Radar · Financial Services in Rockville
Best Financial Services Companies in Rockville, United States
The 39 best Financial Services companies in Rockville, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Capital Bank.
By Rohit KhannaTrends & Stories
39companies tracked
$907.4Mdisclosed funding
0unicorns
2have raised
Ranked: Best Financial Services companies in Rockville
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Capital Bank Retail and business community bank | $903M | 129 mo ago | Public | — | 1999 | WordPressApple iCloud MailMySQL+23 | — |
| 2 | Estwa Provides investment management, financial planning, wealth advisory, and other services | $4M | 26 mo ago | Series A | — | — | — | — |
| 3 | Federal Realty REIT that invests in commercial retail properties | — | 169 mo ago | Public | — | 1962 | WordPressMySQLPHP+24 | 3 expansions · 2 awards |
| 4 | ACC Mortgage For over 20 years, All Credit Considered Mortgage, Inc. | — | — | — | — | 1999 | — | — |
| 5 | AgencyONE Provider of life insurance services | — | — | Funding Raised | — | 2009 | — | — |
| 6 | Apex Home Loans Mortgage loans broker | — | — | Unfunded | Craig Strent CEO | 1998 | — | — |
| 7 | Aronson Provider of critical electrical and mechanical services for power generation and electric motors | — | — | Acquired | — | 1962 | — | — |
| 8 | berlin ramos & co. Berlin Ramos & Co. provides proactive, responsive and personalized service. | — | — | Acquired | — | 1947 | — | — |
Top 3 Financial Services companies in Rockville
#1
Series A · Rockville, Maryland · 20 employees$4Mraised▾
Series A · Rockville, Maryland · 20 employees
Provides investment management, financial planning, wealth advisory, and other services
Funding rounds
- Jul 2024Series A$4M
#2
Public · Rockville, Maryland · founded 1999 · 103 employees$903.4Mraised▾
Public · Rockville, Maryland · founded 1999 · 103 employees
Retail and business community bank
LinkedIn Pulse recent public activity · Jul 2026
Audience: 8k LinkedIn followers — 17.0% of this cohort's audience
Funding rounds
- Dec 2015Conventional Debt$13.5M
- Jul 2013PE$3.4M
- Dec 2009PE$900M
Investors
Oak Hill Advisors, Crestview Partners, Taconic Capital, Falfurrias Capital Partners
Tech stack
AccessibeAddthisAmazon S3Amazon Web ServicesApple Icloud MailBootstrap
#3
Public · Rockville, Maryland · founded 1962 · 314 employees—raised▾
Public · Rockville, Maryland · founded 1962 · 314 employees
REIT that invests in commercial retail properties
LinkedIn Pulse recent public activity · Jul 2026
Audience: 21k LinkedIn followers — 46.1% of this cohort's audience
Activity: 2 awards · 3 expansions announced in 12 mo
Tech stack
Amazon S3Amazon Web ServicesBabelBackbone.JsBootstrapCloudflare
Funding & investor landscape
$907.4Mtotal disclosed funding
2companies funded
4disclosed rounds
0rounds last 90 days
Most active investors
Prism market signals · United States · country-scoped Prism corpus, 18,693,399 docs
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
How many Financial Services companies are there in Rockville, United States?
Radar tracks 39 indexable Financial Services companies headquartered in Rockville, United States that meet our profile-completeness bar.
What is the total funding raised by Financial Services companies in Rockville, United States?
The Financial Services companies in Rockville, United States on this list have raised a combined $907.4M in disclosed equity funding across 2 funded companies.
Which is the highest-funded Financial Services company in Rockville, United States?
Capital Bank is the highest-funded Financial Services company in Rockville, United States, with $903.4M in disclosed equity funding.
How many Financial Services companies in Rockville, United States are funded?
2 of the 39 Financial Services companies in Rockville, United States on this list have disclosed at least one equity funding round.
How many Financial Services unicorns are there in Rockville, United States?
None of the Financial Services companies in Rockville, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Rockville, United States Financial Services companies?
The most active investors in Rockville, United States Financial Services companies on this list include Cobalt Ventures, Crestview Partners, Falfurrias Capital Partners, Oak Hill Advisors, Specialtyprogramgroup.
Rohit KhannaTrends & Stories
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.