Radar · Financial Services in Ohio
Best Financial Services Companies in Ohio, United States
The 616 best Financial Services companies in Ohio, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Washington Prime Group.
By Riya SenguptaFinancials
616companies tracked
$5.5Bdisclosed funding
1unicorns
33have raised
Ranked: Best Financial Services companies in Ohio
| # | Company | Disclosed funding | Last round | Employees | Founder | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Washington Prime Group Equity REIT investing in retail properties | $2.5B | 106 mo ago | 773 | Louis G. Conforti CEO | — | — | — |
| 2 | BroadStreet Partners Insurance brokerage providing co-ownership investment in independent agencies 40Funding top 40%Growth top 44%Market top 49%Global bottom 37% All 6 signals ▾Fundingtop 40% Growthtop 44% Markettop 49% Globalbottom 37% Techbottom 35% Newsbottom 20% Funding: Raised $510M across 1 rounds · 1 rounds over 14 yrs (0.1/yr) Growth: Headcount 1,800 → 2,243 (+25%) across vintages · Web rank 50,000,000 → 10,000,000 YoY rank vs industry peers · Fliar Intelligence Index 40/100 | $510M | 115 mo ago | 2,243 | — | WordPressMySQLPHP+14 | Top 10M | — |
| 3 | Ohio National Financial Services Life insurance carrier | $425M | 74 mo ago | 950 | — | — | — | — |
| 4 | CrossCountry Mortgage Provider of home loan services | $400M | 54 mo ago | 2,453 | Ron Leonhardt Founder & CEO | WordPressApple iCloud MailMySQL+34 | Top 500k | 1 internship |
| 5 | NCP Finance Credit solutions provider for alternative lending companies and individuals | $325M | 101 mo ago | 43 | Lee Schear Founder | — | — | — |
| 6 | Branch 🦄 Provider of auto and home insurance solutions 62Funding top 19%Tech top 20%Moat top 26%Growth top 35% All 9 signals ▾Fundingtop 19% Techtop 20% Moattop 26% Growthtop 35% Producttop 36% Talenttop 38% Globalbottom 39% Marketbottom 34% Newsbottom 27% Funding: Raised $280M across 6 rounds · 6 rounds over 8 yrs (0.8/yr) Tech: 40 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services rank vs industry peers · Fliar Intelligence Index 62/100 | $280M | 19 mo ago | 2 | Steve Lekas Co-Founder & CEO | SentryZendeskApple iCloud Mail+35 | Top 5M | 2 awards |
| 7 | Verdant Commercial Capital Equipment financing solutions provider, empowering business growth across diverse industries | $275M | 47 mo ago | 84 | Michael Rooney Chief Executive Officer | JoomlaSalesforcePHP+10 | Top 10M | — |
| 8 | Sequoia Financial Group Diversified asset management firm | $200M | 43 mo ago | 200 | Thomas Haught President & CEO | WordPressMySQLPHP+27 | Top 5M | — |
| 9 | Envision Pharmaceutical Services Provider of prescription drug benefit management services | $144M | 141 mo ago | 117 | — | — | — | — |
| 10 | CBIZ Provider of accounting, payroll, tax, and advisory services 87Innovation top 20%Fin. health top 20%Product top 21%Market top 27% All 12 signals ▾Innovationtop 20% Fin. healthtop 20% Producttop 21% Markettop 27% Fundingtop 32% Talenttop 35% Techtop 37% Growthtop 43% Customerstop 44% Newsbottom 38% Moatbottom 38% Globalbottom 32% Innovation: 11 product lines Fin. health: Revenue ~$2.8B (FY2023) · Net margin 4.2% rank vs industry peers · Fliar Intelligence Index 87/100 | $130M | 188 mo ago | 5,252 5,252 → 8,659 (+65%) · sector median +50% | Steve Sublett Co-CEO & COO | WordPressApple iCloud MailMySQL+37 | Top 1M | — |
| 11 | Lower Direct-to-consumer mortgage lender offering home purchase, refinance, and home equity loans | $100M | 59 mo ago | 543 | Dan Snyder CEO | WebflowApple iCloud Mailcore-js+22 | Top 1M | 1 expansion · 1 award |
| 12 | MarshBerry M&A and corporate advisory firm | $37M | 46 mo ago | 125 125 → 250 (+100%) · sector median +50% | Dan Skowronski Managing Director | WordPress Block EditorWordPressMySQL+28 | Top 5M | 1 internship |
| 13 | Strive Diversified investment management firm | $30M | 7 mo ago | 46 | Vivek Ramaswamy Co-Founder | SentryThree.jsRecharts+18 | Top 5M | — |
| 14 | Heartland Bank Community-focused bank offering personal, business, and wealth management solutions | $30M | 90 mo ago | 170 170 → 261 (+54%) · sector median +50% | Scott Mccomb CEO & President | Froala EditorFont AwesomeGoogle Font API+12 | Top 5M | — |
| 15 | Fortuna Bank Commercial bank | $21M | 22 mo ago | — | Ilaria Rawlins Chief Executive Officer | WordPress Block EditorElementorWordPress+23 | Top 50M | 1 partnership |
| 16 | Old Glory Bank Commercial bank | $13M | 5 mo ago | — | Ben Carson Co-Founder | Cart FunctionalityWooCommerceWordPress+24 | Top 1M | 1 expansion |
| 17 | Waterford Bank, N.A. Commercial bank | $12M | 29 mo ago | 107 107 → 95 (-11%) · sector median +50% | — | Cart FunctionalityWordPressMySQL+29 | Top 5M | 1 job opening · 1 partnership |
| 18 | Chase Commercial bank | $12M | 164 mo ago | 1 | — | — | — | — |
| 19 | Poppins Health Provider of health insurance services | $8M | 27 mo ago | 9 | Olivia Cameron Co-Founder | — | — | — |
| 20 | Mechanics Bank Commercial bank | $6M | 69 mo ago | — | Mark Masters CEO & President | WordPressMySQLPHP+17 | Top 5M | — |
| 21 | Buckeye State Bank Community bank providing personal and business banking services in Ohio | $5M | 44 mo ago | 46 46 → 58 (+26%) · sector median +50% | Shawn Keller CEO & President | Cart FunctionalityApple iCloud MailZoho+26 | Top 5M | — |
| 22 | Unison Risk Advisors Provider of insurance risk management and advisory services | $4M | 11 mo ago | 650 | Robert Klonk CEO | WordPressMySQLPHP+6 | Top 10M | — |
| 23 | Bciosu Buckeye Capital Investors | $3M | 22 mo ago | 34 | — | — | — | — |
| 24 | Columbus First Bank Commercial bank | $3M | 194 mo ago | — | Steve Foster CEO | — | — | — |
| 25 | SIMCAP Holdings Operator of multifamily residential properties offering asset management for investors | $3M | 11 mo ago | — | Ross Metz Co-Founder & General Partner | — | — | — |
| 26 | Arvo Tech Specializes in helping businesses optimize their financial strategies by efficiently claiming employment tax… 19Talent top 38%Funding top 48%Tech bottom 47%Global bottom 29% All 6 signals ▾Talenttop 38% Fundingtop 48% Techbottom 47% Globalbottom 29% Newsbottom 18% Marketbottom 16% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $2.5M across 1 rounds · 1 rounds over 2 yrs (0.5/yr) rank vs industry peers · Fliar Intelligence Index 19/100 | $2M | 23 mo ago | — | Brent Johnson Co-Founder | HubSpot CMS HubSplideIsotope+23 | Top 50M | — |
| 27 | Victory Capital Diversified investment management firm | $1M | 133 mo ago | 512 | — | Adobe Experience ManagerBugHerdJava+31 | Top 500k | — |
| 28 | MDC Group of credit union focused on consumers demands | $1M | 127 mo ago | 10 | — | — | — | 2 launchs |
| 29 | Optima Bank Commercial bank | $1M | 194 mo ago | 22 | Len Rishkofski Founder & Director | — | — | — |
| 30 | Milestone Growth Fund Blog focused on finance sector | $500K | 201 mo ago | — | Judy Romlin CEO & President | — | — | — |
| 31 | Clearstead Wealth management firm | $303K | 100 mo ago | 113 113 → 220 (+95%) · sector median +50% | — | WordPressApple iCloud MailMySQL+26 | Top 10M | — |
| 32 | Camelot Portfolios Provider of retirement and investment planning services | $176K | 74 mo ago | 11 11 → 6 (-45%) · sector median +50% | — | — | — | — |
| 33 | Safe Auto Life and non-life insurance carrier | $174K | 155 mo ago | 551 | — | SitecoreTypeScriptGraphQL+20 | Top 5M | — |
| 34 | AirCFO Provider of accounting, bookkeeping, payroll and tax compliance services | $169K | 74 mo ago | 19 | Justin McLoughlin Founder & CEO | WebflowGSAPOptinMonster+19 | Top 10M | 1 launch |
| 35 | Dental Care Plus Group Provider of group dental benefit programs. This company offers dental insurance plans to individuals through… | $165K | 204 mo ago | 59 | — | UmbracoMicrosoft ASP.NETBoomerang+8 | Top 10M | — |
| 36 | Buckeye Health Plan Internet first provider of health insurance services | $161K | 190 mo ago | 399 | — | Adobe Experience ManagerJavaRaphael+20 | Top 1M | 1 partnership |
| 37 | Assurex Global Diversified insurance broker | $160K | 70 mo ago | 14 | — | — | — | — |
| 38 | Legacy Wealth Holdings Provider of investment management and financial services | $36K | 18 mo ago | — | Tim Bratz Founder & CEO | WordPressMySQLPHP+31 | Top 10M | — |
| 39 | The Union Bank Community bank providing personal, business, and agricultural financial services | — | 1 mo ago | 195 | Brian Young President/CEO | ScalaVarnishPlay+16 | Top 5M | — |
| 40 | Peoples Bancorp Commercial bank | — | 2 mo ago | 143 | — | WordPress Site EditorCart FunctionalityWordPress+21 | Top 500k | — |
Top 12 Financial Services companies in Ohio
#1
Public · Columbus, Ohio · founded 2022 · 46 employees$30Mraised▾
Public · Columbus, Ohio · founded 2022 · 46 employees
Diversified investment management firm
Funding rounds
- Nov 2025Post IPO$37M
- Jul 2024Series B$30M
Founders & team
Investors
Cantor Fitzgerald, Narya, Morris Industries, Deason Capital, Hoopp, Propel Equity Partners
Tech stack
Amazon S3Amazon Web ServicesApache Http ServerCdnjsClickbankClosure Library
#2
Early Stage · Elmore, Ohio · founded 1903$13.1Mraised▾
Early Stage · Elmore, Ohio · founded 1903
Commercial bank
LinkedIn Pulse recent public activity · Jul 2026
Audience: 4k LinkedIn followers
Activity: 1 expansions announced in 12 mo
Founders & team
Tech stack
Amazon Web ServicesAosAuthorize.NetAzureBootstrapCdnjs
#3
Branch 🦄Series D · Columbus, Ohio · founded 2017 · 2 employees$280.5Mraised▾
Branch 🦄
Series D · Columbus, Ohio · founded 2017 · 2 employees
Provider of auto and home insurance solutions. It offers claims and offers insurance, home insurance, auto insurance, bundled insurance, and remote jobs. It also offers a way to file a claim and switch insurance companies. It simplifies the insurance buying experience with instant pricing and coverage options.
Fliar Intelligence Index™ 62how this company ranks against its industry peers
Funding
top 19%Tech
top 20%Moat
top 26%Growth
top 35%Product
top 36%Talent
top 38%Funding: Raised $280M across 6 rounds · 6 rounds over 8 yrs (0.8/yr) · Last round Series D (Oct 2024)
Tech: 40 technologies across 6/8 capability areas · Cloud: Amazon S3, Amazon Web Services · Observability: Sentry
Moat: Editorial + unicorn rating 9/10 · Unicorn · 9 curated direct competitors tracked
Audience (LinkedIn): 20k LinkedIn followers — 4.2% of this cohort's audience · 102 engagements/post (3.9× cohort median)
Activity (LinkedIn): 2 awards announced in 12 mo
Funding rounds
- Oct 2024Series D$51M
- Jun 2022Series C$147M
- Jun 2021Series B$50M
- Jul 2020Series A$24M
Founders & team
Investors
Anthemis Group, Greycroft, American Family Ventures, SCOR, Foundation Capital, SignalFire
Tech stack
Amazon S3Amazon Web ServicesApolloApple Icloud MailCloudflareCloudflare Bot Management
#4
Series A · Cleveland, Ohio · founded 2020 · 650 employees$4.3Mraised▾
Series A · Cleveland, Ohio · founded 2020 · 650 employees
Provider of insurance risk management and advisory services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Funding rounds
- Jun 2025Series A$1.5M
- Dec 2024Series A$3.3M
- Aug 2024Series A$4.3M
- Mar 2022Seed—
Founders & team
Investors
Peloton Capital Management, Penfund
Tech stack
Google AnalyticsGoogle Tag ManagerHubspotJsdelivrMysqlOpen Graph
#5
Seed · Cincinnati, Ohio · founded 2022$2.8Mraised▾
Seed · Cincinnati, Ohio · founded 2022
Operator of multifamily residential properties offering asset management for investors. The company provides full-service asset management with a focus on value-add and core-plus properties. They offer consistent cash flow advantages and opportunities to adjust rental rates. Equity transfers from the lender to the owners as residents pay down debt. Limited partners can offset distributions with depreciation passed through by the partnership.
Funding rounds
- Jun 2025Seed$2.8M
Founders & team
#6
Series B · Columbus, Ohio · founded 2023$20.7Mraised▾
Series B · Columbus, Ohio · founded 2023
Fortuna Bank is a boutique banking institution focused on providing financial services to small businesses in Ohio. The bank aims to offer personalized banking products and services, leveraging the expertise of local bankers and business leaders. With a commitment to community outreach, Fortuna Bank seeks to establish strong relationships with its customers and clients.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 3k LinkedIn followers
Activity: 1 partnerships (incl. Fortuna Bank) announced in 12 mo
Funding rounds
- Aug 2024Series B$20.7M
Founders & team
Investors
OhioHealth, Park National Bank
Tech stack
CloudflareCloudflare Bot ManagementCloudwaysCookieyesCore-JsElementor
#7
Public · Columbus, Ohio · founded 2014 · 773 employees$2.5Braised▾
Public · Columbus, Ohio · founded 2014 · 773 employees
Washington Prime Group is a retail real estate investment trust. The company is engaged in ownership, management, acquisition, and development of retail properties. Claims to combine a national real estate portfolio with an investment grade balance sheet, leveraging its expertise across the entire shopping center sector to increase cash flow through rigorous management of assets and provide new opportunities to retailers.
Funding rounds
- Aug 2017Conventional Debt$750M
- Jun 2015Conventional Debt$500M
- Oct 2014Conventional Debt$1.2B
Founders & team
Investors
Meridian Capital Group
#8
Acquired · Cincinnati, Ohio · founded 2017 · 84 employees$275Mraised▾
Acquired · Cincinnati, Ohio · founded 2017 · 84 employees
Equipment financing solutions provider, empowering business growth across diverse industries. The company delivers innovative solutions for business-critical equipment needs, enabling businesses to focus on growth. With expertise and flexibility, they tailor solutions to meet unique needs across various credit spectrums and transaction sizes. They help partners sell more equipment by simplifying financing options for customers. They address the evolving demands of industries like Golf, Sports & Entertainment, Industrial, Manufacturing, Renewables & Energy Efficiency, Specialty Vehicles, and Technology & Office Automation. They offer competitive cost of capital, favorable tax benefits, and superior flexibility. They provide creative financing options to combat investment costs and obsolescence challenges. They offer services like partner sign-in, customer sign-in, vendor programs, and a partner portal. They provide financial solutions, capital, and funding.
Funding rounds
- Jun 2022Conventional Debt$75M
- Nov 2021Conventional Debt$200M
Founders & team
Investors
Wells Fargo, Varde Partners
Tech stack
BootstrapDocusignFont AwesomeGodaddyGoogle AnalyticsHsts
#9
Series A · Akron, Ohio · founded 1991 · 200 employees$200Mraised▾
Series A · Akron, Ohio · founded 1991 · 200 employees
Diversified asset management firm
LinkedIn Pulse recent public activity · Jul 2026
Audience: 6k LinkedIn followers
Founders & team
Investors
Kudu, Valeas
Tech stack
All In One SeoAnimate.CssBeaver BuilderBootstrapCdnjsClickcease
#10
Funding Raised · Cleveland, Ohio · founded 2003 · 2453 employees$400Mraised▾
Funding Raised · Cleveland, Ohio · founded 2003 · 2453 employees
Provider of home loan services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 71k LinkedIn followers — 14.6% of this cohort's audience · 66 engagements/post (2.6× cohort median)
Funding rounds
- Nov 2021Conventional Debt$400M
Founders & team
Investors
CDPQ, Ares Management
Tech stack
Alpine.JsAmazon CloudfrontAmazon S3Amazon Web ServicesAnimate.CssApple Icloud Mail
#11
Series A · Columbus, Ohio · founded 2020 · 34 employees$3.4Mraised▾
Series A · Columbus, Ohio · founded 2020 · 34 employees
Buckeye Capital Investors (BCI) is the premier Investment Student Organization at Ohio State University and one of the best investment clubs in the world.
Funding rounds
- Aug 2024Series A$3.4M
#12
Acquired · Cincinnati, Ohio · founded 2014 · 950 employees$425Mraised▾
Acquired · Cincinnati, Ohio · founded 2014 · 950 employees
Life insurance carrier
Funding rounds
- Apr 2020Conventional Debt$425M
Investors
AM Best
Tech stack
VignetteJavaChart.JsBootstrapJava ServletCloudflare
Funding & investor landscape
$5.5Btotal disclosed funding
38companies funded
43disclosed rounds
0rounds last 90 days
Most active investors
Notable founders
Vivek Ramaswamy
Co-Founder · Strive
Anson Frericks
Co-Founder · Strive
Ben Carson
Co-Founder · Old Glory Bank
Larry Elder
Co-Founder · Old Glory Bank
Steve Lekas
Co-Founder & CEO · Branch
Joe Emison
Co-Founder & CTO · Branch
Robert Klonk
CEO · Unison Risk Advisors
Ross Metz
Co-Founder & General Partner · SIMCAP Holdings
Josh Goodwin
Co-Founder & Managing Partner · SIMCAP Holdings
Ilaria Rawlins
Chief Executive Officer · Fortuna Bank
Louis G. Conforti
CEO · Washington Prime Group
Michael Rooney
Chief Executive Officer · Verdant Commercial Capital
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 Ohio, United States?
Radar tracks 616 indexable Financial Services companies headquartered in Ohio, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Ohio, United States?
The Financial Services companies in Ohio, United States on this list have raised a combined $5.5B in disclosed equity funding across 38 funded companies.
Which is the highest-funded Financial Services company in Ohio, United States?
Washington Prime Group is the highest-funded Financial Services company in Ohio, United States, with $2.5B in disclosed equity funding.
How many Financial Services companies in Ohio, United States are funded?
38 of the 616 Financial Services companies in Ohio, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Ohio, United States?
1 Financial Services company in Ohio, United States on this list is valued at $1B or more.
Who are the top investors in Ohio, United States Financial Services companies?
The most active investors in Ohio, United States Financial Services companies on this list include Treasury, Patriot Financial Partners, United States Department of Agriculture, Anthemis Group, Castle Creek Capital.
Riya SenguptaFinancials
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.