 award |
| 31 | Owner Builder Loans Home loans for consumer | $2M | 79 mo ago | 3 | 2007 | Fred Arnold CEO & President | — |
| 32 | Macatawa Bank Community bank providing personal, small business, and commercial banking services | $1M | 204 mo ago | 318 318 → 328 (+3%) · sector median +29% | 1997 | — | — |
| 33 | RPC Provider of loans and investments to excluded entrepreneurs | $500K | 57 mo ago | — | 2016 | Cuong Huynh Co-Founder | — |
| 34 | Element 22 Provider of financial consulting and credit brokerage services | $500K | 82 mo ago | — | 2018 | Ryan Reffitt Co-Founder & President | 1 launch · 2 partnerships |
| 35 | Michigan Retailers Association Provider of credit card processing, insurance programs, and other financial services | $212K | 39 mo ago | 38 | 1940 | William Hallan President and Chief Executive Officer | — |
| 36 | SII Investments Provider of brokerage and dealer services | $206K | 112 mo ago | 86 | 1968 | Todd Kinart President/CEO | — |
| 37 | Apparatus Solutions Recruitment management and bookkeeping related services provider | $100K | 156 mo ago | 22 | 2009 | — | 2 job openings |
Top 12 Financial Services companies in Michigan
#1
Funding Raised · Traverse City, Michigan · founded 2018 · 2000 employees$550Mraised▾
Provider of independent insurance agency for liability, home, auto, personal, and business sectors
- Aug 2025Conventional Debt$550M
#2
Series C · Grand Rapids, Michigan · founded 2017 · 40 employees$33.2Mraised▾
Health insurance distributor
- Nov 2025Conventional Debt$20M
- Aug 2024Series C$17.9M
- Apr 2023Series B$8.4M
- May 2021Series B$14.2M
#3
Public · Ann Arbor, Michigan · founded 1986 · 496 employees$25Mraised▾
Community bank providing personal, business, and wealth management services. It offers a comprehensive suite of financial solutions, including personal and business deposit products, consumer and commercial lending, and wealth management services. The bank focuses on serving the financial needs of local residents, businesses, and organizations within its community. Services extend to home financing, faith-based financing, insurance, warehouse lending, and reverse mortgages. The bank also provides online banking and a mobile app for convenient account management. The bank is committed to simplifying financial needs and helping customers achieve their goals through trusted community banking.
- Nov 2025Post IPO$25M
#4
Series B · Frankenmuth, Michigan · founded 2023$7.5Mraised▾
CU WealthNext is a financial services company based in Michigan that offers wealthtech solutions to credit unions and investors. They are actively seeking new investments and have rebranded from CU Digital One to CU WealthNext to focus on digital investing for credit unions.
- Jan 2025Series B$2.5M
- Nov 2023Series B$18.5M
#5
Funding Raised · Clawson, Michigan · founded 2022$1.8Mraised▾
Provider of home loan options, including refinance and purchase programs. The company offers various loan programs, such as conventional, FHA, and VA loans, to suit different borrower needs. Refinancing options are available for cash out or rate and term adjustments. The company aims to assist clients in navigating the mortgage process.
- Jul 2025Conventional Debt$1.8M
#6
Early Stage · Brooklyn, Michigan · founded 1907 · 41 employees$4.1Mraised▾
Bank Michigan is a community bank located in southeast Michigan. They offer banking solutions and services to their local customers.
- Mar 2025Unattributed$2.7M
- Dec 2023Unattributed$4.1M
#7
Acquired · Grand Rapids, Michigan · founded 1986 · 2529 employees$1.6Mraised▾
Michigan health insurance provider offering diverse plans and award-winning customer care. The company provides a range of health insurance options, including individual and family plans, Medicare, Medicaid, and employer group plans. They focus on providing coverage that prioritizes the customer's needs, lifestyle, and budget. The company emphasizes customer service, mental and behavioral health support, and community relations. They offer resources such as a mobile app, approved drug list, and a find-a-doctor tool. The company is part of an integrated health system and is committed to diversity, equity, and inclusion. They offer career opportunities and focus on employee well-being. The company aims to improve health and inspire hope through its services.
- 2025Grant (prize money)$514.9K
- 2024Grant (prize money)$1.1M
#8
Seed · Clawson, Michigan · founded 2017 · 27 employees$4.2Mraised▾
Provider of real estate investment services intended to help investors earn returns and provide affordable homes to customers. The company's services include assets and workforce housing consisting of apartment complexes built between nineteen sixty and nineteen ninety that can be acquired at prices well under replacement cost, enabling investors to get high margins through management efficiency and rent increases by way of light value-add programs.
- Nov 2024Seed$816.5K
- Mar 2022Seed$3.4M
#9
Hagerty 🦄Public · Traverse City, Michigan · founded 1983 · 1874 employees$212.5Mraised▾
Automotive insurance solution provider to users
- Jun 2023Post IPO$80M
- Aug 2019PE$212.5M
#10
Series D · East Lansing, Michigan · founded 1955 · 520 employees$325.1Mraised▾
Operator of a community bank based in East Lansing, Michigan. The company offers personal banking, commercial and mortgage loans, deposit account offerings, non-qualifying residential mortgages and other related services, providing customers with reliable financial services through its branches located in Traverse City and Grand Rapids.
#11
Series C · Lansing, Michigan · founded 2002 · 3 employees$55Mraised▾
Provider of working capital loans
- Feb 2024Series C$55M
- Sep 2023Conventional Debt$10M
- Oct 2010Grant (prize money)$4M
#12
Series A · Detroit, Michigan · founded 2014 · 40 employees$23Mraised▾
Provider of home & specialty insurance services
- May 2024Series A$13M
- Sep 2022Seed$10M
- Apr 2021Seed$1.5M
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.