M&AMerger · Announced
Ascend federal credit union acquires Lge community credit union
Ascend Federal Credit Union and LGE Community Credit Union have announced plans to merge, pending regulatory approval and a vote by LGE members.
Credit Union
The Tennessee edition · 2026
Tennessee · Photo: Wikimedia Commons (CC BY 4.0)Financial servicescompanies in Tennessee
Banks, insurance, investment, lending, startups and more: the companies building financial services in Tennessee, with their founders, funding, team size and business models.
459 company profiles14 with recorded fundingNovember 2026 edition
Recent financial services business events in Tennessee
Funding, M&A, contract wins and launches involving 630 financial services companies in Tennessee, last 24 months: 38 M&A deals · 3 launches · 2 Contracts · 1 funding round. Newest first; companies and investors link to their Fliar profiles. Latest event in our news feed: May 2026.
M&AAcquisition · Announced
Rather & kittrell acquires Philip morris international
Rather & Kittrell Inc. increased its stake in Philip Morris International by 1.9% in the fourth quarter. Rather & Kittrell Inc. now owns 4,197 shares of the company’s stock valued at…
M&AAcquisition · Announced
First horizon acquires Nexstar media group
First Horizon Corp acquired a new stake in shares of Nexstar Media Group in the third quarter worth approximately $44,000.
Broadcast
ContractTechnology
Apiture · client: Wayne county bank
Apiture, a leading provider of digital banking solutions — now part of CSI — announced that Wayne County Bank has selected the Apiture Digital Banking Platform to deliver a modern,…
Financial Services
M&AAcquisition · Completed
Home bancshares acquires Mountain commerce bancorp
“The swift completion of the acquisition of Mountain Commerce Bank is a testament to the new M&A environment which allowed HOMB and MCBI to quickly move forward in the great state of…
Banking
M&AMerger · Completed
Centennial bank acquires Mountain commerce bank
The acquisition was completed through a series of mergers resulting in Mountain Commerce Bank merging into Centennial.
LaunchUnum Broker Connect
Unum group
Unum (NYSE: UNM) has announced expanded capabilities within its Unum Broker Connect integration with Employee Navigator, introducing automated billing and eligibility features that…
M&AMerger · Announced
Mountain commerce bancorp acquires Home bancshares
Mountain Commerce Bancorp, Inc. (the "Company") (OTCQX: MCBI), the holding company for century-old Mountain Commerce Bank (the "Bank"), today announced its shareholders had voted in…
Banking
M&AAcquisition · Completed
Group of investors led by Scot Lenoir acquires Evolve bank & trust
In 2005, the bank was bought by a group of investors led by Scot Lenoir.
Banking
M&AAcquisition · Announced
First horizon acquires Madrigal pharmaceuticals
First Horizon Corp bought a new position in Madrigal Pharmaceuticals in the 3rd quarter valued at approximately $34,000.
Clinical-stage biopharmaceutical
LaunchCorporate Digital Account Opening platform
Commercial bank
Commercial Bank, the first bank in the market to introduce digital account opening, has further strengthened its leadership in innovation with the launch of its newly enhanced Corporate…
Banking
M&AAcquisition · Completed
Cap partners acquires Rocket companies
CAP Partners LLC acquired a new stake in Rocket Companies, Inc. (NYSE:RKT – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities…
M&AAcquisition · Announced
Bcs wealth management acquires Invesco S&P 500 Quality ETF
Finally, BCS Wealth Management increased its stake in Invesco S&P 500 Quality ETF by 68.2% during the third quarter. BCS Wealth Management now owns 12,514 shares of the company’s stock…
M&AMerger · Announced
Home bancshares acquires Mountain commerce bancorp
Home BancShares, Inc. (NYSE: HOMB ) ("Home BancShares" or " HOMB ") … and Mountain Commerce Bancorp, Inc. (OTCQX: MCBI) ("Mountain Commerce" or "MCBI"), the parent company of Mountain…
Banking
M&AAcquisition · Announced
Asurion acquires Domestic & general
Asurion LLC has agreed to acquire UK warranty business Domestic & General Group Ltd. as the US company looks to expand its business and geography.
M&AAcquisition · Completed
Provident bank acquires Lakeland bank
Last year, Iselin-based Provident added Lakeland Bank in a $1.3 billion deal, further expanding its reach and making it an even greater regional powerhouse.
Bank
Funding
District cover
District Cover, a tech-enabled insurance agency making insurance more accessible for businesses in America’s urban centers, announced the close of a $6M funding round.
Insurance
LaunchBuy Now, Pay Later program
Ascend federal credit union
Ascend Federal Credit Union, based in Tennessee, introduced a Buy Now, Pay Later program through equipifi for its more than 260,000 members.
M&AAcquisition · Announced
Inszone insurance services acquires Lexington insurance agency
Inszone is characterized by its rapid expansion, achieved through both organic growth and strategic acquisitions, such as its recent entry into the Kentucky market with the acquisition…
Insurance Brokerage
M&AAcquisition · Announced
Silver oak securities acquires J. m. smucker
Silver Oak Securities Incorporated acquired a new stake in The J. M. Smucker Company (NYSE:SJM – Free Report) during the 2nd quarter, Holdings Channel.com reports.
M&AAcquisition
Capital bank acquires Southern Community Financial Corp.
Southern Community Financial Corp. (Capital Bank Financial Corp.)
Banking
M&AAcquisition · Announced
Toronto-Dominion acquires First horizon
Toronto-Dominion has achieved a critical step toward finalizing its proposed $13.4 billion acquisition of Tennessee-based First Horizon.
Banking
M&AAcquisition · Announced
Baker tilly acquires KraftCPAs PLLC
Baker Tilly, a Top 10 Firm based in Chicago, is making its latest big deal, announcing its intention to acquire KraftCPAs PLLC, a Regional Leader based in Nashville.
Accounting/Professional Services
M&AAcquisition · Announced
Woodmont investment counsel acquires United parcel service
Woodmont Investment Counsel LLC grew its stake in shares of United Parcel Service by 4.5% during the 1st quarter. Woodmont Investment Counsel LLC now owns 78,054 shares of the…
Transportation
M&AAcquisition · Announced
Ryan specialty acquires Velocity risk underwriters
The transaction follows the earlier sale of VRU to Ryan Specialty, which together represents a full exit of Oaktree Capital Management, L.P.'s interests in Velocity through a three-way…
Insurance managing general underwriter
M&AAcquisition · Completed
Silverleafe capital partners acquires Innodata
Silverleafe Capital Partners LLC bought a new position in Innodata during the fourth quarter valued at about $913,000.
ContractTechnology
Envestnet · client: Arete wealth
Arete Wealth, a leading broker-dealer and registered investment advisory firm, is pleased to announce the execution of a new long-term contract with Envestnet.
Technology
M&AAcquisition · Completed
FB Financial acquires Franklin financial network
when it closed a $611 million cash-and-stock deal for the $3.9 billion-asset Franklin Financial Network in Franklin, Tennessee.
M&AAcquisition · Pending
Healthcare realty trust acquires Freestanding orthopedic hospital and adjacent medical office facility in Indianapolis
Healthcare Realty Trust (Nashville, Tennessee) said it has entered into a definitive purchase agreement to acquire a freestanding orthopedic hospital and adjacent medical office facility…
M&AAcquisition · Announced
Dynasty financial partners acquires Sagespring Wealth Partners
Dynasty Financial Partners today announced that SageSpring Wealth Partners has joined its industry-leading platform of technology-driven wealth management tools and services.
Financial services companies in Tennessee, by funding and team
Few financial services companies in Tennessee publish revenue, so this list compares what is on record instead: recorded equity funding, team size, revenue model, age and stage. The 50 companies below lead on recorded funding and team size among 459 active companies.
Commercial bank
BanksUS$88.00mSeries B · Jul 2008
91+2% 12 mo to Dec 2017LinkedIn · Oct 2026
Commission on transaction / Lending
18 yr2008
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 175 (previous snapshot 231)
- Recorded funding
- US$88.00m · Series B · Jul 2008
- Founded
- 2008 · about 18 years old
- Stage
- Series B
- Focus
- Commercial banks
Founders · 1
Claire TuckerFounder & Director
Team & hiring signals
LinkedIn headcount91201-500
LinkedIn followers2,387
Earlier recorded team1752017, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of medical professional liability insurance with rigorous defense and competitive rates
Insurance distributionUS$50.00mSeries B · Jan 2026
52LinkedIn · Jul 2026
Commission on transaction / E-commerce - service
3 yr2023
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- US$50.00m · Series B · Jan 2026
- Founded
- 2023 · about 3 years old
- Stage
- Series B
- Focus
- Property & casualty, Liability
Founders · 2
Braden DavisCo-Founder
- Highest education
- The University of California
Jared KaplanCo-Founder & CEO
- Highest education
- University of Michigan
Investors · 3
Optum VenturesFund
Rubicon FoundersFund
Team & hiring signals
LinkedIn headcount5211-50
LinkedIn followers2,010
Patents
Patent filings355
Focus: Biotech seed/endophyte treatments and AI-driven precision agriculture tools.
CPC A01N63/20, A01H17/00, G06Q50/02Technology
Cloudflare- Segment
Webflow
Bootstrap
jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
BanksUS$27.50mSeries B · Sep 2022
—Not available
Fee-for-service
21 yr2005
0none in 3 months · last posted Apr 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$27.50m · Series B · Sep 2022
- Founded
- 2005 · about 21 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$27.50m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
Open roles1of 2 tracked · last posted Apr 2026
Mobile apps
- Studio BankFinance · 888 installs · ★ 5.0 · updated 2025-09-17
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of lending solutions for single-family residential real estate investments
Service providers to banksUS$17.74mSeries A · Jun 2016
10LinkedIn · Jul 2026
Lending
16 yr2010
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- Not available
- Recorded funding
- US$17.74m · Series A · Jun 2016
- Founded
- 2010 · about 16 years old
- Stage
- Series A
- Focus
- Debt management, Credit counselling and settlement
Leadership · 1
Scott GruberCEO
Team & hiring signals
LinkedIn headcount1011-50
LinkedIn followers139
Technology
PHP
MySQL
WordPress- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Heavy equipment financing solutions for business growth, including ITIN options
Asset financeUS$15.28mSeries A · Dec 2022
1LinkedIn · Jul 2026
Commission on transaction / Lending
11 yr2015
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 15
- Recorded funding
- US$15.28m · Series A · Dec 2022
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Machinery and equipment, Heavy equipment
Funding over time
US$15.28m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
George MillerFounder & CEO
Team & hiring signals
LinkedIn headcount111-50
Technology
Google Cloud
Node.js
Express
Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment consulting services
Services for investment industryUS$14.00mSeries B · Oct 2025
81+3% vs previous recordLinkedIn · Jul 2026
Subscription
10 yr2016
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 37 (previous snapshot 36)
- Recorded funding
- US$14.00m · Series B · Oct 2025
- Founded
- 2016 · about 10 years old
- Stage
- Series B
- Focus
- Consultancy services, Diversified
Leadership · 1
Katie MarchettiManaging Director
Investors · 2
HighSageFund
Team & hiring signals
LinkedIn headcount8151-200
LinkedIn followers8,767
Technology
AWS- Cloudflare
HubSpot- Salesforce
Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment & portfolio management and financial advisory services
Finance & accounting servicesUS$7.58mSeries A · Sep 2020
9LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
22 yr2004
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$7.58m · Series A · Sep 2020
- Founded
- 2004 · about 22 years old
- Stage
- Series A
- Focus
- Diversified
Leadership · 1
Farrah NgCEO
- Highest education
- University Of California, Berkeley
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers14
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of government contracting, accounting, audit and business consulting services
Services for governmentUS$5.82mSeries A · Feb 2021
2LinkedIn · Jul 2026
Fee-for-service
22 yr2004
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$5.82m · Series A · Feb 2021
- Founded
- 2004 · about 22 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 1
Gregg WoodallFounder and CEO
- Highest education
- Bachelor's in computer science · Middle Tennessee State University (Mtsu)
Investors · 1
BGFFund
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers28
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurence and advisory services.
Insurance carriersUS$5.25mSeries A · Oct 2016
39LinkedIn · Jul 2026
Fee-for-service
15 yr2011
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 25
- Recorded funding
- US$5.25m · Series A · Oct 2016
- Founded
- 2011 · about 15 years old
- Stage
- Series A
- Focus
- Diversified, Property & casualty
Funding over time
US$5.25m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
LinkedIn headcount3911-50
LinkedIn followers1,789
Open roles2of 3 tracked · last posted Jun 2026
- Hiring: Trust Officer · Atlanta
- Hiring: Trust Operations Associate · Melbourne, Tennessee
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment management services
Services for investment industryUS$2.06mSeed · May 2020
2LinkedIn · Jul 2026
Commission on transaction / Renting / leasing
17 yr2009
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- US$2.06m · Seed · May 2020
- Founded
- 2009 · about 17 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Team & hiring signals
LinkedIn headcount2
LinkedIn followers19
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of business loans and equipment leases
Consumer and sme loansUS$1.95mSeed · Nov 2014
3LinkedIn · Jul 2026
Commission on transaction / Lending
16 yr2010
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$1.95m · Seed · Nov 2014
- Founded
- 2010 · about 16 years old
- Stage
- Seed
- Focus
- Sme loans, Diversified
Funding over time
US$1.95m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
LinkedIn headcount32-10
LinkedIn followers91
Technology
- PHP
- MySQL
Nginx- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Wealth management firm offers legal services
Asset managementUS$1.58mSeed · Apr 2024
5LinkedIn · Jul 2026
Fee-for-service
11 yr2015
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 4
- Recorded funding
- US$1.58m · Seed · Apr 2024
- Founded
- 2015 · about 11 years old
- Stage
- Seed
- Focus
- Diversified, Horizontal
Funding over time
US$1.58m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Dale VeitchCEO
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers87
Recent company signals
- Leadership Hired a Chief Financial Officer
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of business consulting services
Service providers to banksUS$1.22mSeed · Mar 2021
4+0% vs previous recordLinkedIn · Jul 2026
Commission on transaction / Fee-for-service
6 yr2020
—No postings tracked
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 9 (previous snapshot 9)
- Recorded funding
- US$1.22m · Seed · Mar 2021
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Business consulting
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers50
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of security services for investment industry
Services for investment industryUS$100kSeed · Jun 2022
6recorded
Subscription
6 yr2020
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 6
- Recorded funding
- US$100k · Seed · Jun 2022
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Investors · 1
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank and wealth management firm
Banks—None recorded
3,775+4% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
26 yr2000
0none in 3 months
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 33,570 (previous snapshot 2,166)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Public
- Focus
- Commercial banks, Wealth management
Leadership · 1
Kent FosterManaging Director
- Highest education
- BBA, Business Administration · Copenhagen Business School
Investors · 1
Team & hiring signals
LinkedIn headcount3,7751,001-5,000
LinkedIn followers31,567
Earlier recorded team33,5702023, a different source
Recent company signals
- Award Bronze Award in Best Place to Work Awards — Athens-Limestone County Chamber of Commerce
- Award Next Awards Entrepreneur's Hall of Fame
- Expansion Peach Tree Senior Living
- Expansion corporate headquarters at Ten Twenty Spring in Midtown
Patents
Patent filings51
Focus: Real-time music-synced modular lighting systems for entertainment and architectural illumination
CPC G01V1/40, G01V1/01, E21B43/26Mobile apps
- Pinnacle Health & BenefitsFinance · 12,092 installs · ★ 2.8 · updated 2026-04-07
Technology
- Nginx
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
REIT that invests in commercial properties like correctional, detention and residential re-entry facilities
Reits—None recorded
7,043+5% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Renting / leasing
43 yr1983
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 11,194 (previous snapshot 6,382)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Public
- Focus
- Equity, Diversified
Founders · 2
Tom BeasleyCo-Founder
Don HuttoCo-Founder
Investors · 1
Team & hiring signals
LinkedIn headcount7,04310,001+
LinkedIn followers28,142
Earlier recorded team11,1942023, a different source
Open roles7of 204 tracked · last posted May 2026
Technology
- AWS
Vue.js- PHP
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of insurance planning services
Insurance carriers—None recorded
11,627-2% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / E-commerce - product
178 yr1848
0none in 3 months
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 9,604 (previous snapshot 9,824)
- Recorded funding
- None recorded
- Founded
- 1848 · about 178 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Richard McKenneyCEO & President
Team & hiring signals
LinkedIn headcount11,62710,001+
LinkedIn followers102,439
Earlier recorded team9,6042022, a different source
Patents
Patent filings4
Focus: AI hallucination mitigation and jailbreak prevention frameworks; secure web wallet technology.
CPC G06F40/40, G06Q20/3829, G06F21/64Mobile apps
- MyUnum for MembersFinance · 548,119 installs · ★ 4.6 · updated 2026-05-22
- Unum Group Small MeetingsBusiness · 106 installs · updated 2026-05-23
Technology
- AWS
- Azure
React- Vue.js
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Caterpillar's asset financing arm
Asset finance—None recorded
7+11% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
45 yr1981
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3,208 (previous snapshot 2,885)
- Recorded funding
- None recorded
- Founded
- 1981 · about 45 years old
- Stage
- Funding Raised
- Focus
- Machinery and equipment, Diversified, Sme loans, Working capital loans
Leadership · 1
David WaltonCEO & President
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers67
Mobile apps
- MyCatFinancialFinance · 23,416 installs · ★ 2.5 · updated 2026-03-09
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
REIT that invests in multi-family and office properties
Reits—None recorded
2,607+2% 12 mo to Dec 2023LinkedIn · Oct 2026
Commission on transaction / Renting / leasing
49 yr1977
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 2,427 (previous snapshot 1,750)
- Recorded funding
- None recorded
- Founded
- 1977 · about 49 years old
- Stage
- Public
- Focus
- Equity, Diversified
Leadership · 1
H Eric BoltonCEO & President
Team & hiring signals
LinkedIn headcount2,6071,001-5,000
LinkedIn followers38,117
Earlier recorded team2,4272023, a different source
Open roles3of 6 tracked · last posted May 2026
- Hiring: Market Leasing Specialist · Raleigh NC
- Hiring: Leasing Consultant · MAA Times Square
- Hiring: Leasing Agent
Technology
- AWS
- React
Next.js- Vue.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Health insurance brokerage firm
Insurance distribution—None recorded
1,866-69% 12 mo to Dec 2022recorded Dec 2022
Commission on transaction / Fee-for-service
81 yr1945
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,866
- Recorded funding
- None recorded
- Founded
- 1945 · about 81 years old
- Stage
- Unfunded
- Focus
- Health, Internet-first
Founders · 1
Roy McDonaldFounder
Team & hiring signals
Open roles7of 27 tracked · last posted Jun 2026
Mobile apps
- BCBSTNHealth & Fitness · 410,934 installs · ★ 2.2 · updated 2026-05-29
Technology
- AWS
- React
- Next.js
Angular- Vue.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of auto insurance brokerage and risk management services
Insurance distribution—None recorded
1,136+65% vs previous recordLinkedIn · Oct 2026
Commission on transaction / E-commerce - product
35 yr1991
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 1,800 (previous snapshot 1,094)
- Recorded funding
- None recorded
- Founded
- 1991 · about 35 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Auto, Internet-first
Founders · 1
William AdairFounder
Team & hiring signals
LinkedIn headcount1,1365,001-10,000
LinkedIn followers9,331
Technology
- AWS
- React
- Next.js
- Angular
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
1,825-10% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
120 yr1906
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,757
- Recorded funding
- None recorded
- Founded
- 1906 · about 120 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Christopher HolmesCEO & President
Team & hiring signals
LinkedIn headcount1,8251,001-5,000
LinkedIn followers13,224
Earlier recorded team1,7572022, a different source
Technology
- AWS
- Google Cloud
- Azure
- Node.js
- Express
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial REIT that invests in hotel assets in urban and resort markets, media and entertainment assets
Reits—None recorded
581+16% 12 mo to Dec 2023LinkedIn · Oct 2026
Not available
101 yr1925
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 1,471
- Recorded funding
- None recorded
- Founded
- 1925 · about 101 years old
- Stage
- Public
- Focus
- Equity, Hospitality
Leadership · 1
Colin V ReedCEO
Team & hiring signals
LinkedIn headcount581501-1,000
LinkedIn followers24,150
Earlier recorded team1,4712023, a different source
Open roles5of 31 tracked · last posted May 2026
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acceptance Insurance is an insurance company that offers auto, motorcycle, commercial, and life insurance services.
Insurance carriers—None recorded
1,428-18% vs previous recordrecorded
Commission on transaction / E-commerce - product
—
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 1,428 (previous snapshot 1,739)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Public
- Focus
- Auto, Property & casualty
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
518+4% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
92 yr1934
0none in 3 months · last posted May 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 969 (previous snapshot 424)
- Recorded funding
- None recorded
- Founded
- 1934 · about 92 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Olan O. JonesCEO
Team & hiring signals
LinkedIn headcount518501-1,000
LinkedIn followers3,765
Earlier recorded team9692021, a different source
Open roles2of 3 tracked · last posted May 2026
Recent company signals
- Award Best Credit Union — Longview News-Journal
Mobile apps
- ECU MobileFinance · 266,171 installs · ★ 4.7 · updated 2026-04-07
- ECU CardsFinance · 43,048 installs · ★ 3.9 · updated 2025-10-14
Technology
- Azure
- React
- Cloudflare
Zendesk- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Homes loans provider
Consumer and sme loans—None recorded
626+3% vs previous recordrecorded
Commission on transaction / Subscription
52 yr1974
0none in 3 months · last posted Mar 2026
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 626 (previous snapshot 607)
- Recorded funding
- None recorded
- Founded
- 1974 · about 52 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Team & hiring signals
Open roles1of 1 tracked · last posted Mar 2026
Technology
- AWS
- React
- Next.js
- Node.js
- Java
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
REIT focused on owning, managing, acquiring, and developing outpatient medical facilities
Reits—None recorded
448+0% 12 mo to Dec 2023LinkedIn · Oct 2026
Not available
34 yr1992
0none in 3 months · last posted Mar 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 584 (previous snapshot 427)
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Public
- Focus
- Equity, Health care
Leadership · 1
Todd MeredithCEO
Team & hiring signals
LinkedIn headcount448501-1,000
LinkedIn followers16,184
Earlier recorded team5842023, a different source
Open roles3of 3 tracked · last posted Mar 2026
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Retail and business community bank
Banks—None recorded
505+0% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
39 yr1987
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 563 (previous snapshot 362)
- Recorded funding
- None recorded
- Founded
- 1987 · about 39 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Randall ClemonsCEO & President
Team & hiring signals
LinkedIn headcount505501-1,000
LinkedIn followers4,104
Earlier recorded team5632022, a different source
Mobile apps
- Wilson Bank & TrustFinance · 52,460 installs · ★ 4.6 · updated 2026-05-18
Technology
- AWS
- Google Cloud
- Angular
TypeScript- Java
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
495+10% 12 mo to Dec 2021recorded Dec 2021
Commission on transaction / Fee-for-service
78 yr1948
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 495 (previous snapshot 461)
- Recorded funding
- None recorded
- Founded
- 1948 · about 78 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Colin AndersonCEO & President
Team & hiring signals
Open roles4of 10 tracked · last posted Jun 2026
Mobile apps
- ORNL Federal Credit UnionFinance · 99,729 installs · ★ 4.8 · updated 2026-05-04
Technology
- AWS
- Amazon S3
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Investment banks—None recorded
482-1% 12 mo to Dec 2020recorded Dec 2020
Commission on transaction / Fee-for-service
19 yr2007
0none in 3 months · last posted Feb 2026
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 482
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks, Ibs
Team & hiring signals
Open roles4of 30 tracked · last posted Feb 2026
Mobile apps
- SmartBank Mobile BankingFinance · 38,048 installs · ★ 4.7 · updated 2026-05-18
- SmartBank BusinessFinance · 746 installs · updated 2026-05-18
Technology
- AWS
- React
- PHP
- MySQL
Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified financial services company
Asset management—None recorded
754+20% 12 mo to May 2022LinkedIn · Oct 2026
Fee-for-service
42 yr1984
0none in 3 months · last posted Aug 2026
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 467 (previous snapshot 572)
- Recorded funding
- None recorded
- Founded
- 1984 · about 42 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Mike CainCEO & President
Team & hiring signals
LinkedIn headcount754501-1,000
LinkedIn followers20,993
Earlier recorded team4672022, a different source
Open roles2of 9 tracked · last posted Aug 2026
Recent company signals
- Award Best Place to Work in Kentucky — Kython Chamber of Commerce and SHRM Kentucky
- Award 2026 TSCPApex Impact Award — Tennessee Society of CPAs
- Award America's Best-In-State CPAs list — Forbes
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Equity REIT investing in shopping centers
Reits—None recorded
727-4% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Renting / leasing
48 yr1978
0none in 3 months · last posted Jan 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 437
- Recorded funding
- None recorded
- Founded
- 1978 · about 48 years old
- Stage
- Public
- Focus
- Equity, Retail
Founders · 1
Charles LebovitzFounder
Team & hiring signals
LinkedIn headcount727201-500
LinkedIn followers9,786
Earlier recorded team4372022, a different source
Open roles2of 4 tracked · last posted Jan 2026
Recent company signals
- Expansion Charlotte Grace Boutique is NOW OPEN at Hamilton Place, meeting the demand for well-positioned physical retail
Technology
- Azure
- Cloudflare
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
517+29% 12 mo to Dec 2022LinkedIn · Oct 2026
Commission on transaction / Fee-for-service
101 yr1925
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 414 (previous snapshot 640)
- Recorded funding
- None recorded
- Founded
- 1925 · about 101 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
W Scott StaffordCEO
Team & hiring signals
LinkedIn headcount517501-1,000
LinkedIn followers11,302
Earlier recorded team4142022, a different source
Recent company signals
- Partnership Partnership with TabacPay and Coinstar
Mobile apps
- EHomeLoansFinance · 6,664 installs · ★ 4.5 · updated 2026-05-14
Technology
- AWS
- Google Cloud
- PHP
- MySQL
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Mortgage Investors Group (MIG) has been committed to helping Tennesseans fulfill their dreams of homeownership.
Service providers to banks—None recorded
541+10% 12 mo to Dec 2020LinkedIn · Oct 2026
Lending
37 yr1989
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 390 (previous snapshot 528)
- Recorded funding
- None recorded
- Founded
- 1989 · about 37 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Credit brokers, Personal loans
Team & hiring signals
LinkedIn headcount541201-500
LinkedIn followers4,650
Earlier recorded team3902020, a different source
Recent company signals
- Leadership Hired a Director of Servicing
- Award Freddie Mac Home Possible® RISE Award Recipient — Freddie Mac Mortgage Investors Group
- Award THDA Award
Mobile apps
- My Mortgage ManagerFinance · 4,654 installs · ★ 4.4 · updated 2026-06-05
Technology
- AWS
- React
- Angular
- TypeScript
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Credit Union
Banks—None recorded
414+16% vs previous recordLinkedIn · Oct 2026
Advertising / Commission on transaction
75 yr1951
0none in 3 months · last posted Apr 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, Fee-for-service
- Team size
- 388 (previous snapshot 334)
- Recorded funding
- None recorded
- Founded
- 1951 · about 75 years old
- Stage
- Unfunded
- Focus
- Co-operative banks, Credit unions
Leadership · 1
Caren GabrielCEO & President
Team & hiring signals
LinkedIn headcount414501-1,000
LinkedIn followers6,613
Open roles6of 24 tracked · last posted Apr 2026
Recent company signals
- Partnership Partnership with United Way of South Central Tennessee
- Award Diamond Award for Possibilities newsletter — America's Credit Unions
- Award America's Best Regional Banks & Credit Unions list for 2026 — Newsweek
- Award Training MVP Award — Training Magazine
Mobile apps
- Ascend Federal Credit UnionFinance · 93,645 installs · ★ 4.8 · updated 2025-07-16
Technology
- AWS
- Angular
- TypeScript
- PHP
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Collateral management provider
Service providers to banks—None recorded
260-27% 12 mo to Dec 2022LinkedIn · Oct 2026
Fee-for-service
14 yr2012
0none in 3 months
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 327 (previous snapshot 292)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Funding Raised
- Focus
- Debt management, Non-performing assets management, Collateral management
Leadership · 1
Mike ThomasCEO
- Highest education
- BBA, Computer Information Systems · Georgia State University
Team & hiring signals
LinkedIn headcount260501-1,000
LinkedIn followers3,890
Earlier recorded team3272022, a different source
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Pershing Yoakley & Associates delivers comprehensive support in accounting, consulting, and management.
Finance & accounting services—None recorded
319+11% vs previous recordLinkedIn · Oct 2026
Fee-for-service
43 yr1983
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 322 (previous snapshot 289)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll
Team & hiring signals
LinkedIn headcount319201-500
LinkedIn followers10,366
Technology
- PHP
- MySQL
- Cloudflare
- Salesforce
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of investment management services
Asset management—None recorded
14+8% 12 mo to Dec 2020LinkedIn · Oct 2026
Fee-for-service
39 yr1987
—No postings tracked
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 297
- Recorded funding
- None recorded
- Founded
- 1987 · about 39 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Steve WishniaFounder & CEO
Team & hiring signals
LinkedIn headcount1411-50
LinkedIn followers87
Earlier recorded team2972020, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial Bank
Banks—None recorded
280-2% 12 mo to Dec 2021LinkedIn · Oct 2026
Commission on transaction / Lending
137 yr1889
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 297 (previous snapshot 243)
- Recorded funding
- None recorded
- Founded
- 1889 · about 137 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Team & hiring signals
LinkedIn headcount280201-500
LinkedIn followers3,138
Earlier recorded team2972021, a different source
Technology
- AWS
- Vue.js
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Mortgage loans provider
Consumer and sme loans—None recorded
295+13% vs previous recordrecorded
Lending
40 yr1986
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 295 (previous snapshot 260)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Founders · 1
Wendell MandrellFounder
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Provider of customized insurance solutions for the transportation and logistics industry
Insurance distribution—None recorded
305LinkedIn · Oct 2026
Fee-for-service
17 yr2009
0none in 3 months · last posted Jun 2026
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 285
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Late Stage
- Focus
- Property & casualty, Auto
Founders · 2
Andrew LadebaucheCo-Founder & CEO
- Highest education
- Business · The University Of Tennessee At Chattanooga
Ted AllingCo-Founder
Investors · 1
Carousel CapitalFund
Team & hiring signals
LinkedIn headcount305201-500
LinkedIn followers11,752
Open roles4of 6 tracked · last posted Jun 2026
Technology
- AWS
- PHP
- MySQL
- Zendesk
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Diversified NBFI
Consumer and sme loans—None recorded
284-3% vs previous recordrecorded
Commission on transaction / Lending
12 yr2014
0none in 3 months
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 284 (previous snapshot 293)
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Diversified
Technology
- AWS
- Vue.js
- PHP
Laravel- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
255+10% vs previous recordLinkedIn · Oct 2026
Commission on transaction / Fee-for-service
52 yr1974
0none in 3 months · last posted Mar 2026
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 264 (previous snapshot 241)
- Recorded funding
- None recorded
- Founded
- 1974 · about 52 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Roy HarmonChairman & CEO
Team & hiring signals
LinkedIn headcount255201-500
LinkedIn followers2,440
Open roles1of 1 tracked · last posted Mar 2026
- Hiring: Controller
Mobile apps
- Bank of Tennessee Mobile AppFinance · 21,424 installs · ★ 4.5 · updated 2026-02-25
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Loan management platform for financial institutions
Service providers to banks—None recorded
310LinkedIn · Jul 2026
Commission on transaction / Lending
13 yr2013
0none in 3 months · last posted Aug 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 203
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Unfunded
- Focus
- Banking correspondents, Loan life cycle management, Suite
Founders · 2
Anil PinapalaCo-Founder
Srinath KompellaCo-Founder
- Highest education
- MBA · Osmania
- Location
- Hyderabad, Telangana, India
- Current company
- TekFriday Processing Solutions Pvt Ltd
Team & hiring signals
LinkedIn headcount310201-500
LinkedIn followers10,902
Open roles2of 4 tracked · last posted Aug 2026
Technology
- PHP
- Cloudflare
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Alexander Thompson Arnold CPAs is an accounting firm based in Tennessee.
Finance & accounting services—None recorded
270+7% vs previous recordLinkedIn · Oct 2026
Fee-for-service
86 yr1940
0none in 3 months · last posted Apr 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 196 (previous snapshot 183)
- Recorded funding
- None recorded
- Founded
- 1940 · about 86 years old
- Stage
- Private
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount270201-500
LinkedIn followers1,881
Open roles1of 2 tracked · last posted Apr 2026
- Internship: Accounting Intern · Tupelo
Technology
- React
- Cloudflare
Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Urban credit union
Banks—None recorded
207+7% 12 mo to Dec 2021LinkedIn · Jul 2026
Commission on transaction / Interest
69 yr1957
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Interest, Lending
- Team size
- 183
- Recorded funding
- None recorded
- Founded
- 1957 · about 69 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Daniel WeickenandCEO
Team & hiring signals
LinkedIn headcount20751-200
LinkedIn followers3,437
Earlier recorded team1832021, a different source
Mobile apps
- Orion FinancialFinance · 41,535 installs · ★ 4.6 · updated 2026-03-09
Technology
- AWS
- React
- Next.js
- Node.js
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Pendleton Community Bank provides mortgage, financial, banking, personal and business loan services.
Banks—None recorded
131LinkedIn · Jul 2026
Commission on transaction / Lending
—
0none in 3 months · last posted Jun 2026
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 176
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Private
- Focus
- Commercial banks
Team & hiring signals
LinkedIn headcount13151-200
LinkedIn followers969
Open roles1of 1 tracked · last posted Jun 2026
Recent company signals
- Expansion Renovations underway at 16th Financial Center, providing greater convenience, accessibility, and service for the communities we serve
Technology
- Nginx
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Organization that provides certification, examination, and licensure services to accountants, as well as resources and support to state boards of accountancy
Financial services industry associations—None recorded
162-1% vs previous recordLinkedIn · Jul 2026
Advertising / Commission on transaction
118 yr1908
0none in 3 months
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, Subscription
- Team size
- 162 (previous snapshot 164)
- Recorded funding
- None recorded
- Founded
- 1908 · about 118 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount16251-200
LinkedIn followers79,754
Recent company signals
- Award Elijah Watt Sells Award — NASBA and NASBA
Mobile apps
- CPA MobileBusiness · 7,825 installs · ★ 4.2 · updated 2026-05-07
Technology
- AWS
- React
- Java
- PHP
- MySQL
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Home loans provider
Consumer and sme loans—None recorded
161-17% vs previous recordrecorded
Lending
40 yr1986
—No postings tracked
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 161 (previous snapshot 193)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Commercial bank
Banks—None recorded
124+0% 12 mo to Dec 2022LinkedIn · Jul 2026
Commission on transaction / Fee-for-service
158 yr1868
0none in 3 months · last posted Sep 2025
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 151 (previous snapshot 109)
- Recorded funding
- None recorded
- Founded
- 1868 · about 158 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
James RobinsonCEO & Chairman
Team & hiring signals
LinkedIn headcount12451-200
LinkedIn followers826
Earlier recorded team1512022, a different source
Open roles0of 5 tracked · last posted Sep 2025
- Hiring: Operations/Purchasing Specialist · St Joseph, Missouri
- Hiring: Digital Business Wire Specialist · Maryville, Missouri
- Hiring: Universal Banker · St Joseph, Missouri
Mobile apps
- NVB MobileFinance · 31,975 installs · ★ 4.7 · updated 2026-05-21
Technology
- AWS
- Google Cloud
- React
- Next.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
No matching company in this list.
50 of 459 companies shown here · the full list is on Radar
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Explore all 459 financial services companies in Tennessee on Radar
This page shows the top 50. Radar has the complete, filterable list with contacts and live company signals.
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Explore financial services companies in Tennessee by what you are looking for
Find financial services companies in Tennessee for banking, insurance and asset management. Explore financial planning services and consumer financial services in Tennessee.
7 ways to explore financial services in Tennessee
Banks & banking service providersInsurance carriers & brokersAsset management & investment servicesConsumer, business & mortgage lendersFinancial services startups in TennesseeFinancial services companies hiring in Tennessee
Banks & banking service providers
Commercial banks and providers supporting banking services.
- CapStar BankSee in list
Commercial bank
Banks - Studio BankSee in list
Commercial bank
Banks - Bridge CapitalSee in list
Provider of lending solutions for single-family residential real estate investments
Service providers to banks - Lineage Financial NetworkSee in list
Provider of business consulting services
Service providers to banks - PinnacleSee in list
Commercial bank and wealth management firm
Banks
55 companies in TennesseeAll 89 banks companies in Tennessee →
Insurance carriers & brokers
Insurance carriers, distributors and claims service providers.
- IndigoSee in list
Provider of medical professional liability insurance with rigorous defense and competitive rates
Insurance distribution - Pendleton SquareSee in list
Provider of insurence and advisory services.
Insurance carriers - UnumSee in list
Provider of insurance planning services
Insurance carriers - BlueCross BlueShield of TennesseeSee in list
Health insurance brokerage firm
Insurance distribution - Direct Auto InsuranceSee in list
Provider of auto insurance brokerage and risk management services
Insurance distribution
61 companies in TennesseeAll 36 insurance carriers companies in Tennessee →
Asset management & investment services
Asset managers, investment firms and advisory services.
- BluWaveSee in list
Provider of investment consulting services
Services for investment industry - LeasePALSee in list
Provider of investment management services
Services for investment industry - Lexington Financial Life ManagementSee in list
Wealth management firm offers legal services
Asset management - TensileSee in list
Provider of security services for investment industry
Services for investment industry - PinnacleSee in list
Commercial bank and wealth management firm
Banks
73 companies in TennesseeAll 57 asset management companies in Tennessee →
Consumer, business & mortgage lenders
Lenders serving consumer and small-business financing needs.
- Bridge CapitalSee in list
Provider of lending solutions for single-family residential real estate investments
Service providers to banks - IronhorseSee in list
Provider of business loans and equipment leases
Consumer and sme loans - Cat FinancialSee in list
Caterpillar's asset financing arm
Asset finance - VanderbiltSee in list
Homes loans provider
Consumer and sme loans - Guaranty TrustSee in list
Mortgage loans provider
Consumer and sme loans
44 companies in TennesseeAll 1,868 consumer and sme loans companies in United States →
Financial services startups in Tennessee
Recently founded financial services companies in Tennessee.
- IndigoSee in list
Provider of medical professional liability insurance with rigorous defense and competitive rates
Insurance distribution 
chitwood & chitwoodChitwood & Chitwood offers bookkeeping, tax preparation, estate planning and financial counseling services.
Finance & accounting services
District CoverOffers insurance solutions tailored to city-based businesses
Insurance distribution- Hildreth & Associates CPA
Nashville CPA firm offering accounting, tax, and financial consulting services
Finance & accounting services 
Raise FinancialRaise Financial provides financial solutions for savers, including long-term retirement and short-term savings accounts
Asset management
27 companies in Tennessee
Financial services companies hiring in Tennessee
Financial services employers with open hiring signals.
- Studio BankSee in list
Commercial bank
Banks - Pendleton SquareSee in list
Provider of insurence and advisory services.
Insurance carriers - CoreCivicSee in list
REIT that invests in commercial properties like correctional, detention and residential re-entry facilities
Reits - MAASee in list
REIT that invests in multi-family and office properties
Reits - BlueCross BlueShield of TennesseeSee in list
Health insurance brokerage firm
Insurance distribution
25 companies in Tennessee
Public financial services companies in Tennessee
Publicly listed financial services businesses in Tennessee.
- PinnacleSee in list
Commercial bank and wealth management firm
Banks - CoreCivicSee in list
REIT that invests in commercial properties like correctional, detention and residential re-entry facilities
Reits - UnumSee in list
Provider of insurance planning services
Insurance carriers - MAASee in list
REIT that invests in multi-family and office properties
Reits - FirstBankSee in list
Commercial bank
Banks
23 companies in Tennessee
Mobile reach
Top 10 financial services apps from Tennessee
The most-installed Android apps published by financial services companies headquartered in Tennessee — 1.2M installs between them. 49 companies on this page publish at least one app; each company (legal entity) appears once, with its most-installed app.
1 of 10
Installs548K
Rating4.615K ratings
Last updatedMay 2026
Legal entityUnum Groupdeclared on Google Play
Installs266K
Rating4.6918K ratings
Installs, year on year+12%
Last updatedApr 2026
Legal entityDigital First Holdings LLCdeclared on Google Play
Installs100K
Rating4.8114K ratings
Last updatedMay 2026
Legal entityORNL Federal Credit Uniondeclared on Google Play
Installs94K
Rating4.8512K ratings
Last updatedJul 2025
Legal entityAscend Federal Credit Uniondeclared on Google Play
Installs52K
Rating4.592K ratings
Last updatedMay 2026
Legal entityWilson Bank and Trustdeclared on Google Play
Installs42K
Rating4.59734 ratings
Last updatedMar 2026
Legal entityOrion Federal Credit Uniondeclared on Google Play
Installs38K
Rating4.711K ratings
Last updatedMay 2026
Legal entitySMARTBANKdeclared on Google Play
Installs32K
Rating4.671K ratings
Last updatedMay 2026
Legal entityNodaway Valley Bankdeclared on Google Play
Installs31K
Rating4.66722 ratings
Last updatedMay 2026
Legal entityTennessee State Bankdeclared on Google Play
Installs30K
Rating4.864K ratings
Last updatedFeb 2026
Legal entityFirst South Financial Credit Uniondeclared on Google Play
For investors and data teams
Put this intelligence into your own tools
The figures on this page come from Fliar’s company, funding, hiring and news data. Use it through the Investor Intelligence API and company data exports, or explore every company, founder and investor in Radar.
Capital & corporate activity
Financial services funding and M&A across the United States
2,207 recorded equity rounds have gone to 48,810 financial services companies in the United States — how much, at which stage, into which sub-sectors, from whom, and how Tennessee compares. Debt, IPO and grant rounds are excluded.
equity rounds, last 12 months50
US$1.25bn
equity rounds, last 24 months186
US$2.66bn
raised over five yearsUS$18.79bn
877 rounds in the United States
M&A deals, Tennessee38
last 24 months
Capital by year
amount roundsEquity funding into financial services in the United States
Bars show US$ raised; the number under each year is equity rounds. 2026 is year to date. The peak year was 2022, with US$5.95bn across 212 rounds.
The funding ladder · five years
Rounds and typical cheque by stage
SeedUS$666.08m398 rounds · median US$1.08m
Series AUS$1.65bn197 rounds · median US$5.28m
Series BUS$3.28bn119 rounds · median US$17.21m
Series CUS$3.60bn60 rounds · median US$50.00m
Series D+US$8.93bn62 rounds · median US$75.00m
Private equityUS$664.91m38 rounds · median US$60.00m
Where the money went · five years
Most-funded sub-sectors
Asset managementUS$4.04bn165 rounds · 113 companies
Insurance distributionUS$2.64bn77 rounds · 50 companies
Insurance carriersUS$2.24bn68 rounds · 46 companies
CryptocurrenciesUS$1.32bn4 rounds · 2 companies
BanksUS$1.31bn54 rounds · 43 companies
Services for investment industryUS$1.31bn147 rounds · 106 companies
Consumer and sme loansUS$773.22m47 rounds · 30 companies
Tennessee in context
Tennessee’s share of the United States’s financial services funding
Equity rounds over the last five years, 630 financial services companies in Tennessee among 48,810 in the United States.
Corporate activity · last 24 months
M&A in Tennessee
33Acquisition
4Merger
1Announced
Most active acquirers
- First horizon10
- Home bancshares2
- Ryan specialty2
- Ascend federal credit union1
- Rather & kittrell1
Most acquired or merged
- Mountain commerce bancorp2
- Velocity risk underwriters2
- Lge community credit union1
- Philip morris international1
- Nexstar media group1
Each deal appears in the events strip at the top of the page.
Go deeper in the financial services landscape reports:
Financial Services Industry Landscape of the United StatesIndustry landscape report
Financial Services Industry Landscape of the United States
The financials above are one chapter. The full financial services landscape of Tennessee maps the whole industry — every segment, the capital behind it, the talent market and where the next opportunities are.
- Market map of every sub-sector
- Funding & company formation by year
- Revenue, profit & financial strength
- Digital footprint: traffic, apps, releases
- Hiring, skills & pay
- Founders & leaders
- News & sentiment
- Where demand runs ahead of supply
Financial services funding in Tennessee
14 financial services companies in Tennessee have recorded equity funding, US$238.08m in total. Totals and round dates describe the historical record; they are not current valuations.
Most funded
Largest recorded equity totals, with the latest recorded round.
BanksCommercial bank
Recorded equity fundingUS$88.00mSeries B · Jul 2008
Founder · 1
Claire TuckerFounder & Director
Insurance distributionProvider of medical professional liability insurance with rigorous defense and competitive rates
Recorded equity fundingUS$50.00mSeries B · Jan 2026
Founders · 2
Braden DavisCo-Founder
Jared KaplanCo-Founder & CEO
BanksCommercial bank
Recorded equity fundingUS$27.50mSeries B · Sep 2022
Founders
Details not available
Service providers to banksProvider of lending solutions for single-family residential real estate investments
Recorded equity fundingUS$17.74mSeries A · Jun 2016
Leadership · 1
Scott GruberCEO
Asset financeHeavy equipment financing solutions for business growth, including ITIN options
Recorded equity fundingUS$15.28mSeries A · Dec 2022
Founder · 1
George MillerFounder & CEO
Services for investment industryProvider of investment consulting services
Recorded equity fundingUS$14.00mSeries B · Oct 2025
Leadership · 1
Katie MarchettiManaging Director
Finance & accounting servicesProvider of investment & portfolio management and financial advisory services
Recorded equity fundingUS$7.58mSeries A · Sep 2020
Leadership · 1
Farrah NgCEO
Services for governmentProvider of government contracting, accounting, audit and business consulting services
Recorded equity fundingUS$5.82mSeries A · Feb 2021
Founder · 1
Gregg WoodallFounder and CEO
Insurance carriersProvider of insurence and advisory services.
Recorded equity fundingUS$5.25mSeries A · Oct 2016
Founders
Details not available
Services for investment industryProvider of investment management services
Recorded equity fundingUS$2.06mSeed · May 2020
Founders
Details not available
Consumer and sme loansProvider of business loans and equipment leases
Recorded equity fundingUS$1.95mSeed · Nov 2014
Founders
Details not available
Asset managementWealth management firm offers legal services
Recorded equity fundingUS$1.58mSeed · Apr 2024
Leadership · 1
Dale VeitchCEO
Service providers to banksProvider of business consulting services
Recorded equity fundingUS$1.22mSeed · Mar 2021
Founders
Details not available
Services for investment industryProvider of security services for investment industry
Recorded equity fundingUS$100kSeed · Jun 2022
Founders
Details not available
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 175 (previous snapshot 231)
- Recorded funding
- US$88.00m · Series B · Jul 2008
- Founded
- 2008 · about 18 years old
- Stage
- Series B
- Focus
- Commercial banks
Founders · 1
Claire TuckerFounder & Director
Team & hiring signals
LinkedIn headcount91201-500
LinkedIn followers2,387
Earlier recorded team1752017, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- US$50.00m · Series B · Jan 2026
- Founded
- 2023 · about 3 years old
- Stage
- Series B
- Focus
- Property & casualty, Liability
Founders · 2
Braden DavisCo-Founder
- Highest education
- The University of California
Jared KaplanCo-Founder & CEO
- Highest education
- University of Michigan
Investors · 3
- Optum VenturesFund
- Rubicon FoundersFund
Team & hiring signals
LinkedIn headcount5211-50
LinkedIn followers2,010
Patents
Patent filings355
Focus: Biotech seed/endophyte treatments and AI-driven precision agriculture tools.
CPC A01N63/20, A01H17/00, G06Q50/02Technology
- Cloudflare
- Segment
- Webflow
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$27.50m · Series B · Sep 2022
- Founded
- 2005 · about 21 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$27.50m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
Open roles1of 2 tracked · last posted Apr 2026
Mobile apps
- Studio BankFinance · 888 installs · ★ 5.0 · updated 2025-09-17
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- Not available
- Recorded funding
- US$17.74m · Series A · Jun 2016
- Founded
- 2010 · about 16 years old
- Stage
- Series A
- Focus
- Debt management, Credit counselling and settlement
Leadership · 1
Scott GruberCEO
Team & hiring signals
LinkedIn headcount1011-50
LinkedIn followers139
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 15
- Recorded funding
- US$15.28m · Series A · Dec 2022
- Founded
- 2015 · about 11 years old
- Stage
- Series A
- Focus
- Machinery and equipment, Heavy equipment
Funding over time
US$15.28m across 3 disclosed equity rounds
Darker bars = larger roundsFounders · 1
George MillerFounder & CEO
Team & hiring signals
LinkedIn headcount111-50
Technology
- Google Cloud
- Node.js
- Express
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 37 (previous snapshot 36)
- Recorded funding
- US$14.00m · Series B · Oct 2025
- Founded
- 2016 · about 10 years old
- Stage
- Series B
- Focus
- Consultancy services, Diversified
Leadership · 1
Katie MarchettiManaging Director
Investors · 2
- HighSageFund
Team & hiring signals
LinkedIn headcount8151-200
LinkedIn followers8,767
Technology
- AWS
- Cloudflare
- HubSpot
- Salesforce
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$7.58m · Series A · Sep 2020
- Founded
- 2004 · about 22 years old
- Stage
- Series A
- Focus
- Diversified
Leadership · 1
Farrah NgCEO
- Highest education
- University Of California, Berkeley
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers14
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$5.82m · Series A · Feb 2021
- Founded
- 2004 · about 22 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 1
Gregg WoodallFounder and CEO
- Highest education
- Bachelor's in computer science · Middle Tennessee State University (Mtsu)
Investors · 1
- BGFFund
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers28
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 25
- Recorded funding
- US$5.25m · Series A · Oct 2016
- Founded
- 2011 · about 15 years old
- Stage
- Series A
- Focus
- Diversified, Property & casualty
Funding over time
US$5.25m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
LinkedIn headcount3911-50
LinkedIn followers1,789
Open roles2of 3 tracked · last posted Jun 2026
- Hiring: Trust Officer · Atlanta
- Hiring: Trust Operations Associate · Melbourne, Tennessee
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- Not available
- Recorded funding
- US$2.06m · Seed · May 2020
- Founded
- 2009 · about 17 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Team & hiring signals
LinkedIn headcount2
LinkedIn followers19
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- US$1.95m · Seed · Nov 2014
- Founded
- 2010 · about 16 years old
- Stage
- Seed
- Focus
- Sme loans, Diversified
Funding over time
US$1.95m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
LinkedIn headcount32-10
LinkedIn followers91
Technology
- PHP
- MySQL
- Nginx
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 4
- Recorded funding
- US$1.58m · Seed · Apr 2024
- Founded
- 2015 · about 11 years old
- Stage
- Seed
- Focus
- Diversified, Horizontal
Funding over time
US$1.58m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Dale VeitchCEO
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers87
Recent company signals
- Leadership Hired a Chief Financial Officer
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 9 (previous snapshot 9)
- Recorded funding
- US$1.22m · Seed · Mar 2021
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Business consulting
Team & hiring signals
LinkedIn headcount42-10
LinkedIn followers50
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 6
- Recorded funding
- US$100k · Seed · Jun 2022
- Founded
- 2020 · about 6 years old
- Stage
- Seed
- Focus
- Consultancy services, Diversified
Investors · 1
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Founders and momentum in Tennessee
Meet the people behind financial services companies in Tennessee. 102 of 459 companies list founders or leaders; where a public LinkedIn profile matches exactly, the expanded profile shows the photo, headline, location and education.
Growing teams
Companies whose recorded headcount rose the most between the two most recent team-size snapshots. A larger team is a signal of momentum, not of profitability.
BanksCommercial bank and wealth management firm
Team size33,570Up from 2,166 in the previous snapshot
Leadership · 1
Kent FosterManaging Director
Services for investment industryMemphis & Nashville Commercial Real Estate | Boyle Investment
Team size110Up from 42 in the previous snapshot
Founders
Details not available
BanksUrban credit union
Team size969Up from 424 in the previous snapshot
Leadership · 1
Olan O. JonesCEO
Service providers to banksA Mortgage Boutique is a mortgage service company that offers home loans and assistance for home buyers.
Team size51Up from 25 in the previous snapshot
Founders
Details not available
ReitsREIT that invests in commercial properties like correctional, detention and residential re-entry facilities
Team size11,194Up from 6,382 in the previous snapshot
Founders · 2
Tom BeasleyCo-Founder
Don HuttoCo-Founder
Insurance distributionProvider of auto insurance brokerage and risk management services
Team size1,800Up from 1,094 in the previous snapshot
Founder · 1
William AdairFounder
BanksRetail and business community bank
Team size563Up from 362 in the previous snapshot
Leadership · 1
Randall ClemonsCEO & President
Services for investment industryInvicta Partners is a technology firm that offers security, data center, and managed and professional services for businesses.
Team size17Up from 12 in the previous snapshot
Founders
Details not available
ReitsREIT that invests in multi-family and office properties
Team size2,427Up from 1,750 in the previous snapshot
Leadership · 1
H Eric BoltonCEO & President
BanksCommercial bank
Team size151Up from 109 in the previous snapshot
Leadership · 1
James RobinsonCEO & Chairman
Finance & accounting servicesJohnson Hickey & Murchison specializes in audit & assurance, accounting, bookkeeping, consultation to peer review, tax & advisory services.
Team size44Up from 32 in the previous snapshot
Founders
Details not available
ReitsREIT focused on owning, managing, acquiring, and developing outpatient medical facilities
Team size584Up from 427 in the previous snapshot
Leadership · 1
Todd MeredithCEO
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 33,570 (previous snapshot 2,166)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Public
- Focus
- Commercial banks, Wealth management
Leadership · 1
Kent FosterManaging Director
- Highest education
- BBA, Business Administration · Copenhagen Business School
Investors · 1
Team & hiring signals
LinkedIn headcount3,7751,001-5,000
LinkedIn followers31,567
Earlier recorded team33,5702023, a different source
Recent company signals
- Award Bronze Award in Best Place to Work Awards — Athens-Limestone County Chamber of Commerce
- Award Next Awards Entrepreneur's Hall of Fame
- Expansion Peach Tree Senior Living
- Expansion corporate headquarters at Ten Twenty Spring in Midtown
Patents
Patent filings51
Focus: Real-time music-synced modular lighting systems for entertainment and architectural illumination
CPC G01V1/40, G01V1/01, E21B43/26Mobile apps
- Pinnacle Health & BenefitsFinance · 12,092 installs · ★ 2.8 · updated 2026-04-07
Technology
- Nginx
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 110 (previous snapshot 42)
- Recorded funding
- None recorded
- Founded
- 1998 · about 28 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Real estate
Team & hiring signals
LinkedIn headcount8451-200
LinkedIn followers3,240
Earlier recorded team1102021, a different source
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 969 (previous snapshot 424)
- Recorded funding
- None recorded
- Founded
- 1934 · about 92 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Olan O. JonesCEO
Team & hiring signals
LinkedIn headcount518501-1,000
LinkedIn followers3,765
Earlier recorded team9692021, a different source
Open roles2of 3 tracked · last posted May 2026
Recent company signals
- Award Best Credit Union — Longview News-Journal
Mobile apps
- ECU MobileFinance · 266,171 installs · ★ 4.7 · updated 2026-04-07
- ECU CardsFinance · 43,048 installs · ★ 3.9 · updated 2025-10-14
Technology
- Azure
- React
- Cloudflare
- Zendesk
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 51 (previous snapshot 25)
- Recorded funding
- None recorded
- Founded
- 2019 · about 7 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Credit brokers, Home loans
Team & hiring signals
LinkedIn headcount68201-500
LinkedIn followers837
Earlier recorded team512022, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 11,194 (previous snapshot 6,382)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Public
- Focus
- Equity, Diversified
Founders · 2
Tom BeasleyCo-Founder
Don HuttoCo-Founder
Investors · 1
Team & hiring signals
LinkedIn headcount7,04310,001+
LinkedIn followers28,142
Earlier recorded team11,1942023, a different source
Open roles7of 204 tracked · last posted May 2026
Technology
- AWS
- Vue.js
- PHP
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, E-commerce - service
- Team size
- 1,800 (previous snapshot 1,094)
- Recorded funding
- None recorded
- Founded
- 1991 · about 35 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Auto, Internet-first
Founders · 1
William AdairFounder
Team & hiring signals
LinkedIn headcount1,1365,001-10,000
LinkedIn followers9,331
Technology
- AWS
- React
- Next.js
- Angular
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 563 (previous snapshot 362)
- Recorded funding
- None recorded
- Founded
- 1987 · about 39 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Randall ClemonsCEO & President
Team & hiring signals
LinkedIn headcount505501-1,000
LinkedIn followers4,104
Earlier recorded team5632022, a different source
Mobile apps
- Wilson Bank & TrustFinance · 52,460 installs · ★ 4.6 · updated 2026-05-18
Technology
- AWS
- Google Cloud
- Angular
- TypeScript
- Java
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 17 (previous snapshot 12)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Not available
- Focus
- Consultancy services, Diversified
Team & hiring signals
LinkedIn headcount811-50
LinkedIn followers272
Technology
- PHP
- Laravel
- MySQL
- Nginx
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 2,427 (previous snapshot 1,750)
- Recorded funding
- None recorded
- Founded
- 1977 · about 49 years old
- Stage
- Public
- Focus
- Equity, Diversified
Leadership · 1
H Eric BoltonCEO & President
Team & hiring signals
LinkedIn headcount2,6071,001-5,000
LinkedIn followers38,117
Earlier recorded team2,4272023, a different source
Open roles3of 6 tracked · last posted May 2026
- Hiring: Market Leasing Specialist · Raleigh NC
- Hiring: Leasing Consultant · MAA Times Square
- Hiring: Leasing Agent
Technology
- AWS
- React
- Next.js
- Vue.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 151 (previous snapshot 109)
- Recorded funding
- None recorded
- Founded
- 1868 · about 158 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
James RobinsonCEO & Chairman
Team & hiring signals
LinkedIn headcount12451-200
LinkedIn followers826
Earlier recorded team1512022, a different source
Open roles0of 5 tracked · last posted Sep 2025
- Hiring: Operations/Purchasing Specialist · St Joseph, Missouri
- Hiring: Digital Business Wire Specialist · Maryville, Missouri
- Hiring: Universal Banker · St Joseph, Missouri
Mobile apps
- NVB MobileFinance · 31,975 installs · ★ 4.7 · updated 2026-05-21
Technology
- AWS
- Google Cloud
- React
- Next.js
- Node.js
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 44 (previous snapshot 32)
- Recorded funding
- None recorded
- Founded
- 1977 · about 49 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount7351-200
LinkedIn followers1,408
Open roles3of 6 tracked · last posted Jun 2026
- Hiring: Tax Manager · Chattanooga, Tennessee
- Hiring: Tax Supervisor · Chattanooga, Tennessee
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 584 (previous snapshot 427)
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Public
- Focus
- Equity, Health care
Leadership · 1
Todd MeredithCEO
Team & hiring signals
LinkedIn headcount448501-1,000
LinkedIn followers16,184
Earlier recorded team5842023, a different source
Open roles3of 3 tracked · last posted Mar 2026
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Women-founded
Financial services companies in Tennessee with at least one woman on the founding team. Expand a profile to meet the founders; teams can include both women and men.
BanksCommercial bank
Revenue modelCommission on transaction / Lending
Founder · 1
Claire TuckerFounder & Director
Insurance carriersProvider of insurence and advisory services.
Revenue modelFee-for-service
Founders
Details not available
Insurance distributionProvider of health insurance enrollment and benefits management services
Revenue modelCommission on transaction / Subscription
Founders · 2
Llew BoydCo-Founder & VP
Bobby HuffakerChairman of the Board and Founder
Finance & accounting servicesProvider of financial and tax services with a focus on public accounting firm
Revenue modelFee-for-service
Founder · 1
Julie PowellFounder & Owner
Finance & accounting servicesProvider of business cash flow management services
Revenue modelSubscription
Founder · 1
Casey CorrentiCo-Founder & CEO
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 175 (previous snapshot 231)
- Recorded funding
- US$88.00m · Series B · Jul 2008
- Founded
- 2008 · about 18 years old
- Stage
- Series B
- Focus
- Commercial banks
Founders · 1
Claire TuckerFounder & Director
Team & hiring signals
LinkedIn headcount91201-500
LinkedIn followers2,387
Earlier recorded team1752017, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 25
- Recorded funding
- US$5.25m · Series A · Oct 2016
- Founded
- 2011 · about 15 years old
- Stage
- Series A
- Focus
- Diversified, Property & casualty
Funding over time
US$5.25m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
LinkedIn headcount3911-50
LinkedIn followers1,789
Open roles2of 3 tracked · last posted Jun 2026
- Hiring: Trust Officer · Atlanta
- Hiring: Trust Operations Associate · Melbourne, Tennessee
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Subscription
- Team size
- 59 (previous snapshot 77)
- Recorded funding
- None recorded
- Founded
- 2013 · about 13 years old
- Stage
- Funding Raised
- Focus
- Health
Founders · 2
Llew BoydCo-Founder & VP
- Highest education
- Bachelor's in marketing · The University Of Tennessee At Chattanooga
Bobby HuffakerChairman of the Board and Founder
- Highest education
- Bachelor's in management · University Of Mississippi
Team & hiring signals
LinkedIn headcount5551-200
LinkedIn followers1,886
Technology
- PHP
- MySQL
- Cloudflare
- HubSpot
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2009 · about 17 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Julie PowellFounder & Owner
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers18
Patents
Patent filings16
Focus: Electronic ATM transaction processing systems and integrated life‑insurance product administration platforms.
CPC G06Q40/06, G06Q20/1085, G06Q40/08Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2018 · about 8 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Casey CorrentiCo-Founder & CEO
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Recently founded
Financial services companies in Tennessee founded in the last four years, newest first.
Financial news portals and data aggregatorsProvider of solutions for a smarter future
Founded2025Unfunded
Founders
Details not available
Finance & accounting servicesFinancial clarity for artists, empowering their financial journey with expertise
Founded2024Unfunded
Founder · 1
Mari LinfootCo-Founder
BanksThe company offers modern personal and business banking solutions
Founded2024Unfunded
Founders
Details not available
Insurance distributionProvider of medical professional liability insurance with rigorous defense and competitive rates
Founded2023Series B
Founders · 2
Braden DavisCo-Founder
Jared KaplanCo-Founder & CEO
Finance & accounting servicesNashville CPA firm offering accounting, tax, and financial consulting services
Founded2023Unfunded
Founders · 2
RohtashCo-Founder & Director
RohtashCo-Founder & Director
Asset managementRaise Financial provides financial solutions for savers, including long-term retirement and short-term savings accounts
Founded2023Funding Raised
Founders · 2
Wesley BeldenCo-Founder & CEO
Patrick CasonCo-Founder & CTO
Services for investment industryProvider of growth capital solutions for visionary companies
Founded2023Unfunded
Founders
Details not available
Service providers to banksOffers a wide range of business loans
Founded2023Unfunded
Founders
Details not available
BanksThe company offers comprehensive banking solutions for consumers and businesses
Founded2023Unfunded
Founders
Details not available
Insurance carriersProvider of healthcare insurance services
Founded2023Unfunded
Founders
Details not available
Insurance carriersInsurance agent offering a range of insurance products including life, home, car, and business insurance
Founded2023Unfunded
Founders
Details not available
Service providers to banksProvider of corporate, trust, and fund administration services to the financial services sector
Founded2023Unfunded
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2025 · about 1 years old
- Stage
- Unfunded
- Focus
- Financial databases
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Mari LinfootCo-Founder
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2024 · about 2 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- US$50.00m · Series B · Jan 2026
- Founded
- 2023 · about 3 years old
- Stage
- Series B
- Focus
- Property & casualty, Liability
Founders · 2
Braden DavisCo-Founder
- Highest education
- The University of California
Jared KaplanCo-Founder & CEO
- Highest education
- University of Michigan
Investors · 3
- Optum VenturesFund
- Rubicon FoundersFund
Team & hiring signals
LinkedIn headcount5211-50
LinkedIn followers2,010
Patents
Patent filings355
Focus: Biotech seed/endophyte treatments and AI-driven precision agriculture tools.
CPC A01N63/20, A01H17/00, G06Q50/02Technology
- Cloudflare
- Segment
- Webflow
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 2
RohtashCo-Founder & Director
RohtashCo-Founder & Director
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Software
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Funding Raised
- Focus
- Diversified
Founders · 2
Wesley BeldenCo-Founder & CEO
Patrick CasonCo-Founder & CTO
- Highest education
- Bachelor's · Belmont University
Team & hiring signals
LinkedIn headcount82-10
LinkedIn followers567
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Interest, Lending
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Business loans, Credit brokers, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Diversified, Property & casualty
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2023 · about 3 years old
- Stage
- Unfunded
- Focus
- Banking correspondents
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Most covered in the news
Companies with the most distinct news events in the last 24 months across the business press Fliar tracks.
Consumer and sme loansMortgage loans provider
News events · last 24 months146Across tracked business press
Founder · 1
Wendell MandrellFounder
ReitsREIT that invests in commercial properties like correctional, detention and residential re-entry facilities
News events · last 24 months63Across tracked business press
Founders · 2
Tom BeasleyCo-Founder
Don HuttoCo-Founder
ReitsREIT focused on owning, managing, acquiring, and developing outpatient medical facilities
News events · last 24 months58Across tracked business press
Leadership · 1
Todd MeredithCEO
Payment resellersProvider of payment processing services
News events · last 24 months55Across tracked business press
Leadership · 1
Brian CoxCEO
ReitsEquity REIT investing in hospitals, nursing facilities, & medical office building
News events · last 24 months42Across tracked business press
Leadership · 1
Eric MendelsohnPresident, CEO & Board Member
Insurance carriersProvider of insurance planning services
News events · last 24 months40Across tracked business press
Leadership · 1
Richard McKenneyCEO & President
Asset managementDiversified financial services company
News events · last 24 months29Across tracked business press
Leadership · 1
Mike CainCEO & President
ReitsCommercial REIT that invests in hotel assets in urban and resort markets, media and entertainment assets
News events · last 24 months27Across tracked business press
Leadership · 1
Colin V ReedCEO
Service providers to banksCollateral management provider
News events · last 24 months17Across tracked business press
Leadership · 1
Mike ThomasCEO
BanksCommercial bank
News events · last 24 months17Across tracked business press
Leadership · 1
Terry LeeCEO
ReitsEquity REIT investing in shopping centers
News events · last 24 months15Across tracked business press
Founder · 1
Charles LebovitzFounder
Asset financeCaterpillar's asset financing arm
News events · last 24 months14Across tracked business press
Leadership · 1
David WaltonCEO & President
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Lending
- Team size
- 295 (previous snapshot 260)
- Recorded funding
- None recorded
- Founded
- 1986 · about 40 years old
- Stage
- Unfunded
- Focus
- Consumer loans, Home loans
Founders · 1
Wendell MandrellFounder
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 11,194 (previous snapshot 6,382)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Public
- Focus
- Equity, Diversified
Founders · 2
Tom BeasleyCo-Founder
Don HuttoCo-Founder
Investors · 1
Team & hiring signals
LinkedIn headcount7,04310,001+
LinkedIn followers28,142
Earlier recorded team11,1942023, a different source
Open roles7of 204 tracked · last posted May 2026
Technology
- AWS
- Vue.js
- PHP
- Cloudflare
- HubSpot
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 584 (previous snapshot 427)
- Recorded funding
- None recorded
- Founded
- 1992 · about 34 years old
- Stage
- Public
- Focus
- Equity, Health care
Leadership · 1
Todd MeredithCEO
Team & hiring signals
LinkedIn headcount448501-1,000
LinkedIn followers16,184
Earlier recorded team5842023, a different source
Open roles3of 3 tracked · last posted Mar 2026
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Subscription
- Team size
- 3
- Recorded funding
- None recorded
- Founded
- 2005 · about 21 years old
- Stage
- Public
- Focus
- Enablers, Payment facilitators, White label solutions
Leadership · 1
Brian CoxCEO
- Highest education
- Economics · Murray State University
Team & hiring signals
LinkedIn headcount3751-200
LinkedIn followers2,462
Earlier recorded team32020, a different source
Recent company signals
- Launch Launched AI decision engine (AI decision engine)
- Partnership Partnership with BrandRap
- Milestone 200,000 subscriber lines
Technology
- React
- Nginx
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 20 (previous snapshot 20)
- Recorded funding
- None recorded
- Founded
- 1991 · about 35 years old
- Stage
- Public
- Focus
- Equity, Health care, Reits
Leadership · 1
Eric MendelsohnPresident, CEO & Board Member
Team & hiring signals
LinkedIn headcount4011-50
LinkedIn followers1,632
Earlier recorded team202021, a different source
Technology
- Cloudflare
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 9,604 (previous snapshot 9,824)
- Recorded funding
- None recorded
- Founded
- 1848 · about 178 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Richard McKenneyCEO & President
Team & hiring signals
LinkedIn headcount11,62710,001+
LinkedIn followers102,439
Earlier recorded team9,6042022, a different source
Patents
Patent filings4
Focus: AI hallucination mitigation and jailbreak prevention frameworks; secure web wallet technology.
CPC G06F40/40, G06Q20/3829, G06F21/64Mobile apps
- MyUnum for MembersFinance · 548,119 installs · ★ 4.6 · updated 2026-05-22
- Unum Group Small MeetingsBusiness · 106 installs · updated 2026-05-23
Technology
- AWS
- Azure
- React
- Vue.js
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 467 (previous snapshot 572)
- Recorded funding
- None recorded
- Founded
- 1984 · about 42 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Mike CainCEO & President
Team & hiring signals
LinkedIn headcount754501-1,000
LinkedIn followers20,993
Earlier recorded team4672022, a different source
Open roles2of 9 tracked · last posted Aug 2026
Recent company signals
- Award Best Place to Work in Kentucky — Kython Chamber of Commerce and SHRM Kentucky
- Award 2026 TSCPApex Impact Award — Tennessee Society of CPAs
- Award America's Best-In-State CPAs list — Forbes
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Not available
- Team size
- 1,471
- Recorded funding
- None recorded
- Founded
- 1925 · about 101 years old
- Stage
- Public
- Focus
- Equity, Hospitality
Leadership · 1
Colin V ReedCEO
Team & hiring signals
LinkedIn headcount581501-1,000
LinkedIn followers24,150
Earlier recorded team1,4712023, a different source
Open roles5of 31 tracked · last posted May 2026
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 327 (previous snapshot 292)
- Recorded funding
- None recorded
- Founded
- 2012 · about 14 years old
- Stage
- Funding Raised
- Focus
- Debt management, Non-performing assets management, Collateral management
Leadership · 1
Mike ThomasCEO
- Highest education
- BBA, Computer Information Systems · Georgia State University
Team & hiring signals
LinkedIn headcount260501-1,000
LinkedIn followers3,890
Earlier recorded team3272022, a different source
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 89 (previous snapshot 217)
- Recorded funding
- None recorded
- Founded
- 1976 · about 50 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Terry LeeCEO
Team & hiring signals
LinkedIn headcount226201-500
LinkedIn followers1,285
Earlier recorded team892023, a different source
Open roles2of 2 tracked · last posted May 2026
- Hiring: Commercial Lender · Brentwood, Tennessee
Technology
- AWS
- Google Cloud
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Renting / leasing
- Team size
- 437
- Recorded funding
- None recorded
- Founded
- 1978 · about 48 years old
- Stage
- Public
- Focus
- Equity, Retail
Founders · 1
Charles LebovitzFounder
Team & hiring signals
LinkedIn headcount727201-500
LinkedIn followers9,786
Earlier recorded team4372022, a different source
Open roles2of 4 tracked · last posted Jan 2026
Recent company signals
- Expansion Charlotte Grace Boutique is NOW OPEN at Hamilton Place, meeting the demand for well-positioned physical retail
Technology
- Azure
- Cloudflare
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 3,208 (previous snapshot 2,885)
- Recorded funding
- None recorded
- Founded
- 1981 · about 45 years old
- Stage
- Funding Raised
- Focus
- Machinery and equipment, Diversified, Sme loans, Working capital loans
Leadership · 1
David WaltonCEO & President
Team & hiring signals
LinkedIn headcount72-10
LinkedIn followers67
Mobile apps
- MyCatFinancialFinance · 23,416 installs · ★ 2.5 · updated 2026-03-09
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore Tennessee financial services companies by sub-sector
The most common specialisations among financial services companies in Tennessee. Open a company to see what it sells, who runs it and how far it has come.
Finance & accounting services · 106
106 financial services companies in Tennessee work in finance & accounting services. Shown: the best-documented.
Finance & accounting servicesProvider of investment & portfolio management and financial advisory services
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Farrah NgCEO
Services for governmentProvider of government contracting, accounting, audit and business consulting services
Revenue modelFee-for-service
Founder · 1
Gregg WoodallFounder and CEO
Finance & accounting servicesPershing Yoakley & Associates delivers comprehensive support in accounting, consulting, and management.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesAlexander Thompson Arnold CPAs is an accounting firm based in Tennessee.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesRodefer Moss is an accounting firm that offers consulting, accounting, and QuickBooks assistance services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesBlackburn, Childers & Steagall offers accounting, taxation, audit, wealth management, valuation and consulting.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesRBG provides accounting & audit, tax, and advisory services
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesSRH is a full service public accounting and consulting firm with with auditing, tax planning, business consulting and technology services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesKraft & Company is an accounting firm that offers accounting, audit, business advisory services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesJohnson Hickey & Murchison specializes in audit & assurance, accounting, bookkeeping, consultation to peer review, tax & advisory services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesWiles+Taylor provides business management, tax consulting, tax and royalty compliance, preparation and accounting services.
Revenue modelFee-for-service
Founders
Details not available
Finance & accounting servicesBrown Brown and Associates offers bookkeeping, consulting, contractors license, payroll, personal financial statements & taxation services.
Revenue modelFee-for-service
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- Not available
- Recorded funding
- US$7.58m · Series A · Sep 2020
- Founded
- 2004 · about 22 years old
- Stage
- Series A
- Focus
- Diversified
Leadership · 1
Farrah NgCEO
- Highest education
- University Of California, Berkeley
Team & hiring signals
LinkedIn headcount92-10
LinkedIn followers14
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$5.82m · Series A · Feb 2021
- Founded
- 2004 · about 22 years old
- Stage
- Series A
- Focus
- Diversified
Founders · 1
Gregg WoodallFounder and CEO
- Highest education
- Bachelor's in computer science · Middle Tennessee State University (Mtsu)
Investors · 1
- BGFFund
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers28
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 322 (previous snapshot 289)
- Recorded funding
- None recorded
- Founded
- 1983 · about 43 years old
- Stage
- Unfunded
- Focus
- Accounting & payroll
Team & hiring signals
LinkedIn headcount319201-500
LinkedIn followers10,366
Technology
- PHP
- MySQL
- Cloudflare
- Salesforce
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 196 (previous snapshot 183)
- Recorded funding
- None recorded
- Founded
- 1940 · about 86 years old
- Stage
- Private
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount270201-500
LinkedIn followers1,881
Open roles1of 2 tracked · last posted Apr 2026
- Internship: Accounting Intern · Tupelo
Technology
- React
- Cloudflare
- Vercel
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 142 (previous snapshot 128)
- Recorded funding
- None recorded
- Founded
- 2006 · about 20 years old
- Stage
- Private
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount9251-200
LinkedIn followers1,772
Open roles2of 2 tracked · last posted Mar 2026
Technology
- PHP
- MySQL
- Cloudflare
- HubSpot
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 123 (previous snapshot 106)
- Recorded funding
- None recorded
- Founded
- 1961 · about 65 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount9251-200
LinkedIn followers959
Earlier recorded team1232022, a different source
Open roles1of 2 tracked · last posted Jun 2026
- Hiring: Senior Tax Associate
- Hiring: Tax Associate
Technology
- React
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 70 (previous snapshot 66)
- Recorded funding
- None recorded
- Founded
- 1916 · about 110 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount10051-200
LinkedIn followers2,395
Open roles1of 1 tracked · last posted Jun 2026
- Internship: Audit Summer Intern
Patents
Patent filings6
Focus: Ophthalmic drug formulations for glaucoma and ocular movement disorder therapies
CPC C07C57/62, A61K9/0048, A61K31/155Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 58 (previous snapshot 55)
- Recorded funding
- None recorded
- Founded
- 1954 · about 72 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount4811-50
LinkedIn followers591
Open roles0of 2 tracked · last posted Oct 2025
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 46 (previous snapshot 47)
- Recorded funding
- None recorded
- Founded
- 1976 · about 50 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount682-10
LinkedIn followers255
Technology
- Google Cloud
- React
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 44 (previous snapshot 32)
- Recorded funding
- None recorded
- Founded
- 1977 · about 49 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount7351-200
LinkedIn followers1,408
Open roles3of 6 tracked · last posted Jun 2026
- Hiring: Tax Manager · Chattanooga, Tennessee
- Hiring: Tax Supervisor · Chattanooga, Tennessee
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 37 (previous snapshot 36)
- Recorded funding
- None recorded
- Founded
- 1987 · about 39 years old
- Stage
- Not available
- Focus
- Diversified
Technology
- Nginx
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 34 (previous snapshot 32)
- Recorded funding
- None recorded
- Founded
- 1973 · about 53 years old
- Stage
- Not available
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount711-50
LinkedIn followers13
Technology
- PHP
- MySQL
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Banks · 64
64 financial services companies in Tennessee work in banks. Shown: the best-documented.
BanksCommercial bank
Revenue modelCommission on transaction / Lending
Founder · 1
Claire TuckerFounder & Director
BanksCommercial bank
Revenue modelFee-for-service
Founders
Details not available
BanksCommercial bank and wealth management firm
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Kent FosterManaging Director
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Christopher HolmesCEO & President
BanksUrban credit union
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Olan O. JonesCEO
BanksRetail and business community bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Randall ClemonsCEO & President
BanksUrban credit union
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Colin AndersonCEO & President
Investment banksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
W Scott StaffordCEO
BanksCredit Union
Revenue modelAdvertising / Commission on transaction
Leadership · 1
Caren GabrielCEO & President
BanksCommercial Bank
Revenue modelCommission on transaction / Lending
Founders
Details not available
BanksCommercial bank
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Roy HarmonChairman & CEO
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 175 (previous snapshot 231)
- Recorded funding
- US$88.00m · Series B · Jul 2008
- Founded
- 2008 · about 18 years old
- Stage
- Series B
- Focus
- Commercial banks
Founders · 1
Claire TuckerFounder & Director
Team & hiring signals
LinkedIn headcount91201-500
LinkedIn followers2,387
Earlier recorded team1752017, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- US$27.50m · Series B · Sep 2022
- Founded
- 2005 · about 21 years old
- Stage
- Series B
- Focus
- Commercial banks
Funding over time
US$27.50m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
Open roles1of 2 tracked · last posted Apr 2026
Mobile apps
- Studio BankFinance · 888 installs · ★ 5.0 · updated 2025-09-17
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 33,570 (previous snapshot 2,166)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Public
- Focus
- Commercial banks, Wealth management
Leadership · 1
Kent FosterManaging Director
- Highest education
- BBA, Business Administration · Copenhagen Business School
Investors · 1
Team & hiring signals
LinkedIn headcount3,7751,001-5,000
LinkedIn followers31,567
Earlier recorded team33,5702023, a different source
Recent company signals
- Award Bronze Award in Best Place to Work Awards — Athens-Limestone County Chamber of Commerce
- Award Next Awards Entrepreneur's Hall of Fame
- Expansion Peach Tree Senior Living
- Expansion corporate headquarters at Ten Twenty Spring in Midtown
Patents
Patent filings51
Focus: Real-time music-synced modular lighting systems for entertainment and architectural illumination
CPC G01V1/40, G01V1/01, E21B43/26Mobile apps
- Pinnacle Health & BenefitsFinance · 12,092 installs · ★ 2.8 · updated 2026-04-07
Technology
- Nginx
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 1,757
- Recorded funding
- None recorded
- Founded
- 1906 · about 120 years old
- Stage
- Public
- Focus
- Commercial banks
Leadership · 1
Christopher HolmesCEO & President
Team & hiring signals
LinkedIn headcount1,8251,001-5,000
LinkedIn followers13,224
Earlier recorded team1,7572022, a different source
Technology
- AWS
- Google Cloud
- Azure
- Node.js
- Express
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 969 (previous snapshot 424)
- Recorded funding
- None recorded
- Founded
- 1934 · about 92 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Olan O. JonesCEO
Team & hiring signals
LinkedIn headcount518501-1,000
LinkedIn followers3,765
Earlier recorded team9692021, a different source
Open roles2of 3 tracked · last posted May 2026
Recent company signals
- Award Best Credit Union — Longview News-Journal
Mobile apps
- ECU MobileFinance · 266,171 installs · ★ 4.7 · updated 2026-04-07
- ECU CardsFinance · 43,048 installs · ★ 3.9 · updated 2025-10-14
Technology
- Azure
- React
- Cloudflare
- Zendesk
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 563 (previous snapshot 362)
- Recorded funding
- None recorded
- Founded
- 1987 · about 39 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Randall ClemonsCEO & President
Team & hiring signals
LinkedIn headcount505501-1,000
LinkedIn followers4,104
Earlier recorded team5632022, a different source
Mobile apps
- Wilson Bank & TrustFinance · 52,460 installs · ★ 4.6 · updated 2026-05-18
Technology
- AWS
- Google Cloud
- Angular
- TypeScript
- Java
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 495 (previous snapshot 461)
- Recorded funding
- None recorded
- Founded
- 1948 · about 78 years old
- Stage
- Unfunded
- Focus
- Co-operative banks
Leadership · 1
Colin AndersonCEO & President
Team & hiring signals
Open roles4of 10 tracked · last posted Jun 2026
Mobile apps
- ORNL Federal Credit UnionFinance · 99,729 installs · ★ 4.8 · updated 2026-05-04
Technology
- AWS
- Amazon S3
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
ConsumerHas made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 482
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Public
- Focus
- Commercial banks, Ibs
Team & hiring signals
Open roles4of 30 tracked · last posted Feb 2026
Mobile apps
- SmartBank Mobile BankingFinance · 38,048 installs · ★ 4.7 · updated 2026-05-18
- SmartBank BusinessFinance · 746 installs · updated 2026-05-18
Technology
- AWS
- React
- PHP
- MySQL
- Sentry
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 414 (previous snapshot 640)
- Recorded funding
- None recorded
- Founded
- 1925 · about 101 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
W Scott StaffordCEO
Team & hiring signals
LinkedIn headcount517501-1,000
LinkedIn followers11,302
Earlier recorded team4142022, a different source
Recent company signals
- Partnership Partnership with TabacPay and Coinstar
Mobile apps
- EHomeLoansFinance · 6,664 installs · ★ 4.5 · updated 2026-05-14
Technology
- AWS
- Google Cloud
- PHP
- MySQL
- Cloudflare
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, Fee-for-service
- Team size
- 388 (previous snapshot 334)
- Recorded funding
- None recorded
- Founded
- 1951 · about 75 years old
- Stage
- Unfunded
- Focus
- Co-operative banks, Credit unions
Leadership · 1
Caren GabrielCEO & President
Team & hiring signals
LinkedIn headcount414501-1,000
LinkedIn followers6,613
Open roles6of 24 tracked · last posted Apr 2026
Recent company signals
- Partnership Partnership with United Way of South Central Tennessee
- Award Diamond Award for Possibilities newsletter — America's Credit Unions
- Award America's Best Regional Banks & Credit Unions list for 2026 — Newsweek
- Award Training MVP Award — Training Magazine
Mobile apps
- Ascend Federal Credit UnionFinance · 93,645 installs · ★ 4.8 · updated 2025-07-16
Technology
- AWS
- Angular
- TypeScript
- PHP
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Lending
- Team size
- 297 (previous snapshot 243)
- Recorded funding
- None recorded
- Founded
- 1889 · about 137 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Team & hiring signals
LinkedIn headcount280201-500
LinkedIn followers3,138
Earlier recorded team2972021, a different source
Technology
- AWS
- Vue.js
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 264 (previous snapshot 241)
- Recorded funding
- None recorded
- Founded
- 1974 · about 52 years old
- Stage
- Unfunded
- Focus
- Commercial banks
Leadership · 1
Roy HarmonChairman & CEO
Team & hiring signals
LinkedIn headcount255201-500
LinkedIn followers2,440
Open roles1of 1 tracked · last posted Mar 2026
- Hiring: Controller
Mobile apps
- Bank of Tennessee Mobile AppFinance · 21,424 installs · ★ 4.5 · updated 2026-02-25
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Insurance carriers · 63
63 financial services companies in Tennessee work in insurance carriers. Shown: the best-documented.
Insurance carriersProvider of insurence and advisory services.
Revenue modelFee-for-service
Founders
Details not available
Insurance carriersProvider of insurance planning services
Revenue modelCommission on transaction / E-commerce - product
Leadership · 1
Richard McKenneyCEO & President
Insurance carriersAcceptance Insurance is an insurance company that offers auto, motorcycle, commercial, and life insurance services.
Revenue modelCommission on transaction / E-commerce - product
Founders
Details not available
Insurance carriersWorkers compensation insurance carrier
Revenue modelSubscription
Leadership · 1
Kirk ManzCEO
Insurance carriersThe Plateau Group is an insurance holding company that specializes in the business of credit insurance and other loan related products.
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Insurance carriersTitle insurance and closing company facilitating real estate transactions
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Insurance carriersAgency providing insurance plans for home, auto, business, and life coverage
Revenue modelFee-for-service
Founders
Details not available
Insurance carriersLife and non-life insurance platform for individuals and businesses
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Insurance carriersProvider of prescription drug plans and pharmacy benefit management services
Revenue modelAdvertising / Commission on transaction
Founders
Details not available
Insurance carriersTitle insurance carrier
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Insurance carriersMcKnight Advisory Group is an advisory firm that offers comprehensive insurance, employee benefits, and financial services.
Revenue modelFee-for-service
Founders
Details not available
Insurance carriersAuto insurance carrier
Revenue modelAdvertising / Commission on transaction
Founder · 1
William C AdairFounder
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 25
- Recorded funding
- US$5.25m · Series A · Oct 2016
- Founded
- 2011 · about 15 years old
- Stage
- Series A
- Focus
- Diversified, Property & casualty
Funding over time
US$5.25m across 2 disclosed equity rounds
Darker bars = larger roundsTeam & hiring signals
LinkedIn headcount3911-50
LinkedIn followers1,789
Open roles2of 3 tracked · last posted Jun 2026
- Hiring: Trust Officer · Atlanta
- Hiring: Trust Operations Associate · Melbourne, Tennessee
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 9,604 (previous snapshot 9,824)
- Recorded funding
- None recorded
- Founded
- 1848 · about 178 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Richard McKenneyCEO & President
Team & hiring signals
LinkedIn headcount11,62710,001+
LinkedIn followers102,439
Earlier recorded team9,6042022, a different source
Patents
Patent filings4
Focus: AI hallucination mitigation and jailbreak prevention frameworks; secure web wallet technology.
CPC G06F40/40, G06Q20/3829, G06F21/64Mobile apps
- MyUnum for MembersFinance · 548,119 installs · ★ 4.6 · updated 2026-05-22
- Unum Group Small MeetingsBusiness · 106 installs · updated 2026-05-23
Technology
- AWS
- Azure
- React
- Vue.js
- Nginx
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, E-commerce - product, Physical commerce
- Team size
- 1,428 (previous snapshot 1,739)
- Recorded funding
- None recorded
- Founded
- Not available
- Stage
- Public
- Focus
- Auto, Property & casualty
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Subscription
- Team size
- 70 (previous snapshot 70)
- Recorded funding
- None recorded
- Founded
- 2018 · about 8 years old
- Stage
- Funding Raised
- Focus
- Property & casualty, Worker's compensation
Leadership · 1
Kirk ManzCEO
- Highest education
- Vanderbilt University
Patents
Patent filings6
Focus: Patents concentrated in health & consumer products
CPC A47B96/025, B65D83/386, A41D13/1209Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 52 (previous snapshot 45)
- Recorded funding
- None recorded
- Founded
- 1981 · about 45 years old
- Stage
- Private
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount6951-200
LinkedIn followers1,201
Open roles2of 2 tracked · last posted May 2026
- Hiring: FourPoint Administrator
- Hiring: SQL Server Database Administrator
Recent company signals
- Leadership Hired a Managing Director and Senior Vice President of Global Retirement and Protection
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 42 (previous snapshot 40)
- Recorded funding
- None recorded
- Founded
- 2004 · about 22 years old
- Stage
- Unfunded
- Focus
- Property & casualty, Title
Team & hiring signals
LinkedIn headcount3111-50
LinkedIn followers324
Technology
- AWS
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 40 (previous snapshot 33)
- Recorded funding
- None recorded
- Founded
- 2011 · about 15 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount22-10
LinkedIn followers7
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 38 (previous snapshot 46)
- Recorded funding
- None recorded
- Founded
- 1948 · about 78 years old
- Stage
- Funding Raised
- Focus
- Property & casualty, Diversified
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- 18 (previous snapshot 19)
- Recorded funding
- None recorded
- Founded
- 2004 · about 22 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount122-10
LinkedIn followers140
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 5
- Recorded funding
- None recorded
- Founded
- 1999 · about 27 years old
- Stage
- Early Stage
- Focus
- Property & casualty, Property
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers86
Technology
- PHP
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 5
- Recorded funding
- None recorded
- Founded
- 1990 · about 36 years old
- Stage
- Private
- Focus
- Diversified
Technology
- AWS
- Cloudflare
- Amazon S3
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Advertising, Commission on transaction, E-commerce - service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 1998 · about 28 years old
- Stage
- Funding Raised
- Focus
- Property & casualty, Auto
Founders · 1
William C AdairFounder
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Asset management · 59
59 financial services companies in Tennessee work in asset management. Shown: the best-documented.
Services for investment industryProvider of consulting solutions regarding investment in websites and digital assets
Revenue modelFee-for-service
Founder · 1
Mohit TaterFounder & CEO
Asset managementWealth management firm offers legal services
Revenue modelFee-for-service
Leadership · 1
Dale VeitchCEO
BanksCommercial bank and wealth management firm
Revenue modelCommission on transaction / Fee-for-service
Leadership · 1
Kent FosterManaging Director
Asset managementDiversified financial services company
Revenue modelFee-for-service
Leadership · 1
Mike CainCEO & President
Asset managementProvider of investment management services
Revenue modelFee-for-service
Founder · 1
Steve WishniaFounder & CEO
Asset managementProvider of financial advsiory services
Revenue modelFee-for-service
Founders
Details not available
Asset managementProvider of multi family office services
Revenue modelFee-for-service
Founders
Details not available
Asset managementInvestment & wealth management firm
Revenue modelFee-for-service
Leadership · 1
Thomas S StumbCEO & Chairman
Asset managementProvider of wealth management and retirement planning services
Revenue modelFee-for-service
Founders · 2
Lytle RatherCo-Founder
Chris KittrellCo-Founder
Asset managementProvider of capital advisory, healthcare consulting, investment management, and other services
Revenue modelCommission on transaction / Fee-for-service
Founders
Details not available
Services for investment industryProvides wealth management, financial advisory, and other services
Revenue modelFee-for-service
Founder · 1
Joshua RogersFounder & CEO
Asset managementProvider of financial advisory services
Revenue modelFee-for-service
Founders
Details not available
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- Not available
- Recorded funding
- None recorded
- Founded
- 2014 · about 12 years old
- Stage
- Unfunded
- Focus
- Consultancy services, Diversified
Founders · 1
Mohit TaterFounder & CEO
- Highest education
- BITS Pilani
- Location
- New York, United States
- Current company
- Digital Agents LLC
Team & hiring signals
LinkedIn headcount1811-50
LinkedIn followers1,746
Technology
- PHP
- MySQL
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 4
- Recorded funding
- US$1.58m · Seed · Apr 2024
- Founded
- 2015 · about 11 years old
- Stage
- Seed
- Focus
- Diversified, Horizontal
Funding over time
US$1.58m across 2 disclosed equity rounds
Darker bars = larger roundsLeadership · 1
Dale VeitchCEO
Team & hiring signals
LinkedIn headcount52-10
LinkedIn followers87
Recent company signals
- Leadership Hired a Chief Financial Officer
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Has made acquisitions
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 33,570 (previous snapshot 2,166)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Public
- Focus
- Commercial banks, Wealth management
Leadership · 1
Kent FosterManaging Director
- Highest education
- BBA, Business Administration · Copenhagen Business School
Investors · 1
Team & hiring signals
LinkedIn headcount3,7751,001-5,000
LinkedIn followers31,567
Earlier recorded team33,5702023, a different source
Recent company signals
- Award Bronze Award in Best Place to Work Awards — Athens-Limestone County Chamber of Commerce
- Award Next Awards Entrepreneur's Hall of Fame
- Expansion Peach Tree Senior Living
- Expansion corporate headquarters at Ten Twenty Spring in Midtown
Patents
Patent filings51
Focus: Real-time music-synced modular lighting systems for entertainment and architectural illumination
CPC G01V1/40, G01V1/01, E21B43/26Mobile apps
- Pinnacle Health & BenefitsFinance · 12,092 installs · ★ 2.8 · updated 2026-04-07
Technology
- Nginx
- Salesforce
- Bootstrap
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Consumer
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 467 (previous snapshot 572)
- Recorded funding
- None recorded
- Founded
- 1984 · about 42 years old
- Stage
- Unfunded
- Focus
- Diversified
Leadership · 1
Mike CainCEO & President
Team & hiring signals
LinkedIn headcount754501-1,000
LinkedIn followers20,993
Earlier recorded team4672022, a different source
Open roles2of 9 tracked · last posted Aug 2026
Recent company signals
- Award Best Place to Work in Kentucky — Kython Chamber of Commerce and SHRM Kentucky
- Award 2026 TSCPApex Impact Award — Tennessee Society of CPAs
- Award America's Best-In-State CPAs list — Forbes
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 297
- Recorded funding
- None recorded
- Founded
- 1987 · about 39 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Steve WishniaFounder & CEO
Team & hiring signals
LinkedIn headcount1411-50
LinkedIn followers87
Earlier recorded team2972020, a different source
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 135
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Unfunded
- Focus
- Financial advisors
Team & hiring signals
LinkedIn headcount15651-200
LinkedIn followers2,756
Technology
- PHP
- MySQL
- Nginx
- WordPress
- jQuery
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 110
- Recorded funding
- None recorded
- Founded
- 2001 · about 25 years old
- Stage
- Unfunded
- Focus
- Wealth management, Multi family offices
Team & hiring signals
LinkedIn headcount15451-200
LinkedIn followers3,154
Earlier recorded team1102022, a different source
Open roles0of 1 tracked · last posted Jul 2025
Technology
- PHP
- MySQL
- Nginx
- HubSpot
- Salesforce
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 74 (previous snapshot 76)
- Recorded funding
- None recorded
- Founded
- 2004 · about 22 years old
- Stage
- Public
- Focus
- Diversified
Leadership · 1
Thomas S StumbCEO & Chairman
Team & hiring signals
LinkedIn headcount11351-200
LinkedIn followers2,365
Open roles1of 1 tracked · last posted Mar 2026
- Hiring: Credit Analyst
Recent company signals
- Award 2026 Nashville Post In Charge Leader of Finance honoree — Nashville Post
Mobile apps
- Truxton Mobile BankingFinance · 157 installs · updated 2025-09-22
- Truxton WealthFinance · 13 installs · updated 2026-05-02
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 49 (previous snapshot 48)
- Recorded funding
- None recorded
- Founded
- 2000 · about 26 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 2
Lytle RatherCo-Founder
Chris KittrellCo-Founder
- Highest education
- Bachelor's in human resources · East Tennessee State University
Team & hiring signals
LinkedIn headcount5111-50
LinkedIn followers655
Technology
- PHP
- MySQL
- Cloudflare
- WordPress
- Bootstrap
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Commission on transaction, Fee-for-service
- Team size
- 26 (previous snapshot 37)
- Recorded funding
- None recorded
- Founded
- 1997 · about 29 years old
- Stage
- Unfunded
- Focus
- Diversified, Consultancy services
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Acquirer · 1 deal
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 23 (previous snapshot 61)
- Recorded funding
- None recorded
- Founded
- 2007 · about 19 years old
- Stage
- Unfunded
- Focus
- Diversified
Founders · 1
Joshua RogersFounder & CEO
- Highest education
- BA · St. John’s College
Team & hiring signals
LinkedIn headcount7811-50
LinkedIn followers1,479
Earlier recorded team232023, a different source
Recent company signals
- Milestone completed its partial transition to an Employee Stock Ownership Plan (ESOP) participation to an Employee Stock Ownership Plan (ESOP)
- Award Top-performing firm for advisor productivity and revenue growth — Financial Advisor Magazine
- Partnership Partnership with Pontera
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Business facts
- Revenue
- Not reported
- Revenue growth
- Not reported
- Revenue model
- Fee-for-service
- Team size
- 21 (previous snapshot 31)
- Recorded funding
- None recorded
- Founded
- 2003 · about 23 years old
- Stage
- Unfunded
- Focus
- Diversified
Team & hiring signals
LinkedIn headcount2511-50
LinkedIn followers374
Technology
- PHP
- MySQL
- Nginx
- Cloudflare
- WordPress
Each tile appears only where data is on record. Founder photos and LinkedIn links appear where a profile matches exactly.
Explore more lists: nearby cities and other sectors in Tennessee
106 more company lists you can search, plus the Radar directory pages for each place.
Financial services in nearby cities
- Oakland44 financial services companiesExplore on Radar
- San Jose65 financial services companiesExplore on Radar
- Palo Alto40 financial services companiesExplore on Radar
- San Mateo34 financial services companiesExplore on Radar
- Santa Monica48 financial services companiesExplore on Radar
- San Diego265 financial services companiesExplore on Radar
- Los Angeles379 financial services companiesExplore on Radar
Financial services in other US cities
- New York City1,068 financial services companiesExplore on Radar
- Chicago458 financial services companiesExplore on Radar
- Austin237 financial services companiesExplore on Radar
- Boston304 financial services companiesExplore on Radar
- Miami209 financial services companiesExplore on Radar
- Seattle132 financial services companiesExplore on Radar
- Denver193 financial services companiesExplore on Radar
- Atlanta317 financial services companiesExplore on Radar
- Houston279 financial services companiesExplore on Radar
- Dallas366 financial services companiesExplore on Radar
- Philadelphia133 financial services companiesExplore on Radar
- Washington379 financial services companiesExplore on Radar
Other sectors in Tennessee
- Business Services Companies in Tennessee, United States 689
- Healthcare Companies in Tennessee, United States 587
- Enterprise Applications Companies in Tennessee, United States 573
- Consumer Companies in Tennessee, United States 435
- Real Estate and Construction Companies in Tennessee, United States 422
- HealthTech Companies in Tennessee, United States 348
- Consumer Goods Companies in Tennessee, United States 265
- Media & Entertainment Companies in Tennessee, United States 232
- Retail Companies in Tennessee, United States 232
- Food and Agriculture Companies in Tennessee, United States 224
- Healthcare IT Companies in Tennessee, United States 204
- FinTech Companies in Tennessee, United States 203
- Investment Industry Companies in Tennessee, United States 191
- Transportation and Logistics Companies in Tennessee, United States 177
- Life Sciences Companies in Tennessee, United States 170
- High Tech Companies in Tennessee, United States 155
- Marketing Services Companies in Tennessee, United States 148
- Auto Companies in Tennessee, United States 131
- Industrial Goods and Manufacturing Companies in Tennessee, United States 131
- Services for Healthcare Providers Companies in Tennessee, United States 124
- IT Services Companies in Tennessee, United States 120
- Energy Companies in Tennessee, United States 109
- MarketingTech Companies in Tennessee, United States 100
- Education Companies in Tennessee, United States 95
- HRTech Companies in Tennessee, United States 94
- EdTech Companies in Tennessee, United States 92
- Banks Companies in Tennessee, United States 89
- Travel and Hospitality Companies in Tennessee, United States 89
- Clinic Chains Companies in Tennessee, United States 87
- Building Materials Companies in Tennessee, United States 83
- Real Estate and Construction Tech Companies in Tennessee, United States 82
- Auto Retail & Aftersales Companies in Tennessee, United States 81
- Enterprise Software Companies in Tennessee, United States 81
- SaaS Companies in Tennessee, United States 81
- Trucking Companies in Tennessee, United States 77
- Manufacturing Services Companies in Tennessee, United States 76
- Enterprise Infrastructure Companies in Tennessee, United States 73
- Food and Agriculture Tech Companies in Tennessee, United States 73
- Transportation and Logistics Tech Companies in Tennessee, United States 72
- Clinics Companies in Tennessee, United States 70
- Rehabilitation and Long-Term Care Companies in Tennessee, United States 69
- Professional Consumer Services Companies in Tennessee, United States 68
- Environment Companies in Tennessee, United States 64
- Facility Management Services Companies in Tennessee, United States 61
- Telecom Companies in Tennessee, United States 60
- Sustainability Tech Companies in Tennessee, United States 60
- Chemicals and Materials Companies in Tennessee, United States 58
- Asset Management Companies in Tennessee, United States 57
- Food Service Chains Companies in Tennessee, United States 57
- Freight Forwarders Companies in Tennessee, United States 57
- Travel and Hospitality Tech Companies in Tennessee, United States 57
- Finance & Accounting Services Companies in Tennessee, United States 56
- HR Services Companies in Tennessee, United States 56
- Venture Capital Funds Companies in Tennessee, United States 56
- Internet First Media Companies in Tennessee, United States 54
- Music Tech Companies in Tennessee, United States 52
- Insurance Distribution Companies in Tennessee, United States 52
- Auto Tech Companies in Tennessee, United States 51
- Logistics Tech Companies in Tennessee, United States 51
- Investment Tech Companies in Tennessee, United States 50
- Nonprofits Companies in Tennessee, United States 50
- K-12 EdTech Companies in Tennessee, United States 48
- Legal Services Companies in Tennessee, United States 48
- Real Estate Brokers Companies in Tennessee, United States 47
- Auto Components Companies in Tennessee, United States 45
- Internet of Things - Industry Applications Companies in Tennessee, United States 44
- Energy Tech Companies in Tennessee, United States 43
- Private Equity Funds Companies in Tennessee, United States 42
- Healthcare Booking Platforms Companies in Tennessee, United States 41
- Sports Tech Companies in Tennessee, United States 41
- Construction Contractors Companies in Tennessee, United States 39
- Foundations Companies in Tennessee, United States 39
- Home Furnishing Products Companies in Tennessee, United States 39
- Home Healthcare Companies in Tennessee, United States 39
- Vertical SaaS Companies in Tennessee, United States 39
- Environment Tech Companies in Tennessee, United States 37
- Real Estate & Infrastructure Developers Companies in Tennessee, United States 37
- Aerospace, Maritime and Defense Companies in Tennessee, United States 37
- Insurance Carriers Companies in Tennessee, United States 36
- Native AI Companies in Tennessee, United States 36
- Continued Learning Companies in Tennessee, United States 35
- Finance & Accounting Tech Companies in Tennessee, United States 35
- Management Consulting Services Companies in Tennessee, United States 35
- Artificial Intelligence Companies in Tennessee, United States 34
- Waste & Water Management Companies in Tennessee, United States 34
- Banking Tech Companies in Tennessee, United States 33
- Alcoholic Beverage Products Companies in Tennessee, United States 32
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