Best Financial Services Companies in Roseville, United States
The 39 best Financial Services companies in Roseville, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: N.A.
Ranked: Best Financial Services companies in Roseville
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | N.A Provider of transaction advisory, IT outsourcing, and other services | $14M | 43 mo ago | Series B | — | — | — | — |
| 2 | CPA Corporation Provider of tax planning, preparation, and business advisory services for businesses and nonprofits 40Product top 14%Innovation top 20%Talent bottom 45%Funding bottom 42% All 7 signals ▾Producttop 14% Innovationtop 20% Talentbottom 45% Fundingbottom 42% Marketbottom 34% Techbottom 33% Globalbottom 25% Product: 5 distinct product lines · Company stage: Post IPO Innovation: 5 product lines rank vs industry peers · Fliar Intelligence Index 40/100 | $3M | 91 mo ago | Late Stage | Fred Crooks Founder & President | 2001 | — | — |
| 3 | Summit Investment Provider of investment advisory services | — | 54 mo ago | Seed | — | 2009 | DrupalPHPAnimate.css+19 | 1 award |
| 4 | North American Banking Company Community bank offering personalized financial solutions for individuals and businesses | — | 350 mo ago | Funding Raised | Michael Bilski CEO | 1997 | Cart FunctionalityDrupalPHP+14 | — |
| 5 | accounting practice sales Accounting Practice Sales is a tax and accounting service provider company. | — | — | — | — | — | WordPressMySQLPHP+13 | — |
| 6 | AGM Capital Mortgage Provider of home loans | — | — | Unfunded | Michael Girard Founder | 2004 | — | — |
| 7 | Alex Rue Insurance Agency Insurance broker | — | — | Unfunded | Alex Rue Founder & President | 2010 | — | — |
| 8 | Bender Insurance Solutions Diversified insurance firm | — | — | Unfunded | — | 1938 | WordPressMySQLPHP+38 | — |
Top 3 Financial Services companies in Roseville
#1
Series B · Roseville, Minnesota$14.2Mraised▾
Provider of transaction advisory, IT outsourcing, and other services
#2
Late Stage · Roseville, California · founded 2001 · 25 employees$3.2Mraised▾
Provider of tax planning, preparation, and business advisory services for businesses and nonprofits. It offers financial statement services, including audits, and specialized services tailored to nonprofit organizations. The firm assists clients in improving profitability, managing cash flow, and developing strategies to address business opportunities and challenges. Services include helping clients understand their financial statements and how they relate to business profitability. They also provide support for navigating complex tax issues.
- Jan 2019Post IPO$3.2M
#3
Seed · Roseville, Minnesota · founded 2009—raised▾
Provider of investment advisory services
- Feb 2022Seed—
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.