M&AAcquisition · Announced
Doeren mayhew acquires Griffin Global Technologies
Doeren Mayhew has acquired Atlanta-based Griffin Global Technologies.
Technology
The Michigan edition · 2026
Michigan · Photo: Wikimedia Commons (CC0)Financial servicescompanies in Michigan
Accounting, banks, insurance, lending, startups and more: the companies building financial services in Michigan, with their founders, funding, team size and business models.
639 company profiles20 with recorded fundingNovember 2026 edition
Recent financial services business events in Michigan
Funding, M&A, contract wins and launches involving 857 financial services companies in Michigan, last 24 months: 75 M&A deals · 11 Contracts · 1 funding round. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.
M&AAcquisition · Announced
Loomis acquires Hermes Transportes Blindados
Loomis has entered into an agreement to acquire Hermes Transportes Blindados, a cash-in-transit company, through a public takeover bid in Peru.
Cash-in-transit
M&AAcquisition · Completed
Doeren mayhew acquires Parlade Schaefer Schortz CPAs
Top 50 accounting firm Doeren Mayhew has bolstered its health care practice by acquiring Parlade Schaefer Schortz CPAs, a South Miami-based tax and accounting firm.
Tax and Accounting
M&AAcquisition · Announced
HB Wealth Management acquires Philip morris international
HB Wealth Management LLC increased its stake in shares of Philip Morris International by 0.3% during the fourth quarter. HB Wealth Management LLC now owns 95,309 shares of the company’s…
M&AAcquisition · Announced
HB Wealth Management acquires Martin Marietta Materials
HB Wealth Management LLC grew its stake in Martin Marietta Materials by 78.5% during the third quarter. HB Wealth Management LLC now owns 8,008 shares of the construction company’s stock…
M&AAcquisition · Completed
Healthbridge acquires Nora
Healthbridge, South Africa’s leading health technology company, has acquired Nora, an ambient AI medical scribe that converts doctor–patient conversations into structured clinical notes.
Health technology
M&AMerger · Announced
Independent bank acquires Highpoint community bank
Independent Bank, a Michigan-based community bank, approached HCB with a formal merger proposal late last year. After a thorough due diligence process, weighing impacts on customers,…
Community Bank
M&AMerger · Announced
Independent bank acquires HCB Financial Corp.
Independent Bank is moving to fill a key geographic gap in its Michigan footprint, announcing it will acquire Hastings-based HCB Financial in a $70.2 million cash-and-stock deal that…
Banking
M&AMerger · Announced
HCB Financial Corp. acquires Independent Bank Corporation
Independent Bank Corporation (NASDAQ: IBCP) (“Independent”), the parent company of Independent Bank, and HCB Financial Corp. (OTCPK: HCBN) (“HCB”), the parent company of Highpoint…
M&AAcquisition · Announced
Precision Door Tri-State acquires Foris solutions
Precision Door Tri-State , which was acquired by Monogram Capital Partners in 2024, bought Plymouth, Michigan-based Foris Solutions, a multi-state franchisee of Precision Garage Door…
Garage Door Franchisee
M&AMerger · Announced
Two harbors investment acquires United wholesale mortgage
William Ross Greenberg announced the merger between Two Harbors Investment Corp. and United Wholesale Mortgage (UWM) during the fourth-quarter earnings call.
Mortgage Originator
ContractTechnology
Scienaptic AI · client: Genisys credit union
Scienaptic AI, a global leader in AI-powered credit decisioning technology, announced that Genisys Credit Union has selected its AI platform to modernize its lending, enhance decisioning…
M&AAcquisition · Announced
Wright flood acquires Poulton associates
Near the end of the year, Wright Flood acquired assets of Poulton Associates, allowing us to further enhance our position as a leading provider of flood insurance in the U.S.
ContractTechnology
Tavant · client: Northpointe bank
Tavant, a leading provider of AI-powered fintech solutions and digital engineering, announced Northpointe Bank, a leading financial institution renowned for its innovative lending…
ContractTechnology
Duck creek technologies · client: Frankenmuth insurance
Duck Creek Technologies, a global P&C insurer, has been selected by Frankenmuth Insurance to modernise its agency and producer management capabilities as part of the insurer’s wider…
Insurance
M&AAcquisition · Announced
United wholesale mortgage acquires Two Harbors Investment Corp
United Wholesale Mortgage announced its plans to buy Two Harbors Investment Corp.
M&AAcquisition · Announced
University Bancorp acquires American finance house lariba
University Bancorp is expanding its faith-based financing program by acquiring two lenders.
Financial Services
M&AAcquisition · Announced
University Bancorp acquires Greater Pacific Bancshares
University Bancorp is expanding its faith-based financing program by acquiring two lenders.
Financial Services
M&AAcquisition · Announced
United wholesale mortgage acquires Two Harbors Investment Corp
In a move that significantly expands its footprint in the mortgage servicing landscape, Pontiac-based United Wholesale Mortgage Holdings Corp. said Wednesday it would acquire Two Harbors…
Real Estate Investment Trust
ContractTechnology
Newgen software technologies ltd · client: Mercedes-benz financial services
Newgen Software Technologies has recently received and accepted a Purchase Order from Mercedes-Benz Financial Services for delivering a Loan Management System.
M&AAcquisition · Completed
Rehmann acquires Martinet recchia
Rehmann completed two acquisitions earlier this year, buying Willoughby, Ohio-based family-owned CPA firm Martinet Recchia and Vero Beach, Fla.-based accounting firm Kmetz, Elwell,…
Family-owned CPA firm
M&AAcquisition · Completed
Rehmann acquires Kmetz, elwell, graham & associates
Rehmann completed two acquisitions earlier this year, buying Willoughby, Ohio-based family-owned CPA firm Martinet Recchia and Vero Beach, Fla.-based accounting firm Kmetz, Elwell,…
Accounting firm
M&AAcquisition · Announced
Loomis acquires Kipfer Logistik
Vischer advised Loomis in connection with its acquisition of Kipfer Logistik, a Swiss logistics company specialising in temperature-controlled transport and storage for the…
Logistics
M&AMerger · Announced
United Shore Financial Services acquires Gores Holdings IV
The deal calls for United Shore, which also is known as United Wholesale Mortgage, to merge with a so-called "blank-check company" affiliated with the Los Angeles-based Gores Group
Special Purpose Acquisition Company
M&AAcquisition · Announced
Dfcu financial acquires Winter Park National Bank in Florida
DFCU Financial in Michigan acquired Winter Park National Bank in Florida ($845 million in assets), marking its second Florida deal in two years.
Bank
FundingDebt Offering
Agree realty corporation
Agree Realty Corporation (NYSE: ADC) today announced that its operating partnership, Agree Limited Partnership (the "Operating Partnership"), priced a public offering of $400 million of…
Investors Na
Real Estate Investment Trust
M&AAcquisition · Announced
Province acquires O’keefe
Province’s acquisition of O’Keefe will expand its presence into Detroit and create a new litigation advisory practice.
Financial advisory firm
ContractSupply
BioconBiologics Ltd. · client: Blue cross blue shield of michigan
YESINTEK has also been selected as the exclusive Ustekinumab by Blue Cross Blue Shield of Michigan (BCBSM), Florida Healthcare Plan, and several closed-door health systems.
Pharmaceutical
ContractSupply
BioconBiologics Ltd. · client: Priority health
YESINTEK has also been selected on several other formularies, including Navitus, Costco Health Solutions, MedImpact, Priority Health, University of Pittsburgh Medical Center (UPMC), and…
Pharmaceutical
M&AAcquisition · Completed
Blue cross blue shield of michigan acquires Af group
The company was purchased by BCBS Michigan in 1994.
Insurance
Financial services companies in Michigan, by funding and team
Few financial services companies in Michigan 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 639 active companies.
Automotive insurance solution provider to users
Auto retail & aftersalesUS$212.50mPE · Aug 2019
1,732+40% vs previous recordLinkedIn · Oct 2026
Commission on transaction / E-commerce - product
43 yr1983
0none in 3 months · last posted Jun 2026
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 1,874 (previous snapshot 1,339)
- Recorded funding
- US$212.50m · PE · Aug 2019
- Founded
- 1983 · about 43 years old
- Stage
- Public
- Focus
- Property & casualty, Auto, Financial services, Finance
Founders · 1
Kim HagertyFounder
Investors · 1
- MarkelFund
Team & hiring signals
LinkedIn headcount1,7321,001-5,000
LinkedIn followers51,060
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Territory Manager · Canada
Patents
Patent filings3
Focus: Automotive VIN decoding software for vehicle data identification and processing.
CPC G06Q10/10Mobile apps
- HagertyAuto & Vehicles · 82,333 installs · ★ 4.9 · updated 2026-05-11
Technology
AWS
React
Next.js
Node.js
PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of working capital loans
Consumer and sme loansUS$55.00mSeries C · Feb 2024
157+0% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
24 yr2002
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3
- Recorded funding
- US$55.00m · Series C · Feb 2024
- Founded
- 2002 · about 24 years old
- Stage
- Series C
- Focus
- Sme loans, Working capital loans
Team & hiring signals
LinkedIn headcount15751-200
LinkedIn followers5,341
Earlier recorded team32021, a different source
Recent company signals
- Partnership Partnership with HDC MidAtlantic
- Award 2026 Novogradac Metro QLICI of the Year — New Markets Tax Credit financing partnership
Technology
- PHP
MySQL
Cloudflare
WordPress
jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Health insurance distributor
Insurance distributionUS$51.12mSeries C · Aug 2024
140+8% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Subscription
9 yr2017
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 40 (previous snapshot 91)
- Recorded funding
- US$51.12m · Series C · Aug 2024
- Founded
- 2017 · about 9 years old
- Stage
- Series C
- Focus
- Health
Funding over time
US$51.12m across 6 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Gregory VandenBoschFounder & CEO
Investors · 4
4490 VenturesFund
MagnetarFund
- Des MoinesFund
Team & hiring signals
LinkedIn headcount14051-200
LinkedIn followers1,839
Earlier recorded team402022, a different source
Recent company signals
- Milestone successfully achieved HITRUST r2 Recertification
- Expansion New Business Operations Center serving as a home for several teams including our Patient Services call center
Technology
- Cloudflare
Webflow- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Home loans provider
Consumer and sme loansUS$39.74mSeries A · May 2013
845+52% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
19 yr2007
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 1,820
- Recorded funding
- US$39.74m · Series A · May 2013
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Consumer loans, Home loans
Funding over time
US$39.74m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Willie NewmanCEO & President
- Highest education
- MBA, Business Economics · Wayne State University
Investors · 2
Long RidgeFund
Team & hiring signals
LinkedIn headcount84551-200
LinkedIn followers24,397
Earlier recorded team1,8202022, a different source
Technology
- Azure
- React
- Next.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of development of banking business services
BanksUS$34.47mSeries C · Feb 2012
40LinkedIn · Oct 2026
Commission on transaction / Lending
19 yr2007
—No postings tracked
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$34.47m · Series C · Feb 2012
- Founded
- 2007 · about 19 years old
- Stage
- Series C
- Focus
- Commercial banks
Funding over time
US$34.47m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
David ProvostCEO
Team & hiring signals
LinkedIn headcount40501-1,000
LinkedIn followers216
Technology
- PHP
- MySQL
Nginx- WordPress
Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksUS$28.10mSeries B · Oct 2012
—Not available
Commission on transaction / Lending
19 yr2007
0none in 3 months
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$28.10m · Series B · Oct 2012
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks
Funding over time
US$28.10m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Greg WernetteCo-Founder
Patrick FehringCo-Founder & CEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of home & specialty insurance services
Insurance carriersUS$24.50mSeries A · May 2024
54+54% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
12 yr2014
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 40 (previous snapshot 26)
- Recorded funding
- US$24.50m · Series A · May 2024
- Founded
- 2014 · about 12 years old
- Stage
- Series A
- Focus
- Property & casualty, Diversified
Funding over time
US$24.50m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Rishie ModiCo-Founder
Investors · 6
AV8 VenturesFund
Annox CapitalFund
Ludlow VenturesFund
PortageFund
Distributed VenturesFund
Team & hiring signals
LinkedIn headcount5411-50
LinkedIn followers6,854
Recent company signals
- Expansion launching in North Carolina soon
- Partnership Partnership with Missississippi Insurance Alliance
- Partnership Partnership with Productflow
Technology
- AWS
- React
TypeScript- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial services and wealthtech solutions to credit unions and investors
Services for investment industryUS$21.00mSeries B · Jan 2025
3LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
3 yr2023
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$21.00m · Series B · Jan 2025
- Founded
- 2023 · about 3 years old
- Stage
- Series B
- Focus
- Consultancy services, Diversified
Funding over time
US$21.00m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Joshua HermanCo-Founder & CEO
- Highest education
- BBA · Walsh College
Investors · 1
- Neighborhood Income SolutionsFund
Team & hiring signals
LinkedIn headcount3
LinkedIn followers1,194
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial advisory and insurance services
Third-party administratorsUS$16.00mSeries A · Apr 2021
151+2% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
8 yr2018
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 120 (previous snapshot 118)
- Recorded funding
- US$16.00m · Series A · Apr 2021
- Founded
- 2018 · about 8 years old
- Stage
- Series A
- Focus
- Financial advisors
Founders · 3
Jacob CohenCo-Founder
- Highest education
- MBA, Finance · Michigan Ross
Patrick KellyCo-Founder & CEO
- Highest education
- Michigan State University
Kevin O'haraCo-Founder & CTO
- Highest education
- Bachelor's in computer information systems · Western Michigan University
Investors · 8
- Annox CapitalFund
General CatalystFund- Ludlow VenturesFund
Mercury FundFund
SV AngelFund- Hemant TanejaAngel
- Brian RuAngel
Team & hiring signals
LinkedIn headcount15151-200
LinkedIn followers4,690
Open roles4of 23 tracked · last posted May 2026
Mobile apps
- Signal CommunitySocial · 513 installs · ★ 5.0 · updated 2026-06-03
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of payment processing services
Payment resellersUS$5.00mSeries A · Feb 2026
—Not available
Subscription
11 yr2015
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$5.00m · Series A · Feb 2026
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment management firm
Services for investment industryUS$4.22mSeed · Nov 2024
32LinkedIn · Jul 2026
Commission on transaction / Renting / leasing
9 yr2017
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 27
- Recorded funding
- US$4.22m · Seed · Nov 2024
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Consultancy services, Real estate
Funding over time
US$4.22m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Gideon PfefferCEO
- Highest education
- Bachelor's in finance · Syracuse University - Martin J. Whitman School Of Management
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers1,229
Technology
- AWS
- PHP
- MySQL
- Cloudflare
HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Asset financing firm
Asset financeUS$3.10mSeries A · Oct 2018
7LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
21 yr2005
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$3.10m · Series A · Oct 2018
- Founded
- 2005 · about 21 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 1
David LevyCo-Founder & CEO
- Highest education
- Harvard Business School
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers212
Technology
- PHP
- MySQL
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Investment & wealth management firm
Asset managementUS$1.80mAngel · Nov 2020
49LinkedIn · Jul 2026
Subscription
10 yr2016
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$1.80m · Angel · Nov 2020
- Founded
- 2016 · about 10 years old
- Stage
- Seed
- Focus
- Diversified
Founders · 2
Kurt DykenCo-Founder & Advisor
Ron BullisCo-Founder & President
Investors · 1
- Marty BicknellAngel
Team & hiring signals
LinkedIn headcount4911-50
LinkedIn followers1,230
Technology
- AWS
- PHP
- MySQL
- Nginx
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of loans and investments to excluded entrepreneurs
Investment consultantsUS$500kSeed · Sep 2020
—Not available
Commission on transaction / Fee-for-service
10 yr2016
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$500k · Seed · Sep 2020
- Founded
- 2016 · about 10 years old
- Stage
- Seed
- Focus
- Sme loans, Diversified
Founders · 2
Cuong HuynhCo-Founder
Eric FosterPrincipal Founder, Chair and Managing Director
Investors · 1
MeijerFund
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of financial consulting and credit brokerage services
Service providers to banksUS$500kSeed · Jul 2019
8LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
8 yr2018
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$500k · Seed · Jul 2019
- Founded
- 2018 · about 8 years old
- Stage
- Seed
- Focus
- Business consulting
Founders · 1
Ryan ReffittCo-Founder & President
- Highest education
- Bachelor's in economics · Saint Joseph'S College
Investors · 10
Team & hiring signals
LinkedIn headcount82-10
LinkedIn followers312
Recent company signals
- Partnership Partnership with CUInsight
- Partnership Partnership with Community Capital Technology | CCT
- Launch Launched eXchange22 (Loan Participation Portal)
Patents
Patent filings316
Focus: Patents concentrated in electrical & electronics
CPC H04L63/0861, H04N19/46, G06F3/1446Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of claims processing and health insurance services
Services for health insurersUS$231kSeed · Sep 2022
—Not available
Commission on transaction / E-commerce - service
13 yr2013
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$231k · Seed · Sep 2022
- Founded
- 2013 · about 13 years old
- Stage
- Seed
- Focus
- Claims processing services, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of student loan advisory services
Service providers to banksUS$50kSeed · Oct 2021
8+43% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Subscription
8 yr2018
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 10 (previous snapshot 7)
- Recorded funding
- US$50k · Seed · Oct 2021
- Founded
- 2018 · about 8 years old
- Stage
- Seed
- Focus
- Debt management, Loan servicing, Education loans
Founders · 1
Ivan HerndonCo-Founder
Investors · 1
a2Tech360Fund
Team & hiring signals
LinkedIn headcount82-10
LinkedIn followers548
Recent company signals
- Award #1 Advisor for Student Loan Borrowers — Google Gemini (AI summaries)
- Partnership Partnership with Paramount Residential Mortgage Group Inc.
Technology
- React
- Next.js
- Node.js
Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of property, casualty, workers' compensation, and life insurance policies
Investment techUS$50kSeed · Jun 2017
—Not available
Commission on transaction / Fee-for-service
9 yr2017
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$50k · Seed · Jun 2017
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Wealth management platforms, Robo advisors, Horizontal
Investors · 1
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of commercial mortgage loans
Consumer and sme loansUS$50kSeed · Aug 2010
—Not available
Commission on transaction / Fee-for-service
24 yr2002
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$50k · Seed · Aug 2010
- Founded
- 2002 · about 24 years old
- Stage
- Seed
- Focus
- Sme loans, Commercial mortgages
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of data-driven strategies for active management overcoming traditional limitations
Artificial intelligenceUS$25kSeed · Jul 2024
7LinkedIn · Jul 2026
Subscription
3 yr2023
0none in 3 months
SaaSSoftware
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$25k · Seed · Jul 2024
- Founded
- 2023 · about 3 years old
- Stage
- Seed
- Focus
- Data discovery and visualization, Decision support software, Diversified
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers294
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Property & casualty insurer
Insurance carriers—None recorded
595+5,580% vs previous recordLinkedIn · Oct 2026
Commission on transaction / E-commerce - product
74 yr1952
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 38,000 (previous snapshot 669)
- Recorded funding
- None recorded
- Founded
- 1952 · about 74 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Team & hiring signals
LinkedIn headcount5951,001-5,000
LinkedIn followers30,748
Patents
Patent filings4
Focus: Wireless messaging integration and portable furniture design (chairs, folding chairs, mirrors).
CPC H04M1/656, A47C4/42Mobile apps
- Foremost® Insurance MobileFinance · 96,970 installs · ★ 3.9 · updated 2026-05-29
Technology
Vue.js- Cloudflare
Sentry- Segment
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Global cash logistics and private security service provider
Service providers to banks—None recorded
7,456LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
174 yr1852
0none in 3 months · last posted Jul 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 25,400
- Recorded funding
- None recorded
- Founded
- 1852 · about 174 years old
- Stage
- Public
- Focus
- Cash-in-transit
Leadership · 1
Patrik AnderssonCEO & President
Team & hiring signals
LinkedIn headcount7,45625,000+
LinkedIn followers77,138
Open roles2of 5 tracked · last posted Jul 2026
- Hiring: Analista de RR. HH · San Bernardo, Santiago Metropolitan Region
- Hiring: Finance Business Partner · Madrid, Community of Madrid
- Hiring: Jefe Operativo Branch · Valparaiso Region
Technology
- React
- Java
- Cloudflare
Salesforce- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
REIT that invests in residential and RV community properties
Reits—None recorded
716+27% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Renting / leasing
51 yr1975
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 7,594
- Recorded funding
- None recorded
- Founded
- 1975 · about 51 years old
- Stage
- Public
- Focus
- Equity, Residential
Leadership · 1
Gary ShiffmanChairman & CEO
Team & hiring signals
LinkedIn headcount7161,001-5,000
LinkedIn followers8,635
Earlier recorded team7,5942022, a different source
Open roles7of 96 tracked · last posted May 2026
Mobile apps
- Sun EventsBusiness · 179 installs · updated 2025-10-09
Technology
- Java
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Limited information available
Internet first lenders—None recorded
7,389+25% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
29 yr1997
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 7,521 (previous snapshot 6,029)
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Public
- Focus
- Business loans, Direct lender, Diversified, Enablers
Leadership · 1
Mat IshbiaCEO & President
Team & hiring signals
LinkedIn headcount7,3895,001-10,000
LinkedIn followers100,756
Open roles4of 5 tracked · last posted May 2026
Mobile apps
- My UWM LoanFinance · 150,109 installs · ★ 2.5 · updated 2026-05-26
- UWM InTouchFinance · 53,862 installs · ★ 2.9 · updated 2026-05-26
- UWM UZoneProductivity · 1,609 installs · updated 2026-05-06
Technology
- React
- Next.js
- Node.js
- Cloudflare
Stripe
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
United Shore is an financial service provider and mortgage lenders.
Internet first residential mortgage providers—None recorded
6,800+1% vs previous recordrecorded
Commission on transaction / Lending
40 yr1986
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 6,800 (previous snapshot 6,760)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Private
- Focus
- Diversified, Internet first lenders, Loan life cycle management, Loan servicing
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance company
Insurance carriers—None recorded
5,732+0% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
110 yr1916
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 5,913 (previous snapshot 5,003)
- Recorded funding
- None recorded
- Founded
- 1916 · about 110 years old
- Stage
- Unfunded
- Focus
- Auto, Property & casualty
Leadership · 1
Jeffrey TagsoldCEO & Director
Team & hiring signals
LinkedIn headcount5,7325,001-10,000
LinkedIn followers71,013
Earlier recorded team5,9132021, a different source
Open roles1of 1 tracked · last posted Jun 2026
Mobile apps
- Auto-Owners MobileFinance · 317,320 installs · ★ 4.6 · updated 2026-05-13
Technology
- React
Angular- TypeScript
- Java
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Retirement based investment management firm
Asset management—None recorded
3,923+17% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
65 yr1961
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3,500 (previous snapshot 3,000)
- Recorded funding
- None recorded
- Founded
- 1961 · about 65 years old
- Stage
- Public
- Focus
- Financial advisors, Retirement & pension
Leadership · 1
Barry StoweCEO & Chairman
- Highest education
- Bachelor's in politics · Lipscomb University
Investors · 1
- AtheneFund
Team & hiring signals
LinkedIn headcount3,9231,001-5,000
LinkedIn followers37,414
Earlier recorded team3,5002021, a different source
Recent company signals
- Award InvestmentNews Annuities Provider of the Year
Technology
- Java
- Cloudflare
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Auto loans provider
Consumer and sme loans—None recorded
2,188-8% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Lending
54 yr1972
0none in 3 months · last posted Jul 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 2,246 (previous snapshot 2,429)
- Recorded funding
- None recorded
- Founded
- 1972 · about 54 years old
- Stage
- Public
- Focus
- Consumer loans, Auto loans, Internet-first
Leadership · 1
Brett RobertsCEO
Team & hiring signals
LinkedIn headcount2,1881,001-5,000
LinkedIn followers48,192
Open roles6of 84 tracked · last posted Jul 2026
Recent company signals
- Leadership Hired a CFO
Mobile apps
- Credit Acceptance MobileFinance · 484,848 installs · ★ 4.4 · updated 2026-06-04
Technology
- AWS
- PHP
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of independent insurance agency for liability, home, auto, personal, and business sectors
Insurance distribution—None recorded
591+1,823% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
8 yr2018
0none in 3 months
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,000 (previous snapshot 104)
- Recorded funding
- None recorded
- Founded
- 2018 · about 8 years old
- Stage
- Funding Raised
- Focus
- Diversified
Founders · 1
Scott WickFounder & CEO
Team & hiring signals
LinkedIn headcount5913,000+
LinkedIn followers5,546
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
1,413-19% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
109 yr1917
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,975 (previous snapshot 2,424)
- Recorded funding
- None recorded
- Founded
- 1917 · about 109 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Tom ShaferEx-CEO
- Highest education
- Bachelor's in business · Hillsdale College
Team & hiring signals
LinkedIn headcount1,4131,001-5,000
LinkedIn followers13,557
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
788LinkedIn · Oct 2026
Fee-for-service
89 yr1937
0none in 3 months · last posted Mar 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,714
- Recorded funding
- None recorded
- Founded
- 1937 · about 89 years old
- Stage
- Unfunded
- Focus
- Co-operative banks, Credit unions
Leadership · 1
April ClobesCEO & President
Team & hiring signals
LinkedIn headcount7881,001-5,000
LinkedIn followers13,448
Open roles4of 4 tracked · last posted Mar 2026
Recent company signals
- Partnership Partnership with MSU Athletics
- Launch Launched MoneyLens (financial insights platform)
Mobile apps
- MSUFCU MobileFinance · 209,147 installs · ★ 2.5 · updated 2026-06-03
- MSUFCU CVVkeyFinance · 2,761 installs · ★ 4.4 · updated 2025-09-30
- Financial 4.0 for MSUEducation · 177 installs · updated 2024-11-19
Technology
- AWS
- React
- PHP
- MySQL
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
P&C wholesale insurance broker
Insurance distribution—None recorded
1,545+7% vs previous recordLinkedIn · Oct 2026
Fee-for-service
57 yr1969
0none in 3 months · last posted Feb 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,401 (previous snapshot 1,310)
- Recorded funding
- None recorded
- Founded
- 1969 · about 57 years old
- Stage
- Funding Raised
- Focus
- Diversified
Leadership · 1
Alan Jay KaufmanCEO & President
- Highest education
- Notre Dame
Team & hiring signals
LinkedIn headcount1,5451,001-5,000
LinkedIn followers78,313
Open roles4of 47 tracked · last posted Feb 2026
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
1,165+7% vs previous recordrecorded
Commission on transaction / Fee-for-service
93 yr1933
0none in 3 months · last posted Jun 2026
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,165 (previous snapshot 1,085)
- Recorded funding
- None recorded
- Founded
- 1933 · about 93 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Sandra JelinskiCEO & President
Team & hiring signals
Open roles8of 85 tracked · last posted Jun 2026
Mobile apps
- Lake Michigan CU MobileFinance · 262,680 installs · ★ 2.6 · updated 2026-04-20
- Lake Michigan CU Business PlusFinance · 1,409 installs · ★ 3.0 · updated 2025-05-29
- LMCU Business TokenFinance · 85 installs · updated 2022-11-21
Technology
- AWS
- React
- Vue.js
- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Property and casualty insurance company
Insurance carriers—None recorded
948+2% vs previous recordrecorded
Commission on transaction / E-commerce - product
114 yr1912
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 948 (previous snapshot 928)
- Recorded funding
- None recorded
- Founded
- 1912 · about 114 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Leadership · 1
Gregory CrabbCEO & President
Team & hiring signals
Open roles7of 23 tracked · last posted Jun 2026
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
593LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
27 yr1999
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 884
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Early Stage
- Focus
- Commercial banks
Founders · 1
Chuck WilliamsFounder & CEO
Investors · 1
Team & hiring signals
LinkedIn headcount5931,001-5,000
LinkedIn followers9,555
Open roles8of 58 tracked · last posted Jun 2026
Recent company signals
- Award 2026 HousingWire Woman of Influence
- Award Top Performers in Customer Satisfaction — Experience.com
Mobile apps
- Northpointe Bank MobileFinance · 19,431 installs · ★ 4.2 · updated 2026-05-21
- Northpointe Sales SummitBusiness · 21 installs · updated 2025-08-13
Technology
- AWS
- React
- Vue.js
- PHP
Laravel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of accounting, assurance, advisory and wealth management services
Asset management—None recorded
1,429+3% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
85 yr1941
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 823 (previous snapshot 1,108)
- Recorded funding
- None recorded
- Founded
- 1941 · about 85 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Randall RuppCEO
Team & hiring signals
LinkedIn headcount1,429501-1,000
LinkedIn followers14,032
Earlier recorded team8232021, a different source
Open roles6of 100 tracked · last posted Jun 2026
Technology
- PHP
- MySQL
- Cloudflare
- HubSpot
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
965-8% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
162 yr1864
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 741 (previous snapshot 900)
- Recorded funding
- None recorded
- Founded
- 1864 · about 162 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Brad KesselCEO & President
Team & hiring signals
LinkedIn headcount965501-1,000
LinkedIn followers6,438
Earlier recorded team7412023, a different source
Recent company signals
- Award Top 10 Lender — U.S. Small Business Administration Michigan District Office
- Award Best-In-State Banks for 2026 — Weekly
Mobile apps
- IB ONE WalletFinance · 66,819 installs · ★ 4.6 · updated 2026-04-10
- IB TreasuryONEFinance · 2,200 installs · updated 2025-09-25
- IB TreasuryONE SecurityFinance · 369 installs · updated 2025-09-25
Technology
- AWS
- React
- Cloudflare
- Sentry
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Financial services for Mercedes-Benz vehicles: financing, leasing, insurance, and credit
Consumer and sme loans—None recorded
1,106-34% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
19 yr2007
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 663 (previous snapshot 1,549)
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Funding Raised
- Focus
- Consumer loans, Auto loans
Leadership · 1
Ola KaelleniusCEO
Team & hiring signals
LinkedIn headcount1,1061,001-5,000
LinkedIn followers32,650
Earlier recorded team6632021, a different source
Open roles2of 3 tracked · last posted Jun 2026
- Hiring: IT Cloud Engineer · Fort Worth, Texas
- Hiring: Deep Credit Wholesale & Financial Audit Manager · Fort Worth, Texas
- Hiring: IT Automation Specialist · Fort Worth, Texas
Recent company signals
- Launch Launched Secure Message Center (salesforce-powered solution for secure communication and document exchange)
- Milestone 1 millionth eContract
Mobile apps
- Mercedes-Benz FinanceFinance · 88,508 installs · ★ 4.8 · updated 2026-02-03
- Daimler EventsBusiness · 1,222 installs · updated 2021-08-10
Technology
- Angular
- TypeScript
- Java
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
TD Bank's auto finance subsidiary
Consumer and sme loans—None recorded
1,031+42% 12 mo to Dec 2014LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
15 yr2011
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 662 (previous snapshot 1,129)
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Auto loans
Leadership · 1
Andrew StuartPresident & CEO TD Auto Finance
- Highest education
- Master's of business administration · University Of Oregon - Charles H. Lundquist College Of Business
Team & hiring signals
LinkedIn headcount1,031501-1,000
LinkedIn followers8,897
Earlier recorded team6622014, a different source
Technology
- Java
- Cloudflare
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Fund of funds focused on middle-market companies
Banks—None recorded
889+1% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
29 yr1997
0none in 3 months · last posted Jan 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 585 (previous snapshot 662)
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 2
Michael PriceCEO
Robert KaminskiCEO & President
Team & hiring signals
LinkedIn headcount889501-1,000
LinkedIn followers8,079
Earlier recorded team5852021, a different source
Open roles1of 1 tracked · last posted Jan 2026
Mobile apps
- MercMobileFinance · 37,175 installs · ★ 4.5 · updated 2025-11-18
- Merc mRDCBusiness · 488 installs · updated 2019-07-31
Technology
- Vue.js
- Java
- Nginx
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
571+23% vs previous recordrecorded
Commission on transaction / Fee-for-service
76 yr1950
0none in 3 months · last posted Jun 2026
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 571 (previous snapshot 466)
- Recorded funding
- None recorded
- Founded
- 1950 · about 76 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Mark ShobeCEO & President
Team & hiring signals
Open roles6of 18 tracked · last posted Jun 2026
Mobile apps
- DFCU MobileFinance · 105,842 installs · ★ 4.4 · updated 2026-05-22
Technology
- AWS
- Cloudflare
Amazon S3- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Rocket Pro TPO partners with local brokers, community banks & credit unions offering competitive, personal mortgage solutions.
Service providers to banks—None recorded
532-21% vs previous recordrecorded
Lending
6 yr2020
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 532 (previous snapshot 672)
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Credit brokers, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
579+7% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
71 yr1955
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 520 (previous snapshot 436)
- Recorded funding
- None recorded
- Founded
- 1955 · about 71 years old
- Stage
- Series D
- Focus
- Commercial banks
Leadership · 1
Larry LuethCEO & President
Team & hiring signals
LinkedIn headcount579201-500
LinkedIn followers6,637
Earlier recorded team5202021, a different source
Open roles5of 9 tracked · last posted May 2026
Technology
- AWS
Google Cloud- React
- Next.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of home purchase and refinance loans
Consumer and sme loans—None recorded
416+8% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
26 yr2000
0none in 3 months · last posted Jun 2026
ConsumerSocial impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 499
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Team & hiring signals
LinkedIn headcount416501-1,000
LinkedIn followers3,846
Earlier recorded team4992022, a different source
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Re-Disclosure Specialist · Ann Arbor
Technology
- AWS
- Vue.js
- Java
- Cloudflare
- Stripe
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
168+12% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
40 yr1986
0none in 3 months · last posted Jun 2026
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 496
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Stephen RanziniCEO & President
Team & hiring signals
LinkedIn headcount168201-500
LinkedIn followers3,954
Earlier recorded team4962021, a different source
Open roles1of 1 tracked · last posted Jun 2026
Recent company signals
- Partnership Partnership with East Michigan Athletics
- Award USA Today Top Workplace — USA Today
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
404+4% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
90 yr1936
0none in 3 months · last posted Dec 2025
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 492 (previous snapshot 334)
- Recorded funding
- None recorded
- Founded
- 1936 · about 90 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Jackie BuchananCEO & President
Team & hiring signals
LinkedIn headcount404501-1,000
LinkedIn followers4,354
Earlier recorded team4922022, a different source
Open roles2of 3 tracked · last posted Dec 2025
Recent company signals
- Award Shower 2026 Best Credit Union in Michigan — WeAreGenisys
- Award MCUF Community Enrichment Award — Michigan Credit Union Foundation (MCUF)
- Award Best Credit Union, Best Financial Advisor, and Best Mortgage Lender — The Oakland Press 2026
Mobile apps
- Genisys Mobile BankingFinance · 151,911 installs · ★ 4.5 · updated 2026-02-20
- Genisys Card ControlsFinance · 30,635 installs · ★ 2.6 · updated 2025-08-26
Technology
- PHP
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of consumer loans
Consumer and sme loans—None recorded
449-9% vs previous recordrecorded
Subscription
22 yr2004
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 449 (previous snapshot 491)
- Recorded funding
- None recorded
- Founded
- 2004 · about 22 years old
- Stage
- Unfunded
- Focus
- Diversified, Sme loans
Technology
- React
- Cloudflare
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Credit Union
Banks—None recorded
447+3% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
82 yr1944
0none in 3 months · last posted Jan 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 447 (previous snapshot 431)
- Recorded funding
- None recorded
- Founded
- 1944 · about 82 years old
- Stage
- Unfunded
- Focus
- Co-operative banks, Credit unions
Leadership · 1
David SnodgrassCEO & President
- Highest education
- Master's of business administration in management · La Salle University - School Of Business Administration
Team & hiring signals
Open roles1of 4 tracked · last posted Jan 2026
Mobile apps
- Lake Trust Business BankingFinance · 3,338 installs · ★ 4.1 · updated 2026-05-21
Technology
- React
- Angular
- TypeScript
- Cloudflare
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
434+14% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
62 yr1964
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 434
- Recorded funding
- None recorded
- Founded
- 1964 · about 62 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Vickie SchmitzerCEO & President
Mobile apps
- Frankenmuth Credit Union BizFinance · 1,638 installs · ★ 2.7 · updated 2026-05-12
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Property and casualty insurance company
Insurance carriers—None recorded
501-6% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
141 yr1885
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 431
- Recorded funding
- None recorded
- Founded
- 1885 · about 141 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Leadership · 1
Joseph J BabiakCEO & President
Team & hiring signals
LinkedIn headcount501201-500
LinkedIn followers7,640
Earlier recorded team4312021, a different source
Open roles3of 4 tracked · last posted Jun 2026
- Hiring: Sales Operations Manager
- Internship: Claim Intern
- Hiring: Data Engineering and Warehousing Manager
Mobile apps
- Hastings Incentive TripBusiness · 117 installs · updated 2026-05-11
Technology
- Cloudflare
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
50 of 639 companies shown here · the full list is on Radar
Fliar Radar
Explore all 639 financial services companies in Michigan on Radar
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
Open financial services in Michigan on Radar- Every company, not just 50All 639 financial services companies in Michigan, 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 Michigan by what you are looking for
Browse top financial services companies in Michigan for banking, insurance, lending and wealth management. Find financial services firms in Michigan by the products and advice they offer.
7 ways to explore financial services in Michigan
Accounting & financial advisory companiesBanks & banking servicesInsurance carriers & brokersLending & investment companiesFinancial services startups in MichiganFinancial services companies hiring in Michigan
Accounting & financial advisory companies
Firms providing accounting, tax and financial advisory services.
Doeren MayhewProvider of accounting, assurance and advisory services
Finance & accounting services
AhpplcAHP offers audit, taxation, accounting, IT consulting, retirement planning and financial services.
Finance & accounting services
accounting aid societyAccounting Aid Society provides free income tax preparation services for low and middle income households in southeast
Finance & accounting services- Hscompanies
H&S Companies, CPAs & Business Advisors is an accounting firm serving West Michigan.
Finance & accounting services 
ClaytonmckerveyClayton & McKervey helps businesses in the areas of accounting, tax, business consulting and advice.
Finance & accounting services
138 companies in Michigan
Banks & banking services
Banks and providers of banking products and services.
- Talmer Bank & TrustSee in list
Provider of development of banking business services
Banks - Level One BankSee in list
Commercial bank
Banks - Element 22See in list
Provider of financial consulting and credit brokerage services
Service providers to banks - LoanSenseSee in list
Provider of student loan advisory services
Service providers to banks - LoomisSee in list
Global cash logistics and private security service provider
Service providers to banks
89 companies in MichiganAll 114 banks companies in Michigan →
Insurance carriers & brokers
Insurance carriers, distributors and risk-management providers.
- HagertySee in list
Automotive insurance solution provider to users
Auto retail & aftersales - HealthBridgeSee in list
Health insurance distributor
Insurance distribution - CoverTreeSee in list
Provider of home & specialty insurance services
Insurance carriers - Mytual TechnologiesSee in list
Provider of property, casualty, workers' compensation, and life insurance policies
Investment tech - ForemostSee in list
Property & casualty insurer
Insurance carriers
79 companies in MichiganAll 51 insurance carriers companies in Michigan →
Lending & investment companies
Providers of consumer loans, business finance and asset management.
- CinnaireSee in list
Provider of working capital loans
Consumer and sme loans - Home Point FinancialSee in list
Home loans provider
Consumer and sme loans - GSH Real EstateSee in list
Investment management firm
Services for investment industry - LifeworksSee in list
Investment & wealth management firm
Asset management - RPCSee in list
Provider of loans and investments to excluded entrepreneurs
Investment consultants
135 companies in MichiganAll 59 asset management companies in Michigan →
Financial services startups in Michigan
Recently founded financial services companies in Michigan.
- CU WealthNextSee in list
Provider of financial services and wealthtech solutions to credit unions and investors
Services for investment industry - NextFolioSee in list
Provider of data-driven strategies for active management overcoming traditional limitations
Artificial intelligence 
msgcuMSGCU is a non-profit organization that offers savings, deposits, loans, credit and mortgage for both individuals and businesses.ppppppp
Banks
Swift Home LoansProvider of mortgage loan services for home purchasing and refinancing
Asset finance
Mortgage One FundingProvider of home loan options, including refinance and purchase programs
Asset finance
40 companies in Michigan
Financial services companies hiring in Michigan
Financial services businesses in Michigan with hiring activity.
- HagertySee in list
Automotive insurance solution provider to users
Auto retail & aftersales - Signal AdvisorsSee in list
Provider of financial advisory and insurance services
Third-party administrators - LoomisSee in list
Global cash logistics and private security service provider
Service providers to banks - Sun CommunitiesSee in list
REIT that invests in residential and RV community properties
Reits - United Wholesale MortgageSee in list
Limited information available
Internet first lenders
30 companies in Michigan
Public financial services companies in Michigan
Publicly listed financial services companies in Michigan.
- HagertySee in list
Automotive insurance solution provider to users
Auto retail & aftersales - Home Point FinancialSee in list
Home loans provider
Consumer and sme loans - Level One BankSee in list
Commercial bank
Banks - LoomisSee in list
Global cash logistics and private security service provider
Service providers to banks - Sun CommunitiesSee in list
REIT that invests in residential and RV community properties
Reits
29 companies in Michigan
Mobile reach
Top 10 financial services apps from Michigan
The most-installed Android apps published by financial services companies headquartered in Michigan — 6.2M installs between them. 67 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
1 of 10
Installs4.3M
Rating4.4539K ratings
Installs, year on year+19%
Last updatedJun 2026
Legal entityAlly Financial Inc.declared on Google Play
Installs485K
Rating4.423K ratings
Last updatedJun 2026
Legal entityCredit Acceptance Corporationdeclared on Google Play
Installs317K
Rating4.65824 ratings
Installs, year on year+18%
Last updatedMay 2026
Legal entityAuto-Owners Insurance Companydeclared on Google Play
Installs263K
Rating2.572K ratings
Installs, year on year+15%
Last updatedApr 2026
Legal entityLake Michigan Credit Uniondeclared on Google Play
Installs209K
Rating2.541K ratings
Installs, year on year+15%
Last updatedJun 2026
Legal entityMichigan State University Federal Credit Uniondeclared on Google Play
Installs152K
Rating4.454K ratings
Installs, year on year+20%
Last updatedFeb 2026
Legal entityGenisys Credit Uniondeclared on Google Play
Installs150K
Rating2.48351 ratings
Last updatedMay 2026
Legal entityUNITED WHOLESALE MORTGAGE, LLCdeclared on Google Play
Installs134K
Rating4.624K ratings
Last updatedApr 2026
Legal entityMichigan First Credit Uniondeclared on Google Play
Installs116K
Rating4.263K ratings
Installs, year on year+19%
Last updatedMay 2026
Legal entityADVIA CREDIT UNIONdeclared on Google Play
Installs106K
Rating4.433K ratings
Installs, year on year+12%
Last updatedMay 2026
Legal entityCREDIT UNIONS CHARTERED IN THE 96 DFCU FINANCIALdeclared on Google Play
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 Michigan 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$18.79bn
877 rounds in the United States
M&A deals, Michigan75
last 24 months
Capital by year
amount roundsEquity funding into financial services in the United States
Bars show US$ 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
Michigan in context
Michigan’s share of the United States’s financial services funding
Equity rounds over the last five years, 857 financial services companies in Michigan among 48,810 in the United States.
Corporate activity · last 24 months
M&A in Michigan
64Acquisition
10Merger
1Announced
Most active acquirers
- Doeren mayhew23
- HB Wealth Management6
- Independent bank6
- University Bancorp6
- Loomis3
Most acquired or merged
- Independent bank3
- 1RDG2
- Two Harbors Investment Corp2
- Enterprise Bancorp2
- Currency exchange international2
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 StatesIndustry landscape report
Financial Services Industry Landscape of the United States
The financials above are one chapter. The full financial services landscape of Michigan 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
Financial services funding in Michigan
20 financial services companies in Michigan have recorded equity funding, US$497.95m in total. Totals and round dates describe the historical record; they are not current valuations.
Most funded
Largest recorded equity totals, with the latest recorded round.
Auto retail & aftersalesAutomotive insurance solution provider to users
Recorded equity fundingUS$212.50mPE · Aug 2019
Founder · 1
Kim HagertyFounder
Consumer and sme loansProvider of working capital loans
Recorded equity fundingUS$55.00mSeries C · Feb 2024
Founders
Details not available
Insurance distributionHealth insurance distributor
Recorded equity fundingUS$51.12mSeries C · Aug 2024
Founder · 1
Gregory VandenBoschFounder & CEO
Consumer and sme loansHome loans provider
Recorded equity fundingUS$39.74mSeries A · May 2013
Leadership · 1
Willie NewmanCEO & President
BanksProvider of development of banking business services
Recorded equity fundingUS$34.47mSeries C · Feb 2012
Leadership · 1
David ProvostCEO
BanksCommercial bank
Recorded equity fundingUS$28.10mSeries B · Oct 2012
Founders · 2
Greg WernetteCo-Founder
Patrick FehringCo-Founder & CEO
Insurance carriersProvider of home & specialty insurance services
Recorded equity fundingUS$24.50mSeries A · May 2024
Founder · 1
Rishie ModiCo-Founder
Services for investment industryProvider of financial services and wealthtech solutions to credit unions and investors
Recorded equity fundingUS$21.00mSeries B · Jan 2025
Founder · 1
Joshua HermanCo-Founder & CEO
Third-party administratorsProvider of financial advisory and insurance services
Recorded equity fundingUS$16.00mSeries A · Apr 2021
Founders · 3
Jacob CohenCo-Founder
Patrick KellyCo-Founder & CEO
Kevin O'haraCo-Founder & CTO
Payment resellersProvider of payment processing services
Recorded equity fundingUS$5.00mSeries A · Feb 2026
Founders
Details not available
Services for investment industryInvestment management firm
Recorded equity fundingUS$4.22mSeed · Nov 2024
Leadership · 1
Gideon PfefferCEO
Asset financeAsset financing firm
Recorded equity fundingUS$3.10mSeries A · Oct 2018
Founder · 1
David LevyCo-Founder & CEO
Asset managementInvestment & wealth management firm
Recorded equity fundingUS$1.80mAngel · Nov 2020
Founders · 2
Kurt DykenCo-Founder & Advisor
Ron BullisCo-Founder & President
Investment consultantsProvider of loans and investments to excluded entrepreneurs
Recorded equity fundingUS$500kSeed · Sep 2020
Founders · 2
Cuong HuynhCo-Founder
Eric FosterPrincipal Founder, Chair and Managing Director
Service providers to banksProvider of financial consulting and credit brokerage services
Recorded equity fundingUS$500kSeed · Jul 2019
Founder · 1
Ryan ReffittCo-Founder & President
Services for health insurersProvider of claims processing and health insurance services
Recorded equity fundingUS$231kSeed · Sep 2022
Founders
Details not available
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 1,874 (previous snapshot 1,339)
- Recorded funding
- US$212.50m · PE · Aug 2019
- Founded
- 1983 · about 43 years old
- Stage
- Public
- Focus
- Property & casualty, Auto, Financial services, Finance
Founders · 1
Kim HagertyFounder
Investors · 1
- MarkelFund
Team & hiring signals
LinkedIn headcount1,7321,001-5,000
LinkedIn followers51,060
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Territory Manager · Canada
Patents
Patent filings3
Focus: Automotive VIN decoding software for vehicle data identification and processing.
CPC G06Q10/10Mobile apps
- HagertyAuto & Vehicles · 82,333 installs · ★ 4.9 · updated 2026-05-11
Technology
- AWS
- React
- Next.js
- Node.js
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3
- Recorded funding
- US$55.00m · Series C · Feb 2024
- Founded
- 2002 · about 24 years old
- Stage
- Series C
- Focus
- Sme loans, Working capital loans
Team & hiring signals
LinkedIn headcount15751-200
LinkedIn followers5,341
Earlier recorded team32021, a different source
Recent company signals
- Partnership Partnership with HDC MidAtlantic
- Award 2026 Novogradac Metro QLICI of the Year — New Markets Tax Credit financing partnership
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 40 (previous snapshot 91)
- Recorded funding
- US$51.12m · Series C · Aug 2024
- Founded
- 2017 · about 9 years old
- Stage
- Series C
- Focus
- Health
Funding over time
US$51.12m across 6 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Gregory VandenBoschFounder & CEO
Investors · 4
- 4490 VenturesFund
- MagnetarFund
- Des MoinesFund
Team & hiring signals
LinkedIn headcount14051-200
LinkedIn followers1,839
Earlier recorded team402022, a different source
Recent company signals
- Milestone successfully achieved HITRUST r2 Recertification
- Expansion New Business Operations Center serving as a home for several teams including our Patient Services call center
Technology
- Cloudflare
- Webflow
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 1,820
- Recorded funding
- US$39.74m · Series A · May 2013
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Consumer loans, Home loans
Funding over time
US$39.74m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Willie NewmanCEO & President
- Highest education
- MBA, Business Economics · Wayne State University
Investors · 2
- Long RidgeFund
Team & hiring signals
LinkedIn headcount84551-200
LinkedIn followers24,397
Earlier recorded team1,8202022, a different source
Technology
- Azure
- React
- Next.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$34.47m · Series C · Feb 2012
- Founded
- 2007 · about 19 years old
- Stage
- Series C
- Focus
- Commercial banks
Funding over time
US$34.47m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
David ProvostCEO
Team & hiring signals
LinkedIn headcount40501-1,000
LinkedIn followers216
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$28.10m · Series B · Oct 2012
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks
Funding over time
US$28.10m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Greg WernetteCo-Founder
Patrick FehringCo-Founder & CEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 40 (previous snapshot 26)
- Recorded funding
- US$24.50m · Series A · May 2024
- Founded
- 2014 · about 12 years old
- Stage
- Series A
- Focus
- Property & casualty, Diversified
Funding over time
US$24.50m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Rishie ModiCo-Founder
Investors · 6
- AV8 VenturesFund
- Annox CapitalFund
- Ludlow VenturesFund
- PortageFund
- Distributed VenturesFund
Team & hiring signals
LinkedIn headcount5411-50
LinkedIn followers6,854
Recent company signals
- Expansion launching in North Carolina soon
- Partnership Partnership with Missississippi Insurance Alliance
- Partnership Partnership with Productflow
Technology
- AWS
- React
- TypeScript
- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$21.00m · Series B · Jan 2025
- Founded
- 2023 · about 3 years old
- Stage
- Series B
- Focus
- Consultancy services, Diversified
Funding over time
US$21.00m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Joshua HermanCo-Founder & CEO
- Highest education
- BBA · Walsh College
Investors · 1
- Neighborhood Income SolutionsFund
Team & hiring signals
LinkedIn headcount3
LinkedIn followers1,194
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 120 (previous snapshot 118)
- Recorded funding
- US$16.00m · Series A · Apr 2021
- Founded
- 2018 · about 8 years old
- Stage
- Series A
- Focus
- Financial advisors
Founders · 3
Jacob CohenCo-Founder
- Highest education
- MBA, Finance · Michigan Ross
Patrick KellyCo-Founder & CEO
- Highest education
- Michigan State University
Kevin O'haraCo-Founder & CTO
- Highest education
- Bachelor's in computer information systems · Western Michigan University
Investors · 8
- Annox CapitalFund
- General CatalystFund
- Ludlow VenturesFund
- Mercury FundFund
- SV AngelFund
- Hemant TanejaAngel
- Brian RuAngel
Team & hiring signals
LinkedIn headcount15151-200
LinkedIn followers4,690
Open roles4of 23 tracked · last posted May 2026
Mobile apps
- Signal CommunitySocial · 513 installs · ★ 5.0 · updated 2026-06-03
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$5.00m · Series A · Feb 2026
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 27
- Recorded funding
- US$4.22m · Seed · Nov 2024
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Consultancy services, Real estate
Funding over time
US$4.22m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Gideon PfefferCEO
- Highest education
- Bachelor's in finance · Syracuse University - Martin J. Whitman School Of Management
Team & hiring signals
LinkedIn headcount3211-50
LinkedIn followers1,229
Technology
- AWS
- PHP
- MySQL
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$3.10m · Series A · Oct 2018
- Founded
- 2005 · about 21 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 1
David LevyCo-Founder & CEO
- Highest education
- Harvard Business School
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers212
Technology
- PHP
- MySQL
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$1.80m · Angel · Nov 2020
- Founded
- 2016 · about 10 years old
- Stage
- Seed
- Focus
- Diversified
Founders · 2
Kurt DykenCo-Founder & Advisor
Ron BullisCo-Founder & President
Investors · 1
- Marty BicknellAngel
Team & hiring signals
LinkedIn headcount4911-50
LinkedIn followers1,230
Technology
- AWS
- PHP
- MySQL
- Nginx
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$500k · Seed · Sep 2020
- Founded
- 2016 · about 10 years old
- Stage
- Seed
- Focus
- Sme loans, Diversified
Founders · 2
Cuong HuynhCo-Founder
Eric FosterPrincipal Founder, Chair and Managing Director
Investors · 1
- MeijerFund
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$500k · Seed · Jul 2019
- Founded
- 2018 · about 8 years old
- Stage
- Seed
- Focus
- Business consulting
Founders · 1
Ryan ReffittCo-Founder & President
- Highest education
- Bachelor's in economics · Saint Joseph'S College
Investors · 10
Team & hiring signals
LinkedIn headcount82-10
LinkedIn followers312
Recent company signals
- Partnership Partnership with CUInsight
- Partnership Partnership with Community Capital Technology | CCT
- Launch Launched eXchange22 (Loan Participation Portal)
Patents
Patent filings316
Focus: Patents concentrated in electrical & electronics
CPC H04L63/0861, H04N19/46, G06F3/1446Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$231k · Seed · Sep 2022
- Founded
- 2013 · about 13 years old
- Stage
- Seed
- Focus
- Claims processing services, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Founders and momentum in Michigan
Meet the people behind financial services companies in Michigan. 143 of 639 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Growing teams
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
Insurance carriersProperty & casualty insurer
Team size38,000Up from 669 in the previous snapshot
Founders
Details not available
Insurance distributionProvider of independent insurance agency for liability, home, auto, personal, and business sectors
Team size2,000Up from 104 in the previous snapshot
Founder · 1
Scott WickFounder & CEO
Insurance carriersProvider of commercial insurance services
Team size362Up from 45 in the previous snapshot
Founders
Details not available
Consumer and sme loansBlack Onyx, LLC was founded by John Sims in 2014.
Team size150Up from 19 in the previous snapshot
Founders
Details not available
ReitsEquity REIT investing in leisure and hotel properties
Team size332Up from 78 in the previous snapshot
Founder · 1
Ron WilsonFounder & CEO
BanksCommunity bank providing personal and business banking services across Michigan
Team size247Up from 83 in the previous snapshot
Leadership · 1
Debbie CunninghamCEO & President
Global 2000Eastern Michigan Bank is a locally owned community bank that provides personal and business banking services.
Team size94Up from 48 in the previous snapshot
Founders
Details not available
Consumer and sme loansProvider of mortgage loans
Team size326Up from 175 in the previous snapshot
Founders
Details not available
BanksChoiceOne Bank is a West Michigan-based community banking corporation.
Team size402Up from 226 in the previous snapshot
Founders
Details not available
Finance & accounting servicesThe Campbell Group (CG) a renewable energy-based private equity and project development firm.
Team size253Up from 143 in the previous snapshot
Founders
Details not available
Service providers to banksProvider of mortgage loan services, including refinancing and home purchasing
Team size108Up from 62 in the previous snapshot
Founders
Details not available
Finance & accounting servicesAnderson, Tackman & Company expertise in tax management and accounting services.
Team size50Up from 31 in the previous snapshot
Founders
Details not available
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 38,000 (previous snapshot 669)
- Recorded funding
- None recorded
- Founded
- 1952 · about 74 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Team & hiring signals
LinkedIn headcount5951,001-5,000
LinkedIn followers30,748
Patents
Patent filings4
Focus: Wireless messaging integration and portable furniture design (chairs, folding chairs, mirrors).
CPC H04M1/656, A47C4/42Mobile apps
- Foremost® Insurance MobileFinance · 96,970 installs · ★ 3.9 · updated 2026-05-29
Technology
- Vue.js
- Cloudflare
- Sentry
- Segment
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 2,000 (previous snapshot 104)
- Recorded funding
- None recorded
- Founded
- 2018 · about 8 years old
- Stage
- Funding Raised
- Focus
- Diversified
Founders · 1
Scott WickFounder & CEO
Team & hiring signals
LinkedIn headcount5913,000+
LinkedIn followers5,546
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 362 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1993 · about 33 years old
- Stage
- Funding Raised
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 150 (previous snapshot 19)
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Private
- Focus
- Diversified, Lenders, Sme loans
Team & hiring signals
LinkedIn headcount1551-200
LinkedIn followers460
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 332 (previous snapshot 78)
- Recorded funding
- None recorded
- Founded
- 1989 · about 37 years old
- Stage
- Funding Raised
- Focus
- Equity, Diversified
Founders · 1
Ron WilsonFounder & CEO
Team & hiring signals
Open roles2of 3 tracked · last posted Jan 2026
Technology
- Google Cloud
- React
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 247 (previous snapshot 83)
- Recorded funding
- None recorded
- Founded
- 2001 · about 25 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Debbie CunninghamCEO & President
- Highest education
- Ferris State University
Team & hiring signals
LinkedIn headcount11551-200
LinkedIn followers924
Earlier recorded team2472021, a different source
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Commercial Loan Assistant
Mobile apps
- Northstar Bank Mobile BankingFinance · 6,438 installs · ★ 4.8 · updated 2026-02-19
- Northstar Bank Business mRDCBusiness · 192 installs · updated 2024-10-08
Technology
- AWS
- Google Cloud
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 94 (previous snapshot 48)
- Recorded funding
- None recorded
- Founded
- 1895 · about 131 years old
- Stage
- Public
- Focus
- Commercial banks, Internet first banks, Retail banking, Through bank partnerships
Technology
- AWS
- Google Cloud
- Cloudflare
- Amazon S3
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 326 (previous snapshot 175)
- Recorded funding
- None recorded
- Founded
- 1994 · about 32 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Mobile apps
- Pro SnapFinance · 17,387 installs · ★ 4.6 · updated 2026-03-02
- Pro Snap for Michigan MortgageFinance · 3,196 installs · ★ 5.0 · updated 2026-03-02
- Pro Snap for Metro Mortgage GrFinance · 1,798 installs · ★ 5.0 · updated 2026-03-02
Technology
- AWS
- Vue.js
- PHP
Ruby On Rails- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 402 (previous snapshot 226)
- Recorded funding
- None recorded
- Founded
- 1898 · about 128 years old
- Stage
- Public
- Focus
- Commercial banks
Team & hiring signals
LinkedIn headcount367501-1,000
LinkedIn followers2,258
Open roles3of 4 tracked · last posted Jun 2026
Technology
- AWS
- Google Cloud
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 253 (previous snapshot 143)
- Recorded funding
- None recorded
- Founded
- 1960 · about 66 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 108 (previous snapshot 62)
- Recorded funding
- None recorded
- Founded
- 2020 · about 6 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Credit brokers, Home loans
Team & hiring signals
LinkedIn headcount25551-200
LinkedIn followers2,132
Open roles1of 2 tracked · last posted May 2026
- Hiring: Experienced Loan Officer · Michigan
- Hiring: Loan Processor
Recent company signals
- Partnership Partnership with Woodward Sports
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 50 (previous snapshot 31)
- Recorded funding
- None recorded
- Founded
- 1970 · about 56 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount2751-200
LinkedIn followers173
Earlier recorded team502022, a different source
Technology
- Java
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Recently founded
Financial services companies in Michigan founded in the last four years, newest first.
Finance & accounting servicesProvider of payroll processing and related administrative services
Founded2025Unfunded
Founders
Details not available
Financial services industry associationsNetwork of lenders providing financing for home improvement projects
Founded2025Unfunded
Founders
Details not available
Insurance distributionEmployee benefits and group health insurance agency that provides tailored and comprehensive solutions to businesses
Founded2024Unfunded
Founders
Details not available
BanksThe company offers diverse financial services and products
Founded2024Unfunded
Founders
Details not available
Consumer and sme loansProvider of personal and business banking, loans, insurance, and wealth management
Founded2024Unfunded
Founders
Details not available
Services for investment industryProvider of financial services and wealthtech solutions to credit unions and investors
Founded2023Series B
Founder · 1
Joshua HermanCo-Founder & CEO
Artificial intelligenceProvider of data-driven strategies for active management overcoming traditional limitations
Founded2023Seed
Founders
Details not available
BanksHome - Crest Alliance SIB
Founded2023Unfunded
Founders
Details not available
Asset managementOffer investment advisory services
Founded2023Unfunded
Founders
Details not available
BanksThe company offers comprehensive wealth management and banking services
Founded2023Unfunded
Founders
Details not available
Insurance carriersInsurance agent providing life, home, and car insurance services
Founded2023Unfunded
Founders
Details not available
Insurance distributionInsurance agency providing personalized auto, home, life, and business insurance solutions to individuals and families
Founded2023Unfunded
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2025 · about 1 years old
- Stage
- Unfunded
- Focus
- Payroll management
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2025 · about 1 years old
- Stage
- Unfunded
- Focus
- Associations
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers37
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$21.00m · Series B · Jan 2025
- Founded
- 2023 · about 3 years old
- Stage
- Series B
- Focus
- Consultancy services, Diversified
Funding over time
US$21.00m across 2 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Joshua HermanCo-Founder & CEO
- Highest education
- BBA · Walsh College
Investors · 1
- Neighborhood Income SolutionsFund
Team & hiring signals
LinkedIn headcount3
LinkedIn followers1,194
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
SaaSSoftware
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$25k · Seed · Jul 2024
- Founded
- 2023 · about 3 years old
- Stage
- Seed
- Focus
- Data discovery and visualization, Decision support software, Diversified
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers294
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - product
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Most covered in the news
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
BanksFinancial services provider
News events · last 24 months113Across tracked business press
Leadership · 2
Alvaro G De MolinaCEO
Jeffrey J BrownCEO
Consumer and sme loansAuto loans provider
News events · last 24 months65Across tracked business press
Leadership · 1
Brett RobertsCEO
BanksCommercial bank
News events · last 24 months64Across tracked business press
Leadership · 1
Brad KesselCEO & President
ReitsREIT that invests in residential and RV community properties
News events · last 24 months55Across tracked business press
Leadership · 1
Gary ShiffmanChairman & CEO
Service providers to banksGlobal cash logistics and private security service provider
News events · last 24 months40Across tracked business press
Leadership · 1
Patrik AnderssonCEO & President
ReitsREIT focused on retail properties
News events · last 24 months31Across tracked business press
Leadership · 1
Joey AgreeCEO & President
Auto retail & aftersalesAutomotive insurance solution provider to users
News events · last 24 months30Across tracked business press
Founder · 1
Kim HagertyFounder
Internet first lendersLimited information available
News events · last 24 months17Across tracked business press
Leadership · 1
Mat IshbiaCEO & President
BanksOxford Bank is a commercial bank offering personal and business banking services.
News events · last 24 months17Across tracked business press
Founders
Details not available
BanksSouthern Michigan Bank & Trust is a community bank providing personal financial services to its customers.
News events · last 24 months16Across tracked business press
Founders
Details not available
Asset managementRetirement based investment management firm
News events · last 24 months13Across tracked business press
Leadership · 1
Barry StoweCEO & Chairman
Asset managementProvider of permanent capital for succession solutions and business owner empowerment
News events · last 24 months10Across tracked business press
Founder · 1
Derrick McIverFounder and Managing Director
ConsumerAcquirer · 2 deals
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 59 (previous snapshot 11,875)
- Recorded funding
- None recorded
- Founded
- 1919 · about 107 years old
- Stage
- Public
- Focus
- Internet-first banks, Digital native banks, Retail banking
Leadership · 2
Alvaro G De MolinaCEO
Jeffrey J BrownCEO
Team & hiring signals
LinkedIn headcount14,24810,001+
LinkedIn followers186,504
Earlier recorded team592022, a different source
Mobile apps
- Ally: Bank, Auto & InvestFinance · 4,307,689 installs · ★ 4.4 · updated 2026-06-02
- SmartAuction Mobile PostAuto & Vehicles · 214 installs · updated 2026-01-29
Technology
- AWS
- Google Cloud
- Azure
- React
- Next.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 2,246 (previous snapshot 2,429)
- Recorded funding
- None recorded
- Founded
- 1972 · about 54 years old
- Stage
- Public
- Focus
- Consumer loans, Auto loans, Internet-first
Leadership · 1
Brett RobertsCEO
Team & hiring signals
LinkedIn headcount2,1881,001-5,000
LinkedIn followers48,192
Open roles6of 84 tracked · last posted Jul 2026
Recent company signals
- Leadership Hired a CFO
Mobile apps
- Credit Acceptance MobileFinance · 484,848 installs · ★ 4.4 · updated 2026-06-04
Technology
- AWS
- PHP
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 741 (previous snapshot 900)
- Recorded funding
- None recorded
- Founded
- 1864 · about 162 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Brad KesselCEO & President
Team & hiring signals
LinkedIn headcount965501-1,000
LinkedIn followers6,438
Earlier recorded team7412023, a different source
Recent company signals
- Award Top 10 Lender — U.S. Small Business Administration Michigan District Office
- Award Best-In-State Banks for 2026 — Weekly
Mobile apps
- IB ONE WalletFinance · 66,819 installs · ★ 4.6 · updated 2026-04-10
- IB TreasuryONEFinance · 2,200 installs · updated 2025-09-25
- IB TreasuryONE SecurityFinance · 369 installs · updated 2025-09-25
Technology
- AWS
- React
- Cloudflare
- Sentry
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 7,594
- Recorded funding
- None recorded
- Founded
- 1975 · about 51 years old
- Stage
- Public
- Focus
- Equity, Residential
Leadership · 1
Gary ShiffmanChairman & CEO
Team & hiring signals
LinkedIn headcount7161,001-5,000
LinkedIn followers8,635
Earlier recorded team7,5942022, a different source
Open roles7of 96 tracked · last posted May 2026
Mobile apps
- Sun EventsBusiness · 179 installs · updated 2025-10-09
Technology
- Java
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 25,400
- Recorded funding
- None recorded
- Founded
- 1852 · about 174 years old
- Stage
- Public
- Focus
- Cash-in-transit
Leadership · 1
Patrik AnderssonCEO & President
Team & hiring signals
LinkedIn headcount7,45625,000+
LinkedIn followers77,138
Open roles2of 5 tracked · last posted Jul 2026
- Hiring: Analista de RR. HH · San Bernardo, Santiago Metropolitan Region
- Hiring: Finance Business Partner · Madrid, Community of Madrid
- Hiring: Jefe Operativo Branch · Valparaiso Region
Technology
- React
- Java
- Cloudflare
- Salesforce
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 72 (previous snapshot 85)
- Recorded funding
- None recorded
- Founded
- 1971 · about 55 years old
- Stage
- Public
- Focus
- Equity, Retail
Leadership · 1
Joey AgreeCEO & President
Team & hiring signals
LinkedIn headcount12251-200
LinkedIn followers7,434
Earlier recorded team722023, a different source
Open roles2of 11 tracked · last posted Jul 2026
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 1,874 (previous snapshot 1,339)
- Recorded funding
- US$212.50m · PE · Aug 2019
- Founded
- 1983 · about 43 years old
- Stage
- Public
- Focus
- Property & casualty, Auto, Financial services, Finance
Founders · 1
Kim HagertyFounder
Investors · 1
- MarkelFund
Team & hiring signals
LinkedIn headcount1,7321,001-5,000
LinkedIn followers51,060
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Territory Manager · Canada
Patents
Patent filings3
Focus: Automotive VIN decoding software for vehicle data identification and processing.
CPC G06Q10/10Mobile apps
- HagertyAuto & Vehicles · 82,333 installs · ★ 4.9 · updated 2026-05-11
Technology
- AWS
- React
- Next.js
- Node.js
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 7,521 (previous snapshot 6,029)
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Public
- Focus
- Business loans, Direct lender, Diversified, Enablers
Leadership · 1
Mat IshbiaCEO & President
Team & hiring signals
LinkedIn headcount7,3895,001-10,000
LinkedIn followers100,756
Open roles4of 5 tracked · last posted May 2026
Mobile apps
- My UWM LoanFinance · 150,109 installs · ★ 2.5 · updated 2026-05-26
- UWM InTouchFinance · 53,862 installs · ★ 2.9 · updated 2026-05-26
- UWM UZoneProductivity · 1,609 installs · updated 2026-05-06
Technology
- React
- Next.js
- Node.js
- Cloudflare
- Stripe
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 128 (previous snapshot 143)
- Recorded funding
- None recorded
- Founded
- 1884 · about 142 years old
- Stage
- Public
- Focus
- Commercial banks
Team & hiring signals
LinkedIn headcount20251-200
LinkedIn followers2,732
Open roles1of 7 tracked · last posted Jun 2026
- Hiring: Training & Development Manager
Technology
- AWS
- Google Cloud
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 173 (previous snapshot 125)
- Recorded funding
- None recorded
- Founded
- 1982 · about 44 years old
- Stage
- Public
- Focus
- Commercial banks
Technology
- AWS
- Google Cloud
- Cloudflare
- Amazon S3
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3,500 (previous snapshot 3,000)
- Recorded funding
- None recorded
- Founded
- 1961 · about 65 years old
- Stage
- Public
- Focus
- Financial advisors, Retirement & pension
Leadership · 1
Barry StoweCEO & Chairman
- Highest education
- Bachelor's in politics · Lipscomb University
Investors · 1
- AtheneFund
Team & hiring signals
LinkedIn headcount3,9231,001-5,000
LinkedIn followers37,414
Earlier recorded team3,5002021, a different source
Recent company signals
- Award InvestmentNews Annuities Provider of the Year
Technology
- Java
- Cloudflare
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2021 · about 5 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Derrick McIverFounder and Managing Director
- Highest education
- PhD · UTSA
Team & hiring signals
LinkedIn headcount222-10
LinkedIn followers2,235
Open roles1of 1 tracked · last posted Mar 2026
Recent company signals
- Award Principal Impact Evergreen Fund II — Crain's Grand Rapids Business M&A Deal of the Year Awards
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore Michigan financial services companies by sub-sector
The most common specialisations among financial services companies in Michigan. Open a company to see what it sells, who runs it and how far it has come.
Finance & accounting services · 163
163 financial services companies in Michigan work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesProvider of accounting, assurance and advisory services
Revenue modelFee-for-service
Leadership · 1
Chad AnschuetzChairman & CEO
Finance & accounting servicesThe Campbell Group (CG) a renewable energy-based private equity and project development firm.
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Finance & accounting servicesProvider of accounting, assurance and advisory services
Revenue modelFee-for-service
Leadership · 1
Thomas HollerbackCEO & President
Finance & accounting servicesAHP offers audit, taxation, accounting, IT consulting, retirement planning and financial services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesAccounting Aid Society provides free income tax preparation services for low and middle income households in southeast
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesHungerford Nichols CPAs + Advisors is a full-service CPA firm.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesH&S Companies, CPAs & Business Advisors is an accounting firm serving West Michigan.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesClayton & McKervey helps businesses in the areas of accounting, tax, business consulting and advice.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesThe Accounting Office offers accounting, bookkeeping, payroll, tax planning, account reconciliation and business tax consulting services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesProvider of accounting, auditing and tax services
Revenue modelFee-for-service
Founder · 1
Dennis EchelbargerFounder & Chairman
Finance & accounting servicesStuart T Wilson CPA is an accounting firm that provides self-determination, SD works app and fiscal intermediary services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesFinancial One Accounting provides accounting, financial reporting, forecasting, and consulting services for non-profit organizations.
Revenue modelFee-for-service
Founders
Details not available
Acquirer · 6 deals
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 374 (previous snapshot 326)
- Recorded funding
- None recorded
- Founded
- 1932 · about 94 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Chad AnschuetzChairman & CEO
Team & hiring signals
LinkedIn headcount9621,001-5,000
LinkedIn followers11,565
Open roles6of 37 tracked · last posted Apr 2026
Technology
- AWS
- React
- Next.js
- Node.js
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 253 (previous snapshot 143)
- Recorded funding
- None recorded
- Founded
- 1960 · about 66 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 220 (previous snapshot 207)
- Recorded funding
- None recorded
- Founded
- 1923 · about 103 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Thomas HollerbackCEO & President
Team & hiring signals
LinkedIn headcount230201-500
LinkedIn followers4,464
Earlier recorded team2202021, a different source
Open roles4of 11 tracked · last posted Apr 2026
Recent company signals
- Expansion Relocated to Eyde Park Professional Office Complex
- Award 2026 Employer of the Year — Michigan Career Educator & Employer Alliance (MCEEA)
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 150 (previous snapshot 137)
- Recorded funding
- None recorded
- Founded
- 1993 · about 33 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount14951-200
LinkedIn followers1,863
Earlier recorded team1502022, a different source
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 134 (previous snapshot 127)
- Recorded funding
- None recorded
- Founded
- 1972 · about 54 years old
- Stage
- Not available
- Focus
- Accounting & payroll, Tax consultancy
Team & hiring signals
Open roles0of 2 tracked · last posted Aug 2025
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 117 (previous snapshot 117)
- Recorded funding
- None recorded
- Founded
- 1941 · about 85 years old
- Stage
- Not available
- Focus
- Diversified
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 95 (previous snapshot 82)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount9151-200
LinkedIn followers1,871
Earlier recorded team952022, a different source
Technology
- AWS
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 68 (previous snapshot 94)
- Recorded funding
- None recorded
- Founded
- 1953 · about 73 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount3,6091,001-5,000
LinkedIn followers50,148
Earlier recorded team682021, a different source
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 65 (previous snapshot 49)
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount5811-50
LinkedIn followers641
Technology
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 60 (previous snapshot 71)
- Recorded funding
- None recorded
- Founded
- 1977 · about 49 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Dennis EchelbargerFounder & Chairman
Team & hiring signals
LinkedIn headcount8511-50
LinkedIn followers1,952
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Tax Manager
Technology
- AWS
- Angular
- TypeScript
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 52 (previous snapshot 44)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount8111-50
LinkedIn followers175
Technology
- Google Cloud
- React
- Sentry
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 50 (previous snapshot 47)
- Recorded funding
- None recorded
- Founded
- 1987 · about 39 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount5051-200
LinkedIn followers550
Technology
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Banks · 89
89 financial services companies in Michigan work in banks. Shown: the best-documented.
BanksCommercial bank
Revenue modelCommission on transaction / Lending
Founders · 2
Greg WernetteCo-Founder
Patrick FehringCo-Founder & CEO
BanksProvider of development of banking business services
Revenue modelCommission on transaction / Lending
Leadership · 1
David ProvostCEO
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Tom ShaferEx-CEO
BanksUrban credit union
Revenue modelFee-for-service
Leadership · 1
April ClobesCEO & President
BanksUrban credit union
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Sandra JelinskiCEO & President
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Chuck WilliamsFounder & CEO
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Brad KesselCEO & President
BanksFund of funds focused on middle-market companies
Revenue modelCommission on transaction / Lending
Leadership · 2
Michael PriceCEO
Robert KaminskiCEO & President
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Mark ShobeCEO & President
BanksCommercial bank
Revenue modelCommission on transaction / Lending
Leadership · 1
Larry LuethCEO & President
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Stephen RanziniCEO & President
BanksUrban credit union
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Jackie BuchananCEO & President
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$28.10m · Series B · Oct 2012
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks
Funding over time
US$28.10m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 2
Greg WernetteCo-Founder
Patrick FehringCo-Founder & CEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$34.47m · Series C · Feb 2012
- Founded
- 2007 · about 19 years old
- Stage
- Series C
- Focus
- Commercial banks
Funding over time
US$34.47m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
David ProvostCEO
Team & hiring signals
LinkedIn headcount40501-1,000
LinkedIn followers216
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,975 (previous snapshot 2,424)
- Recorded funding
- None recorded
- Founded
- 1917 · about 109 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Tom ShaferEx-CEO
- Highest education
- Bachelor's in business · Hillsdale College
Team & hiring signals
LinkedIn headcount1,4131,001-5,000
LinkedIn followers13,557
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 1,714
- Recorded funding
- None recorded
- Founded
- 1937 · about 89 years old
- Stage
- Unfunded
- Focus
- Co-operative banks, Credit unions
Leadership · 1
April ClobesCEO & President
Team & hiring signals
LinkedIn headcount7881,001-5,000
LinkedIn followers13,448
Open roles4of 4 tracked · last posted Mar 2026
Recent company signals
- Partnership Partnership with MSU Athletics
- Launch Launched MoneyLens (financial insights platform)
Mobile apps
- MSUFCU MobileFinance · 209,147 installs · ★ 2.5 · updated 2026-06-03
- MSUFCU CVVkeyFinance · 2,761 installs · ★ 4.4 · updated 2025-09-30
- Financial 4.0 for MSUEducation · 177 installs · updated 2024-11-19
Technology
- AWS
- React
- PHP
- MySQL
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,165 (previous snapshot 1,085)
- Recorded funding
- None recorded
- Founded
- 1933 · about 93 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Sandra JelinskiCEO & President
Team & hiring signals
Open roles8of 85 tracked · last posted Jun 2026
Mobile apps
- Lake Michigan CU MobileFinance · 262,680 installs · ★ 2.6 · updated 2026-04-20
- Lake Michigan CU Business PlusFinance · 1,409 installs · ★ 3.0 · updated 2025-05-29
- LMCU Business TokenFinance · 85 installs · updated 2022-11-21
Technology
- AWS
- React
- Vue.js
- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 884
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Early Stage
- Focus
- Commercial banks
Founders · 1
Chuck WilliamsFounder & CEO
Investors · 1
Team & hiring signals
LinkedIn headcount5931,001-5,000
LinkedIn followers9,555
Open roles8of 58 tracked · last posted Jun 2026
Recent company signals
- Award 2026 HousingWire Woman of Influence
- Award Top Performers in Customer Satisfaction — Experience.com
Mobile apps
- Northpointe Bank MobileFinance · 19,431 installs · ★ 4.2 · updated 2026-05-21
- Northpointe Sales SummitBusiness · 21 installs · updated 2025-08-13
Technology
- AWS
- React
- Vue.js
- PHP
- Laravel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 741 (previous snapshot 900)
- Recorded funding
- None recorded
- Founded
- 1864 · about 162 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Brad KesselCEO & President
Team & hiring signals
LinkedIn headcount965501-1,000
LinkedIn followers6,438
Earlier recorded team7412023, a different source
Recent company signals
- Award Top 10 Lender — U.S. Small Business Administration Michigan District Office
- Award Best-In-State Banks for 2026 — Weekly
Mobile apps
- IB ONE WalletFinance · 66,819 installs · ★ 4.6 · updated 2026-04-10
- IB TreasuryONEFinance · 2,200 installs · updated 2025-09-25
- IB TreasuryONE SecurityFinance · 369 installs · updated 2025-09-25
Technology
- AWS
- React
- Cloudflare
- Sentry
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 585 (previous snapshot 662)
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 2
Michael PriceCEO
Robert KaminskiCEO & President
Team & hiring signals
LinkedIn headcount889501-1,000
LinkedIn followers8,079
Earlier recorded team5852021, a different source
Open roles1of 1 tracked · last posted Jan 2026
Mobile apps
- MercMobileFinance · 37,175 installs · ★ 4.5 · updated 2025-11-18
- Merc mRDCBusiness · 488 installs · updated 2019-07-31
Technology
- Vue.js
- Java
- Nginx
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 571 (previous snapshot 466)
- Recorded funding
- None recorded
- Founded
- 1950 · about 76 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Mark ShobeCEO & President
Team & hiring signals
Open roles6of 18 tracked · last posted Jun 2026
Mobile apps
- DFCU MobileFinance · 105,842 installs · ★ 4.4 · updated 2026-05-22
Technology
- AWS
- Cloudflare
- Amazon S3
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 520 (previous snapshot 436)
- Recorded funding
- None recorded
- Founded
- 1955 · about 71 years old
- Stage
- Series D
- Focus
- Commercial banks
Leadership · 1
Larry LuethCEO & President
Team & hiring signals
LinkedIn headcount579201-500
LinkedIn followers6,637
Earlier recorded team5202021, a different source
Open roles5of 9 tracked · last posted May 2026
Technology
- AWS
- Google Cloud
- React
- Next.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 496
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Stephen RanziniCEO & President
Team & hiring signals
LinkedIn headcount168201-500
LinkedIn followers3,954
Earlier recorded team4962021, a different source
Open roles1of 1 tracked · last posted Jun 2026
Recent company signals
- Partnership Partnership with East Michigan Athletics
- Award USA Today Top Workplace — USA Today
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 492 (previous snapshot 334)
- Recorded funding
- None recorded
- Founded
- 1936 · about 90 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Jackie BuchananCEO & President
Team & hiring signals
LinkedIn headcount404501-1,000
LinkedIn followers4,354
Earlier recorded team4922022, a different source
Open roles2of 3 tracked · last posted Dec 2025
Recent company signals
- Award Shower 2026 Best Credit Union in Michigan — WeAreGenisys
- Award MCUF Community Enrichment Award — Michigan Credit Union Foundation (MCUF)
- Award Best Credit Union, Best Financial Advisor, and Best Mortgage Lender — The Oakland Press 2026
Mobile apps
- Genisys Mobile BankingFinance · 151,911 installs · ★ 4.5 · updated 2026-02-20
- Genisys Card ControlsFinance · 30,635 installs · ★ 2.6 · updated 2025-08-26
Technology
- PHP
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance carriers · 67
67 financial services companies in Michigan work in insurance carriers. Shown: the best-documented.
Auto retail & aftersalesAutomotive insurance solution provider to users
Revenue modelCommission on transaction / E-commerce - product
Founder · 1
Kim HagertyFounder
Insurance carriersProvider of home & specialty insurance services
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Rishie ModiCo-Founder
Investment techProvider of property, casualty, workers' compensation, and life insurance policies
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Insurance carriersProperty & casualty insurer
Revenue modelCommission on transaction / E-commerce - product
Founders
Details not available
Insurance carriersInsurance company
Revenue modelFee-for-service
Leadership · 1
Jeffrey TagsoldCEO & Director
Insurance carriersProperty and casualty insurance company
Revenue modelCommission on transaction / E-commerce - product
Leadership · 1
Gregory CrabbCEO & President
Insurance carriersProperty and casualty insurance company
Revenue modelCommission on transaction / E-commerce - product
Leadership · 1
Joseph J BabiakCEO & President
Insurance carriersProvider of commercial insurance services
Revenue modelCommission on transaction / E-commerce - product
Founders
Details not available
Insurance carriersInsurance carrier
Revenue modelAdvertising / Commission on transaction
Leadership · 1
John BensonChairman & CEO
Insurance carriersProperty insurer
Revenue modelNot available
Leadership · 1
Patty JonesCEO
Insurance carriersMichigan Planners healthcare broker of a different color
Revenue modelSubscription
Founders
Details not available
Insurance carriersProvider of automobile, marine, and home insurance services
Revenue modelCommission on transaction / E-commerce - product
Founders
Details not available
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 1,874 (previous snapshot 1,339)
- Recorded funding
- US$212.50m · PE · Aug 2019
- Founded
- 1983 · about 43 years old
- Stage
- Public
- Focus
- Property & casualty, Auto, Financial services, Finance
Founders · 1
Kim HagertyFounder
Investors · 1
- MarkelFund
Team & hiring signals
LinkedIn headcount1,7321,001-5,000
LinkedIn followers51,060
Open roles1of 1 tracked · last posted Jun 2026
- Hiring: Territory Manager · Canada
Patents
Patent filings3
Focus: Automotive VIN decoding software for vehicle data identification and processing.
CPC G06Q10/10Mobile apps
- HagertyAuto & Vehicles · 82,333 installs · ★ 4.9 · updated 2026-05-11
Technology
- AWS
- React
- Next.js
- Node.js
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 40 (previous snapshot 26)
- Recorded funding
- US$24.50m · Series A · May 2024
- Founded
- 2014 · about 12 years old
- Stage
- Series A
- Focus
- Property & casualty, Diversified
Funding over time
US$24.50m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
Rishie ModiCo-Founder
Investors · 6
- AV8 VenturesFund
- Annox CapitalFund
- Ludlow VenturesFund
- PortageFund
- Distributed VenturesFund
Team & hiring signals
LinkedIn headcount5411-50
LinkedIn followers6,854
Recent company signals
- Expansion launching in North Carolina soon
- Partnership Partnership with Missississippi Insurance Alliance
- Partnership Partnership with Productflow
Technology
- AWS
- React
- TypeScript
- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$50k · Seed · Jun 2017
- Founded
- 2017 · about 9 years old
- Stage
- Seed
- Focus
- Wealth management platforms, Robo advisors, Horizontal
Investors · 1
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 38,000 (previous snapshot 669)
- Recorded funding
- None recorded
- Founded
- 1952 · about 74 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Team & hiring signals
LinkedIn headcount5951,001-5,000
LinkedIn followers30,748
Patents
Patent filings4
Focus: Wireless messaging integration and portable furniture design (chairs, folding chairs, mirrors).
CPC H04M1/656, A47C4/42Mobile apps
- Foremost® Insurance MobileFinance · 96,970 installs · ★ 3.9 · updated 2026-05-29
Technology
- Vue.js
- Cloudflare
- Sentry
- Segment
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 5,913 (previous snapshot 5,003)
- Recorded funding
- None recorded
- Founded
- 1916 · about 110 years old
- Stage
- Unfunded
- Focus
- Auto, Property & casualty
Leadership · 1
Jeffrey TagsoldCEO & Director
Team & hiring signals
LinkedIn headcount5,7325,001-10,000
LinkedIn followers71,013
Earlier recorded team5,9132021, a different source
Open roles1of 1 tracked · last posted Jun 2026
Mobile apps
- Auto-Owners MobileFinance · 317,320 installs · ★ 4.6 · updated 2026-05-13
Technology
- React
- Angular
- TypeScript
- Java
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 948 (previous snapshot 928)
- Recorded funding
- None recorded
- Founded
- 1912 · about 114 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Leadership · 1
Gregory CrabbCEO & President
Team & hiring signals
Open roles7of 23 tracked · last posted Jun 2026
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 431
- Recorded funding
- None recorded
- Founded
- 1885 · about 141 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified
Leadership · 1
Joseph J BabiakCEO & President
Team & hiring signals
LinkedIn headcount501201-500
LinkedIn followers7,640
Earlier recorded team4312021, a different source
Open roles3of 4 tracked · last posted Jun 2026
- Hiring: Sales Operations Manager
- Internship: Claim Intern
- Hiring: Data Engineering and Warehousing Manager
Mobile apps
- Hastings Incentive TripBusiness · 117 installs · updated 2026-05-11
Technology
- Cloudflare
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 362 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1993 · about 33 years old
- Stage
- Funding Raised
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 250
- Recorded funding
- None recorded
- Founded
- 1868 · about 158 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
John BensonChairman & CEO
Team & hiring signals
Open roles2of 2 tracked · last posted May 2026
Mobile apps
- Frankenmuth InsuranceFinance · 14,316 installs · ★ 2.7 · updated 2026-02-09
Technology
- Java
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 218 (previous snapshot 193)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Property
Leadership · 1
Patty JonesCEO
Team & hiring signals
LinkedIn headcount263201-500
LinkedIn followers7,885
Open roles1of 1 tracked · last posted Mar 2026
Technology
- AWS
- PHP
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 45 (previous snapshot 39)
- Recorded funding
- None recorded
- Founded
- 1962 · about 64 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount4551-200
LinkedIn followers1,306
Technology
- PHP
- MySQL
- Cloudflare
- Salesforce
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 35 (previous snapshot 34)
- Recorded funding
- None recorded
- Founded
- 1917 · about 109 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Diversified, Mutual
Team & hiring signals
LinkedIn headcount2411-50
LinkedIn followers599
Earlier recorded team352022, a different source
Technology
- AWS
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Asset management · 64
64 financial services companies in Michigan work in asset management. Shown: the best-documented.
Third-party administratorsProvider of financial advisory and insurance services
Revenue modelCommission on transaction / Fee-for-service
Founders · 3
Jacob CohenCo-Founder
Patrick KellyCo-Founder & CEO
Kevin O'haraCo-Founder & CTO
Asset managementInvestment & wealth management firm
Revenue modelSubscription
Founders · 2
Kurt DykenCo-Founder & Advisor
Ron BullisCo-Founder & President
Artificial intelligenceProvider of data-driven strategies for active management overcoming traditional limitations
Revenue modelSubscription
Founders
Details not available
Asset managementRetirement based investment management firm
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Barry StoweCEO & Chairman
Asset managementProvider of accounting, assurance, advisory and wealth management services
Revenue modelFee-for-service
Leadership · 1
Randall RuppCEO
Asset managementProvider of financial advisory services
Revenue modelFee-for-service
Founders
Details not available
Asset managementProvider of wealth management services
Revenue modelFee-for-service
Leadership · 2
Mike OdarCEO
Jennifer WestManaging Director
Asset managementProvider of investment & wealth management services
Revenue modelCommission on transaction / Fee-for-service
Founder · 1
Rob BarcelonaFounder
Asset managementProvider of financial planing, investment management and consulting services
Revenue modelFee-for-service
Leadership · 1
Mike WaltersCEO
Asset managementPrivate equity fund focused on multiple sectors
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Asset managementDiversified asset management firm
Revenue modelFee-for-service
Founder · 1
Jason CrumpCo-Founder & CEO
Asset managementFinancial Advisory provides investment management, financial planning, and risk management services.
Revenue modelFee-for-service
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 120 (previous snapshot 118)
- Recorded funding
- US$16.00m · Series A · Apr 2021
- Founded
- 2018 · about 8 years old
- Stage
- Series A
- Focus
- Financial advisors
Founders · 3
Jacob CohenCo-Founder
- Highest education
- MBA, Finance · Michigan Ross
Patrick KellyCo-Founder & CEO
- Highest education
- Michigan State University
Kevin O'haraCo-Founder & CTO
- Highest education
- Bachelor's in computer information systems · Western Michigan University
Investors · 8
- Annox CapitalFund
- General CatalystFund
- Ludlow VenturesFund
- Mercury FundFund
- SV AngelFund
- Hemant TanejaAngel
- Brian RuAngel
Team & hiring signals
LinkedIn headcount15151-200
LinkedIn followers4,690
Open roles4of 23 tracked · last posted May 2026
Mobile apps
- Signal CommunitySocial · 513 installs · ★ 5.0 · updated 2026-06-03
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$1.80m · Angel · Nov 2020
- Founded
- 2016 · about 10 years old
- Stage
- Seed
- Focus
- Diversified
Founders · 2
Kurt DykenCo-Founder & Advisor
Ron BullisCo-Founder & President
Investors · 1
- Marty BicknellAngel
Team & hiring signals
LinkedIn headcount4911-50
LinkedIn followers1,230
Technology
- AWS
- PHP
- MySQL
- Nginx
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
SaaSSoftware
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- US$25k · Seed · Jul 2024
- Founded
- 2023 · about 3 years old
- Stage
- Seed
- Focus
- Data discovery and visualization, Decision support software, Diversified
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers294
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3,500 (previous snapshot 3,000)
- Recorded funding
- None recorded
- Founded
- 1961 · about 65 years old
- Stage
- Public
- Focus
- Financial advisors, Retirement & pension
Leadership · 1
Barry StoweCEO & Chairman
- Highest education
- Bachelor's in politics · Lipscomb University
Investors · 1
- AtheneFund
Team & hiring signals
LinkedIn headcount3,9231,001-5,000
LinkedIn followers37,414
Earlier recorded team3,5002021, a different source
Recent company signals
- Award InvestmentNews Annuities Provider of the Year
Technology
- Java
- Cloudflare
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 823 (previous snapshot 1,108)
- Recorded funding
- None recorded
- Founded
- 1941 · about 85 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Randall RuppCEO
Team & hiring signals
LinkedIn headcount1,429501-1,000
LinkedIn followers14,032
Earlier recorded team8232021, a different source
Open roles6of 100 tracked · last posted Jun 2026
Technology
- PHP
- MySQL
- Cloudflare
- HubSpot
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 212 (previous snapshot 206)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Unfunded
- Focus
- Financial advisors
Team & hiring signals
LinkedIn headcount242-10
LinkedIn followers118
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 211 (previous snapshot 179)
- Recorded funding
- None recorded
- Founded
- 1998 · about 28 years old
- Stage
- Unfunded
- Focus
- Wealth management
Leadership · 2
Mike OdarCEO
Jennifer WestManaging Director
Team & hiring signals
LinkedIn headcount21051-200
LinkedIn followers5,052
Mobile apps
- Greenleaf Trust RetirementFinance · 4,101 installs · ★ 3.3 · updated 2024-08-30
Technology
- AWS
- PHP
- MySQL
- Cloudflare
Zendesk
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerSocial impact
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 144
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Rob BarcelonaFounder
- Highest education
- Bachelor's · Grand Valley State University
Team & hiring signals
LinkedIn headcount3
LinkedIn followers43
Earlier recorded team1442021, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
SaaSSoftware
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 130
- Recorded funding
- None recorded
- Founded
- 1988 · about 38 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Mike WaltersCEO
Team & hiring signals
LinkedIn headcount10551-200
LinkedIn followers855
Technology
- Cloudflare
- HubSpot
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 100
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Unfunded
- Focus
- Buyout funds, Diversified
Team & hiring signals
LinkedIn headcount2411-50
LinkedIn followers871
Earlier recorded team1002020, a different source
Open roles1of 2 tracked · last posted Jun 2026
- Hiring: Assistant Estimator
- Hiring: Water Resources Practice Lead
Recent company signals
- Award Good Path Awards 2026
Technology
- PHP
- MySQL
- Nginx
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 75
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Funding Raised
- Focus
- Diversified
Founders · 1
Jason CrumpCo-Founder & CEO
Team & hiring signals
LinkedIn headcount711-50
LinkedIn followers918
Earlier recorded team752021, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 53 (previous snapshot 60)
- Recorded funding
- None recorded
- Founded
- 1988 · about 38 years old
- Stage
- Private
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore more lists: nearby cities and other sectors in Michigan
141 more company lists you can search, plus the Radar directory pages for each place.
Financial services in nearby cities
- Oakland44 financial services companiesExplore on Radar
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Financial services in other US cities
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Other sectors in Michigan
- Business Services Companies in Michigan, United States 1,202
- Enterprise Applications Companies in Michigan, United States 754
- Healthcare Companies in Michigan, United States 614
- Real Estate and Construction Companies in Michigan, United States 551
- Consumer Companies in Michigan, United States 515
- Auto Companies in Michigan, United States 465
- Industrial Goods and Manufacturing Companies in Michigan, United States 441
- Consumer Goods Companies in Michigan, United States 385
- Retail Companies in Michigan, United States 353
- Food and Agriculture Companies in Michigan, United States 315
- High Tech Companies in Michigan, United States 314
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- FinTech Companies in Michigan, United States 239
- IT Services Companies in Michigan, United States 238
- Marketing Services Companies in Michigan, United States 231
- Energy Companies in Michigan, United States 179
- Auto Tech Companies in Michigan, United States 174
- Media & Entertainment Companies in Michigan, United States 168
- Transportation and Logistics Companies in Michigan, United States 161
- Enterprise Infrastructure Companies in Michigan, United States 150
- Environment Companies in Michigan, United States 150
- Education Companies in Michigan, United States 147
- Healthcare IT Companies in Michigan, United States 147
- Chemicals and Materials Companies in Michigan, United States 140
- Auto Retail & Aftersales Companies in Michigan, United States 139
- Food and Agriculture Tech Companies in Michigan, United States 136
- HRTech Companies in Michigan, United States 136
- Sustainability Tech Companies in Michigan, United States 133
- Energy Tech Companies in Michigan, United States 132
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- EdTech Companies in Michigan, United States 118
- Real Estate and Construction Tech Companies in Michigan, United States 117
- Banks Companies in Michigan, United States 114
- Finance & Accounting Services Companies in Michigan, United States 111
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- MarketingTech Companies in Michigan, United States 104
- Internet of Things - Industry Applications Companies in Michigan, United States 100
- Transportation and Logistics Tech Companies in Michigan, United States 99
- Professional Consumer Services Companies in Michigan, United States 95
- Building Materials Companies in Michigan, United States 94
- Environment Tech Companies in Michigan, United States 93
- Insurance Distribution Companies in Michigan, United States 91
- Legal Services Companies in Michigan, United States 90
- Enterprise Software Companies in Michigan, United States 87
- Semiconductors Companies in Michigan, United States 84
- Venture Capital Funds Companies in Michigan, United States 84
- Nonprofits Companies in Michigan, United States 82
- Telecom Companies in Michigan, United States 82
- Manufacturing Tech Companies in Michigan, United States 78
- Waste & Water Management Companies in Michigan, United States 78
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- Facility Management Services Companies in Michigan, United States 75
- Clinics Companies in Michigan, United States 73
- SaaS Companies in Michigan, United States 73
- Services for Healthcare Providers Companies in Michigan, United States 72
- Private Equity Funds Companies in Michigan, United States 71
- Clinic Chains Companies in Michigan, United States 71
- K-12 EdTech Companies in Michigan, United States 71
- Cybersecurity Companies in Michigan, United States 67
- Food & Beverage Products Companies in Michigan, United States 66
- Logistics Tech Companies in Michigan, United States 65
- Home Furnishing Products Companies in Michigan, United States 62
- Rehabilitation and Long-Term Care Companies in Michigan, United States 61
- Travel and Hospitality Tech Companies in Michigan, United States 61
- Crop Tech Companies in Michigan, United States 60
- Asset Management Companies in Michigan, United States 59
- Management Consulting Services Companies in Michigan, United States 57
- Construction Contractors Companies in Michigan, United States 56
- Sales Force Automation Companies in Michigan, United States 56
- Foundations Companies in Michigan, United States 55
- Investment Tech Companies in Michigan, United States 52
- Insurance Carriers Companies in Michigan, United States 51
- Electric Vehicles Companies in Michigan, United States 50
- Real Estate Brokers Companies in Michigan, United States 49
- B2C E-Commerce Companies in Michigan, United States 48
- Internet First Media Companies in Michigan, United States 48
- Native AI Companies in Michigan, United States 48
- Sports Tech Companies in Michigan, United States 48
- Digital Transformation Services Companies in Michigan, United States 47
- Home Healthcare Companies in Michigan, United States 47
- Life Sciences Platforms and Tools Companies in Michigan, United States 47
- Aerospace, Maritime and Defense Tech Companies in Michigan, United States 46
- Artificial Intelligence Companies in Michigan, United States 46
- Freight Forwarders Companies in Michigan, United States 45
- Fashion Tech Companies in Michigan, United States 44
- Disease Self Management Companies in Michigan, United States 43
- Gaming Companies in Michigan, United States 42
- Facility Management Tech Companies in Michigan, United States 42
- Energy Efficiency Tech Companies in Michigan, United States 41
- Finance & Accounting Tech Companies in Michigan, United States 41
- Food Service Chains Companies in Michigan, United States 41
- Real Estate & Infrastructure Developers Companies in Michigan, United States 41
- SCM Software Companies in Michigan, United States 41
- Energy Storage Tech Companies in Michigan, United States 40
- Unbundling of Craigslist Companies in Michigan, United States 40
- Investment Banks Companies in Michigan, United States 39
- Security & Surveillance Technology Companies in Michigan, United States 38
- Wearable Technology Companies in Michigan, United States 38
- Alcoholic Beverage Products Companies in Michigan, United States 37
- Food Tech Companies in Michigan, United States 37
- GRC Software Companies in Michigan, United States 37
- Mobile Companies in Michigan, United States 37
- Enterprise Resource Planning Companies in Michigan, United States 36
- Road Transport Tech Companies in Michigan, United States 36
- Property Management Services Companies in Michigan, United States 36
- Hotels Companies in Michigan, United States 36
- Genomics Companies in Michigan, United States 36
- Fitness & Wellness Tech Companies in Michigan, United States 36
- Biopharma Outsourcing Companies in Michigan, United States 35
- Telecom Operators Companies in Michigan, United States 35
- Vertical SaaS Companies in Michigan, United States 35
- Alternative Lending Companies in Michigan, United States 34
- Online Grocery Companies in Michigan, United States 34
- Service Providers to Banks Companies in Michigan, United States 34
- Continued Learning Companies in Michigan, United States 33
- Auto E-Commerce & Content Companies in Michigan, United States 32
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- Consumer and SME Loans Companies in Michigan, United States 32
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