Best Financial Services Companies in Rhode Island, United States
The 62 best Financial Services companies in Rhode Island, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Beeline.
Ranked: Best Financial Services companies in Rhode Island
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Beeline Provider of loan products for residential and commercial real estate investors | $29M | 24 mo ago | Series A | Peter Gonzalez Co-Founder & President | 2019 | PrismicTurbopackSentry+29 | 1 job opening |
| 2 | FM Provider of commercial property insurance solutions | $8M | 193 mo ago | Early Stage | Malcolm Roberts President and CEO | 1835 | SitecoreApple iCloud MailTypeScript+25 | 1 partnership · 2 awards |
| 3 | Amica Internet first provider of life, health, home, auto, marine & business insurance services | $2M | 74 mo ago | Early Stage | — | 1907 | Amazon WebstoreAdobe Experience ManagerApple iCloud Mail+25 | 1 internship · 1 partnership · 1 award |
| 4 | Light Frame Provider of investment management services | $2M | 24 mo ago | Seed | Philippe Kernevez Co-Founder | 2024 | — | — |
| 5 | Capital Good Fund Non-profit organization providing loans and financial coaching to tackle poverty and climate change | — | 26 mo ago | Funding Raised | Andrew Posner Founder & CEO | 2009 | WordPress Block EditorElementorWordPress+22 | 1 partnership · 1 expansion |
| 6 | Citizens Bank Commercial bank | — | 67 mo ago | Public | Bruce Saun Chairman & CEO | 1828 | Vue.jsCloudflarejsDelivr+19 | — |
| 7 | Affiliated Provider of personal and commercial insurance solutions | — | — | Unfunded | — | 1938 | — | — |
| 8 | Alternate Tax Solutions Provider of tax strategies and consulting services for businesses | — | — | Unfunded | — | 2009 | — | — |
Top 6 Financial Services companies in Rhode Island
#1
Series A · Middletown, Rhode Island · founded 2019 · 67 employees$29.2Mraised▾
Provider of loan products for residential and commercial real estate investors. The company offers options for property purchases, refinancing, and cash-out transactions. Loan options include debt service coverage ratio and short-term rental loans. It provides resources such as loan guides and rate calculators.
- Jun 2024Series A$3.3M
- May 2022Series A$23.3M
- Dec 2021Series A—
- May 2020Seed—
#2
Seed · Providence, Rhode Island · founded 2024 · 1 employees$1.7Mraised▾
Light Frame is a financial technology company that specializes in providing advanced technologies for private banks, wealth management firms, and banks offering investment services. Their focus is on delivering the future of wealth technology through innovation, efficiency, and security.
- May 2024Seed$1.7M
#3
Early Stage · Johnston, Rhode Island · founded 1835$8Mraised▾
Provider of commercial property insurance solutions. It help reduce the chance of property loss due to fire, weather conditions, and failure of electrical or mechanical equipment.
#4
Early Stage · Lincoln, Rhode Island · founded 1907 · 3416 employees$2Mraised▾
Internet first provider of life, health, home, auto, marine & business insurance services
#5
Funding Raised · Providence, Rhode Island · founded 2009 · 40 employees—raised▾
Capital Good Fund is a social change organization in America that uses financial services to address poverty and climate change. They offer loans and financial coaching to residents of Rhode Island.
- Apr 2024Conventional Debt—
#6
Public · Providence, Rhode Island · founded 1828 · 135 employees—raised▾
Citizens Bank is a commercial bank. It provides services like banking, credit cards, investment, loans, mortgages, retirement plan & more. It provides the services to business, individuals & corporates. In 2022, the company recorded annual revenues of $9.06B and a net profit of $2.07B.
Funding & investor landscape
Notable founders
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.