Best Financial Services Companies in Rochester, United States
The 56 best Financial Services companies in Rochester, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Royal Oak Realty Trust.
Ranked: Best Financial Services companies in Rochester
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Oak Realty Trust Equity REIT investing in commercial net lease industrial, general office, and medical properties | $73M | 90 mo ago | Series C | Laurence Glazer Co-Founder & Partner | 2013 | — | 1 award |
| 2 | OLC Development Provider of insurance risk management services | $3M | 23 mo ago | Series A | — | — | — | — |
| 3 | Genesee Regional Bank Community bank providing personal, business, and mortgage solutions in Western & Central NY | — | 129 mo ago | Funding Raised | Philip Pecora President & CEO | 1996 | WordPress Block EditorElementorWordPress+34 | 2 job openings |
| 4 | abg retirement plan services ABG Retirement Plan Services is an investment management company providing retirement and education services. | — | — | Acquired | — | 1974 | — | — |
| 5 | accountable health partners Accountable Health Partners is a clinically integrated network of hospitals and physicians. | — | — | Private | — | 2007 | WordPressMySQLPHP+19 | — |
| 6 | Beltz Ianni & Associates Comprehensive wealth management services empowering financial confidence, freedom, and time | — | — | Acquired | — | 2001 | — | 1 internship |
| 7 | benefit resource Benefit Resource is a provider of Consumer Directed Health Plans and Employee Benefits from Flexible Spending… | — | — | Acquired | Thomas Guiler Co-Founder | 1993 | WordPressMySQLPHP+34 | — |
| 8 | bernier insurance Provider of auto, life, personal & business insurance services | — | — | Acquired | Harvey Bernier CEO | 1981 | — | — |
Top 3 Financial Services companies in Rochester
#1
Series A · Rochester, New York$3.5Mraised▾
Provider of insurance risk management services
#2
Series C · Rochester, New York · founded 2013$73.5Mraised▾
Equity REIT investing in commercial net lease industrial, general office, and medical properties
- Dec 2018Series C$73.5M
#3
Funding Raised · Rochester, New York · founded 1996 · 153 employees—raised▾
Community bank providing personal, business, and mortgage solutions in Western & Central NY. GRB offers a range of financial products and services to support personal and business growth. For individuals, they provide checking and savings accounts, CDs, home equity lines of credit, and personal lending options. For businesses, they offer business banking accounts, financing, professional practice banking, SBA lending, specialized banking services, and commercial real estate financing. They focus on community building by reinvesting deposits into local businesses and families. They also provide resources for financial education, security, and fraud prevention. They offer online and mobile banking, login options for business and personal accounts, and various mortgage programs. They are committed to providing personal service and supporting the financial well-being of their customers and the community.
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.