Best Financial Services Companies in Omaha, United States
The 71 best Financial Services companies in Omaha, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Carson Group.
Ranked: Best Financial Services companies in Omaha
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Carson Group 🦄 Provider of practice management software for financial advisors | $217M | 59 mo ago | Series C | Ron Carson Founder & CEO | 1983 | WordPressMySQLPHP+29 | — | 2 partnerships |
| 2 | Omaha National Workers compensation insurance carrier | $63M | 27 mo ago | Series B | — | 2016 | WordPressApple iCloud MailMySQL+24 | — | — |
| 3 | Callahan Financial Planning Diversified investment management firm | $333K | 180 mo ago | Seed | William Callahan ex-Founder & CEO | 2010 | — | — | — |
| 4 | Mutual of Omaha In the wild kingdom that is today's insurance industry, The Mutual of Omaha Companies wants to distinguish… | — | 188 mo ago | Acquired | — | 1909 | Amazon WebstoreGetFeedbackApple iCloud Mail+35 | 2 patents Patents concentrated in computing, sensing & instrumentation | 1 job opening · 1 internship |
| 5 | TD Ameritrade Brokerage and custody services firm | — | 324 mo ago | Public | John Ricketts Founder | 1971 | — | 246 patents AI-driven trading platforms, financial data analytics, and cybersecurity for electronic brokerage services. | — |
| 6 | 13D Activist Fund Provider of mutual fund services | — | — | Unfunded | Ken Squire Founder & Chief Investment Strategist | 2011 | — | — | — |
| 7 | Access Bank Omaha bank providing personal and business banking, loans, and community support | — | — | Unfunded | Pat Corrigan President & CEO | 2007 | ScalaVarnishPlay+17 | — | 1 partnership · 1 award |
| 8 | ACCESS Capital Group Provider of capital to insurance agents | — | — | Acquired | — | 2007 | — | — | — |
Top 4 Financial Services companies in Omaha
#1
Series B · Omaha, Nebraska · founded 2016 · 186 employees$63Mraised▾
Workers compensation insurance carrier
- Mar 2024Series B$18M
- Apr 2022Conventional Debt$20M
- Sep 2021Series B$45M
#2
Series C · Omaha, Nebraska · founded 1983 · 52 employees$217Mraised▾
Provider of practice management software for financial advisors. It offers solutions for wealth management, coaching, marketing, investment outsourcing, compliance, succession planning, professional supporting, integration and reporting, etc. It also offers consulting services to build and develop advisory firms.
#3
Seed · Omaha, Nebraska · founded 2010 · 10 employees$333.5Kraised▾
Operator of an advisory firm intended to offer financial planning and investment advice for individuals and families. The company is a securities and exchange commission (SEC) registered investment advisor and operates in a sub-class of personal financial advice, enabling clients to manage their hard-earned money properly to get a number of benefits.
#4
Acquired · Omaha, NE · founded 1909 · 8120 employees—raised▾
In the wild kingdom that is today's insurance industry, The Mutual of Omaha Companies wants to distinguish itself from the pack. The company provides individual health and accident coverage (via subsidiary Mutual of Omaha Insurance); its United of Omaha Life Insurance unit offers life insurance and annuities. The firm also offers personal disability coverage, brokerage services, pension plans, mutual funds, and a range of employee benefits products and serices. Mutual of Omaha, which is owned by its policyholders, offers its products mainly through agent networks.
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.