Best Financial Services Companies in Seattle, United States
The 132 best Financial Services companies in Seattle, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Builderscapital.
Ranked: Best Financial Services companies in Seattle
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Founder | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Builderscapital Provider of construction financing solutions for residential projects. | $500M | 67 mo ago | Seed | 162 | 2009 | Curt Altig Founder & Chairman | 1 job opening |
| 2 | Propel Insurance Diversified insurance broker 45Tech top 44%Growth top 45%Funding top 47%Market bottom 42% All 6 signals ▾Techtop 44% Growthtop 45% Fundingtop 47% Marketbottom 42% Globalbottom 29% Newsbottom 22% Tech: 40 technologies across 3/8 capability areas · Cloud: Amazon Web Services, Cloudflare rank vs industry peers · Fliar Intelligence Index 45/100 | $155M | 97 mo ago | Acquired | 580 | 1923 | — | — |
| 3 | Columbia Pacific Advisors Diversified investment management firm | $115M | 99 mo ago | Acquired | 108 | 2006 | Stan Baty Co-Founder | — |
| 4 | Blueprint Residential development and lending leader empowering real estate success | $78M | 50 mo ago | Acquired | 59 59 → 60 (+2%) · sector median +4% | 2009 | Dan Duffus Co-Founder & MD | — |
| 5 | Protego Commercial bank | $70M | 50 mo ago | Series A | 73 | 2018 | — | — |
| 6 | Seattle Bank Personalized banking solutions for personal, private, and business needs | $50M | 184 mo ago | Late Stage | 86 | 1999 | John Blizzard CEO & President | — |
| 7 | Mutual of Enumclaw Provider of personalized home, auto, and farm insurance policies | $20M | 122 mo ago | Late Stage | 354 354 → 495 (+40%) · sector median +4% | 1898 | Eric Nelson President & CEO | 1 award |
| 8 | First Sound Bank Commercial bank | $17M | 160 mo ago | Acquired | 31 | 2004 | Jon Shelton Executive Vice President | — |
| 9 | Pebble Health Internet first provider of health insurance services | $17M | 42 mo ago | Seed | 17 | 2021 | Vinay Reddy Co-Founder | — |
| 10 | Washington Capital Management Investment advisory firm | $9M | 77 mo ago | Series D | 83 | 1977 | DeAndre Washington CEO | — |
| 11 | Trupanion Provider of comprehensive pet insurance solutions for dogs and cats | $9M | 67 mo ago | Public | 1,187 1,187 → 1,044 (-12%) · sector median +4% | 2000 | — | — |
| 12 | Level Goals Online credit line platform for businesses | $9M | 54 mo ago | Series A | 8 | 2019 | David Edelstein Founder & CEO | — |
| 13 | Freestone Capital Management Wealth management firm | $7M | 163 mo ago | Acquired | 51 | 1999 | Liv Freeby Managing Director | 1 job opening · 1 award |
| 14 | Meetingflow SaaS based platform offering productivity tools and solutions for sales teams | $4M | 36 mo ago | Seed | 7 | 2014 | Aaron Goldfeder Founder & CEO | — |
| 15 | DBE Loans ACDBE concessions industry focused term loans provider | $3M | 84 mo ago | Funding Raised | — | 2016 | Jonathan Copley Co-Founder & CFO | — |
| 16 | Strix Leviathan Crypto investment platform for institutional investors | $2M | 99 mo ago | Acquired | 14 | 2018 | Steve Alkire Co-Founder | — |
| 17 | Acuitas Investments Diversified investment management firm | $1M | 178 mo ago | Seed | 7 | 2011 | Dennis Jensen Co-Founder & Partner | 1 job opening |
| 18 | LOANtuitive Provider of loan mortgage services | $1M | 44 mo ago | Seed | 7 | 2020 | — | — |
| 19 | Verus Investment management firm | $795K | 18 mo ago | Early Stage | 193 | 1986 | Jeffrey MacLean CEO | — |
| 20 | Zenith Growth Partners Provider of search fund and a private investment firm that focuses on identifying and acquiring… | $570K | 21 mo ago | Seed | — | 2024 | Nathan Bridgewater Founder and Managing Director | — |
| 21 | Financial Choice Provider of financial advisory services | $125K | 57 mo ago | Seed | — | 2021 | Stefan Heule Co-Founder | — |
| 22 | WAFD Bank Commercial Bank | — | 39 mo ago | Public | 2,120 2,120 → 1,417 (-33%) · sector median +4% | 1917 | Brent Beardall President | 1 award |
| 23 | Weyerhaeuser Manufacturer of timber lands, wood products, and other building materials | — | 87 mo ago | Public | 9,318 9,318 → 7,338 (-21%) · sector median +4% | 1900 | Doyle Simons Founder & CEO | 1 internship |
Top 12 Financial Services companies in Seattle
#1
Early Stage · Seattle, Washington · founded 1986 · 193 employees$794.6Kraised▾
Investment management firm
#2
Seed · Seattle, Washington · founded 2024$570Kraised▾
Zenith Growth Partners is a search fund focused on identifying and acquiring companies, with a unique approach to entrepreneurship and business growth. The company's mission is to build a portfolio of successful businesses and create value for its partners and stakeholders. With a strong team and a proven track record, Zenith Growth Partners is well-positioned to achieve its goals.
- Aug 2024Seed$570K
#3
Seed · Seattle, Washington · founded 2009 · 162 employees$500Mraised▾
{}
- Oct 2020Seed—
- Oct 2020Conventional Debt$500M
#4
Acquired · Seattle, Washington · founded 2009 · 59 employees$78.1Mraised▾
Residential development and lending leader empowering real estate success. The company provides comprehensive services for residential projects, from initial land assessment to project completion. They specialize in construction financing, design, and permitting, and accounting services, supporting builders and investors in navigating the complexities of real estate development. The company develops income-producing rental properties, focusing on workforce housing and urban multi-family communities. They offer investment opportunities through real estate investment trusts, providing options for income generation and long-term capital appreciation. Their services streamline the development process, offering expertise in local building codes and zoning regulations. They aim to empower success by providing value-added services and fostering community investing. The company is a key player in the residential real estate market, offering a full suite of services to support development and investment.
#5
Series A · Seattle, Washington · founded 2018 · 73 employees$70Mraised▾
Operator of a chartered financial institution intended to offer institutional investors the to build their digital asset capabilities. The company's financial institution offers a vertically integrated, fully regulated, and built-on distributed ledger technology, enabling users to seamlessly and securely hold, trade, lend, and issue digital assets with a safe, sound, and secure partner.
- Mar 2022Series A$70M
#6
Seed · Seattle, Washington · founded 2021 · 17 employees$17.3Mraised▾
Developer of health insurance platform designed to make healthcare more affordable and accessible for small businesses. The company's platform leverages data, technology and product design, enabling patients to help navigate and access healthcare better.
- Dec 2022Seed$12M
#7
Seed · Seattle, Washington · founded 2014 · 7 employees$4.2Mraised▾
SaaS based platform offering productivity tools and solutions for sales teams. It helps teams deal and engage by preparing for customer meetings, updating CRM, collaborating with colleagues, and following up with customers, sales, and CS teams. It also provides a complete history of all customer meeting notes and follow-ups.
- Jun 2023Seed$760K
- Aug 2020Seed$3.5M
#8
Acquired · Seattle, Washington · founded 1923 · 580 employees$155.4Mraised▾
Diversified insurance broker
#9
Acquired · Seattle, Washington · founded 2006 · 108 employees$114.7Mraised▾
Diversified investment management firm
- Mar 2018Conventional Debt$114.7M
#10
Series A · Seattle, Washington · founded 2019 · 8 employees$8.6Mraised▾
Online credit line platform for businesses. Enables businesses to access funding based on the earnings with repayments tied to the income. Funds are received via ACH or PayPal.
- Dec 2021Series A$7M
- Feb 2021Seed$1.5M
- Dec 2020Seed—
- Feb 2019Seed$120K
#11
Late Stage · Seattle, Washington · founded 1999 · 86 employees$50Mraised▾
Personalized banking solutions for personal, private, and business needs. The institution delivers exceptional, tailored service and peace of mind. It offers a comprehensive suite of financial products, including personal banking, private banking, and business banking solutions. Personal banking includes checking, savings, money market accounts, certificates of deposit, and individual retirement accounts. Business banking provides checking, non-interest checking, interest checking, analysis checking, savings, money market accounts, certificates of deposit, small business loans, custom business lending, and treasury management. Specialty mortgage options include mortgage loans, construction and renovation loans, home equity lines of credit, and bridge loans. Digital banking services provide tech-forward features for anytime, anywhere access. The institution invests in innovation to discover better ways to bank, offering benefits like early pay with direct deposit. It focuses on community impact and equitable community investment.
#12
Public · Seattle, Washington · founded 2000 · 1187 employees$9.1Mraised▾
Provider of comprehensive pet insurance solutions for dogs and cats. It is a pet insurance provider that offers comprehensive coverage for dogs and cats, allowing pet owners to access veterinary care without worrying about cost. The company's product is designed to provide peace of mind for pet owners through its robust coverage and fast claims processing.
- Oct 2020Post IPO$200M
- Dec 2011PE$9.1M
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