Radar · Financial Services in Montana
Best Financial Services Companies in Montana, United States
The 62 best Financial Services companies in Montana, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Cennox.
By Rohit KhannaTrends & Stories
62companies tracked
$55.7Mdisclosed funding
0unicorns
4have raised
Ranked: Best Financial Services companies in Montana
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Cennox Provider of bank equipment maintenance services | $31M | 60 mo ago | Series B | — | 2004 | WordPressApple iCloud MailMicrosoft 365+25 | 1 partnership |
| 2 | Glacier Bancorp Commercial bank | $11M | 116 mo ago | Public | — | 1955 | DrupalApple iCloud MailPHP+20 | — |
| 3 | Opportunity Bank Commercial bank | $10M | 111 mo ago | Public | Pete Johnson CEO & President | 1922 | SentryRubyTrix+22 | 1 partnership · 3 awards |
| 4 | Financial Education Financial advisory and literacy services | $2M | 228 mo ago | Series A | Troy Miller CEO | 1999 | — | — |
| 5 | TrailWest Bank Retail and business community bank | $1M | 25 mo ago | Early Stage | Alan Bradley Founder & Chairman | 1982 | SentryYouTubeGSAP+15 | — |
| 6 | Allegiance Employee benefits solutions: health reimbursement, COBRA, direct bill, and more | — | — | Unfunded | — | 1981 | Apple iCloud MailJavaJavaServer Faces+5 | — |
| 7 | Altana Federal Credit Union Financial cooperative building strong futures through trusted relationships and community support | — | — | Unfunded | Rhonda Diefenderfer CEO & President | 1949 | WordPress Block EditorWordPressMySQL+24 | — |
| 8 | amatics cpa group Amatics CPA Group provides tax preparation, bookkeeping, payroll, succession planning, retirement planning… | — | — | — | — | 2013 | WordPressMySQLPHP+12 | — |
Top 5 Financial Services companies in Montana
#1
Early Stage · Lolo, Montana · founded 1982$1.5Mraised▾
Early Stage · Lolo, Montana · founded 1982
Retail and business community bank
LinkedIn Pulse recent public activity · Jul 2026
Audience: 403 LinkedIn followers
Funding rounds
- Apr 2024Unattributed$1.5M
Founders & team
#2
Series B · Missoula, Montana · founded 2004 · 1700 employees$31.4Mraised▾
Series B · Missoula, Montana · founded 2004 · 1700 employees
Provider of bank equipment maintenance services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 47k LinkedIn followers — 59.6% of this cohort's audience
Activity: 1 partnerships (incl. Retail365TM) announced in 12 mo
Funding rounds
- Jun 2021Series B—
- Sep 2018Series B$31.4M
- Aug 2017Series B—
Investors
York Capital Management, BGF, NatWest, RBS Invoice Finance, Banyan Mezzanine Funds
Tech stack
Apple Icloud MailCdnjsCloudflareCloudflare Bot ManagementContact Form 7Core-Js
#3
Public · Kalispell, Montana · founded 1955 · 3272 employees$10.8Mraised▾
Public · Kalispell, Montana · founded 1955 · 3272 employees
Commercial bank
Funding rounds
- Oct 2016Post IPO$102K
- Oct 2016Post IPO—
- Feb 2015Post IPO$10.7M
Investors
Tower Research Capital, UBS
Tech stack
Acquia Cloud PlatformAcquia Cloud Site FactoryAdobe AnalyticsAdobe Experience Platform Identity ServiceAdobe Experience Platform LaunchAmazon Web Services
#4
Public · Great Falls, Montana · founded 1922 · 383 employees$10Mraised▾
Public · Great Falls, Montana · founded 1922 · 383 employees
Commercial bank
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 2.3% of this cohort's audience
Activity: 1 partnerships · 3 awards announced in 12 mo
Funding rounds
- Feb 2017Conventional Debt$10M
Founders & team
Investors
ALCB Fund
Tech stack
Adobe Audience ManagerApache Http ServerAppnexusBasis TechnologiesBootstrapCart Functionality
#5
Series A · Bozeman, Montana · founded 1999$2Mraised▾
Series A · Bozeman, Montana · founded 1999
Financial advisory and literacy services
Founders & team
Funding & investor landscape
$55.7Mtotal disclosed funding
5companies funded
5disclosed rounds
0rounds last 90 days
Most active investors
NatWest1 rounds
Notable founders
Alan Bradley
Founder & Chairman · TrailWest Bank
Rich Zins
President & CEO · TrailWest Bank
Pete Johnson
CEO & President · Opportunity Bank
Troy Miller
CEO · Financial Education
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
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
How many Financial Services companies are there in Montana, United States?
Radar tracks 62 indexable Financial Services companies headquartered in Montana, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Montana, United States?
The Financial Services companies in Montana, United States on this list have raised a combined $55.7M in disclosed equity funding across 5 funded companies.
Which is the highest-funded Financial Services company in Montana, United States?
Cennox is the highest-funded Financial Services company in Montana, United States, with $31.4M in disclosed equity funding.
How many Financial Services companies in Montana, United States are funded?
5 of the 62 Financial Services companies in Montana, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Montana, United States?
None of the Financial Services companies in Montana, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Montana, United States Financial Services companies?
The most active investors in Montana, United States Financial Services companies on this list include ALCB Fund, BGF, Bailard, Banyan Mezzanine Funds, D.A. Davidson Companies.
Rohit KhannaTrends & Stories
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.