Best Financial Services Companies in Phoenix, United States

Commercial real estate investment, development, and property management maximizing real estate value. The company focuses on maximizing the value of real estate opportunities through strategic investments, development projects, and comprehensive property management services. With expertise in diverse property types, they offer a partnership-driven approach, emphasizing core values and enhancing experiences within the spaces they manage. Their team provides full-service commercial real estate operations, including accounting, analysis, facilities management, and leasing. They cultivate strategic relationships and focus on company strategy, culture, and operational performance. They are involved in all aspects of real estate transactions, from site selection and land acquisitions to entitlements, construction, and disposition. They also oversee media, events, and company culture.

Provider of banking services based in Phoenix, Arizona. The company offers a variety of personal and business banking products such as savings accounts, money markets, investment services, loans, lines of credit, wire transfers, mobile banking and wealth management, thereby serving products for all kinds of banking needs.

Arizona credit union providing personal and business banking services and financial resources. They offer a range of banking solutions, including checking, savings, loans, credit cards, insurance, and wealth management. They serve individuals, families, and businesses with personalized local banking services. The credit union focuses on community development through financial education, coaching, and support for local organizations. They provide resources like calculators and articles to help members manage their finances, improve credit scores, and pay off debt. They offer online and mobile banking with features like check deposit, fund transfers, and bill payment. They are committed to improving the lives of their members and communities by offering competitive rates, low fees, and personalized service. They are a not-for-profit, returning earnings to members through better rates and technology.

Funding rounds

• Oct 2025Series C$65M

Founders & team

Shane SirenChairman & CEO

Tech stack

Amazon S3Amazon Web ServicesApple Icloud MailAzureAzure MonitorBootstrap

Vereit is a REIT (Real Estate Investment Trust). The company owns and operates single-tenant retail stores, restaurants, and other commercial real estate assets in the US. Additionally, the company also offers services for acquisitions management, asset & property management, and more.

Arizona-based bank providing customer-centric personal and business banking solutions. Relationship banking focused on individual needs, offering a range of financial products and services. These include personal banking, business banking, and home loans. The bank emphasizes customer service and aims to provide a collaborative banking and lending experience. Online and mobile platforms offer convenient access to accounts, balance checks, activity reviews, fund transfers, and bill payments. The bank is committed to community banking principles, ensuring expertise is accessible whenever and wherever needed. Services include checking, savings, money markets, and certificates of deposit. The bank prioritizes integrity, innovation, and providing value to its customers.

Developer of a financial management training platform for children and teens. It provides users with a platform that guides children and teens to real-life cash management. Its features include money interactions, informed money decisions, and financial literacy.

Funding rounds

• May 2022Seed$5.2M

Founders & team

Scott DonnellFounder

Investors

Altrus Capital, The Kale Fund, Dream Ventures

Provider of investment management services for property industry

Funding rounds

• Mar 2022Series A$4.6M

Founders & team

Ian NasibCo-FounderModaser NazirCo-Founder

Smart, simple, personal banking solutions, empowering members' financial well-being. This financial institution offers a range of banking and lending options designed to help individuals and businesses thrive. Services include checking and savings accounts, youth savings programs, money market accounts, certificates, IRAs, and various loan products such as home loans, home equity loans, credit cards, vehicle loans, personal loans, and business loans. They provide mobile and online services for convenient account management, including features like mobile check deposit, online bill pay, and access to credit scores. Committed to community support, they actively participate in local events and initiatives, focusing on financial wellness and providing value to their members through personalized service and competitive rates. They are a financial cooperative offering deposit accounts, mortgages, and vehicle loans.

Commercial bank

Funding rounds

• May 2017Series B$10M

Founders & team

Steve HaggardOwner

Tech stack

Windows ServerMicrosoft Asp.NetIisHsts

Real estate investment trust focused on strategic partnerships and diverse assets. The company is a Phoenix-based private investment firm specializing in real estate opportunities. It focuses on building strong relationships with developers and owners of multi-family, industrial, retail, office, hospitality, self-storage, senior housing, and net-leased properties. The firm invests alongside its partners, targeting a diversified investment portfolio across various asset classes. The company aims to provide investors with above-market returns through direct opportunistic investments, primarily in Arizona and the Southwest region of the United States. It emphasizes lower fees compared to traditional REITs, allowing more funds to be invested on behalf of stockholders. The firm leverages its management team's experience and established origination relationships to select attractive projects for investment.

Funding rounds

• Jun 2018Seed$2.5M
• Dec 2017Seed—

Founders & team

James PiersonCo-Founder

Provider of capital advisory services

Funding rounds

• Oct 2015Series A—
• Nov 2014Series A$2.5M

Founders & team

Kevin KellyManaging Director

F&I products, reinsurance, anti-theft programs, and P&C solutions for dealerships. They partner with dealerships, offering industry-leading F&I voluntary protection products and reinsurance/dealer participation programs. They provide anti-theft programs and dealer-centric P&C/worker compensation offerings. With a focus on product innovation, compliance expertise, and results-driven training, they redefine how dealer clients measure success and grow their bottom line. Their singular focus on the dealer market allows them to collaborate with clients, acting as an extension of their brand. They offer vehicle service contracts, limited warranties, GAP, vehicle replacement, and bundled products. They also provide F&I solutions, compliance guard, MenuMax, SOAR, automotive talent sourcing, and training academy.

Founders & team

Vernon LeakeCEO

Investors

NewStar Financial

Tech stack

DrupalPhpBootstrapApache Http ServerTypekitOwl Carousel