Best Financial Services Companies in Tennessee, United States
The 385 best Financial Services companies in Tennessee, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Asurion.
Ranked: Best Financial Services companies in Tennessee
| # | Company | Disclosed funding | Last round | Employees | Founded | Founder | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Asurion Tech protection, repair, and support solutions for devices and appliances | $467M | 168 mo ago | 15,011 15,011 → 17,147 (+14%) · sector median +10% | 1994 | Kevin Taweel Co-Founder & Chairman | 53 patents Mobile device insurance, claim handling, and upgrade services for wireless customers | 1 launch · 1 award |
| 2 | MAA REIT that invests in multi-family and office properties | $460M | 87 mo ago | 2,427 2,427 → 2,577 (+6%) · sector median +10% | 1977 | H Eric Bolton CEO & President | — | 1 job opening |
| 3 | ELFI Provider of education loans | $325M | 79 mo ago | 1 | 2003 | — | — | 1 award |
| 4 | Pinnacle Commercial bank and wealth management firm | $224M | 115 mo ago | 33,570 | 2000 | Kent Foster Managing Director | 51 patents Real-time music-synced modular lighting systems for entertainment and architectural illumination | 1 partnership · 3 expansions · 3 awards |
| 5 | Jernigan Capital Apache2 Ubuntu: Open-source web server configuration and management | $138M | 102 mo ago | 16 | 2013 | — | — | — |
| 6 | Velocity Risk Underwriters E&S specialty property insurance underwriting, blending expertise with data and technology | $131M | 35 mo ago | 137 | 2015 | Philip Bowie CEO | — | — |
| 7 | Primeritus Collateral management provider | $102M | 86 mo ago | 327 327 → 258 (-21%) · sector median +10% | 2012 | — | — | — |
| 8 | CapStar Bank Commercial bank | $88M | 215 mo ago | 175 | 2008 | — | — | — |
| 9 | Mountain Commerce Bank Community bank offering personal and business financial solutions and services | $82M | 114 mo ago | 108 | 1910 | — | — | — |
| 10 | Indigo Provider of medical professional liability insurance with rigorous defense and competitive rates 62Patents top 20%Innovation top 23%Funding top 30%Growth top 35% All 9 signals ▾Patentstop 20% Innovationtop 23% Fundingtop 30% Growthtop 35% Talenttop 38% Moattop 44% Techbottom 48% Globalbottom 37% Marketbottom 27% Patents: 355 patents matched (strict assignee match) · 152 filings since 2022 vs 185 in 2017-21 Innovation: 355 patents (top 7% of patent-holders) · 152 filings since 2022 vs 185 in 2017-21 rank vs industry peers · Fliar Intelligence Index 62/100 | $50M | 4 mo ago | — | 2023 | Braden Davis Co-Founder | 355 patents Patents concentrated in health & consumer products | — |
| 11 | Reliant Bank Community bank providing personal, business, mortgage, and wealth management services | $28M | 105 mo ago | 428 | 2006 | — | — | — |
| 12 | Gullane Capital Partners Diversified investment management firm | $22M | 94 mo ago | — | 2002 | Trip Miller Founder | — | — |
| 13 | SouthEast Bank Commercial bank | $20M | 132 mo ago | — | 2001 | — | — | — |
| 14 | Bridge Capital Provider of lending solutions for single-family residential real estate investments | $18M | 120 mo ago | — | 2010 | Scott Gruber CEO | — | — |
| 15 | ConServ Capital Heavy equipment financing solutions for business growth, including ITIN options | $15M | 32 mo ago | 15 | 2015 | George Miller Founder & CEO | — | — |
| 16 | BluWave Provider of investment consulting services | $14M | 7 mo ago | 37 | 2016 | — | — | — |
| 17 | INSBANK Commercial bank | $13M | 119 mo ago | 57 57 → 97 (+70%) · sector median +10% | 2000 | — | — | 2 job openings |
| 18 | NFC Investments Provider of investment & portfolio management and financial advisory services 8Talent bottom 45%Funding bottom 36%Global bottom 25%Tech bottom 15% All 4 signals ▾Talentbottom 45% Fundingbottom 36% Globalbottom 25% Techbottom 15% Talent: 1 named leader on record Funding: Raised $7.6M across 1 rounds · 1 rounds over 6 yrs (0.2/yr) rank vs industry peers · Fliar Intelligence Index 8/100 | $8M | 69 mo ago | — | 2004 | Farrah Ng CEO | — | — |
| 19 | CoreCivic Government solutions provider specializing in corrections, detention management, and reentry programs | $8M | 98 mo ago | 11,194 11,194 → 6,979 (-38%) · sector median +10% | 1983 | Tom Beasley Co-Founder | — | — |
| 20 | Truxton Trus Investment & wealth management firm | $6M | 41 mo ago | 74 | 2004 | — | — | 1 award |
| 21 | Pendleton Square Provider of insurence and advisory services. | $5M | 116 mo ago | 25 | 2011 | — | — | 2 job openings · 1 internship |
| 22 | CSB&T Bancorp Association focused on banking financial services | $5M | 33 mo ago | — | — | Sergio S Ora CEO | — | — |
| 23 | Bank3 Bank3: Community-focused banking with personal, business, and treasury management solutions | $5M | 8 mo ago | 41 | 2016 | — | — | — |
| 24 | Lineage Commercial bank | $4M | 44 mo ago | — | 2020 | Kevin Herrington President | 5 patents Media sharing devices and automated pallet handling systems for logistics and content distribution. | — |
| 25 | Contemporary Healthcare Capital Financing solutions provider for senior housing | $3M | 100 mo ago | — | 2000 | John O'Brien Co-Founder | — | — |
| 26 | Citizens Savings Bank Retail and business community bank | $2M | 64 mo ago | 24 | 1904 | — | — | — |
| 27 | Lyric Financial Loans provider for global music community | $2M | 109 mo ago | 10 | 2007 | — | — | — |
| 28 | Lexington Financial Life Management Wealth management firm offers legal services | $2M | 25 mo ago | 4 | 2015 | Dale Veitch CEO | — | — |
| 29 | Lineage Financial Network Provider of business consulting services | $1M | 62 mo ago | 9 | 2020 | — | — | — |
| 30 | K-Tenn Life insurance holding company | $411K | 100 mo ago | — | 2010 | David Foley CEO & President | — | — |
| 31 | Bankers Title of East TN Title insurance carrier | $265K | 81 mo ago | 5 | 1999 | — | — | — |
| 32 | Tennessee State Bank Commercial bank | $125K | 182 mo ago | 91 | 1972 | Todd Proffitt CEO & President | — | — |
| 33 | Tensile Provider of security services for investment industry | $100K | 48 mo ago | 6 | 2020 | — | — | — |
Top 12 Financial Services companies in Tennessee
#1
Series B · Nashville, Tennessee · founded 2023$50Mraised▾
Indigo is an insurance company that provides medical professional liability insurance to physicians and groups. They offer rigorous defense and competitive rates, allowing physicians to focus on their patients rather than their insurance coverage. Indigo enables physicians to quickly get fully covered with easy access to quotes, coverage information, and support.
- Jan 2026Series B$50M
#2
Series B · Brentwood, Tennessee · founded 2016 · 37 employees$14Mraised▾
Provider of investment consulting services
- Oct 2025Series B$14M
#3
Funding Raised · Memphis, Tennessee · founded 2016 · 41 employees$5Mraised▾
Bank3: Community-focused banking with personal, business, and treasury management solutions. A financial institution steeped in tradition, offering a comprehensive suite of services including personal banking, business banking, treasury management, and mortgage lending. The bank emphasizes talent, tradition, and technology to provide customers with efficient and convenient tools while maintaining personal service. They focus on integrity and service, catering to banking needs with a blend of experience and innovation. Services include online banking, remote deposit, and lockbox processing. They are committed to staying at the forefront of technology to empower customers in managing their finances effectively. They are a member of FDIC and an Equal Housing Lender.
- Oct 2025Conventional Debt$5M
#4
Acquired · Nashville, Tennessee · founded 2015 · 137 employees$130.6Mraised▾
E&S specialty property insurance underwriting, blending expertise with data and technology. The company specializes in providing solutions for the US specialty commercial property market, addressing challenges with innovation. They connect risk with capital, offering specialty property insurance for businesses at risk and aiming to reduce costs for insureds while increasing returns for investors. They utilize real-time modeling, a data-driven underwriting system, superior claims management, and catastrophe research for risk quantification. The company collaborates with brokers, agents, and capital providers to deliver underwriting services and claims management. They focus on innovative thinking, promoting transparency, collaboration, and consistent action. They offer diverse product offerings and pricing, responding to changing risks. The company is committed to building an exceptional culture, embracing a diverse network of talented individuals and promoting opportunities for growth.
- Jun 2023Series C$119.4M
- Feb 2020Series B$11.2M
#5
Series A · Nashville, Tennessee · founded 2015 · 15 employees$15.3Mraised▾
Heavy equipment financing solutions for business growth, including ITIN options. The company provides practical and flexible financing for business owners and equipment vendors, specializing in small to mid-ticket finance. They focus on helping people get to work by offering financing to experienced contractors who may not qualify for traditional bank loans. As a direct lender, they retain leases/loans in-house, providing ongoing service as financing needs evolve. They exclusively finance equipment and trucks, offering a better experience through specialized knowledge. Strong relationships with top dealers provide customers access to the best new and used equipment. Benefits include lower payments, freeing up capital, preserving credit lines, potential tax savings, and guarding against equipment obsolescence. They offer solutions for first-time buyers and those with ITINs, supporting business expansion with reasonable terms.
- Oct 2023Conventional Debt$50M
- Dec 2022Series A$1M
- Sep 2021Conventional Debt$7.2M
- Nov 2019Series A$13.2M
#6
Public · Memphis, Tennessee · founded 1977 · 2427 employees$460Mraised▾
In 2022, the company recorded annual revenues of $2.07B and a net profit of $0.66B.
#7
Funding Raised · Knoxville, Tennessee · founded 2003 · 1 employees$325Mraised▾
Provider of education loans
- Oct 2019Conventional Debt$325M
#8
Acquired · Nashville, Tennessee · founded 1994 · 15011 employees$466.7Mraised▾
Tech protection, repair, and support solutions for devices and appliances. The company provides comprehensive protection plans for phones, home tech, and appliances. They offer repair services for cracked screens, and other tech issues through their uBreakiFix stores. They also provide expert tech support to help customers troubleshoot issues, set up new devices, and optimize performance. Their services include claims processing, extended warranties, and protection for various electronics. They focus on providing easy claims, quality fixes, and helpful tech assistance. They offer protection plans, repair services, and tech support for a wide range of devices and appliances. They provide solutions for mobile protection, home tech, and appliance protection. They offer tech tips and how-to guides to keep customers connected. They also offer recycling services for old tech.
#9
Public · Nashville, Tennessee · founded 2000 · 33570 employees$223.5Mraised▾
Commercial bank and wealth management firm
- Nov 2016Conventional Debt$120M
- Mar 2016Post IPO$39.9M
- Dec 2014Conventional Debt$20M
- 2010Post IPO—
#10
Acquired · Memphis, Tennessee · founded 2013 · 16 employees$137.6Mraised▾
Apache2 Ubuntu: Open-source web server configuration and management. It provides a robust platform for hosting websites and web applications. The system offers flexible configuration options, module management, and virtual host setup. It is designed for ease of use with tools for enabling/disabling modules and sites. The platform emphasizes security with controlled document root access. It supports various web technologies and integrates well with Ubuntu systems. It is suitable for developers, system administrators, and organizations seeking a reliable web server solution. It offers comprehensive documentation and community support. It is ideal for deploying and managing web-based services. It is a critical component for building and maintaining a web presence.
- Nov 2017Post IPO$12.6M
- Jul 2016Post IPO$125M
#11
Funding Raised · Nashville, Tennessee · founded 2012 · 327 employees$102.5Mraised▾
Collateral management provider
- Apr 2019Conventional Debt$102.5M
#12
Seed · Nashville, Tennessee · founded 2015 · 4 employees$1.6Mraised▾
Provider of financial life management services intended to give owners a new perspective to view their business and their life as one financial life ecosystem. The company's services include financial and estate planning, investment consulting, comprehensive financial planning, philanthropic goal setting, wealth reporting, debt structure analysis as well as retirement planning and consulting, enabling business owners and families to manage not only their liquid wealth but also the ill-liquid wealth that is locked inside their enterprise.
- Apr 2024Seed$1.1M
- Mar 2018Seed$500K
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.