Best Financial Services Companies in Richmond, United States
The 73 best Financial Services companies in Richmond, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Richmond National.
Ranked: Best Financial Services companies in Richmond
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Richmond National Provider of insurance underwriting services | $155M | 15 mo ago | Series C | Joe Kavanagh President and CEO | 2021 | WordPressApple iCloud MailMicrosoft 365+17 | 3 job openings · 1 internship |
| 2 | Kinsale Capital Group Provider of insurance underwriting services | $80M | 203 mo ago | Public | Michael Kehoe CEO | 2009 | WordPressMySQLPHP+12 | — |
| 3 | Sonabank Commercial bank | $35M | 112 mo ago | Public | Georgia Derrico Chairman & CEO | 2004 | — | — |
| 4 | Hilb Group Provider of personal, commercial & specialty insurance services | $20M | 90 mo ago | Acquired | — | 2009 | WordPressMySQLPHP+30 | — |
| 5 | Cary Street Partners Provider of investment, estate planning, and financial advisory services | $5M | 5 mo ago | Series A | Michael Ginty Managing Director & Financial Advisor | 2002 | WordPressMySQLPHP+30 | 2 awards |
| 6 | Heritage Union Insurance carrier | $3M | 204 mo ago | Deadpooled | Philip Walker Co-Founder | 2005 | — | — |
| 7 | Taylor Hoffman Provider of investment management services | $1M | 59 mo ago | Seed | — | 2017 | — | — |
| 8 | Live Well Financial Financial literacy platform empowering informed decisions through accessible education and resources | $275K | 110 mo ago | Funding Raised | — | 2005 | WordPressElasticsearchMySQL+37 | — |
| 9 | Apple Hospitality REIT REIT that invests in hospitality sector | — | 28 mo ago | Public | Justin Knight CEO | 2007 | WordPressBugHerdMySQL+16 | 1 award |
Top 12 Financial Services companies in Richmond
#1
Series C · Richmond, Virginia · founded 2021 · 93 employees$155Mraised▾
Provider of insurance underwriting services
- Mar 2025Series C$55.1M
- May 2024Series C$55.2M
- Oct 2021Series C$70M
#2
Series A · Richmond, Virginia · founded 2002 · 111 employees$4.8Mraised▾
Provider of investment, estate planning, and financial advisory services
- Dec 2025Series A$1.3M
- Oct 2025Series A$1.2M
- Sep 2025Series A$5.2M
- Jun 2024Seed$931.1K
#3
Public · Richmond, Virginia · founded 2009 · 466 employees$80.2Mraised▾
Provider of insurance underwriting services
#4
Public · Richmond, Virginia · founded 2004 · 115 employees$35Mraised▾
Commercial bank
- Feb 2017Conventional Debt$27M
- Apr 2015Post IPO$20M
- Jan 2013Post IPO$45M
- Apr 2005Conventional Debt$35M
#5
Acquired · Richmond, Virginia · founded 2009 · 102 employees$19.8Mraised▾
Provider of personal, commercial & specialty insurance services
- Dec 2018Series A$3.5M
- Oct 2018Series A$2.1M
- Dec 2017Series A$1.3M
- Nov 2017Series A$7.5M
#6
Seed · Richmond, Virginia · founded 2017 · 11 employees$1.3Mraised▾
Provider of investment management services
- Jun 2021Seed$1.3M
#7
Deadpooled · Richmond, Virginia · founded 2005 · 11 employees$3.3Mraised▾
Provider of life insurance products designed to offer income protection to the middle market customer. The company's life insurance products include SalaryShield, a tool to calculate the life coverage amount that covers accidental death insurance, enabling customers to avail the insurance facilities in sub-urban area.
- Jun 2009Series A$3.3M
#8
Funding Raised · Richmond, Virginia · founded 2005 · 79 employees$275Kraised▾
Financial literacy platform empowering informed decisions through accessible education and resources. The company is dedicated to providing individuals, families, and businesses with the knowledge and tools necessary to navigate the complexities of finance. Through insightful articles, guides, and tips, the platform simplifies financial concepts, making them accessible to everyone from seasoned investors to students. It fosters a community where readers can engage, ask questions, and share their financial experiences. The platform aims to cultivate a financially savvy society by offering resources on budgeting, investments, market trends, and student loans. It serves as a reliable source of information, staying updated with the ever-evolving financial landscape. The platform offers subscription based financial tips, guides and know-hows.
- Apr 2017Conventional Debt$275K
#9
Public · Richmond, Virginia · founded 2007 · 70 employees—raised▾
REIT that invests in hospitality sector
#10
Deadpooled · Richmond, Virginia · founded 2018 · 9 employees—raised▾
Operator of a fintech company intended to offer credit and payment platforms for importers and exporters. The company's platform enables exporters to offer credit terms to their customers without bearing costs or taking cash risks and it also provides credit days on advance payment transactions.
- Dec 2021Conventional Debt—
#11
Acquired · Richmond, Virginia · founded 2016 · 10 employees—raised▾
Diversified insurance carrier
- Feb 2019Series A—
#12
Public · Richmond, Virginia · founded 1999 · 148 employees—raised▾
Comprehensive financial services provider offering personal, business banking, and wealth management. The company delivers a wide array of financial solutions, including checking and savings accounts, various lending options, and online and mobile banking services. For businesses, it provides specialized services such as commercial banking, merchant services, and treasury solutions. The firm also focuses on wealth management, insurance, and mortgage services, creating a holistic approach to financial well-being. Community involvement, diversity, and inclusion are core values, reflecting a commitment to serving others and enriching lives. The company emphasizes strong relationships and exquisite member service, aiming to be a trusted financial partner for individuals, families, and businesses.
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
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.