Company lists
The Ohio edition · 2026

Financial servicescompanies in Ohio

Accounting, banks, insurance, asset management, insurance brokers and more: the companies building financial services in Ohio, with their founders, funding, team size and business models.

664 company profiles11 with recorded fundingNovember 2026 edition
Ohio · Photo: Wikimedia Commons (CC BY 2.0)

Recent financial services business events in Ohio

Funding, M&A, contract wins and launches involving 918 financial services companies in Ohio, last 24 months: 134 M&A deals · 12 Contracts · 5 funding rounds · 5 launches. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: Jun 2026.

M&AAcquisition · Announced

Cardinal credit union acquires Noteworthy federal credit union

Cardinal Credit Union is expanding its presence in Northeast Ohio through the acquisition of NoteWorthy Federal Credit Union, a small Cleveland institution known for serving musicians,…

Credit Union
M&AMerger · Announced

Heartland bank acquires Tsb bank

Toi Foundation, a philanthropic trust, is looking to sell TSB to Heartland for $620 million in return for a 17.5 percent stake in a new entity TSB Heartland Bank.

Banking
M&AAcquisition · Completed

Hbk cpas & consultants acquires Computol

Canfield, Ohio-based IPA 100 firm HBK CPAs & Consultants (FY24 net revenue of $175.6 million) has expanded its technology advisory platform, Vertilocity, through the acquisition of…

Technology
M&AAcquisition · Completed

CBIZ acquires BINDZ Consulting Private Limited

CBIZ Inc. a professional services advisor to U.S.-based middle-market businesses, announced it completed the acquisition of BINDZ Consulting Private Limited (“BINDZ”), an India-based…

Professional services
ContractService

Curbline Properties · client: Jefferies LLC, BNY Mellon Capital Markets, BOFA Securities, BTIG, Capital One Securities, Nomura Securities International, KeyBanc Capital Markets, Morgan Stanley & Co., Nomura Global Financial Products, and The Bank of New York Mellon

Curbline Properties Corp. has entered into an Equity Sales Agreement dated June 2, 2026, with multiple financial institutions, including Jefferies LLC, BNY Mellon Capital Markets, BOFA…

Financial
M&AAcquisition · Announced

Peoples bancorp acquires Citizens

Citizens National Corporation's playbook is open as it eyes its sale to Peoples Bancorp. The proposed transaction terms offer shareholders 2.10 common shares of Peoples plus $8 per share…

M&AAcquisition · Completed

Mai capital management acquires Service academy capital management

MAI's acquisition of Service Academy brings $563 million in client assets and expands MAI's ultra-high-net-worth and family office offerings, as the new acquisition will join MAI's UNHW…

Investment management
M&AMerger · Announced

Tsb acquires Heartland bank

Heartland chief executive Andrew Dixson said the scale that would be created by the merger would enhance the bank's ability to compete and increase its financial resilience.

Banking
M&AMerger · Completed

Strive acquires Semler scientific

Semler Scientific's merger added 5,048 bitcoin and medical-device operations to Strive.

Medical Devices
M&AAcquisition · Announced

Welltower acquires Care homes

American real estate investor Welltower's plans to take over hundreds of care homes could reduce competition in some areas, a watchdog has ruled.

Care Homes
M&AAcquisition · Announced

Crosscountry mortgage acquires Two harbors investment

Two Harbors Investment and CrossCountry Mortgage amended their merger agreement to raise the all-cash offer to $12.00 per share from $11.30, representing a 21% premium to the unaffected…

M&AAcquisition · Announced

Carlyle acquires Mai capital management

Funds managed by Carlyle have agreed to acquire a majority stake in MAI Capital Management, a Cleveland-based RIA, at a valuation of more than $2.8 billion.

RIA/Wealth Management
M&AAcquisition · Announced

Western & southern financial group acquires Till financial

Western & Southern Financial Group announced it has acquired Till Financial, a developer of a family banking mobile application, in a tech M&A deal.

Mobile application development
M&AAcquisition

Stratos wealth partners acquires Capital Group U.S. Small and Mid Cap ETF

Stratos Wealth Partners LTD. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF in the 3rd quarter valued at approximately $511,000.

M&AAcquisition · Completed

Diamond Hill Capital Management acquires Zoetis

Diamond Hill Capital Management Inc. acquired a new position in Zoetis in the 3rd quarter valued at about $394,010,000.

Animal health
ContractInfrastructure

Meaden & moore · client: Harbor group international

The other deals were for AFS Intercultural Programs, an international youth exchange organization, which signed a new lease for 5,610 square feet; investment services firm Argus Research…

M&AAcquisition · Completed

Stratos wealth advisors acquires Sixth street specialty lending

Stratos Wealth Advisors LLC acquired a new stake in shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) in the fourth quarter, according to the company in its most…

Financial Services
M&AAcquisition · Announced

Carlyle Group acquires Mai capital management

Carlyle Group has acquired a majority stake in MAI Capital Management, worth more than $2.8 billion (€2.440 million), according to the property management firm, which expects to close…

Wealth Management
M&AAcquisition · Announced

The carlyle group acquires Mai capital management

The Carlyle Group Inc. (CG), an investment firm, on Tuesday announced that it has agreed to acquire a majority stake in MAI Capital Management, valuing the company at more than $2.8 billion.

Registered investment advisor
M&AAcquisition · Announced

Carlyle acquires Mai capital management

MAI Capital Management, a Cleveland-based registered investment advisor focused on high-net-worth and ultra-high-net-worth clients, has agreed to sell a majority stake to Carlyle in a…

Wealth Management
M&AMerger · Announced

Crosscountry mortgage acquires Two harbors investment

The company disclosed a definitive merger deal with CrossCountry Mortgage. The companies expect the transaction to close in the second half of 2026, pending customary closing conditions…

Investment
M&AAcquisition · Terminated

Victory capital acquires Janus Henderson

Victory Capital Holdings, Inc. (NASDAQ: VCTR ) (“Victory Capital” or the “Company”) today announced that it has withdrawn its proposal to acquire Janus Henderson Group plc (“Janus…

M&AAcquisition · Terminated

Victory capital acquires Janus Henderson Group

Victory Capital withdrew its offer to acquire Janus Henderson Group, a deal initially valued at approximately $9 billion.

Asset Management
M&AAcquisition · Announced

Mai capital management acquires Capital Group Core Plus Income ETF

MAI Capital Management acquired a new stake in shares of Capital Group Core Plus Income ETF during the second quarter valued at about $46,000.

M&AAcquisition · Announced

Fifth third bancorp acquires Capital Group Core Plus Income ETF

Fifth Third Bancorp bought a new position in Capital Group Core Plus Income ETF in the third quarter valued at about $32,000.

M&AAcquisition · Announced

Fifth third bancorp acquires Mechanics bank

In December 2025, FITB agreed to acquire Mechanics Bank’s Fannie Mae Delegated Underwriting and Servicing business to expand its footprint in multi-family finance and add a $1.8‑billion…

M&AAcquisition · Completed

Dirk Debbink acquires Cincinnati

Cincinnati, Ohio – The investor Dirk Debbink has made a significant investment in Cincinnati Financial Corporation (CINF), acquiring $162,580 in shares of the Cincinnati-based insurance…

Insurance & Reinsurance
M&AMerger · Announced

717 Credit Union acquires Geauga credit union

717 Credit Union announced a merger with Geauga Credit Union, a move that significantly expands its presence in northeastern Ohio.

Financial services
ContractService

Velera · client: Kemba credit union

Velera, a credit union service organization, will provide debit/credit card processing services for Kemba Credit Union, based in Cincinnati, according to a press release.

Financial Services
M&AAcquisition · Announced

Nationwide acquires Main street america insurance

Columbus, Ohio-based Nationwide announced yesterday that it entered into an agreement to acquire the renewal rights for surety and fidelity bonds issued by Main Street America Insurance,…

Insurance

Financial services companies in Ohio, by funding and team

Few financial services companies in Ohio 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 664 active companies.

Showing 25 of 50

Provider of auto and home insurance solutions

Internet first insurance platforms
US$280.50mSeries D · Oct 2024
335LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
9 yr2017
0none in 3 months

Diversified investment management firm

Asset management
US$30.00mSeries B · Jul 2024
5LinkedIn · Oct 2026
Subscription
4 yr2022
0none in 3 months

Commercial bank

Banks
US$20.70mSeries B · Aug 2024
24LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
3 yr2023
0none in 3 months

Commercial bank

Banks
US$12.17mSeries B · Jan 2024
95+0% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months · last posted Jun 2026

Provider of insurance risk management and advisory services

Insurance risk management
US$9.09mSeries A · Jun 2025
75LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
6 yr2020
0none in 3 months · last posted Feb 2026

Provider of health insurance services

Insurance carriers
US$8.02mSeed · Mar 2024
6LinkedIn · Jul 2026
Fee-for-service
7 yr2019
0none in 3 months

Buckeye Capital Investors

Fintech events
US$3.40mSeries A · Aug 2024
12+55% vs previous recordLinkedIn · Jul 2026
Fee-for-service
6 yr2020
—No postings tracked

Operator of multifamily residential properties offering asset management for investors

Reits
US$2.82mSeed · Jun 2025
4LinkedIn · Jul 2026
Commission on transaction / Renting / leasing
4 yr2022
—No postings tracked

Real estate investment and property management firm focused on revitalization

Reits
US$2.68mSeries A · Oct 2014
—Not available
Fee-for-service
16 yr2010
0none in 3 months · last posted Apr 2026

Specializes in helping businesses optimize their financial strategies by efficiently claiming employment tax credits

Finance & accounting services
US$2.50mSeries A · Jul 2024
55LinkedIn · Jul 2026
Fee-for-service
12 yr2014
0none in 3 months

Wealth management firm

Asset management
US$303kSeed · Feb 2018
220+15% 12 mo to Dec 2022LinkedIn · Jul 2026
Fee-for-service
8 yr2018
0none in 3 months · last posted Dec 2025

Internet first provider of life, health, auto, home, and business insurance services

Insurance carriers
—None recorded
37,894+11% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
89 yr1937
0none in 3 months · last posted Jun 2026

Investment management firm

Asset management
—None recorded
3,710+584% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
29 yr1997
—No postings tracked

Manufacturer of banking ATMs

Banking equipment manufacturers
—None recorded
20,654-4% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / E-commerce - service
167 yr1859
4postings · last posted Sep 2026

Commercial bank

Banks
—None recorded
26,783-3% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
168 yr1858
0none in 3 months · last posted Jun 2026

Regional bank

Banks
—None recorded
21,495-2% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
177 yr1849
0none in 3 months · last posted May 2026

Financial service holding company

Asset management
—None recorded
1+4% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
67 yr1959
—No postings tracked

Insurance company

Asset management
—None recorded
5,023+5% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
76 yr1950
0none in 3 months · last posted Jul 2026

Provider of accounting, payroll, tax, and advisory services

Finance & accounting services
—None recorded
8,625+9% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
39 yr1987
0none in 3 months

Healthcare focused insurance brokerage firm

Insurance distribution
—None recorded
6,563+1% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
37 yr1989
0none in 3 months

Life insurance company

Insurance carriers
—None recorded
5,314-4% 12 mo to Dec 2020LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
138 yr1888
0none in 3 months · last posted Jun 2026

Provider of personal & business insurance services

Insurance distribution
—None recorded
2,987+25% vs previous recordLinkedIn · Oct 2026
Commission on transaction / E-commerce - service
178 yr1848
0none in 3 months · last posted May 2026

Provider of home loan services

Consumer and sme loans
—None recorded
6,714LinkedIn · Oct 2026
Commission on transaction / Lending
23 yr2003
0none in 3 months · last posted Jun 2026

Insurance brokerage providing co-ownership investment in independent agencies

Insurance distribution
—None recorded
73+25% 12 mo to Dec 2021LinkedIn · Oct 2026
Fee-for-service
25 yr2001
0none in 3 months · last posted Mar 2026

Commercial bank

Banks
—None recorded
2,677+2% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Lending
163 yr1863
0none in 3 months
50 of 664 companies shown here · the full list is on Radar
Fliar Radar

Explore all 664 financial services companies in Ohio on Radar

This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.

Open financial services in Ohio on Radar
  • Every company, not just 50All 664 financial services companies in Ohio, 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 Ohio by what you are looking for

Browse financial services companies in Ohio across banking, insurance, investing, and lending. Find financial planning and business finance providers in Ohio.

9 ways to explore financial services in Ohio

Accounting and financial advisory companiesBanks and banking servicesInsurance companies and carriersAsset and wealth management companiesInsurance brokers and distribution companiesConsumer and business lending companies

Accounting and financial advisory companies

Firms providing accounting, tax, payroll, and financial advisory services.

  1. Arvo Tech

    Specializes in helping businesses optimize their financial strategies by efficiently claiming employment tax credits

    Finance & accounting services
    See in list
  2. CBIZ

    Provider of accounting, payroll, tax, and advisory services

    Finance & accounting services
    See in list
  3. HBK

    Provider of accounting, assurance and advisory services

    Finance & accounting services
    See in list
  4. Rea & Associates

    Provider of accounting, auditing and tax related services

    Finance & accounting services
  5. GBQ Partners

    Provider of accounting, tax consulting, and auditing services

    Finance & accounting services
124 companies in Ohio

Insurance companies and carriers

Insurance carriers offering personal, commercial, life, and health coverage.

  1. Branch

    Provider of auto and home insurance solutions

    Internet first insurance platforms
    See in list
  2. Poppins Health

    Provider of health insurance services

    Insurance carriers
    See in list
  3. Western & Southern Financial Group

    Life insurance company

    Insurance carriers
    See in list
  4. Safelite Solutions

    Provider of diversified insurance services

    Insurance carriers
    See in list
  5. Motorists Insurance Group

    Diversified mutual insurance carrier

    Insurance carriers
    See in list

Asset and wealth management companies

Investment managers and wealth advisory firms for individuals and institutions.

  1. Strive

    Diversified investment management firm

    Asset management
    See in list
  2. Clearstead

    Wealth management firm

    Asset management
    See in list
  3. Nationwide Financial

    Investment management firm

    Asset management
    See in list
  4. Marcum Wealth

    Provider of financial planning and investment management services

    Asset management
    See in list
  5. MAI Capital Management

    Provider of financial advisory services

    Asset management

Insurance brokers and distribution companies

Insurance brokers and distributors that help customers compare and arrange coverage.

  1. CareSource

    Healthcare focused insurance brokerage firm

    Insurance distribution
    See in list
  2. Westfield Insurance

    Provider of personal & business insurance services

    Insurance distribution
    See in list
  3. BroadStreet Partners

    Insurance brokerage providing co-ownership investment in independent agencies

    Insurance distribution
    See in list
  4. All Risks

    Wholesale insurance broker

    Insurance distribution
    See in list
  5. Oswald

    Insurance broker

    Insurance distribution
    See in list

Consumer and business lending companies

Lenders providing consumer, mortgage, equipment, and small-business finance.

  1. CrossCountry Mortgage

    Provider of home loan services

    Consumer and sme loans
    See in list
  2. Union Home Mortgage

    Mortgage loans provider

    Consumer and sme loans
    See in list
  3. Nations Lending

    Home loans provider

    Consumer and sme loans
    See in list
  4. Revolution Mortgage

    Provider of mortgage lending services for home purchases and refinancing

    Consumer and sme loans
    See in list
  5. Equity Resources

    Provider of home loans

    Consumer and sme loans

Financial services startups in Ohio

Recently founded financial services companies in Ohio.

  1. Strive

    Diversified investment management firm

    Asset management
    See in list
  2. Fortuna Bank

    Commercial bank

    Banks
    See in list
  3. SIMCAP Holdings

    Operator of multifamily residential properties offering asset management for investors

    Reits
    See in list
  4. Cogo Insurance

    Provider of commercial auto insurance services

    Insurance distribution
  5. UBIZ Venture Capital

    Provider of diversified SME loan services

    Consumer and sme loans
43 companies in Ohio

Financial services companies hiring in Ohio

Financial services employers with hiring activity in Ohio.

  1. Waterford Bank, N.A.

    Commercial bank

    Banks
    See in list
  2. Unison Risk Advisors

    Provider of insurance risk management and advisory services

    Insurance risk management
    See in list
  3. BruZiv Partners

    Real estate investment and property management firm focused on revitalization

    Reits
    See in list
  4. Clearstead

    Wealth management firm

    Asset management
    See in list
  5. Progressive Insurance

    Internet first provider of life, health, auto, home, and business insurance services

    Insurance carriers
    See in list
34 companies in Ohio

Public financial services companies in Ohio

Publicly listed financial services companies in Ohio.

  1. Strive

    Diversified investment management firm

    Asset management
    See in list
  2. Progressive Insurance

    Internet first provider of life, health, auto, home, and business insurance services

    Insurance carriers
    See in list
  3. Diebold Nixdorf

    Manufacturer of banking ATMs

    Banking equipment manufacturers
    See in list
  4. Fifth Third Bancorp

    Commercial bank

    Banks
    See in list
  5. KeyBank

    Regional bank

    Banks
    See in list
44 companies in Ohio
Mobile reach

Top 10 financial services apps from Ohio

The most-installed Android apps published by financial services companies headquartered in Ohio — 34.2M installs between them. 65 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.

1 of 10
1

Progressive

by Progressive Insurance

Installs25.5M
Rating4.57251K ratings
Installs, year on year+22%
Last updatedMay 2026
Progressive screenshot 1Progressive screenshot 2Progressive screenshot 3Progressive screenshot 4
2

Fifth Third: 53 Mobile Banking

by Fifth Third Bancorp

Installs4.6M
Rating4.6207K ratings
Installs, year on year+10%
Last updatedJun 2026
Fifth Third: 53 Mobile Banking screenshot 1Fifth Third: 53 Mobile Banking screenshot 2Fifth Third: 53 Mobile Banking screenshot 3Fifth Third: 53 Mobile Banking screenshot 4Fifth Third: 53 Mobile Banking screenshot 5Fifth Third: 53 Mobile Banking screenshot 6
3

KeyBank Mobile Banking

by KeyBank

Installs2.6M
Rating4.2695K ratings
Installs, year on year+10%
Last updatedMay 2026
KeyBank Mobile Banking screenshot 1KeyBank Mobile Banking screenshot 2KeyBank Mobile Banking screenshot 3KeyBank Mobile Banking screenshot 4KeyBank Mobile Banking screenshot 5KeyBank Mobile Banking screenshot 6
4

WPCU Mobile Banking

by Wright Patt CU

Installs371K
Rating4.5223K ratings
Installs, year on year+14%
Last updatedMay 2026
WPCU Mobile Banking screenshot 1WPCU Mobile Banking screenshot 2WPCU Mobile Banking screenshot 3WPCU Mobile Banking screenshot 4WPCU Mobile Banking screenshot 5
5

Sutton Bank Mobile

by Sutton Bank

Installs302K
Rating3.93781 ratings
Last updatedMay 2026
Sutton Bank Mobile screenshot 1Sutton Bank Mobile screenshot 2Sutton Bank Mobile screenshot 3Sutton Bank Mobile screenshot 4Sutton Bank Mobile screenshot 5Sutton Bank Mobile screenshot 6
6

Republic Bank Mobile Banking

by Republic Bank

Installs263K
Rating4.265K ratings
Last updatedMay 2026
Republic Bank Mobile Banking screenshot 1Republic Bank Mobile Banking screenshot 2Republic Bank Mobile Banking screenshot 3Republic Bank Mobile Banking screenshot 4Republic Bank Mobile Banking screenshot 5Republic Bank Mobile Banking screenshot 6
7

Park National Bank

by Park National Bank

Installs147K
Rating4.473K ratings
Installs, year on year+18%
Last updatedApr 2026
Park National Bank screenshot 1Park National Bank screenshot 2Park National Bank screenshot 3Park National Bank screenshot 4Park National Bank screenshot 5Park National Bank screenshot 6
8

Your First Financial

by First Financial Bank

Installs133K
Rating4.022K ratings
Last updatedMay 2026
Your First Financial screenshot 1Your First Financial screenshot 2Your First Financial screenshot 3Your First Financial screenshot 4
9

My Retirement

by Nrs Foru

Installs130K
Rating4.871K ratings
Last updatedMay 2026
My Retirement screenshot 1My Retirement screenshot 2My Retirement screenshot 3My Retirement screenshot 4My Retirement screenshot 5My Retirement screenshot 6
10

CB-Mobile Banking

by Civista Bank

Installs128K
Rating4.41751 ratings
Installs, year on year+20%
Last updatedMay 2026
CB-Mobile Banking screenshot 1CB-Mobile Banking screenshot 2CB-Mobile Banking screenshot 3CB-Mobile Banking screenshot 4CB-Mobile Banking screenshot 5CB-Mobile Banking screenshot 6
RadarBrowse every financial services company in Ohio on RadarOpen the full list and use the App Downloads and App Growth filters to keep only companies with a mobile app. This rail shows only the ten most-installed.Browse on Radar
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 Ohio 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, Ohio134

last 24 months

Capital by year

Equity funding into financial services in the United States

amount rounds
$2.1bn2018138
$3.6bn2019117
$3.0bn2020144
$5.9bn2021186
$5.9bn2022212
$2.1bn2023160
$2.3bn2024148
$1.9bn2025134
$609m202637

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
Corporate activity · last 24 months

M&A in Ohio

113Acquisition
20Merger
1Buyout

Most active acquirers

  1. Mai capital management17
  2. Nationwide11
  3. Welltower inc10
  4. Fifth third bancorp7
  5. Strive6

Most acquired or merged

  1. Mai capital management4
  2. Semler scientific3
  3. Mechanics bank3
  4. Allstate3
  5. Broadstreet partners3

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 States
Industry landscape report

Financial Services Industry Landscape of the United States

The financials above are one chapter. The full financial services landscape of Ohio 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
Read the financial services landscape of Ohio

Financial services funding in Ohio

11 financial services companies in Ohio have recorded equity funding, US$372.19m in total. Totals and round dates describe the historical record; they are not current valuations.

Founders and momentum in Ohio

Meet the people behind financial services companies in Ohio. 156 of 664 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.

Explore Ohio financial services companies by sub-sector

The most common specialisations among financial services companies in Ohio. Open a company to see what it sells, who runs it and how far it has come.

Keep exploring financial services in the United States and nearby markets.

Explore more lists: nearby cities and other sectors in Ohio

158 more company lists you can search, plus the Radar directory pages for each place.

Financial services in nearby cities

Financial services in other US cities

Other sectors in Ohio

Browse the Radar directory

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