Best Financial Services Companies in Minneapolis, United States
The 100 best Financial Services companies in Minneapolis, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Bright HealthCare.
Ranked: Best Financial Services companies in Minneapolis
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Bright HealthCare 🦄 Online health insurance platform for individuals and businesses 45Moat top 10%Funding top 26%Market bottom 49%Talent bottom 49% All 5 signals ▾Moattop 10% Fundingtop 26% Marketbottom 49% Talentbottom 49% Globalbottom 37% Moat: Editorial + unicorn rating 10/10 · Unicorn Funding: Raised $1.6B across 5 rounds · 5 rounds over 10 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 45/100 | $1.6B | 69 mo ago | Series E | Mike Mikan CEO | 2015 | — | — | — |
| 2 | UnitedHealth Group Provider of health care services, pharmacy benefits, and financial accounts | $947M | 114 mo ago | Public | Beth Soberg Ceo West Region | 1977 | Adobe Experience ManagerJavaVideoJS+15 | 290 patents AI-driven healthcare analytics, medical device control, and dynamic pricing optimization systems | — |
| 3 | Constellation Provider of insurance brokerage services 22Funding top 32%Patents top 47%Moat bottom 49%Global bottom 43% All 7 signals ▾Fundingtop 32% Patentstop 47% Moatbottom 49% Globalbottom 43% Marketbottom 38% Innovationbottom 37% Techbottom 21% Funding: Raised $500M across 1 rounds · 1 rounds over 7 yrs (0.1/yr) Patents: 12 patents matched (strict assignee match) · Latest publication 2015 rank vs industry peers · Fliar Intelligence Index 22/100 | $500M | 79 mo ago | Series D | — | 2015 | — | 12 patents Patents concentrated in computing, sensing & instrumentation | — |
| 4 | AdvisorNet Financial Provider of independent financial advisory services | $34M | 62 mo ago | Series A | — | 1959 | WordPressMySQLPHP+19 | — | — |
| 5 | Cachet Financial Solutions Provider of mobile financial solutions to financial institutions | $34M | 114 mo ago | Public | — | 2010 | — | — | — |
| 6 | Lunr Capital Flexible financing solutions empowering consumer brands to thrive in retail | $15M | 9 mo ago | Series A | Andy Cox Chief Executive Officer | — | — | — | — |
| 7 | Border Bank Commercial bank | $14M | 5 mo ago | Series B | — | 1935 | Cart FunctionalityDNNApple iCloud Mail+23 | — | — |
| 8 | SR Realty Trust Private real estate investment trust specializing in commercial properties | $3M | 38 mo ago | Seed | Bradley Schafer CEO & Director | 2014 | — | — | — |
| 9 | MEDNET World Provider of health insurance services | $2M | 191 mo ago | Seed | John Fraser Founder & CEO | 2007 | — | — | — |
| 10 | CSDZ P&C insurance broker | $2M | 112 mo ago | Series A | Scott Egginton CEO | 1919 | — | — | — |
| 11 | Wealth Enhancement Diversified investment management firm | $2M | 2 mo ago | Acquired | Bruce Helmer Co-Founder | 1997 | Amazon WebstoreDrupalApple iCloud Mail+28 | — | 1 job opening |
| 12 | Pure Capital Solutions Provider of profession development and training services for investment industry | $960K | 38 mo ago | Seed | Joe Horvath CEO | 2021 | — | — | — |
| 13 | Solarte Health Providing health plan for employers | $140K | 135 mo ago | Seed | Merlin Brown Co-Founder & CEO | 2013 | WordPressMySQLPHP+16 | — | — |
| 14 | Talon Real Estate Holding Corp. Equity REIT investing in office, industrial & retail properties. | $125K | 149 mo ago | Public | Matthew CEO | 2013 | — | — | — |
Top 12 Financial Services companies in Minneapolis
#1
Series B · Minneapolis, Minnesota · founded 1935 · 109 employees$14.2Mraised▾
Commercial bank
- Dec 2025Series B$500K
- Oct 2025Series B$500K
#2
Acquired · Minneapolis, Minnesota · founded 1997 · 853 employees$1.8Mraised▾
Diversified investment management firm
- Apr 2026Unattributed$35.7M
- Jun 2025Unattributed$110.2K
- Feb 2024Unattributed$80.4K
- Jun 2022Unattributed$985K
#3
Series A · Minneapolis, Minnesota$14.6Mraised▾
Flexible financing solutions empowering consumer brands to thrive in retail. The company provides non-dilutive inventory commitment financing, enabling emerging consumer brands to expand into retail without cash flow constraints. They offer funding options to support retail expansion goals. With an experienced team focused on data-driven decision-making and key relationships, they help brands drive growth and make strategic choices. The company takes a dynamic approach to solving retail commitment financing needs, designing capital solutions that grow with their clients. Their mission is to power the next generation of consumer brands by providing the tools and insights to succeed in retail. They value integrity, transparency, and continuous learning, fostering a culture of innovation and inclusivity. Their commitment-based financing, industry knowledge, and data-driven retail insights help clients anticipate challenges and achieve their full potential. They are omnichannel retail experts, offering support from retail strategy to consumer research.
- Sep 2025Series A$14.6M
#4
Series E · Minneapolis, Minnesota · founded 2015 · 47 employees$1.6Braised▾
Online health insurance platform for individuals and businesses. It offers solutions for dental & vision coverage, prescription-based medicine, mental health coverage, and more. It also provides a network of doctors, clinics and hospitals for a better healthcare experience for individuals.
- Sep 2020Series E$500M
- Dec 2019Series D$635M
- Nov 2018Series C$200M
- May 2017Series B$160M
#5
Public · Minneapolis, Minnesota · founded 1977 · 198787 employees$946.6Mraised▾
Provider of health care services, pharmacy benefits, and financial accounts. The organization connects individuals and families with doctors and specialists. It offers tools for managing prescriptions, home delivery, and specialty medications. The company also provides accounts to help save and pay for health care expenses.
#6
Series D · Minneapolis, Minnesota · founded 2015 · 189 employees$500Mraised▾
Provider of insurance brokerage services
- Oct 2019Series D$500M
#7
Series A · Minneapolis, Minnesota · founded 1959 · 61 employees$34.3Mraised▾
Provider of independent financial advisory services
#8
Public · Minneapolis, Minnesota · founded 2010$34.2Mraised▾
Provider of mobile financial solutions to financial institutions
#9
Seed · Minneapolis, Minnesota · founded 2014$2.6Mraised▾
Private real estate investment trust specializing in commercial properties. It invests in a diversified portfolio of stable, institutional-quality commercial real estate assets. The firm aims to preserve and protect shareholder capital, pay consistent distributions, and deliver long-term capital appreciation. Investments are made alongside investor partners, offering a dual-benefit investment with reliable income and potential appreciation. The portfolio supports quarterly distributions and allows investors to access tax advantages. Access is provided to a diversified fund of professionally managed properties, reducing risk through diversification. The private nature of the REIT offers stability and predictable returns, not tied to stock market volatility.
- Apr 2023Seed$1.1M
- Jun 2022Seed$75K
- Nov 2017Seed$1.3M
#10
Seed · Minneapolis, Minnesota · founded 2021$960Kraised▾
Provider of profession development and training services for investment industry
- Mar 2023Conventional Debt—
- Mar 2023Seed$960K
#11
Series A · Minneapolis, Minnesota · founded 1919 · 100 employees$2.1Mraised▾
Operator of an insurance and surety agency intended to offer customized insurance, surety and risk management services. The company offers insurance products, surety bonds, claims management services and safety risk control enabling hospitality and leisure, manufacturing, real estate, design, construction services, transportation and oil and gas industries to manage risk effectively.
#12
Seed · Minneapolis, Minnesota · founded 2007$2.2Mraised▾
Provider of health insurance services
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Riya reads income statements for fun. She covers the real money in a sector — revenue, growth, who actually earns — and never met a vague claim she didn't want a number for.