Best Financial Services Companies in Milwaukee, United States
The 58 best Financial Services companies in Milwaukee, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Smart Financial Services.
Ranked: Best Financial Services companies in Milwaukee
| # | Company | Disclosed funding | Stage | Employees | Founded | Founder | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | AM Accounting and Tax Services Accounting firm providing a range of tax and accounting services to individual and small business clients | — | Unfunded | 3 | 1997 | — | — | — |
| 2 | Arcataur Capital Management Superior investment management and client service through disciplined investment process | — | Unfunded | — | 2003 | Ignatius Smetek President & CEO | — | — |
| 3 | Badgermutual Provider of endpoint security and digital forensics services | — | Unfunded | 108 | 1996 | — | WordPressMySQLPHP+35 | 1 internship |
| 4 | Cardinal Capital Management An investment management firm | — | Unfunded | 85 | 2007 | — | WordPressMySQLPHP+32 | — |
| 5 | Catholic Financial Life Faith-based financial security through life insurance, annuities, and community impact | — | Unfunded | 104 | 1868 | William Toole CEO & President | Kentico CMSWindows ServerMicrosoft ASP.NET+20 | — |
| 6 | Corporate Central Credit Union Credit Union | — | Unfunded | 68 | 2004 | Chris Felton CEO | YouTubeMicrosoft ASP.NETSwiper+11 | — |
| 7 | FirstPathway Provider of investment advisory services | — | Unfunded | — | 2008 | — | DrupalMariaDBPHP+16 | — |
| 8 | Gvi-Corp Home - Global Value Investment Corporation | — | Unfunded | 6 | — | — | — | — |
Top 6 Financial Services companies in Milwaukee
#1
Late Stage · Milwaukee, Wisconsin · founded 2001 · 5 employees$125Mraised▾
Mortgage solutions provider for home purchases, refinancing, and community support. We offer extraordinary mortgage solutions, focusing on residential and commercial real estate purchases. Experienced with first-time home buyers, we provide various loan products and programs, including FHA, VA, Conventional, Jumbo mortgages, and refinance options. We use the latest financial technology to provide up-to-date information and a range of financial products. Operating with honesty and integrity, we prioritize quality and consumer satisfaction, ensuring the best possible loan. Committed to supporting communities through responsible lending and involvement in charitable causes and civic organizations. We offer services like first time home buyer programs, refinance, jumbo loans, condos, rehab loans, FHA streamline refinance loans.
- Feb 2017PE$125M
#2
Public · Milwaukee, Wisconsin · founded 2013 · 104 employees$46.9Mraised▾
REIT that invests in heath-care industry in the US
- Oct 2016Post IPO$19.3M
- Oct 2014Post IPO$27.7M
#3
Seed · Milwaukee, Wisconsin · founded 2019 · 3 employees$600Kraised▾
Crowdfunded platform for money transfers. It provides a social payment app for sending and receiving funds. It also provides tools for issuing debit cards for people to cover their out-of-pocket expenses.
- Oct 2021Seed$500K
- Apr 2021Seed$100K
#4
Funding Raised · Milwaukee, Wisconsin · founded 1971—raised▾
Provider of funding and resources for business growth and development. The organization offers financial assistance to entrepreneurs and small to medium-sized businesses. It focuses on enabling business success through relevant financing options. The entity operates as a loan fund in underserved markets. It also provides training and consulting services.
#5
Public · Milwaukee, Wisconsin · founded 1957 · 683 employees—raised▾
Internet first provider of mortgage insurance services
#6
Late Stage · Milwaukee, Wisconsin · founded 2008 · 7 employees—raised▾
Diversified investment management firm
- 2008PE—
Funding & investor landscape
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.